公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容综合自网络 。 台积电2纳米，客户疯抢 "客户对二纳米的需求，强劲到做梦也想不到（Never dream about it）。"去年10月，台积电董事长魏哲家大胆描述今年 下半年即将量产的二纳米，市况超乎预期。 台积电下半年即将在新竹与高雄量产的二纳米，预计在5年内将驱动全球约73兆元的终端产品价值，不仅揭开台积电年营 收上看3兆元的序曲，这波升级，更是让台厂供应链加上飞升马力，材料、设备、厂务／工程、检测、先进封装五大家族 再升级。 当时外界且信且疑，因为那时市场正担忧讨论著AI是否泡沫化，半导体上行周期还能有多久？况且三纳米单片晶圆价格已 达2万美元，更高价的二纳米，客户当真买单？ 随后数月，二纳米进度讯息，默默穿插在台积电加码投资美国1千亿美元、川普对等关税议题之中，直到4月中旬美国超微 （AMD）董事长苏姿丰，奔赴台湾大学演讲途中的惊人之语，揭开二纳米热烈景况。 "AMD新一代伺服器处理器，代号Venice，已经完成二纳米投片（tape out）。"苏姿丰愉快表示与台积电完成合作里程 碑。 首发消息一出，联发科、高通、微软、Meta等IC设计大 ...

点击按钮▲立即报名 七部门鼓励境外投资者在华再投资 7月18日，国家发展改革委等部门发布《关于实施鼓励外商投资企业境内再投资若干措施的通知》。其中提到，依法实施并落实相关税收支持政 策，鼓励境外投资者在华再投资，促进形成更多有效投资。外商投资企业在中国境内再投资企业所投资的项目，符合《鼓励外商投资产业目录》 的，享受进口设备有关支持政策。外商投资企业以合法产生的外汇利润、境外投资者以境内合法取得的外汇利润开展境内再投资的，相关外汇资 金可以按规定境内划转。 《通知》指出，在符合外商投资准入特别管理措施且境内所投项目真实、合规前提下，外商投资企业以外汇资本金或其结汇所得人民币资金开展 境内再投资，被投资企业或股权出让方无需办理接收境内再投资登记手续。（财联社） ｜点评｜ 在全球贸易不确定性因素加深之际，中国正在以更开放的姿态，推出更多有利于外资在华投资的政策，创造更容易预期的营商环境。 此前推出境外投资者以分配利润直接投资，可抵免应纳税额，为外资再投资提供税收优惠。这次的《通知》，则是从制度入手，简化外资在华 投资流程，利润再投资的资金直接境内划转，降低汇率与税务成本。 今年中国不断在"稳外资"方面加码，多次释 ...

Key Takeaways TSM's Q2 net income jumped 60.7% to NT$398.27B, with sales up 38.7% to NT$933.80B on strong AI chip demand. TSM expects Q3 revenues of $31.8B-$33.0B, up 38% YoY, and sees 2025 revenues growing nearly 30% in USD terms. TSM holds 67% of chip manufacturing and benefits from high entry barriers and reliance by major tech clients.Taiwan Semiconductor Manufacturing Company Limited (TSM) , or TSMC, recently reported a record surge in second-quarter profit as it continues to benefit from the artific ...

Taiwan Semiconductor Manufacturing Co TSM stock traded lower Friday after its Thursday gains following upbeat quarterly results.CFO Wendell Huang told Bloomberg that the contract chipmaker plans to stay cautious with spending in 2025 while accelerating global expansion to meet booming AI chip demand.The company may invest up to $42 billion in capex this year, but is closely watching macro and foreign exchange risks, especially sharp currency swings that threaten margins.Also Read: Taiwan Semiconductor’s Top ...

Taiwan Semiconductor Manufacturing (TSM) reported robust second-quarter 2025 results, reflecting strength in AI and HPC-related demand, continued advanced node leadership and solid execution on global expansion. The company beat estimates for both the top and the bottom lines on surging demand for advanced chips used in AI applications. Investors seeking to tap TSM’s growth could consider ETFs having the largest allocation to the world’s largest contract semiconductor manufacturer. These include SP Funds S& ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM ) is the market leader in the foundry industry, with a 67.6% revenue market share. Most importantly, the company holds over 90% of the market share in the manufacturing of AI chips.Royston Roche has over a decade of experience in the capital markets. He started his career with Infosys BPM., where he worked for its clients BNY Mellon and Deutsche Bank. Later, he worked with various investors, research companies, and investment firms like Tech Insider Netw ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSM, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whet ...

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 ↓ ↓ ↓ 7月18日消息，据台媒报道，台积电资材管理副总李文如，短短 2 年成为公司最年轻副总之一，近日传 出因个人因素请辞，外界盛传她将接任英伟达台湾地区总经理。 对此消息， 英伟达 并未正面响应，但已在半导体业内掀起讨论热潮。 李文如资历横跨苹果、高通等国际大厂，被外界认为具备强大谈判与管理实力。她在台积电掌管每年约 新台币 3 兆元的采购业务，不只协调千家供货商，更强化了与各大伙伴的合作效率。由于其经历突出， 未来是否加入辉达，动向备受瞩目。 相关资料显示，李文如在2007年至2011年于高通公司担任资深采购经理，2011年至2019年于苹果公司担 任采购总监，2020年至2022年期间于谷歌公司担任全球采购经理，3年前被现任台积电董事长魏哲家网 罗加入台积电担任资材管理资深处长。 在职期间，李文如为台积电建立了完备的工作模式和系统，提供供应商台积电的需求预测，同时监控并 追踪台积电主要供应商机台的开发及交付状况，大幅提升台积电与其供应商之间的合作效率。此外，此 系统也协助台积电克服了疫情期间造成的机器 ...

Congratulations on another strong set of results. What were the key takeaways from you for you from the earnings. Well, we'll continue to see the strong demand for A.I. , and that's the reason that we're we revised up our whole year outlook to around 30%. The continued strong demand.These two continue strong demand for our leading edge technologies, underpinned by the whole the growth of the whole HPC platform. So that's one very important factor. You do have that that that raise on the full year growth for ...

Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSM) reported second-quarter 2025 earnings per share (EPS) of $2.47, reflecting a year-over-year increase of 60.7% and surpassing Zacks Consensus Estimates by 4.2% [1][10] - TSM's net revenues for the second quarter reached $30.07 billion, marking a 44.4% increase year over year and exceeding Zacks Consensus Estimate by 0.1% [1][10] Financial Performance - TSM's revenue distribution by platform in the second quarter was as follows: high-performance computing (60%), smartphone (27%), Internet of Things (5%), automotive (5%), digital consumer electronics (1%), and other segments (2%) [2] - The largest contribution to wafer revenues came from 5nm technology, accounting for 36% of total wafer revenues, followed by 3nm at 24% and 7nm at 14% [3][4] - Geographically, North America was the dominant contributor, accounting for 75% of total revenues, while China and the Asia Pacific region each contributed 9%, Japan 4%, and EMEA 3% [5] Margins and Cash Flow - TSM's gross margin was reported at 58.6%, an expansion of 540 basis points year over year, while the operating margin was 49.6%, expanding 710 basis points [6] - The net profit margin stood at 42.7%, reflecting an increase of 590 basis points [6] - As of June 30, 2025, TSM had cash and cash equivalents totaling $90.36 billion, an increase from $81.4 billion at the end of the previous quarter [7] Guidance - For the third quarter of 2025, TSM expects revenues to range between $31.8 billion and $33.0 billion, with a projected gross profit margin between 55.5% and 57.5% and an operating profit margin between 45.5% and 47.5% [9] - For the entirety of 2025, TSM anticipates a revenue increase of approximately 30% in U.S. dollars [9]