前收市價 | 0.8400 |
開市 | 0.8200 |
買盤 | 0.0000 |
賣出價 | 0.0000 |
拍板 | 220.00 |
到期日 | 2024-09-20 |
今日波幅 | 0.7900 - 0.8700 |
合同範圍 | 無 |
成交量 | |
未平倉合約 | 598 |
Tech stocks looked set for a strong start to the day as Nvidia’s earnings reignited the sector’s rally.
A sharp decline in Taiwan's ties with mainland China could extend to the very devices being used to transmit and read this story. The far-reaching implications from what has been a geopolitical tug of war are ultimately likely to bolster mainland China's standing as a dominant supplier of older-model semiconductors while ramping up the need for Western allies to rely more on themselves for cutting-edge chips - a scenario that industry insiders say threatens to erode Taiwan's formidable "silicon
全球最大晶片代工商台積電預計,今年不包括存儲晶片在內的全球半導體行業將增長超過10%。台積電資深副總經理侯永清表示,人工智能(AI)帶來了新的黃金機周期,預期AI加速器需求按年增長2.5倍。他指,去年是具挑戰的一年,經歷半導體產業少見的庫存問題,但現在已經結束並進入復甦,只是不同區塊的增長步伐不同,估計個人電腦(PC)今年增長1%至3%;智能手機經歷2年衰退後,將有低個位數增長;物聯網部分料增長7%至9%;車用電子方面需求則較疲軟,料跌1%至3%。台積電預計,受惠於用於AI應用的半導體需求增長,第2季營收增幅可達30%。 (ST)#台積電