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美股異動|台積電盤前升1.8% 利用InFO_SoW技術量產特斯拉Dojo AI訓練模塊
台積電(TSM.US)美股盤前升1.8%,報156.45美元,已逼近157.768美元的歷史高位。其台股今日盤中再創歷史新高價865元新台幣,最終收升2.73%報864元新台幣。消息面上,台積電已開始利用其InFO_SoW技術生產特斯拉Dojo AI訓練模塊,目標是到2027年通過更復雜的晶圓級系統將計算能力提高40倍。此外,業界傳出,蘋果首席運營官日前低調拜訪台積電,與台積電總裁魏哲家商討蘋果發展自研AI芯片並將包下台積電先進製程產能生產相關晶片等事宜。機構分析,蘋果先前已率先包下台積3納米首批產能,若後續預定2納米乃至更先進製程的首批產能,預估蘋果貢獻台積電年營收產值將穩步創高,今年有機會達新台幣6000億元。

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