据台积电官网显示，2025年台积电开放创新平台（OIP）生态系统论坛于9月24日在硅谷圣克拉拉启动，随后先后在东京、新竹、阿姆斯特丹举 行，最后一站预计于12月4日在南京举行。 今年的论坛将重点介绍该生态系统如何利用人工智能的巨大潜力，为台积电先进的工艺和封装技术打造下一代设计解决方案，内容涵盖针对下一 代人工智能芯片的能源效率及其他挑战的解决方案，以及涉及台积电A16、N2和N3工艺的相应设计流程和方法等。 魏哲家上次访问大陆，还是2023年在上海举行的台积电技术论坛。当时，业务开发及海外运营办公室资深副总裁张晓强、欧亚业务及技术研究资 深副总裁侯永清随行。 工商时报认为，若此行成真，将是台积电探索与大陆合作的最新动作，或将推动新的建厂计划。 据中时新闻网、工商时报等台媒12月2日消息，台积电董事长魏哲家计划时隔两年半再次访问大陆。魏哲家拟率领两位副总裁一同出席在南京举办 的台积电开放创新平台（OIP）生态系统论坛。 期间，魏哲家还将拜访多家大陆本土芯片设计公司。 魏哲家（资料图） 图片转自中时新闻网 本文系观察者网独家稿件，未经授权，不得转载。 ...

Market Performance - The Hang Seng Index closed at 26,033, up 0.67% for the day and up 29.78% year-to-date [1] - The Hang Seng Tech Index rose by 0.82% to 5,644, with a year-to-date increase of 26.33% [1] - The Shanghai Composite Index increased by 0.65% to 3,914, with a year-to-date rise of 16.77% [1] - The Dow Jones Index fell by 0.90% to 47,289, with a year-to-date increase of 11.15% [1] Currency and Commodity Overview - The Renminbi Index stands at 97.920, with a 1-month increase of 0.38% and a 6-month increase of 1.79% [2] - Brent crude oil is priced at $63.570 per barrel, down 0.98% over the past month but up 3.13% over the past six months [2] - Gold is priced at $4,256.22 per ounce, with a 1-month increase of 6.37% and a 6-month increase of 25.87% [2] Company News - Kangji Medical's privatization plan has been approved by the Grand Court, with the plan expected to take effect on December 5, 2025 [19] - HashKey Holdings has passed the listing hearing with plans to raise $500 million and seek a listing this month [16] - The real estate crisis in China continues, with major data providers instructed to halt the release of sales data for property companies [17] Economic Indicators - China's official manufacturing PMI for November recorded at 49.2, below market expectations of 49.3 [13] - The non-manufacturing PMI for November was reported at 49.5, also below expectations of 50 [10] - Hong Kong's retail sales value for October increased by 6.9% year-on-year, with online sales rising over 27% [15]

December 1, 2025 10:37 PM GMT Asia-Pacific Technology | Asia Pacific M Idea AI Supply Chain: TSMC CoWoS Expansion; ASIC Dynamics; Asia Field Trip Our new CoWoS forecast implies a very strong AI semi growth in 2026 for both AI GPU and AI ASICs. NVIDIA's AI demand remains very strong: NVDIA's CoWoS-L capacity upward revision to 700k wafers echoes to MS analyst Joe Moore's new forecast for NVIDIA (link) to deliver on its US$500bn AI GPU revenue guidance through end-2026. Although not that meaningful to NVIDIA' ...

December 1, 2025 09:05 PM GMT Semiconductor Capital Equipment 4Q'25 WFE update, New DRAM WFE Paradigm We revise up our 2026/27 WFE market forecast from +11%/+7% to +11%/+13% driven by DRAM and TSMC. We see two very strong years of growth. What's Changed? We leave our 2026 forecast largely unchanged at $129bn (up 11% y/y) and revise up our 2027 forecast from $137bn (up 7%) to $145bn (up 13%). For 2026 we revise up foundry logic by $1bn and revise down NAND by $1bn, while for 2027 we revise up DRAM by $5bn, f ...

今年早些时候，美国总统唐纳德·特朗普称台积电是"世界上最重要的企业之一"。虽然他的说法并不准确，台积电的确是世 界上最重要的企业，但他的政府和其他国家确实意识到将台积电引入本国的重要性。 公众号记得加星标⭐️，第一时间看推送不会错过。 五年过去了，这些项目都已产出晶圆。但代价是什么？台积电（以及台湾）和这些海外晶圆厂是否都实现了目标？海外晶 圆厂在经济上是否具有竞争力？台积电的传奇创始人张忠谋博士一直对美国晶圆厂持悲观态度（重点为笔者所加）： 我们认为，美国最近为增加半导体本土制造所做的努力，目前仅仅投入数百亿美元的补贴，远远不够。我认为这将是一项 代价高昂却徒劳无功的尝试。（原文：We think that the recent effort of the U.S. to increase onshore manufacturing of semiconductors, right now you're talking about spending only tens of billions of dollars of money of subsidy. Well, it's not going to be ...

America is going all out in the global AI battle.It seems the artificial intelligence (AI) race has escalated once again following President Donald Trump's announcement that he has issued an executive order to launch Project Genesis. The administration compared its significance to the famous Manhattan Project, the World War 2 initiative to develop the atomic bomb.Project Genesis aims to develop an artificial intelligence platform utilizing supercomputers and data from various government agencies to accelera ...

TSMC Overseas Fabs – A Success? 台积电海外晶圆厂——成功了吗？ Why Morris Chang Said U.S. Fabs Will Fail, Wafer Cost and Economics of Taiwa U.S. Fabs, TSMC Supply Chain Details 张忠谋为何断言美国晶圆厂终将失败：台美两地晶圆厂的成本差异与经济性分析及台 供应链内幕 , , AND DYLAN PATEL STEVEN LEE JEFF KOCH 迪伦·帕特尔、史蒂文·李与杰夫·科克 DEC 01, 2025 2025 年 12 月 1 日 ∙ PAID ∙ 付费内容 29 Share 分享 Earlier this year, U.S. President Donald Trump called TSMC "one of the most important businesses in the world." Although he was incorrect, TSMC is the mos important business in the world, his ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 本文来自《IC封装载板工程师笔记》微信公众号文章 随着摩尔定律逐渐接近物理极限，先进封装技术已成为半导体产业突破性能瓶颈的关键路径。在人工智 能、高性能计算、5G通信等新兴应用的推动下，传统的平面集成已无法满足日益增长的算力需求，三 维堆叠与异构集成成为必然选择。根据Yole Group的最新数据，2024年全球先进封装市场规模约450亿 美元，预计到2030年将达到800亿美元，年复合增长率高达9.4%。 1.2 混合键合技术的产业化突破 在这一背景下，深入研究先进封装技术的演进路径、材料体系、设备工艺以及产业布局，对于把握半导 体产业发展趋势、制定技术路线图具有重要意义。特别是在当前地缘政治复杂、供应链重构的环境下， 先进封装技术的自主可控能力直接关系到各国在全球半导体产业链中的地位。 本研究将从技术演进、材料体系、设备工艺和产业布局四个核心维度，系统梳理先进封装技术的最新进 展，重点关注2020年以来的突破性创新，并分析主要企业的竞争态势与发展战略。 一、技术演进维度：三维堆叠与异构集成的最新突破 ...

The AI investment megatrend is alive and well heading into 2026.Although 2025 isn't quite over yet, most fund managers have already shifted their focus to 2026, and are adjusting their portfolios for the future. There are plenty of great growth stocks that look reasonably priced now and positioned to do well next year.Here are six in particular that I think retail investors should consider taking positions in now, in case there is a Santa Claus rally to end the year. NvidiaNo list of good growth stocks woul ...

Nvidia and Taiwan Semiconductor are cashing in on the massive artificial intelligence (AI) spending spree.The artificial intelligence (AI) investment trend seemed to be on its way out in the middle of November, but has quickly rebounded. The reality is, AI investments aren't stopping, despite the market getting a bit tired of all the record-breaking capital expenditures being planned for 2026.While this will cost the AI hyperscalers a ton of money, there are several companies that can capitalize on this spe ...