异动解读｜台积电盘中下跌6.07%，英特尔制程突破叠加客户转单三星双重施压

行情直击06-23 22:06

6月23日，台积电盘中下跌6.07%，报445.57美元/股，成交额15.77亿美元。半导体板块整体承压，美光科技跌9.32%、迈威尔科技跌5.96%、美国超微公司跌5.01%。

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，可在相同功耗下实现9%性能提升或功耗降低18%，市场对其先进制程制造能力的信心重建对台积电形成直接竞争压力。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，供应链结构性转移进一步加剧市场担忧。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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