市场消息：台积电先进制程需求供不应求，考虑涨价最高15%_老虎社区_美港股上老虎

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

6月11日，据供应链人士透露，下半年台积电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。 (台湾工商时报)

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Mediator
·06-14 14:54
上游涨得越快，下游也就彻底崩得越快，因为终端客户越来越用不起，价格战则亏损迅速扩大。
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风云破
·06-12
这篇文章不错，转发给大家看看
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Mediator
·06-12
上游涨得越快，下游也就彻底崩得越快，因为越来越卖不出去，亏损迅速扩大，和终端客户用不起。
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21:21","market":"us","language":"zh","title":"市场消息：台积电先进制程需求供不应求，考虑涨价最高15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127335827","media":"老虎资讯综合","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。 (台湾工商时报)","content":"<html><head></head><body><p>6月11日，据供应链人士透露，下半年<a href=\"https://laohu8.com/S/TSM\">台积电</a>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。 (台湾工商时报)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：台积电先进制程需求供不应求，考虑涨价最高15%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：台积电先进制程需求供不应求，考虑涨价最高15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-11 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月11日，据供应链人士透露，下半年<a href=\"https://laohu8.com/S/TSM\">台积电</a>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。 (台湾工商时报)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4591":"室温超导概念","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004091025.USD":"BNY 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21:21","market":"us","language":"zh","title":"市场消息：台积电先进制程需求供不应求，考虑涨价最高15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127335827","media":"老虎资讯综合","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。 (台湾工商时报)","content":"<html><head></head><body><p>6月11日，据供应链人士透露，下半年<a href=\"https://laohu8.com/S/TSM\">台积电</a>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。 (台湾工商时报)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：台积电先进制程需求供不应求，考虑涨价最高15%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：台积电先进制程需求供不应求，考虑涨价最高15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-11 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月11日，据供应链人士透露，下半年<a href=\"https://laohu8.com/S/TSM\">台积电</a>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。 (台湾工商时报)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4591":"室温超导概念","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004091025.USD":"BNY 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(台湾工商时报)","news_type":1,"symbols_score_info":{"EDZ":1.5,"TSMX":0.6,"TSM":1.5,"TSMZ":0.6,"FLTW":1.5,"EMXC":1.5,"STSM":0.6,"TSMY":0.6,"TSMG":0.6,"TSMU":0.6,"03145":0.6,"EWT":1.5,"IEMG":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":574271636101720,"gmtCreate":1781216990886,"gmtModify":1781228565495,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","vip":1,"crmLevel":1,"crmLevelSwitch":1,"wearingBadges":[],"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"htmlText":"上游涨得越快，下游也就彻底崩得越快，因为越来越卖不出去，亏损迅速扩大，和终端客户用不起。","listText":"上游涨得越快，下游也就彻底崩得越快，因为越来越卖不出去，亏损迅速扩大，和终端客户用不起。","text":"上游涨得越快，下游也就彻底崩得越快，因为越来越卖不出去，亏损迅速扩大，和终端客户用不起。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574271636101720","repostId":1127335827,"repostType":2,"repost":{"id":"1127335827","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781184081,"share":"https://www.laohu8.com/m/news/1127335827?lang=zh_CN&edition=full","pubTime":"2026-06-11 21:21","market":"us","language":"zh","title":"市场消息：台积电先进制程需求供不应求，考虑涨价最高15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127335827","media":"老虎资讯综合","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。 (台湾工商时报)","content":"<html><head></head><body><p>6月11日，据供应链人士透露，下半年<a href=\"https://laohu8.com/S/TSM\">台积电</a>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。 (台湾工商时报)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：台积电先进制程需求供不应求，考虑涨价最高15%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：台积电先进制程需求供不应求，考虑涨价最高15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-11 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月11日，据供应链人士透露，下半年<a href=\"https://laohu8.com/S/TSM\">台积电</a>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。 (台湾工商时报)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4591":"室温超导概念","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004091025.USD":"BNY 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