SemiVoice

seekingalpha

06/30/2025, 04:00 AM UTC

台积电股价飙升与GlobalFoundries困境凸显芯片行业分化TLH: Various Key Rates Are Compelling

1、台积电股价2024年上涨34%，受益于AI芯片需求激增及先进制程领先地位；2、GlobalFoundries因消费电子需求疲软和库存调整股价下跌21%；3、行业分化凸显AI驱动与传统半导体应用领域的市场割裂加剧。

1. TSMC's stock surged 34% in 2024 due to strong AI chip demand and leadership in advanced manufacturing; 2. GlobalFoundries shares fell 21% amid weak consumer electronics demand and inventory corrections; 3. The divergence reflects growing market segmentation between AI-driven and traditional semiconductor applications.

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