异动解读｜台积电夜盘下跌3.26%，英特尔制程突破叠加客户转单三星施压

行情直击06-23 11:39

6月23日，台积电夜盘下跌3.26%，报452.41美元/股，成交额2345.38万美元。半导体板块整体承压，迈威尔科技跌6.23%、美光科技跌5.07%、英特尔跌4.92%。

消息面上，英特尔近日披露18A-P制程已进入风险试产阶段，采用全环绕栅极晶体管及背面供电技术，市场对其先进制程制造能力的信心重建对台积电形成竞争压力。同时，台积电先进制程产能持续满载，谷歌、AMD、特斯拉等客户加速向三星寻求代工服务，推行双供应商策略以对冲产能风险。台积电CEO魏哲家坦言未来数年仍无法完全满足AI芯片需求，产能瓶颈与竞争格局变化双重因素压制市场情绪。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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