Taiwan Electric's stock price fluctuated higher today, and finally closed at a new historical price of 1,295 yuan, up 30 yuan, up 2.37%, with a market value of about NT$778 billion, reaching a new high of NT$33.58 trillion, accounting for more t...
Taiwan Electric's stock price fluctuated higher today, and finally closed at a new historical price of 1,295 yuan, up 30 yuan, up 2.37%, with a market value of about NT$778 billion, reaching a new high of NT$33.58 trillion, accounting for more than 40% of the Taiwan Stock Exchange's shareholding value and post-trading amount, and also ranked first in stocks.Taiwan Electric's 1,300 yuan challenge is only one step away.
Foreign technology website Wccftech reported and quoted KLA financial manager Bren Higgins on the evening of the 21st of the US time. 15 customers have been locked in NT$2,000, and ten are high-performance computing (HPC) chip manufacturers. This means that artificial intelligence (AI) industries are significantly pushing up the demand for Telco's NT$2 nanometer process.
In addition to mobile processor chips such as Apple, CTK, and Qualcomm, new AI chips such as NVIDIA and Ultramicro will also adopt 2-nanometer advanced processes of Telco; large factories that are actively deploying AI-specific application chips (ASICs) such as Google, Broadcom, Amazon, and even OpenAI will also adopt 2-nanometer advanced processes of Telco in the future.
The media also reported that Taiwan Electric's 2nm volume increased in the fourth quarter, and the OEM price increased by 30,000 US dollars in daily price. The chip manufacturers competed to reduce the production capacity of the chip. Taiwan Electric's new factories in Hsinchu Baoshan, Kaohsiung, and Arizona, the United States were simultaneously expanded.
Joint Development Corporation announced in the middle of the month that the single chip of the NTF 2 nanometer flagship system has been designed and will be launched at the end of 2026.
Taiwan Electric's legal person briefing meeting in mid-July pointed out that 2 nanometers will be produced in the second half of the year as scheduled, and N2P will be produced in the second half of 2026. The third wafer factory in Asia, USA is 2nm and A16 process; due to customers' strong demand for artificial intelligence, the accelerated production progress will be considered, and the fourth wafer factory is 2nm and A16 process; 2nm and more advanced process capacity will be about 30% from the A16 process.
Taiwan's market value today accounts for 40.16% of the total market value of Taiwan stocks of 83.62 trillion yuan;Taiwan's stock closed up 30 yuan today, with a contribution of 240.77 points to the power-up index;Taiwan's stock share of Taiwan stocks of 302.23 points to the current 39.6%.
According to the Taiwan Stock Exchange, Taiwan Stock Exchange's trading volume today was 38.362 billion yuan, ranking first in stocks, accounting for about 8.17% of the trading volume today of Taiwan Stock Exchange; Taiwan Stock Exchange's trading volume today was about 1.227 billion yuan, and only 1.284 billion yuan was 1.284 billion yuan; after the trading volume, the trading volume after the trading volume was 60.806 million yuan, ranking first in stocks.
