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Back昇陽半導體受惠台積電2奈米擴產 股價早盤強漲逾半根停板
昇陽半導體受惠台積電2奈米擴產 股價早盤強漲逾半根停板
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自由时报1 hour agoBusiness1 min readChinaView translation

昇陽半導體受惠台積電2奈米擴產 股價早盤強漲逾半根停板

Quick Look

昇陽半導體總經理蔡幸川指出,受惠台積電2奈米及3奈米擴產目標,再生晶圓需求將同步升溫,股價今早盤開低走高,一度大漲超過半根停板,截至上午11時18分暫報270元,漲幅4.65%。

AI-generated summary

Why It Matters

台積電宣布明年2奈米產能將從今年底的9萬片增至11萬片,3奈米從逾18萬片擴增至21萬片,帶動下游再生晶圓需求升溫。

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昇陽半導體總經理蔡幸川。(資料照)

〔記者林薏茹/台北報導〕再生晶圓廠昇陽半導體(8028)受惠台積電2奈米大擴產激勵,可望推升再生晶圓需求同步升溫,今(24)日股價開低走高,早盤翻紅強漲,一度大漲超過半根停板、站上272.5元,截至上午11時18分,暫報270元、漲幅4.65%,成交量7242張。

觀察三大法人動向,外資昨賣超2019張,為連續賣超3個交易日,共出脫超過8600張,自營商昨也站在賣方、賣超43張,三大法人昨合計賣超2061張。

請繼續往下閱讀...

台積電傳出明年最新2奈米及3奈米擴產目標,2奈米從今年底9萬片,增至明年中的11萬片,3奈米從今年底逾18萬片,擴增至明年中的21萬片。隨著製程微縮,對再生晶圓的需求也會快速增加,法人看好,將有助推升昇陽半營運動能。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 昇陽半導體將受惠台積電先進製程擴產,再生晶圓需求成長將帶動其營運動能提升

    Likely · Within months

Open Questions

  • 昇陽半導體能否成功擴大市場份額以捕捉需求成長
  • 台積電擴產是否會如期實現
  • 再生晶圓供應鏈是否具備足夠產能配合需求提升

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