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TSM 台积电
交易中 06-16 14:54:54 EDT
430.42
-10.98
-2.49%
最高
440.33
最低
427.80
成交量
639.18万
今开
436.02
昨收
441.40
日振幅
2.84%
总市值
2.23万亿
流通市值
2.01万亿
总股本
51.87亿
成交额
27.72亿
换手率
0.14%
流通股本
46.71亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
半导体股走弱，英特尔跌超5%，AMD跌超4%，美光科技、迈威尔科技均跌超2%
老虎资讯综合 · 06-16 22:44
半导体股走弱，英特尔跌超5%，AMD跌超4%，美光科技、迈威尔科技均跌超2%
艾玛克技术(AMKR)盘初大涨8% 与台积电(TSM)达成十年先进封装协议
金吾财讯 · 06-16 22:05
艾玛克技术(AMKR)盘初大涨8% 与台积电(TSM)达成十年先进封装协议
疯狂的美国散户！将Space X市值炒到17万亿，今日盘前再次大涨，马斯克身价已是巴菲特8.8倍
金融界 · 06-16 20:14
疯狂的美国散户！将Space X市值炒到17万亿，今日盘前再次大涨，马斯克身价已是巴菲特8.8倍
特朗普：在我卸任之时，美国或将掌控超五成芯片产业
智通财经 · 06-16 17:44
特朗普：在我卸任之时，美国或将掌控超五成芯片产业
费城半导体指数涨超5%再创新高，AMD涨超9%、美光科技涨超8%
老虎资讯综合 · 06-15 22:02
费城半导体指数涨超5%再创新高，AMD涨超9%、美光科技涨超8%
异动解读｜台积电盘中上涨3.57%，先进制程涨价预期持续升温
行情直击 · 06-15 21:56
异动解读｜台积电盘中上涨3.57%，先进制程涨价预期持续升温
AI芯片板块盘初走强 AMD(AMD)涨8.69% 地缘风险缓释 资金重归战前资产配置主线
金吾财讯 · 06-15 21:47
AI芯片板块盘初走强 AMD(AMD)涨8.69% 地缘风险缓释 资金重归战前资产配置主线
传谷歌与三星正洽谈下一代AI芯片合作 最早将于2028年实现量产
金吾财讯 · 06-15 19:54
传谷歌与三星正洽谈下一代AI芯片合作 最早将于2028年实现量产
英伟达CPO交换机量产在即，光模块的“光”还能照亮多久？
和讯网 · 06-15 16:52
英伟达CPO交换机量产在即，光模块的“光”还能照亮多久？
异动解读｜台积电盘前上涨3.13%，先进制程涨价叠加CoPoS封装技术催化
行情直击 · 06-15 16:21
异动解读｜台积电盘前上涨3.13%，先进制程涨价叠加CoPoS封装技术催化
盘前异动 | SpaceX续升近6%，科技股集体造好，美光科技、AMD上涨5%
老虎资讯综合 · 06-15 16:15
盘前异动 | SpaceX续升近6%，科技股集体造好，美光科技、AMD上涨5%
德载厚资本董扬呼吁：中国芯片企业不要搞全栈自研，要拉群合作
睿见Economy · 06-13
德载厚资本董扬呼吁：中国芯片企业不要搞全栈自研，要拉群合作
集邦咨询：一季度全球前十大晶圆代工产值达479.5亿美元 环比增长3.7%
智通财经 · 06-12
集邦咨询：一季度全球前十大晶圆代工产值达479.5亿美元 环比增长3.7%
芯片股大涨后，华尔街大行限制对冲基金杠杠做多SK海力士、三星和台积电等
华尔街见闻 · 06-12
芯片股大涨后，华尔街大行限制对冲基金杠杠做多SK海力士、三星和台积电等
Google下一代Tensor AI芯片或将交由三星部分代工
科技刀哥 · 06-12
Google下一代Tensor AI芯片或将交由三星部分代工
异动解读｜台积电盘中上涨3.14%，先进制程供不应求考虑涨价最高15%
行情直击 · 06-11
异动解读｜台积电盘中上涨3.14%，先进制程供不应求考虑涨价最高15%
市场消息：台积电先进制程需求供不应求，考虑涨价最高15%
老虎资讯综合 · 06-11
市场消息：台积电先进制程需求供不应求，考虑涨价最高15%
台积电CFO黄仁昭：通胀带来成本压力，不排除调升晶圆代工价格
IT之家 · 06-11
台积电CFO黄仁昭：通胀带来成本压力，不排除调升晶圆代工价格
郭明𫓹：CoPoS将于2028年下半年量产 玻璃与ABF不存在替代关系
智通财经 · 06-11
郭明𫓹：CoPoS将于2028年下半年量产 玻璃与ABF不存在替代关系
高通、英伟达等芯片股下挫 纳指收跌近2%
每日经济新闻 · 06-11
高通、英伟达等芯片股下挫 纳指收跌近2%
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公司概况
公司名称：
台积电
所属市场：
NYSE
上市日期：
--
主营业务：
台湾积体电路制造股份有限公司是中国台湾省政府、飞利浦公司和其他私人投资者的合资企业，于1987年2月21日在中国台湾省注册成立。公司是目前全球半导体行业最大的LED晶圆代工厂。作为一家代工厂，该公司根据客户自己或第三方的专有集成电路设计，使用其制造工艺为其制造半导体。该公司提供全面的晶圆制造工艺，包括制造CMOS逻辑、混合信号、射频、嵌入式存储器、BiCMOS混合信号和其他半导体的工艺。该公司还提供设计、掩模制作、探测、测试和组装服务。
发行价格：
--
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SpaceX续升近6%，科技股集体造好，美光科技、AMD上涨5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171016659","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1171016659?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:15","pubTimestamp":1781511307,"startTime":"0","endTime":"0","summary":"其他太空概念股和ETF也出现上涨。Momentus、VCX上涨约9%；BlackSky上涨超过7%；Redwire、Rocket Lab USA, Inc.、AST SpaceMobile, Inc.上涨约6%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDW","ASTS","NVDL","FBL","FBY","ASTN","DIPS","ORCL","RDW","UAL","TSMY","AVGG","ORCU","MUU","SMCZ","DAMD","SMCI","PLTG","AVS","RKLB","SMCX","SMCY","METU","ORCX","AMDY","PLTY","AMYY","SMYY","TSMX","NVDX","NVD","NVDY","MNTS","NVDW","AMDG","SMCC","MULL","META","AVL","DAL","METW","PLTR","NVDQ","YMmain","FBYY","PLOO","MUD","NVDO","JBLU","AVGX","AMD","PLTA","RKLZ","STSM","AAL","07388","ASTX","PLTW","ESmain","RDWU","AALG","NVDD","AMUU","TSM","NVDU","RKLX","PLTZ","AMDL","07788","NVII","NVDA","VCX","ANV","SMCL","NVYY","ALK","PLYY","AVGO","ORCS","AMDU","PLTI","AVGW","NQmain","AVGU","MU","TSMG","PLTD","METD","BKSY","NVDS","TSMU","TSMZ","NVDG","PLTU","AMDD","NVDB","PTIR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643751219","title":"德载厚资本董扬呼吁：中国芯片企业不要搞全栈自研，要拉群合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2643751219","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643751219?lang=zh_cn&edition=full","pubTime":"2026-06-13 12:39","pubTimestamp":1781325540,"startTime":"0","endTime":"0","summary":" 2026中国汽车重庆论坛于6月12日-13日举行，中国动力电池产业创新联盟理事长、中国汽车芯片产业创新联盟理事长、德载厚资本董事长董扬出席并演讲。 董扬表示，中国芯片或中国汽车芯片的单项能力在全世界不能算弱，虽然不是第一，但排进前五没有问题。 对此，他呼吁到，“我希望大家不要搞全栈自研，大家应该拉群，应该合作，上下游合作。”","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-06-13/doc-inicfrey8500699.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1803068979.SGD","LU1989764748.USD","LU0861579265.USD","LU0878004406.USD","LU2237443549.SGD","LU2028103732.USD","LU0541501648.USD","LU0642271901.SGD","LU1316542783.SGD","IE00BZ199S13.USD","TSMY","BK4548","LU2089283258.USD","LU2271345857.HKD","BK4512","LU2250418816.HKD","BK4581","LU1989772840.SGD","LU0889565833.HKD","03145","LU0124676726.USD","STSM","LU2106854487.HKD","SG9999000418.SGD","LU2249611893.SGD","BK4585","LU0359201885.HKD","SGXZ51526630.SGD","LU2471134879.HKD","LU2211815571.USD","LU1267930813.SGD","LU1323610961.USD","IE00BD6J9T35.USD","IE00BFXG0V08.USD","LU0823414551.USD","LU0384037296.USD","LU2860962120.EUR","LU2054465674.USD","LU0238689110.USD","IE0004445239.USD","BK4534","LU2237443978.SGD","LU0353189763.USD","IE00BHPRN162.USD","LU1623119135.USD","LU2063271972.USD","LU2491050154.USD","LU0109392836.USD","SGXZ81514606.USD","LU0359201612.USD","LU2023250504.SGD","LU1934455863.HKD","BK4588","LU1852331112.SGD","LU0158827948.USD","LU0082616367.USD","LU1508157978.USD","LU1023057109.AUD","LU2360106780.USD","LU0488056044.USD","LU0345770993.USD","IE00BQXX3D17.EUR","LU2750360641.GBP","LU2458330169.SGD","BK4591","SG9999004220.SGD","LU0541502299.USD","BK4505","LU0316494557.USD","BK4550","BK4612","LU0353189680.USD","LU0359202008.SGD","LU2125154935.USD","SGXZ99366536.SGD","LU2357125470.USD","LU2491049909.HKD","TSMX","LU2092937221.SGD","TSMZ","BK4543","LU0823421333.USD","LU0965509283.SGD","LU2298321311.HKD","LU0345770308.USD","LU2506951792.HKD","LU0143863198.USD","LU2491050071.SGD","LU0572940350.SGD","LU0264606111.USD","LU0689626769.HKD","LU2471134796.USD","BK4527","LU0323591593.USD","IE00BQXX3F31.USD","IE0004091025.USD","LU0965509101.SGD","LU0823421416.USD","LU2087625088.SGD","LU1868837565.USD","LU1282649067.USD","LU1989772923.USD","LU2023251221.USD","LU2750360997.AUD","BK4141","LU1282649810.SGD","LU2543165471.USD","LU0158827781.USD","LU2125154778.USD","LU2471134952.CNY","LU2294711713.HKD","BK4503","LU0175139822.USD","LU0719512351.SGD","LU0056508442.USD","LU2133065610.SGD","LU2663582299.SGD","TSMG","LU2237443382.USD","LU2360108059.USD","LU2247934214.USD","IE0004086264.USD","LU1868837722.USD","LU1037948897.HKD","LU0572939691.SGD","LU0289960550.SGD","LU1989764664.SGD","LU2471134523.USD","TSM","LU2089284900.SGD","LU0823414478.USD","IE00BYQQ9H92.USD","LU2211814178.USD","LU1712237335.SGD","BK4554","LU0889566641.SGD","LU1974910355.USD","LU2111349929.HKD","BK4533","IE00B3M56506.USD","IE00B5TLWC47.USD","IE00BQXX3C00.GBP","BK4532","LU0198837287.USD","LU2041044095.USD","LU2237443622.USD","BK4602","LU1917777945.USD","LU0882747503.HKD","LU1037948541.HKD","LU0965509010.AUD","BK4605","LU0143863784.USD","LU0348723411.USD","LU0878005551.USD","LU1211504680.USD","LU1934455194.USD","LU0094547139.USD","TSMU","LU0792757196.USD","LU2360032135.SGD","LU2458330243.SGD","LU0965508806.USD","LU1934455277.USD","IE00BKPKM429.USD","LU1868838027.USD","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642250084","title":"集邦咨询：一季度全球前十大晶圆代工产值达479.5亿美元 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15:17","pubTimestamp":1781248645,"startTime":"0","endTime":"0","summary":"尽管仍受智能手机生产淡季影响，但淡季因素基本与供应链提前拉货所相抵，整体营运表现淡季不淡，一季度全球前十大晶圆代工产值环比增长3.7%至479.5亿美元，再创新高。TrendForce集邦咨询预估，全球前十大晶圆代工二季度产值将再创高峰，且季增幅较前季明显加速。PSMC(力积电)一季度因应存储器涨价效应延续，晶圆代工营收季增4.4%至近3.9亿美元，市占0.8%排行第十。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1453635.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0889565833.HKD","LU0345770308.USD","LU2106854487.HKD","IE0004445239.USD","LU0882747503.HKD","IE00B3M56506.USD","LU0689626769.HKD","LU1989764748.USD","LU0353189680.USD","LU1868837722.USD","TSM","LU2054465674.USD","LU2491050154.USD","SGXZ99366536.SGD","BK1614","LU2237443622.USD","LU1934455194.USD","LU2211815571.USD","LU2250418816.HKD","LU1934455277.USD","BK4503","LU1917777945.USD","TSMX","LU2506951792.HKD","LU0965509010.AUD","LU2089284900.SGD","LU2458330243.SGD","TSMG","SG9999004220.SGD","LU2360106780.USD","BK4533","LU0719512351.SGD","LU2133065610.SGD","LU2125154778.USD","LU2092937221.SGD","LU2028103732.USD","BK4581","IE00BZ199S13.USD","LU0889566641.SGD","LU1868838027.USD","LU2360108059.USD","LU0642271901.SGD","BK4534","BK4605","LU2471134796.USD","BK4141","LU0792757196.USD","LU1974910355.USD","SG9999000418.SGD","LU1989772840.SGD","LU1316542783.SGD","LU1934455863.HKD","00981","BK1607","LU2041044095.USD","IE00BFXG0V08.USD","LU0175139822.USD","LU1508157978.USD","688249","LU2063271972.USD","LU2357125470.USD","IE00BQXX3C00.GBP","LU0965509283.SGD","LU1037948897.HKD","BK4526","LU0965509101.SGD","BK1526","LU2089283258.USD","LU0289960550.SGD","TSMY","LU1211504680.USD","LU0572940350.SGD","LU0359201612.USD","LU1023057109.AUD","LU1712237335.SGD","LU2360032135.SGD","LU0384037296.USD","LU0158827948.USD","IE0004086264.USD","LU2458330169.SGD","LU0158827781.USD","LU2249611893.SGD","LU2237443549.SGD","BK0214","LU0124676726.USD","BK4612","IE00BKPKM429.USD","BK4550","IE00BQXX3F31.USD","LU2860962120.EUR","LU1803068979.SGD","IE00BD6J9T35.USD","BK4554","LU2111349929.HKD","STSM","LU2663582299.SGD","LU2087625088.SGD","IE0004091025.USD","IE00BYQQ9H92.USD","BK4527","LU0359201885.HKD","LU2023251221.USD","LU0143863198.USD","LU2491049909.HKD","LU0861579265.USD","LU2471134879.HKD","BK1610","LU0345770993.USD","BK4591","LU0823414551.USD","LU1852331112.SGD","IE00BHPRN162.USD","LU0878004406.USD","LU2491050071.SGD","LU0541501648.USD","LU0056508442.USD","LU1989764664.SGD","LU0823414478.USD","LU0082616367.USD","LU0316494557.USD","BK4505","LU2125154935.USD","LU0143863784.USD","LU2543165471.USD","LU0359202008.SGD","BK4543","LU0109392836.USD","LU2298321311.HKD","LU2237443382.USD","LU0198837287.USD","03145","LU0572939691.SGD","LU1623119135.USD","BK4585","LU0348723411.USD","LU1282649810.SGD","LU2211814178.USD","LU1037948541.HKD","LU2271345857.HKD","LU1323610961.USD","BK4548","LU2750360997.AUD","TSMZ","UMC","LU2023250504.SGD","LU2471134523.USD","SGXZ51526630.SGD","LU0541502299.USD","688981","LU2750360641.GBP","LU1989772923.USD","LU0488056044.USD","LU0323591593.USD","IE00B5TLWC47.USD","SGXZ81514606.USD","LU0878005551.USD","LU1282649067.USD","LU0094547139.USD","BK4602","LU0238689110.USD","LU0965508806.USD","IE00BQXX3D17.EUR","LU2237443978.SGD","TSMU","LU0823421333.USD","LU2471134952.CNY","BK1163","GFS","LU0823421416.USD","LU2247934214.USD","LU0264606111.USD","BK4532","LU1267930813.SGD","LU1868837565.USD","LU2294711713.HKD","BK4512","LU0353189763.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642540412","title":"芯片股大涨后，华尔街大行限制对冲基金杠杠做多SK海力士、三星和台积电等","url":"https://stock-news.laohu8.com/highlight/detail?id=2642540412","media":"华尔街见闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642540412?lang=zh_cn&edition=full","pubTime":"2026-06-12 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21:21","pubTimestamp":1781184081,"startTime":"0","endTime":"0","summary":"6月11日，据供应链人士透露，下半年$台积电(TSM)$先进制程代工价格将适度上涨，市场预估3纳米制程涨幅约15%。芯片业者指出，客户排队状况未明显缓解，尽管台积电持续拉升晶圆产能，第二季月产能将达16万至17.5万片水准，但AI需求成长速度仍远超市场预期。 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12:27","pubTimestamp":1781152062,"startTime":"0","endTime":"0","summary":"IT之家 6 月 11 日消息，台积电 资深副总经理暨财务长兼发言人黄仁昭近日接受英媒 BBC 专访，他表示通货膨胀正令企业成本上升，台积电的定价策略展现了其领先技术与卓越生产的价值。这位 CFO 表示不排除提高晶圆代工服务价格之可能，同时也强调台积电不会突然涨价“四、五倍”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8trqUY32Zyu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["TSM","BK4533","LU0082616367.USD","LU0572939691.SGD","LU2023251221.USD","LU1934455194.USD","LU0359201885.HKD","LU0792757196.USD","BK4602","LU0158827781.USD","LU0345770993.USD","LU2023250504.SGD","LU1989764664.SGD","LU2750360997.AUD","LU0175139822.USD","LU2111349929.HKD","LU2211814178.USD","LU2471134796.USD","LU0965508806.USD","LU2458330169.SGD","LU0823421416.USD","BK4141","LU2247934214.USD","LU0143863198.USD","LU0541502299.USD","LU1917777945.USD","BK4543","IE00BYQQ9H92.USD","LU0158827948.USD","LU1316542783.SGD","LU0965509101.SGD","LU0642271901.SGD","LU2237443978.SGD","LU0878005551.USD","LU1267930813.SGD","LU0889566641.SGD","IE00BFXG0V08.USD","LU0689626769.HKD","STSM","LU0488056044.USD","LU1974910355.USD","BK4526","LU0353189680.USD","BK4527","IE00BKPKM429.USD","BK4503","LU2092937221.SGD","LU2491050071.SGD","LU2294711713.HKD","BK4548","IE00B5TLWC47.USD","BK4534","LU0348723411.USD","LU1868838027.USD","LU2063271972.USD","LU2491049909.HKD","IE00BQXX3C00.GBP","SGXZ81514606.USD","LU0359201612.USD","LU1508157978.USD","IE00BQXX3D17.EUR","BK4581","BK4505","IE00B3M56506.USD","SGXZ51526630.SGD","LU2028103732.USD","TSMZ","LU1989772840.SGD","LU2491050154.USD","SGXZ99366536.SGD","LU0094547139.USD","LU2237443622.USD","LU0316494557.USD","TSMG","LU1282649810.SGD","BK4550","LU2298321311.HKD","LU2360032135.SGD","IE00BD6J9T35.USD","SG9999000418.SGD","LU0323591593.USD","LU0541501648.USD","LU2357125470.USD","LU1037948897.HKD","LU0889565833.HKD","LU2249611893.SGD","LU0572940350.SGD","LU1023057109.AUD","LU2125154778.USD","BK4588","LU0238689110.USD","LU2543165471.USD","BK4554","BK4605","LU1282649067.USD","LU2237443549.SGD","IE0004445239.USD","LU1989764748.USD","LU0823414478.USD","LU0861579265.USD","LU2750360641.GBP","TSMU","LU0109392836.USD","LU0143863784.USD","LU0878004406.USD","LU2471134879.HKD","LU1712237335.SGD","LU0882747503.HKD","LU1037948541.HKD","LU1868837722.USD","LU2360108059.USD","IE0004091025.USD","BK4585","LU2271345857.HKD","03145","BK4612","LU2133065610.SGD","LU0264606111.USD","LU1989772923.USD","LU2106854487.HKD","LU0353189763.USD","LU2663582299.SGD","IE00BZ199S13.USD","LU2089284900.SGD","LU2125154935.USD","IE00BHPRN162.USD","LU0124676726.USD","LU1934455863.HKD","LU0823414551.USD","TSMX","LU0345770308.USD","LU2250418816.HKD","TSMY","LU0289960550.SGD","LU0056508442.USD","LU2860962120.EUR","LU2054465674.USD","LU2458330243.SGD","IE0004086264.USD","LU2087625088.SGD","IE00BQXX3F31.USD","LU2471134523.USD","LU0384037296.USD","LU2360106780.USD","LU1868837565.USD","LU2089283258.USD","LU2237443382.USD","LU2471134952.CNY","SG9999004220.SGD","LU0359202008.SGD","BK4512","LU1323610961.USD","BK4591","LU2211815571.USD","LU1852331112.SGD","LU1934455277.USD","LU0198837287.USD","LU0719512351.SGD","LU1623119135.USD","LU1803068979.SGD","LU2506951792.HKD","LU1211504680.USD","LU0965509283.SGD","LU0965509010.AUD","LU0823421333.USD","BK4532","LU2041044095.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642569403","title":"郭明𫓹：CoPoS将于2028年下半年量产 玻璃与ABF不存在替代关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2642569403","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642569403?lang=zh_cn&edition=full","pubTime":"2026-06-11 11:15","pubTimestamp":1781147751,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，分析师郭明发文称，台积电下一代先进封装CoPoS预计将于2028年下半年量产，目标提升9.5倍光罩尺寸以上的封装之量产经济性，Nvidia的AI芯片Feynman可能将首度采用。因此玻璃与ABF薄膜为搭配共存结构，不存在替代关系。根据产业调查，两个不同的地方会用到玻璃分别为，310x310的临时玻璃载具；250x250(测试)/510x515(量产)的玻璃面板，加工后切割为玻璃核心载板郭明表示，CoPoS将延续并强化台积电先进封装的优势，预期让该优势能见度可达约2032年。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1452991.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2063271972.USD","03145","LU2471134523.USD","LU0158827948.USD","LU0965509283.SGD","TSMZ","BK4532","LU1989772840.SGD","LU1934455277.USD","TSM","LU2247934214.USD","LU1868838027.USD","LU0359201885.HKD","BK4534","LU2023251221.USD","BK4141","LU2237443978.SGD","TSMX","IE00BQXX3F31.USD","LU0965509101.SGD","TSMU","LU0143863198.USD","LU2089283258.USD","LU1803068979.SGD","LU0889565833.HKD","STSM","LU0965508806.USD","SGXZ99366536.SGD","LU2750360997.AUD","TSMG","IE00BHPRN162.USD","LU0264606111.USD","BK4602","LU2041044095.USD","LU1974910355.USD","BK4548","LU0323591593.USD","LU0158827781.USD","LU2087625088.SGD","LU0082616367.USD","BK4605","LU1934455194.USD","LU2543165471.USD","LU1868837722.USD","TSMY","LU2471134796.USD","BK4554","LU0792757196.USD","LU0316494557.USD","SG9999004220.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642479652","title":"高通、英伟达等芯片股下挫 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