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Tower半導體

211.52

+3.451.66%

盤後：211.950.4324+0.20%19:50 EDT

成交量：111.86萬

成交額：2.35億

市值：238.03億

市盈率：83.64

高：213.63

開：213.63

低：206.66

收：208.07

52周最高：319.94

52周最低：64.81

股本：1.13億

流通股本：1.13億

量比：0.86

換手率：0.99%

股息：- -

股息率：- -

每股收益(TTM):2.53

每股收益(LYR):1.94

淨資產收益率：9.98%

總資產收益率：4.95%

市淨率：7.71

市盈率(LYR):109.03

資料載入中...

總覽公司新聞公告

異動解讀｜Tower半導體盤中下跌5.17%，半導體板塊技術性熊市延續疊加光通信概念股拋售持續

異動解讀｜Tower半導體盤中下跌6.73%，半導體板塊集體重挫疊加財報前資金觀望情緒加劇

光通信板塊下滑明顯 Lumentum（LITE）跌11.69% 康寧業績指引與資本模式引分歧

異動解讀｜Tower半導體盤前下跌5.12%，報213.26美元

財報前瞻｜Tower半導體本季營收預計增22.35%，機構觀點偏多

異動解讀｜Tower半導體盤中下跌5.11%，報221.44美元

異動解讀｜Tower半導體盤前上漲5.63%，半導體板塊普漲疊加硅光子擴產利好持續發酵

異動解讀｜Tower半導體夜盤上漲5.74%，報246.76美元

異動解讀｜Tower半導體盤中下跌5.48%，報243.92美元

異動解讀｜Tower半導體盤中上漲5.04%，日本擴產催化與板塊聯動延續推升股價

光通信概念股全線上攻 Coherent(COHR)漲6.99% 機構指GPU集群規模擴大致通信壓力提升

異動解讀｜Tower半導體盤中上漲6.66%，半導體板塊集體走強疊加日本擴產催化延續

異動解讀｜Tower半導體盤前上漲5.34%，報237.587美元

異動解讀｜Tower半導體盤中下跌6.8%，半導體板塊集體承壓疊加前期漲幅回吐

異動解讀｜Tower半導體盤前下跌5.35%，半導體板塊集體承壓疊加前期漲幅回吐

異動解讀｜Tower半導體夜盤下跌5.01%，半導體板塊集體承壓疊加前期漲幅回吐

異動解讀｜Tower半導體盤中下跌5.08%，報236.91美元

異動解讀｜Tower半導體盤中上漲5.22%，30億美元硅光子擴產計劃及上調業績展望持續提振股價

異動解讀 | 高塔半導體盤中大漲5.04%，30億美元硅光子擴產計劃及上調業績展望提振股價

高塔半導體(TSEM.US)被低估？Wedbush稱硅光子擴產將打開AI基礎設施增長空間

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19:29","pubTimestamp":1785238151,"startTime":"0","endTime":"0","summary":"7月28日，Tower半导体盘前下跌5.12%，报213.26美元/股，成交额236.11万美元。Tower半导体所在的半导体产品行业中，个股普遍走弱，其中美光科技跌7.8%，SK海力士跌5.61%，英特尔跌5.46%，美国超微公司跌5.04%，英伟达跌0.87%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163061193","title":"財報前瞻｜Tower半導體本季營收預計增22.35%，機構觀點偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1163061193","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163061193?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 09:29","pubTimestamp":1785202191,"startTime":"0","endTime":"0","summary":"Tower半导体将于2026年08月04日发布最新季度财报，市场关注营收与利润修复节奏及业务结构变化。市场一致预期显示，本季度Tower半导体营收预计为4.55亿美元，同比增长22.35%；息税前利润预计为8,985.20万美元，同比增长43.24%；调整后每股收益预计为0.76美元，同比增长67.70%。上季度Tower半导体营收为4.14亿美元，同比增长15.49%；毛利率为26.82%；归属母公司股东的净利润为6,503.20万美元，同比数据未披露；净利率为15.72%；调整后每股收益为0.65美元，同比增长44.44%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜Tower半导体本季营收预计增22.35%，机构观点偏多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185901773","title":"異動解讀｜Tower半導體盤中下跌5.11%，報221.44美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185901773","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185901773?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 22:27","pubTimestamp":1785162433,"startTime":"0","endTime":"0","summary":"7月27日，Tower半导体盘中下跌5.11%，报221.44美元/股，成交额7895.89万美元。Tower半导体所在的半导体产品行业中，个股普遍走弱，其中美国超微公司跌6.62%，SK海力士跌6.57%，美光科技跌5.49%，英特尔跌3.76%，英伟达跌3.34%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117877404","title":"異動解讀｜Tower半導體盤前上漲5.63%，半導體板塊普漲疊加硅光子擴產利好持續發酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1117877404","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117877404?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 16:28","pubTimestamp":1785140911,"startTime":"0","endTime":"0","summary":"7月27日，Tower半导体盘前上涨5.63%，报245.49美元/股，成交额122.16万美元。半导体板块整体走强，叠加公司近期宣布的日本战略性产能扩张计划持续提振市场情绪。消息面上，Tower半导体此前宣布将在日本大幅扩展300毫米硅光子、硅锗及先进封装产能，以满足快速增长的长期客户需求，公告当日股价曾飙升逾18%。此后Wedbush发布研报指出公司被低估，认为硅光子扩产将打开AI基础设施增长空间。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109887453","title":"異動解讀｜Tower半導體夜盤上漲5.74%，報246.76美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1109887453","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109887453?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 15:51","pubTimestamp":1785138673,"startTime":"0","endTime":"0","summary":"7月27日，Tower半导体夜盘上涨5.74%，报246.76美元/股，成交额137.24万美元。Tower半导体所在的半导体产品行业中，个股普遍走强，其中美光科技涨3.88%，美国超微公司涨2.94%，英特尔涨2.87%，博通涨2.2%，英伟达涨1.17%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149273094","title":"異動解讀｜Tower半導體盤中下跌5.48%，報243.92美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1149273094","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149273094?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 21:54","pubTimestamp":1784901286,"startTime":"0","endTime":"0","summary":"7月24日，Tower半导体盘中下跌5.48%，报243.92美元/股，成交额3270.96万美元。Tower半导体所在的半导体产品行业中，个股普遍走弱，其中SK海力士跌6.8%，美光科技跌5.74%，英特尔跌3.86%，美国超微公司跌3.41%，英伟达跌1.25%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164910107","title":"異動解讀｜Tower半導體盤中上漲5.04%，日本擴產催化與板塊聯動延續推升股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1164910107","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164910107?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 22:22","pubTimestamp":1784816564,"startTime":"0","endTime":"0","summary":"7月23日，Tower半导体盘中上涨5.04%，报261.98美元/股，成交额7592.53万美元。消息面上，公司此前宣布的日本战略性产能扩张计划持续发酵。此外，Wedbush指出硅光子扩产将打开AI基础设施增长空间，进一步提振市场信心。板块层面，半导体产品行业个股普遍走强，SK海力士涨6.93%，美光科技涨3.84%，英特尔涨1.19%，板块共振延续支撑。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653031712","title":"光通信概念股全線上攻 Coherent(COHR)漲6.99% 機構指GPU集群規模擴大致通信壓力提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2653031712","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653031712?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 21:55","pubTimestamp":1784642132,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股全线上攻，截至发稿，MaxLinear  涨 7.61%，AXT Inc  涨 7.19%，Coherent  涨 6.99%，POET Technologies  涨 6.56%，Lumentum  涨 6.79%，Tower 半导体  涨 6.04%，Applied Optoelectronics  涨 6.50%，Astera Labs  涨 5.94%，Ciena  涨 5.96%，Lightwave Logic  涨 5.55%。消息面上，中国银河证券新近研究指，随着GPU集群规模扩大，数据中心内部通信压力持续提升，光互连成为重要发展方向。Vera Rubin量产Spectrum-XEthernet Photonics进一步验证光互连在下一代AI数据中心中的价值。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302846","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0205193047.USD","LU1861220033.SGD","LU0240878834.USD","LU1989764664.SGD","SPRX","MXL","FCUS","PSCT","CNAV","BK4020","LU1992135399.USD","IE0031619046.USD","AIPI","EGGY","BK4515","LU2931357623.SGD","LU2290526834.HKD","LU2211815571.USD","SGXZ99366536.SGD","LU0154245756.USD","LU0289739343.SGD","LU0511384066.AUD","LU1720051108.HKD","LU2322448791.USD","LU2272731865.HKD","IE00B7SZL793.SGD","BK4141","ALAB","LU2272731782.SGD","LU0348723411.USD","LU2322448957.HKD","AAOX","IE00B19Z4B17.USD","BK4585","LWLG","BK4148","LU1992135472.HKD","LABX","LU0289961442.SGD","BK4157","PTF","LU0274383776.USD","COHR","LU2543165471.USD","LU0106261612.USD","LU2357305700.SGD","POET","COHX","LU0082616367.USD","IE0009354923.USD","LU0154236417.USD","LU0823421333.USD","LU1720051017.SGD","XSD","IE00B66KJ199.SGD","LU2089985449.USD","SGXZ81514606.USD","LITX","LU0240877869.USD","LU0012050646.USD","LU2272731600.USD","LU0963586101.USD","LU1548497426.USD","LU2360107168.USD","LU0205194284.USD","LU2098885051.SGD","AXTI","SMHX","BK4147","CIEN","LU2473716301.USD","AAOI","LU0154245673.USD","TSEM","XTL","LU0719512351.SGD","CHAT","LU0823421416.USD","SOXY","COWG","BK4588","LITE","LU1861215975.USD","XITK","LAZR","SGXZ51526630.SGD","LU1303367103.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144211580","title":"異動解讀｜Tower半導體盤中上漲6.66%，半導體板塊集體走強疊加日本擴產催化延續","url":"https://stock-news.laohu8.com/highlight/detail?id=1144211580","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144211580?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 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19:05","pubTimestamp":1784631934,"startTime":"0","endTime":"0","summary":"7月21日，Tower半导体盘前上涨5.34%，报237.587美元/股，成交额99.58万美元。Tower半导体所在的半导体产品行业中，个股普遍走强，其中SK海力士涨6.52%，美光科技涨6.02%，英特尔涨5.39%，美国超微公司涨4.18%，英伟达涨1.07%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138261877","title":"異動解讀｜Tower半導體盤中下跌6.8%，半導體板塊集體承壓疊加前期漲幅回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1138261877","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138261877?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 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16:30","pubTimestamp":1784277029,"startTime":"0","endTime":"0","summary":"7月17日，Tower半导体盘前下跌5.35%，报225.59美元/股，成交额89.67万美元。半导体板块整体承压是主要拖累因素，同行业中美国超微公司跌4.96%，台积电跌4.82%，英特尔跌4.74%，美光科技跌4.17%，英伟达跌3.18%。此前Tower半导体因宣布在日本投资约30亿美元扩建300毫米硅光子及硅锗产能，并将2028年营收目标上调至36亿美元、净利润目标上调至12亿美元，股价于7月14日至15日累计大涨逾20%。连续两日板块回调叠加前期快速拉升后的获利盘回吐，构成本次下行的主要压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Tower半导体盘前下跌5.35%，半导体板块集体承压叠加前期涨幅回吐","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107557521","title":"異動解讀｜Tower半導體夜盤下跌5.01%，半導體板塊集體承壓疊加前期漲幅回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1107557521","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107557521?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 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21:51","pubTimestamp":1784209911,"startTime":"0","endTime":"0","summary":"7月16日，Tower半导体盘中下跌5.08%，报236.91美元/股，成交额6266.3万美元。Tower半导体所在的半导体产品行业中，个股普遍承压，美光科技跌4.98%，英特尔跌4.18%，美国超微公司跌3.75%，台积电跌2.63%，英伟达跌2.27%。Tower Semiconductor Ltd.是一家独立专业半导体代工厂，主要根据客户设计制造半导体，提供从150毫米到300毫米晶圆的多种工艺制造，产品应用于消费电子、通信、汽车、工业、航空航天及医疗设备等领域。公司下次财报预计于8月4日发布，预期EPS为0.69美元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182616899","title":"異動解讀｜Tower半導體盤中上漲5.22%，30億美元硅光子擴產計劃及上調業績展望持續提振股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1182616899","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182616899?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 22:02","pubTimestamp":1784124166,"startTime":"0","endTime":"0","summary":"7月15日，Tower半导体盘中上涨5.22%，报268.82美元/股，成交额1.34亿美元，延续前一交易日强势表现。消息面上，公司近日宣布将投资约30亿美元扩建其位于日本的300毫米晶圆制造厂，大幅提升硅光子、硅锗及先进封装产能，该计划获得日本政府约10亿美元补助支持。同时公司将2028年营收目标从28亿美元上调至36亿美元，净利润目标从7.5亿美元上调至12亿美元，上调幅度分别达29%和60%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"异动解读｜Tower半导体盘中上涨5.22%，30亿美元硅光子扩产计划及上调业绩展望持续提振股价","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117257997","title":"異動解讀 | 高塔半導體盤中大漲5.04%，30億美元硅光子擴產計劃及上調業績展望提振股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1117257997","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117257997?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 22:01","pubTimestamp":1784124061,"startTime":"0","endTime":"0","summary":"高塔半导体今日盘中大涨5.04%，引起了市场的广泛关注。消息面上，公司宣布将投资约30亿美元扩建其位于日本的300毫米晶圆制造厂，以大幅提升硅光子、硅锗及先进封装产能。该计划获得了日本政府约10亿美元的补助支持。作为扩产计划的一部分，高塔半导体同时上调了其2028年的财务目标，预计营收将达到36亿美元，营业利润将达到12亿美元，显著高于此前的业绩指引。此次扩产旨在满足人工智能和数据中心应用对光互连技术日益增长的需求。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651815466","title":"高塔半導體(TSEM.US)被低估？Wedbush稱硅光子擴產將打開AI基礎設施增長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2651815466","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651815466?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 21:12","pubTimestamp":1784121154,"startTime":"0","endTime":"0","summary":"高塔半导体将斥资大约30亿美元扩建其位于日本鱼津的300毫米大型晶圆厂，预计该工厂将同时支持300毫米硅光子和硅锗相关联芯片产品的生产，以及支持最前沿先进封装业务。双轨扩产计划中的第一条生产线预计将在2027年第四季度具备投产条件。高塔已将硅光平台用于1.6T数据中心光模块，并明确面向人工智能基础设施与下一代光网络。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1468108.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"高塔半导体(TSEM.US)被低估？Wedbush称硅光子扩产将打开AI基础设施增长空间","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["TSEM","LU2360107168.USD","LU2290526834.HKD","LU1303367103.USD","LU1861220033.SGD","BK4141","LU2098885051.SGD","LU1861215975.USD","IE0009354923.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":3,"totalSize":139,"code":"91000000","status":"200"}]}}