Breaking
RUMedvedev congratulated teachers on Teacher's DayRUThe truck overturned and caught fire after a collision on M-8 in the Moscow regionTRBecirovic, Filipovic and Cvijanovic won in the Presidential Council elections in Bosnia and HerzegovinaITThe discount on diesel excise duties expires today, Codacons is asking for the discounts to be extended until the end of the yearBRFlávio Bolsonaro leads Lula with 56.1 million votes after 99.99% of ballots countedCN2026 Shuijiaoshe Clear Sky Art Festival combines aviation military village culture to launch themed cultural and creative productsFRThe France team faces Belgium to close the rally of the Zinédine Zidane eraPLA wanted 47-year-old man with a driving ban was detainedRUSoldiers of the North group of forces destroyed the Bogdan self-propelled guns of the Ukrainian Armed Forces in the Sumy regionDEInterest rate turnaround: returns above five percent signal the end of the cheap money eraRUMedvedev congratulated teachers on Teacher's DayRUThe truck overturned and caught fire after a collision on M-8 in the Moscow regionTRBecirovic, Filipovic and Cvijanovic won in the Presidential Council elections in Bosnia and HerzegovinaITThe discount on diesel excise duties expires today, Codacons is asking for the discounts to be extended until the end of the yearBRFlávio Bolsonaro leads Lula with 56.1 million votes after 99.99% of ballots countedCN2026 Shuijiaoshe Clear Sky Art Festival combines aviation military village culture to launch themed cultural and creative productsFRThe France team faces Belgium to close the rally of the Zinédine Zidane eraPLA wanted 47-year-old man with a driving ban was detainedRUSoldiers of the North group of forces destroyed the Bogdan self-propelled guns of the Ukrainian Armed Forces in the Sumy regionDEInterest rate turnaround: returns above five percent signal the end of the cheap money era
Newsgather
All StoriesWorldSportsFinanceTechScienceHealthCultureClimatePoliticsSpace
Back台積電股價創歷史新高2580元，單日市值激增2.07兆元
台積電股價創歷史新高2580元，單日市值激增2.07兆元
BREAKING
自由时报1 hour agoBusiness1 min readChinaView translation

台積電股價創歷史新高2580元，單日市值激增2.07兆元

台積電股價市值

Quick Look

台積電股價早盤衝上歷史新天價2580元，漲幅3.2%，市值達新台幣66.9兆元，單日增長2.07兆元。公司將於15日召開法說會，焦點包括AI成長動能、先進製程與封測產能擴張、明年資本支出、美國德州設廠規劃及可能調漲價格。報導同時提及台積電評估與特斯拉CEO馬斯克的Terafab合作，雙方正在商討在德州設廠事宜。

AI-generated summary

Why It Matters

台積電為全球領先的晶圓代工廠，其股價表現常被視為半導體產業景氣的領先指標。近期受AI熱潮帶動，對先進製程需求強勁，台積電在3奈米及以下製程領先優勢明顯。

Font size

〔記者林薏茹／台北報導〕晶圓代工龍頭台積電（2330）法說會前夕，股價提前暖身，今（5）日早盤來到歷史新天價2580元、漲幅達3.2%，換算市值達新台幣66.9兆元，單日市值激增2.07兆元。

台積電將於15日召開法說會，包括AI成長動能與能見度、先進製程與先進封測產能擴張計劃、明年資本支出規劃，以及是否在美國德州設廠等海外佈局、明年是否調漲價格等，將成為法說會關注焦點。

請繼續往下閱讀...

台積電近期傳出擬擴大美國製造版圖，將到美國德州設晶圓廠，評估與馬斯克的Terafab合作，協助其在德州營運晶圓廠，對此，馬斯克3日也在社群平台X一名用戶的貼文下方回應，證實雙方正在商討此事。

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

  • 台積電將在15日的法說會上宣布明年資本支出將增加以擴大先進製程產能

    Likely · Within weeks

  • 台積電與特斯拉在美國德州的合作將在未來數月內進入實質談判階段

    Possible · Within months

Open Questions

  • 台積電與特斯拉Terafab合作的具體內容與時間表是什麼？
  • 台積電在美國德州設廠將獲得多少政府補貼或稅收優惠？
  • 明年台積電資本支出規模將如何調整？是否會超過市場預期？

Related Topics

台積電
People馬斯克林薏茹
Organizations特斯拉Terafab自由財經
Places台北美國德州
Topics股價市值法說會美國德州設廠馬斯克Terafab
This article was originally published by 自由时报.

Related Stories

Huatong benefited from the upgrade of the space board, and the lights hit the daily limit today
Developing·

Huatong benefited from the upgrade of the space board, and the lights hit the daily limit today

SpaceX successfully performed its 14th Starship flight test on September 28, entering Earth orbit for the first time and deploying 26 Starlink V3 satellites. As the largest supplier of SpaceX, Huatong benefited from the upgrade of space boards and the increase in the usage and value of single satellite PCBs. The stock price hit the daily limit of 248.5 yuan less than an hour after the opening of today. The number of orders to buy exceeded 16,000, and the trading volume exceeded 48,500. The company said that satellite customer demand was positive. Shipments in the first half of the year were limited by the supply of raw materials, but the supply gradually improved. The second half of the year will see continued launches of starships and stable deployment of V3 satellites, which is expected to boost revenue and profits.

自由时报
2 min read
Taiwan completes first biomass fuel bunkering for maritime vessels, promoting shipping energy transformation
Developing·

Taiwan completes first biomass fuel bunkering for maritime vessels, promoting shipping energy transformation

Taiwan has completed the country's first domestic biomass fuel refueling operation for maritime vessels at the Port of Kaohsiung. The refueling operation was carried out by Yang Ming Marine's marine vessels, marking the implementation of shipping energy transformation from policy planning to port operations. The port management company cooperated with China National Petroleum Corporation to launch B24 biofuel, which can reduce carbon emissions by at least 20% and has obtained international sustainability certification. Many shipping companies have successively used it, with a refueling volume of 1,200 metric tons.

自由时报
2 min read
South Korea considers decentralizing semiconductor industry cluster, Nearfield Instruments warns of need for complete support system
Developing·

South Korea considers decentralizing semiconductor industry cluster, Nearfield Instruments warns of need for complete support system

South Korea plans to disperse its next-generation semiconductor industry cluster to Hunan and other regions, but Dutch equipment manufacturer Nearfield Instruments warns that merely acquiring land is not enough to ensure yield. A complete local support ecosystem needs to be established, including logistics, technical talent and digital connections, otherwise the yield of advanced processes will be at risk.

自由时报
2 min read
TSMC leads Taiwan stocks to new highs, New Taiwan dollar rises above 31.8 yuan
BREAKING·

TSMC leads Taiwan stocks to new highs, New Taiwan dollar rises above 31.8 yuan

TSMC drove Taiwan stocks to new highs, and the return of hot money pushed the New Taiwan dollar against the U.S. dollar above the 31.8 yuan mark, reaching a maximum of 31.75 yuan in early trading. Affected by the weaker-than-expected U.S. non-farm payrolls data, the market expected the Fed to The probability of interest rate hikes in October has dropped to less than 20%. The US dollar has fallen back, but its decline is limited by international oil prices and US bond yields. The New Taiwan dollar opened at 31.81 yuan this morning and has continued to strengthen. The strength of foreign capital inflows will determine the subsequent trend.

自由时报
1 min read
Interview with Mr. Sun Tung, Secretary for Innovation, Technology and Industry of Hong Kong: “Hong Kong is in the best period in the history of innovation and technology development”
Developing·

Interview with Mr. Sun Tung, Secretary for Innovation, Technology and Industry of Hong Kong: “Hong Kong is in the best period in the history of innovation and technology development”

Sun Dong, Secretary of Hong Kong's Innovation, Technology and Industry Bureau, said that with the implementation of Hong Kong's first five-year plan, Hong Kong's innovation and technology is moving from a single breakthrough to systematic development, promoting the construction of an international innovation and technology center by improving scientific research investment, industrial platforms, talent cultivation, capital empowerment and collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area.

中国新闻网
3 min read
Coordinated development of six networks: unleash the multiplier effect and build a solid foundation for high-quality development infrastructure
Developing·

Coordinated development of six networks: unleash the multiplier effect and build a solid foundation for high-quality development infrastructure

Across the country, the collaborative development scenarios of the six networks (computing power network, new power grid, new generation communication network, ubiquitous sensing network, logistics and transportation network, and energy Internet) are becoming increasingly rich. By strengthening overall coordination, innovative investment and financing, deepening government-bank-enterprise cooperation and factor guarantees, efficient allocation of resources and the multiplier effect of 1+1>2 are achieved, and the infrastructure base is built for high-quality development.

中国新闻网
2 min read
More on this topic台積電