公众号记得加星标⭐️，第一时间看推送不会错过。 昨日（27 日）晚间 23 时左右中国台湾发生有感地震，地震规模达 7.0 级，不仅中国台湾北部震感强 烈，南部也有明显震感。 中国台湾气象部门地震测报中心科长陈达毅表示，本次地震震中位于宜兰外海，与今年 8 月 27 日发 生的 6.1 级地震震中位置最为接近。从目前监测情况来看，未来一周不排除发生 5.5 至 6.0 级余震的 可能性。 加星标⭐️第一时间看推送，小号防走丢 求点赞 求分享 求推荐 ★ 替代EUV光刻，新方案公布！ ★ 半导体设备巨头，工资暴涨40% ★ 外媒：美国将提议禁止中国制造的汽车软件和硬件 中国台湾气象部门晚间通报，当日 23 时 05 分发生芮氏 7.0 级地震，震中位于宜兰县外海，震源深 度 72.8 公里。宜兰、新北、花莲、台北、基隆、桃园、新竹、台中、南投、苗栗、彰化、云林、嘉 义、台南等地区的最大震度达到 4 级。 （来源 ：钜亨网 ） *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该 观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。 台积电就 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 尤其近段时间，玻璃基板领域的行业动态密集涌现：日本Rapidus全力探索玻璃基板技术，三星电机 计划与日本住友化学成立合资企业专攻玻璃基板生产，同时三星通过收购JWMT股份打通全产业链布 局。这一系列动作，清晰凸显出全球产业界在玻璃基板领域的持续深耕与战略布局，一场围绕先进封 装材料的变革已悄然酝酿。 打破传统瓶颈，玻璃基板来势汹汹 长期以来，有机基板因成本低、工艺成熟成为芯片封装的主流选择，硅中介层则凭借精细布线能力占 据部分高端市场，但随着AI芯片、高性能计算芯片对高带宽、低功耗的需求激增，两者的局限性日益 凸显，例如有机基板存在信号传输损耗大、热膨胀系数与硅芯片匹配度差、大尺寸封装易翘曲等问 题；硅中介层则面临成本高昂、尺寸受限及信号干扰的困扰。 相较之下，玻璃基板凭借天然材料特性实现了性能的全面突破，赵瑾等行业专家在《玻璃基板技术研 究进展》中指出，其核心优势集中在三大维度，且相关性能指标均有明确数据支撑： 需要明确的是，半导体领域的玻璃基板并非单一概念，其主要分为玻璃中介层（玻璃转接板）和玻璃 芯基板两大类型，二者在先进封装中承担不同角色，分别适配2. ...

以下文章来源于道总有理 ，作者道总 道总有理 . 科技创新与商业动态观察家，探究产业趋势，深挖商业内幕，只讲有用的干货，只做有价值的输出。 9月份，半导体行业迎来一个重磅消息，英特尔和英伟达"突然"宣布达成合作，双方将共同 设计并开发面向数据中心和客户端市场的定制 x86 芯片。除此之外，英伟达还向英特尔投 资了50亿美元（折合人民币约356亿）。 而就在近日，美国联邦贸易委员会（FTC）正式批准了该战略投资计划，为这个被业界视 为"芯片行业历史性联姻"的交易扫清了一道关键的监管障碍。 受此合作的影响，近半年英特尔的股价一改往日的颓势，一路上涨。资本市场的直观反应， 印证了作为美国半导体战略核心支点的英特尔，正在焕发出新的想象力，而英伟达这个AI时 代最亮眼的巨头的参与，无疑给其增添了从想象走向现实的"完美助力"。但问题在于英伟 达给其带来了钱，却没有给其晶圆代工业务带来客户，而晶圆代工才是英特尔对美国政府最 大的价值。 在全球晶圆代工市场上，英特尔能不能崛起，看的不单单是技术，还有台积电这个巨头。 传统业务无法让"昔日霸主"重返辉煌 一个是GPU巨头、另一个是CPU巨头，英伟达和英特尔之间绝佳的业务互补，是 ...

Core Viewpoint - The new "Magnificent Seven" portfolio, curated by hedge fund manager Chase Coleman, is better suited for the current market, focusing on companies that are heavily invested in artificial intelligence (AI) [1][3]. Group 1: New Magnificent Seven Composition - The new Magnificent Seven includes Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, Taiwan Semiconductor Manufacturing, and Broadcom, while excluding Apple and Tesla [5][6]. - Chase Coleman's portfolio has a significant concentration in AI-related stocks, with these companies making up 46.2% of his holdings [4]. Group 2: Exclusion of Apple and Tesla - Apple is excluded due to its lack of focus on AI and failure to release groundbreaking innovations in recent years, leading to stagnant growth [8][9]. - Tesla's exclusion is attributed to challenges in the electric vehicle market and uncertainties surrounding its ambitious AI projects, despite having an AI strategy for self-driving capabilities [11][12][14]. Group 3: Inclusion of Taiwan Semiconductor and Broadcom - Taiwan Semiconductor and Broadcom are highlighted as strong additions due to their thriving positions in the AI market and significant market capitalizations, with Taiwan Semiconductor valued at $1.5 trillion [15]. - Broadcom is noted for its custom AI accelerator chips, which are gaining traction as alternatives to Nvidia's GPUs, while Taiwan Semiconductor is a key supplier for many companies in the AI space [16]. Group 4: Future Outlook - There is confidence that Chase Coleman's new Magnificent Seven will outperform the original by 2026, suggesting a strategic shift for investors away from Apple and Tesla towards Broadcom and Taiwan Semiconductor [17].

全球最大专业晶圆代工企业台积电于周六发布消息称，该公司总部所在的新竹科学园区内，部分厂区在 地震后达到疏散启动标准。 台积电在一份简短声明中表示："我们将人员安全置于首位，正依据应急响应程序开展户外疏散及人员 清点工作。目前，所有厂区的安全生产系统均运行正常。" 责任编辑：丁文武 全球最大专业晶圆代工企业台积电于周六发布消息称，该公司总部所在的新竹科学园区内，部分厂区在 地震后达到疏散启动标准。 台积电在一份简短声明中表示："我们将人员安全置于首位，正依据应急响应程序开展户外疏散及人员 清点工作。目前，所有厂区的安全生产系统均运行正常。" 责任编辑：丁文武 ...

Core Insights - TSMC, the world's largest contract chipmaker, reported that a small number of its facilities in the Hsinchu science park reached evacuation criteria due to an unspecified event [1] Company Summary - TSMC is headquartered in the Hsinchu science park, which is significant for its operations in the semiconductor industry [1]

Core Insights - The artificial intelligence (AI) buildout is ongoing, with significant investments from major companies expected to continue into 2026 and beyond [5][15] - Billionaire hedge fund manager Philippe Laffont has a strong focus on AI stocks, with about one-third of his portfolio allocated to six key AI companies [2][4] Company Holdings - The six AI-focused stocks in Laffont's portfolio include Meta Platforms, Microsoft, Taiwan Semiconductor Manufacturing, Amazon, Nvidia, and Alphabet, collectively representing 32.2% of his total assets [4][6] - Nvidia is highlighted as a key player in the AI infrastructure space, with a reported "sold out" status for cloud GPUs due to high demand [5][8] Market Trends - The demand for AI computing capacity is driving significant capital expenditures, with Nvidia projecting global data center spending to rise from $600 billion in 2025 to between $3 trillion and $4 trillion by 2030 [7][9] - Major companies like Meta, Microsoft, Amazon, and Alphabet are heavily investing in AI computing, viewing these expenditures as essential for future relevance [9][13] Stock Valuation - Meta Platforms is currently valued at 21.8 times next year's earnings, comparable to the S&P 500 index, and is expected to deliver market-beating growth [10][12] - Amazon, Alphabet, and Microsoft are positioned as long-term winners in cloud computing, benefiting from the increasing demand for generative AI workloads [13]

Core Insights - Taiwan Semiconductor Manufacturing Co. (TSMC) is experiencing unprecedented demand driven by artificial intelligence (AI) applications, with shares nearly tripling in value over the past five years, turning a $1,000 investment into $2,800 [1] - Despite the strong stock performance, TSMC's valuation still presents significant upside potential over the next five years [2] Financial Performance - TSMC's earnings per share (EPS) surged by 39% year over year in the third quarter, showcasing its competitive advantage in producing high-performance chips [5] - Analysts project TSMC's EPS to grow at an annualized rate of 22% in the coming years, with a current price-to-earnings (P/E) ratio of 30, which is expected to decrease to 23 based on 2026 earnings estimates [4] Market Position and Growth Potential - The company has a market capitalization of $1.6 trillion and a gross margin of 57.75%, indicating strong profitability [6][7] - TSMC's management anticipates revenue from AI chips to grow at a compound annual growth rate (CAGR) exceeding 40% through 2029, highlighting a significant growth opportunity [5][7] - The CEO described the demand for AI chips as "insane," suggesting that investors may still be underestimating the future growth potential [7] Investment Outlook - With robust earnings growth and ongoing investments in expanding manufacturing capacity, TSMC is positioned as an attractive investment for those looking to outperform the market [8]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

责任编辑：张俊 SF065 投资服务公司The Motley Fool指出，英伟达（NVDA）、台积电（TSM）和阿斯麦（ASML）因其在 GPU、先进晶圆代工产能和极紫外光刻（EUV）领域的主导地位，被视为长期推动AI发展的关键企 业。 投资服务公司The Motley Fool指出，英伟达（NVDA）、台积电（TSM）和阿斯麦（ASML）因其在 GPU、先进晶圆代工产能和极紫外光刻（EUV）领域的主导地位，被视为长期推动AI发展的关键企 业。 责任编辑：张俊 SF065 ...