收盘价:Aug 07, 16:00:00 GMT-4
盘后:Aug 07, 20:00:00 GMT-4
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NVDA 评级为买入,目标价 240 美元。随着 Blackwell 量产,营收达 2159 亿美元(同比增长 65%)。2027 财年第一季度 780 亿美元的指引预示着 AI 需求的持续。在 Edgen 阅读完整的 NVDA 股票分析。
Intel's Q2 2026 results show turnaround progress, but TSMC's 70.4% foundry share and 66.2% gross margin leave a wide competitive gap.
TSMC pulls its 3nm capacity ramp forward two to three months to 180,000 monthly wafer starts by early Q4 2026 on surging AI demand from Nvidia, AMD and Broadcom.
Anthropic confirmed it is building an in-house silicon team to design custom chips for its Claude AI model, marking the first public acknowledgment of its chip plans.
TSMC is expanding outsourcing of its CoW packaging step in the CoWoS process to OSAT providers including ASE, as AI chip demand creates a 20 percent capacity gap.
Taiwan Semiconductor Manufactur 的当前价格为 $420.75,在上个交易日 上升 了 0.16%。
Taiwan Semiconductor Manufacturing Co Ltd 属于 Semiconductors 行业,该板块是 Information Technology
Taiwan Semiconductor Manufacturing Co Ltd 的当前市值是 $2182.2B
据华尔街分析师称,共有 38 位分析师对 Taiwan Semiconductor Manufacturing Co Ltd 进行了分析师评级,包括 13 位强烈买入,26 位买入,2 位持有,0 位卖出,以及 13 位强烈卖出