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芯片代工“一家独大”？台积电Q2市占率突破70%
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22:10","market":"other","language":"zh","title":"芯片代工“一家独大”？台积电Q2市占率突破70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564810809","media":"华尔街见闻","summary":"根据TrendForce数据，台积电本季度市占率达到70.2%，较上一季度的67.6%显著提升。行业整体营收环比增长14.6%，主要受益于各国补贴政策以及智能手机、AI、PC和服务器产品的积极备货。台积电的强劲表现对主要竞争对手三星形成压力，后者市占率小幅下滑至7.3%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>二季度的营收市占率首次突破70%，进一步巩固了其在全球半导体代工市场的主导地位。</p>\n<p>根据TrendForce数据，<strong>台积电本季度市占率达到70.2%，较上一季度的67.6%显著提升。行业整体营收环比增长14.6%，主要受益于各国补贴政策以及智能手机、AI、PC和服务器产品的积极备货。台积电的强劲表现对主要竞争对手<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>形成压力，后者市占率小幅下滑至7.3%。</strong></p>\n<p>台积电单季营收增长18.5%，达到302.39亿美元，远超三星同期的31.59亿美元。市场普遍预计，随着2nm制程需求的持续攀升，台积电2026年市占率有望进一步提升至75%。</p>\n<p>与此同时，台积电正加速推进1.4nm工艺产线建设，计划投资高达490亿美元，显示出其在先进制程领域的雄心。尽管三星正积极布局2nm GAA工艺，力图缩小差距，但短期内难以撼动台积电的领先地位。</p>\n<h2><strong>台积电持续拉大与三星差距</strong></h2>\n<p>2025年第二季度，台积电的市场份额从上一季度的67.6%提升至70.2%，单季营收同比增长18.5%，达到302.39亿美元。</p>\n<p>据TrendForce数据，整个晶圆代工行业营收环比增长14.6%，但台积电的增速明显高于行业平均水平。</p>\n<p>相比之下，<strong>三星的市占率从7.7%降至7.3%，营收为31.59亿美元，增速为9.2%。台积电与三星的营收差距进一步扩大，显示出台积电在高端制程和产能调配上的绝对优势。</strong></p>\n<p>台积电的市占率提升，主要得益于其在先进制程领域的持续投入和技术领先。</p>\n<p>公司预计将在2025年第四季度启动2nm工艺的量产，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>已锁定首批产能，后续<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科、<a href=\"https://laohu8.com/S/AVGO\">博通</a>等客户的订单将进一步推动营收增长。展望2026年，分析师预计<strong>，台积电市占率有望达到75%。</strong>此外，台积电正筹备在台湾本土建设1.4nm芯片工厂，初期投资高达490亿美元，旨在保持技术领先优势。</p>\n<p>尽管台积电优势明显，三星仍在积极追赶。</p>\n<p>三星正加快2nm GAA工艺的研发，计划率先推出基于该技术的Exynos 2600芯片，以争取市场关注和技术话语权。然而，当前三星的产能和客户结构难以与台积电抗衡。台积电凭借稳定的客户基础和先进的工艺节点，短期内仍将主导全球晶圆代工市场。</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\" 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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芯片代工“一家独大”？台积电Q2市占率突破70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 22:10 北京时间 <a href=https://wallstreetcn.com/articles/3754714><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电二季度的营收市占率首次突破70%，进一步巩固了其在全球半导体代工市场的主导地位。\n根据TrendForce数据，台积电本季度市占率达到70.2%，较上一季度的67.6%显著提升。行业整体营收环比增长14.6%，主要受益于各国补贴政策以及智能手机、AI、PC和服务器产品的积极备货。台积电的强劲表现对主要竞争对手三星形成压力，后者市占率小幅下滑至7.3%。\n台积电单季营收增长18.5%，达到...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754714\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"159813":"芯片","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) 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INCOME \"I\" (USD) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD"},"source_url":"https://wallstreetcn.com/articles/3754714","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564810809","content_text":"台积电二季度的营收市占率首次突破70%，进一步巩固了其在全球半导体代工市场的主导地位。\n根据TrendForce数据，台积电本季度市占率达到70.2%，较上一季度的67.6%显著提升。行业整体营收环比增长14.6%，主要受益于各国补贴政策以及智能手机、AI、PC和服务器产品的积极备货。台积电的强劲表现对主要竞争对手三星形成压力，后者市占率小幅下滑至7.3%。\n台积电单季营收增长18.5%，达到302.39亿美元，远超三星同期的31.59亿美元。市场普遍预计，随着2nm制程需求的持续攀升，台积电2026年市占率有望进一步提升至75%。\n与此同时，台积电正加速推进1.4nm工艺产线建设，计划投资高达490亿美元，显示出其在先进制程领域的雄心。尽管三星正积极布局2nm GAA工艺，力图缩小差距，但短期内难以撼动台积电的领先地位。\n台积电持续拉大与三星差距\n2025年第二季度，台积电的市场份额从上一季度的67.6%提升至70.2%，单季营收同比增长18.5%，达到302.39亿美元。\n据TrendForce数据，整个晶圆代工行业营收环比增长14.6%，但台积电的增速明显高于行业平均水平。\n相比之下，三星的市占率从7.7%降至7.3%，营收为31.59亿美元，增速为9.2%。台积电与三星的营收差距进一步扩大，显示出台积电在高端制程和产能调配上的绝对优势。\n台积电的市占率提升，主要得益于其在先进制程领域的持续投入和技术领先。\n公司预计将在2025年第四季度启动2nm工艺的量产，苹果已锁定首批产能，后续高通、联发科、博通等客户的订单将进一步推动营收增长。展望2026年，分析师预计，台积电市占率有望达到75%。此外，台积电正筹备在台湾本土建设1.4nm芯片工厂，初期投资高达490亿美元，旨在保持技术领先优势。\n尽管台积电优势明显，三星仍在积极追赶。\n三星正加快2nm GAA工艺的研发，计划率先推出基于该技术的Exynos 2600芯片，以争取市场关注和技术话语权。然而，当前三星的产能和客户结构难以与台积电抗衡。台积电凭借稳定的客户基础和先进的工艺节点，短期内仍将主导全球晶圆代工市场。","news_type":1,"symbols_score_info":{"159813":1,"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":408,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/473939267207400"}
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