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台积电
240.63
-4.9700
-2.02%
成交量:
545.22万
成交额:
13.21亿
市值:
1.25万亿
市盈率:
31.72
高:
245.97
开:
245.31
低:
239.39
收:
245.60
数据加载中...
总览
公司
新闻
公告
瑞银上调台积电(TSM.US)目标价至1200新台币 AI需求与产能扩张成增长双引擎
智通财经
·
06-24
机构:3nm和2nm将占2026年智能手机SoC出货量三分之一
爱集微
·
06-24
CounterPoint 预测 2026 年约1/3出货手机芯片采用 2nm/3nm工艺
市场资讯
·
06-24
日本芯片大厂:Rapidus很好,我选台积电
半导体行业观察
·
06-24
【焦点】Wolfspeed正式宣布破产;
爱集微
·
06-24
周一(6月23日)美国科技股七巨头(Magnificent 7)指数涨1.01%报166.43点。特斯拉收涨8.24%创
智通财经
·
06-24
电子元器件月报:台积电5月营收延续高增长 巨头指引显示算力需求提速
长城证券股份有...
·
06-24
代工厂已开工 曝苹果A20芯片首发台积电2nm工艺
市场资讯
·
06-23
美国拟取消台积电、三星、海力士在华豁免
半导体行业圈
·
06-23
三星代工丢客户,谷歌Pixel 10手机3nm芯片订单将转投台积电
爱集微
·
06-23
台积电积极规划2nm产能 2028年底月产能将达20万片
爱集微
·
06-23
半导体设备板块拉升,中晶科技涨停,中芯国际涨超3%,美拟取消芯片设备豁免
格隆汇
·
06-23
英特尔裁员20% 机构:此举难以缩减与台积电差距
爱集微
·
06-23
芯片股普升 华虹半导体涨6.26% 传美政府拟取消三星等在华使用美国技术豁免
金吾资讯
·
06-23
涉半导体豁免,美国放风取消
环球网
·
06-23
英特尔晶圆代工,18A工艺良率仅20-30%
半导体数据
·
06-22
全球半导体,再现并购潮
智通财经网
·
06-21
孙正义据报拟联手台积电 在美打造万亿美元AI产业园
联合早报
·
06-21
台积电6月20日成交额为35.76亿美元
市场透视
·
06-21
涉及对华业务,特朗普政府被曝向三星、台积电施压
观察者网
·
06-21
更多
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12:16","pubTimestamp":1750738590,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布台积电2025年第二季度财报业绩前瞻报告,重申“买入”评级,并将目标价从1180新台币上调至1200新台币。这一调整背后,是云端AI需求爆发与先进制程产能释放的双重驱动。估值与投资建议:目标价上调至1200新台币基于更强劲的AI需求预期与成本传导能力,瑞银维持台积电“买入”评级,并将12个月目标价从1180新台币上调至1200新台币。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1308827.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["TWmain","TSM"],"gpt_icon":1},{"id":"2545473248","title":"机构:3nm和2nm将占2026年智能手机SoC出货量三分之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2545473248","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545473248?lang=zh_cn&edition=fundamental","pubTime":"2025-06-24 11:02","pubTimestamp":1750734164,"startTime":"0","endTime":"0","summary":"6月23日,市调机构Counterpoint Research在报告中指出,3nm和2nm将占2026年智能手机SoC出货量的约三分之一。苹果是第一家采用台积电3nm工艺的智能手机OEM厂商,该工艺曾用于制造2023年iPhone 15 Pro系列中的A17 Pro SoC。次年,高通和联发科推出了基于3nm工艺的旗舰SoC。到2025年,3nm将成为所有新旗舰SoC的主导节点。该机构称,3nm和 2nm的采用率正在不断提高,因为它们提供了更强大的性能和更高的效率,这是设备上的 AI、沉浸式游戏和手机上的高分辨率内容所必需的。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624110318978c223e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:25","pubTimestamp":1750728343,"startTime":"0","endTime":"0","summary":"富士通计划投资Rapidus。Rapidus的2纳米逻辑芯片,进入试生产阶段今年四月,Rapidus宣布,2纳米逻辑芯片进入试生产阶段。Rapidus还面临着许多技术挑战和问题,说实话,我们遇到了很多障碍。这将使Rapidus能够快速将数据反馈给半导体设计公司,从而加速他们的芯片设计和开发。因此,Rapidus预计整体开发周期将大幅缩短。目前 Rapidus 有 700 名员工。Rapidus的另一个特点是雇佣了许多年长的专业人士。Rapidus也将继续作为一个团队共同努力,实现有意义且有益的目标。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624093204a71a45fa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:34","pubTimestamp":1750721691,"startTime":"0","endTime":"0","summary":"据报道,此事已成为三星最新全球战略会议的核心议题。目前管理层正考虑内部架构重组,包括可能分拆代工部门,以及重新整合System LSI资产。行业消息人士指出,初期订单可能来自内部客户,Exynos 2600芯片有望成为首批采用该工艺的产品。截至2025年第一季度,台积电在市场份额上领先三星,且这一差距还在持续扩大。法人机构指出,根据内部文件显示,英特尔此次裁员重点为Foundry的制造群组,将减少中级管理职位以集中资源于工程与技术人力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624073924978bdb94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18系列将首发搭载A20芯片,这颗处理器首发采用台积电2nm制造工艺,消息称台积电已提前为苹果建立专属产线,为2026年的大规模量产做好准备。值得注意的是,iPhone 18系列不会全部都上2nm工艺,苹果分析师郭明指出,出于成本考量,iPhone 18系列中可能仅有Pro机型采用台积电的2nm,他还认为,得益于新封装工艺,iPhone 18 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