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Eventide International ETF

29.27

0.0000

成交量：5

成交額：143.60

市值：2,926.68萬

市盈率：- -

高：29.27

開：29.27

低：29.27

收：29.27

52周最高：30.45

52周最低：24.50

股本：100.00萬

流通股本：100.00萬

量比：0.13

換手率：0.00%

股息：0.35

股息率：1.19%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

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新聞資訊

《焦點》AI巨頭籲放慢模型開發步伐，AI概念股齊栽跟頭

台積電加速佈局 CPO，業界看好形成新摩爾定律

全球十大無晶圓廠IC設計廠商營收排名：英偉達、博通、AMD居前三甲

深圳商报·读创

台積電明年 2 納米月產能目標 11 萬片，3 納米達 21 萬片

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CPO，業界看好形成新摩爾定律","url":"https://stock-news.laohu8.com/highlight/detail?id=2667163634","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667163634?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 10:40","pubTimestamp":1789353657,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据台湾《工商时报》9 月 14 日报道，随着 GPU、ASIC 运算能力持续跃升，传统铜互连逐渐逼近功耗与讯号传输极限，台积电正加速布局共同封装光学 CPO。业界看好，若 CPO 频宽维持每两年倍增，有望形成 AI 时代的“CPO 摩尔定律”。业界分析，CPO 频宽升级主要有三条路径，包括单通道速度由 200G 朝 400G 以上提升、光通道数量从 16 条向 32 条、64 条以上扩张，以及导入波长分波多工 WDM。至 2040 年理论值可达现阶段约 128 倍，以现阶段约 3.2T 等级计算，长期具有朝数百 T 发展的空间。台积电在光互连的角色由晶圆代工延伸至系统整合，从 3DFabric、CoWoS、SoIC 到硅光子与 CPO，逐步将运算、HBM 存储器及高速 I/O 整合。当高速电讯号超过 200G，经过 ABF 载板、PCB 与连接器等较长铜路径后讯号衰减加剧，产业朝铜路径缩短、光路径拉长发展。封装架构方面，现阶段光引擎先布局于载板，下一步可望将 CPO 置于中介层，未来更可能利用 SoIC 技术让光子集成电路 PIC 与 ASIC 走向 3D 垂直整合。业者表示，CPO 迈向量产仍须克服封装、光耦合与测试关卡； 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2 納米月產能目標 11 萬片，3 納米達 21 萬片","url":"https://stock-news.laohu8.com/highlight/detail?id=2667563676","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667563676?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 08:42","pubTimestamp":1789346565,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，供应链传出，台积电首次揭露明年 2／3 纳米扩产目标，2 纳米从今年底 9 万片增至明年中 11 万片，增幅 22%；3 纳米从今年底逾 18 万片增至明年中 21 万片，增幅逾 16%。台积电昨日不评论市场传闻，强调产能相关说明依公司公告为准。据悉，台积电 3 纳米月产能去年底达 12 万至 13 万片，今年底扩至 18 万片，目标明年中逾 21 万片。2 纳米今年底月产能将达 9 万片。台积电先前表示，2026 年资本支出介于 600 亿美元至 640 亿美元，其中约 70% 至 80% 用于先进制程，并新增三座 3 纳米晶圆厂，分别位于台湾、美国亚利桑那州及日本，同时在台湾转换 5 纳米设备支援 3 纳米产能。 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