Avantis Emerging Markets ex-China Equity ETF

82.51

-0.1489-0.18%

盤後：83.010.5034+0.61%19:30 EDT

成交量：3.44萬

成交額：283.61萬

市值：4.65億

市盈率：- -

高：82.61

開：82.37

低：81.96

收：82.66

52周最高：88.77

52周最低：59.15

股本：564.00萬

流通股本：564.00萬

量比：0.76

換手率：0.61%

股息：1.79

股息率：2.17%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

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3/2 奈米與 CoWoS 仍緊，AWS、聯發科產能配置有變","url":"https://stock-news.laohu8.com/highlight/detail?id=2667697366","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667697366?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:02","pubTimestamp":1789434169,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，时序进入2026年第3季下旬，台积电3奈米、2奈米先进制程与CoWoS先进封装产能持续供不应求。NVIDIA、苹果持续占有先进制程与封装资源；亚马逊AWS旗下Annapurna近期放大AI自研芯片投片，取得更多3奈米产能。联发科除手机芯片外，亦以Google TPU相关大单争抢2/3奈米制程与CoWoS-S/L产能。市场传出台积电近期重新调整产能配置。联发科承接Google TPU大单后，下一代TPU v9将同时采用台积电CoWoS-L及英特尔EMIB-T，已微调联发科3奈米、2奈米产能安排。目前台积电3奈米主要客户为NVIDIA，2025年超越苹果成为最大客户；2奈米则以苹果等需求为主。AWS放大Annapurna投片后，其3奈米与CoWoS配置顺位已提升。台积电2026年初起加速扩产，新竹宝山Fab 20及高雄Fab 22的2奈米月产能至10月底各有5万片，合计约10万片；至10月底南科3奈米月产能约18.5万片。至9月底整体产能利用率约96.2%，其中16/12奈米以下至2奈米均为100%。CoWoS供应不足带动先进封装订单外溢，承接顺位为日月光集团旗下硅品优先，接着为Amkor、力成等，力成相关封测产能已全数满载，订单能见度至2028年。 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