TSMC plans 3-nanometre chip production launch in Japan in 2028 | Reuters Item 1 of 2 An aerial view shows the semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan Semiconductor Manufacturing Company (TSMC), in Kikuyo town, Kumamoto prefecture, southwestern Japan February 12, 2024, in this photo taken by Kyodo. Mandatory credit Kyodo via REUTERS [1/2]An aerial view shows the semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a ...

Steven Musil Night Editor / NewsSteven Musil is a senior news editor at CNET News. He's been hooked on tech since learning BASIC in the late '70s. When not cleaning up after his daughter and son, Steven can be found pedaling around the San Francisco Bay Area. Before joining CNET in 2000, Steven spent 10 years at various Bay Area newspapers and had a brief stint at MacWeek. Expertise I have more than 30 years' experience in journalism in the heart of the Silicon Valley. ...

4月1日热门中概股多数上涨，纳斯达克中国金龙指数（HXC）收高2.8%。 上涨股当中（按市值从高到低），台积电涨6.78%，阿里巴巴涨2.88%，拼多多涨3.82%，网易涨 1.74%，日月光半导体涨3.83%，京东涨2.18%，百度涨4.52%，中华电信涨0.57%，携程涨1.26%，联电 涨4.30%，中通涨3.41%，富途控股涨4.10%，理想汽车涨1.60%，小鹏汽车涨2.45%，华住酒店集团涨 2.91%，蔚来涨9.26%，哔哩哔哩涨4.01%，新东方涨3.62%，满帮涨2.41%，万国数据涨2.60%，BOSS直 聘涨0.37%，WSP控股涨1.48%，亚朵集团涨4.75%，名创优品涨5.70%，小马智行涨10.54%，慧荣科技 涨6.49%，欢聚涨3.40%，禾赛科技涨7.84%，雾芯科技涨2.57%。 下跌股当中（按市值从高到低），贝壳跌0.27%，腾讯音乐跌0.32%，中国新城农村跌4.96%，唯品会跌 1.69%，拓臻生物跌0.30%，金山云跌0.60%。 美股周二收高，道指上涨逾1100点。但在一季度，美股三大股指均录得跌幅。据称美伊两国总统均对结 束战争持开放态度，令投资者看到美以对伊 ...

Key Takeaways TSM is expanding into advanced packaging, targeting growth as AI chips need complex integration.Advanced packaging made 8% of Taiwan Semiconductor's revenues in 2025, seen topping 10% in 2026.Taiwan Semiconductor plans up to 20% of 2026 capex for packaging amid rising AI-driven demand.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is expanding beyond wafer fabrication by investing heavily in advanced packaging technology. This segment is becoming critical as AI and high ...

Platinum Asset Management, an investment management company, released its Q4 2025 investor letter for “Platinum International Technology Fund”. A copy of the letter can be downloaded here. The fund was up 3% in the fourth quarter and 13.1% for calendar 2025, surpassing the benchmark return of 2.5% and 12.4%, respectively. U.S. Dollar depreciation negatively impacted Fund and Benchmark returns in Australian dollar terms in 2025. The market was ‘risk-on’, with defensive sectors like Real Estate and Consumer S ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 3月31日消息，据报道，Rapidus总裁兼首席执行官小池淳義表示，正在加速推进先进制程技术的研发，目标是在1nm工艺节点上将与台积电的技术差距缩 小到大约6个月。 据了解，台积电的1.4nm和1nm工艺可能会率先部署在中国台湾中部科学园区，名为Fab 25，预计投资约490亿美元，计划建设四座晶圆厂。 其中第一阶段的两座晶圆厂专门用于1.4nm工艺，预计2028年下半年量产，第二阶段再推进到1nm工艺。传闻台积电将在1nm工艺节点首次使用High-NA EUV光刻机，相关开发工作预计在2030年前完成，并大约在2030年实现量产。 第二步：在公众号里面回复"加群"，按照提示操作即可。 Rapidus是由索尼、丰田、NTT、三菱、NEC、铠侠和软银等八家日本企业于2022年成立的合资企业，旨在实现本地化先进半导体工艺的设计和制造。 与此同时，Rapidus计划今年开始开发1.4nm工艺，量产时间预计为2029年，有可能与三星的时间点较为接近。若要在1nm工艺上将与台积电的差距缩小至 6个月，意味着R ...

公众号记得加星标⭐️，第一时间看推送不会错过。 据韩媒引述相关报道，全球最大的晶圆代工厂台积电（TSMC）已确认其继2nm工艺之后的下一代工 艺命名为"A14"，并公布了详细的路线图，目标是在2027年实现试生产。 据Digitimes日前报道，台积电正式宣布其1.4nm级超精细工艺"A14"的发布日期，以应对来自英特尔 和三星电子的激烈竞争。台积电目前正在台湾中部科学园区（CTSP）建设一座新的晶圆厂（Fab 25），投资额约为490亿美元（约合66万亿韩元）。该晶圆厂预计将于2027年底进行试生产，并于 2028年开始全面量产。 A14工艺基于台积电第二代纳米片晶体管架构。与 2nm 工艺 (N2) 相比，在相同功耗水平下，性能提 升 15%，而功耗最多可降低 30%。此外，逻辑密度提升超过 20%，从而能够制造更小巧、更高效的 AI 加速器和移动芯片组。 值得注意的是台积电引入下一代光刻设备的策略。在 A14 工艺的初期阶段，台积电计划首先利用现 有的"低数值孔径 EUV"设备应用多重曝光技术，以确保良率和成本效益。随后，在 2027 年第三季 度左右，该公司计划通过逐步引入 ASML 的下一代"高数值 ...

TSMC's stock (NYSE:TSM) has surged 92% over the past year, driven by robust demand in the AI chip market and strong financial performance. Insider confidence is evident as Vice President Lin Shyue-Shyh increased his holdings, aligning with TSMC's optimistic AI growth forecast (CAGR in the mid- to high-50% range from 2024 to 2029). Key financial metrics highlight TSMC's solid fundamentals, including a P/E ratio of 31.08, current ratio of 2.62, and debt-to-equity ratio of 0.20, making it an attractive long-t ...

行情速递 / Part 01 ①大盘指数，上证指数(+0.24%)/深证成指(-0.25%)/创业板指(-0.68%)/北证50 (-0.84%)/科创50 (-0.84%)/ ②TMT领涨板块，SW通信线缆及配套(+7.94%)/SW半导体设备(+3.28%)/SW大众出版(+1.95%)/ ③TMT领跌板块，SW品牌消费电子(-1.92%)/SW游戏Ⅲ(-1.79%)/SW分立器件(-1.60%)/ 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯，NIMO即将正式发布首款智能眼镜产品/产品采用体积仅 0.03cc 的微型光机/约为行业常见 0.15cc方案的五分之一/重量不足 0.1g/并被隐藏于眼镜铰链结构中/实现更低存在感的外观设计/ ②半导体行业观察，据台湾省《经济日报》等媒体20日报道/由于英伟达、AMD、高通和苹果等大型科技公司对2纳 米制程的需求旺盛/台积电的2纳米制程产能已排满至2028年/ ③集微网，凯世通发布Hyperion先进制程大束流离子注入机与iKing 360中束流离子注入机两大系列新品/两款新品覆 盖先进逻辑、先进存储、碳化硅（SiC）、化合物半导体、IGBT及SOI材料 ...

Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the fourth quarter of 2025, global equity markets experienced a significant upswing, with many indices hitting new all-time highs. Resilient equity markets, favorable monetary policies, and ongoing momentum in AI and electrification trends supported this positive investment environment. The firm maintained a focus on ...