【财华社讯】7月10日，台积电7月合并营收约为新台币3231.66亿元，环比增加22.5%，同比增加 25.8%。 本文源自：财华网 ...

本文源自：金融界AI电报 台积电报告称，7月份其营收猛增26%，进一步证明人工智能支出正在加速增长。这家芯片制造商周五 表示，上个月销售额总计3232亿新台币（约合108亿美元）。这一增长符合分析师对该公司第三季度营 收增长25%的预期。尽管新台币走强带来不利影响，台积电今年仍保持着迅猛的增长势头，今年1月至7 月的业绩较2024年同期增长了38%，并且正在努力缩小供需之间的差距。 ...

Group 1 - Tokyo Electron announced the dismissal of an employee from its Taipei branch following the arrest of six individuals suspected of stealing TSMC's trade secrets [1] - TSMC confirmed the leak of trade secrets related to its 2nm process, resulting in the dismissal of multiple employees and legal actions against them [1][2] - The investigation revealed that approximately 10 individuals were involved, including a former TSMC employee who contacted R&D personnel to obtain confidential information [1] Group 2 - Three individuals from the 2nm trial production team were found to have leaked over 400 images of process integration technology to Tokyo Electron employees while working remotely [2] - TSMC maintains a zero-tolerance policy towards violations of trade secret protection and has implemented strict monitoring mechanisms to detect such breaches [1][2] - In the global foundry market, TSMC holds a dominant position with a 67.6% market share, while Samsung and SMIC follow with 7.7% and 6.0% respectively [3]

8月7日，彭博社报道称，东京电子株式会社宣布解雇其台北分公司的一名员工，这是自台当局逮捕六名 涉嫌窃取台积电商业机密的嫌疑人以来，该公司首次公开发表声明。 这家日本芯片设备制造商在一份声明中表示，正在配合正在进行的调查，但目前尚不清楚是否有任何数 据与第三方共享。 8月6日，据智通财经报道称，台积电全力冲刺年底前量产2纳米先进制程之时，却被曝出重大泄密事 件。台积电8月5日证实，因2纳米制程商业秘密泄漏开除多名员工。 台积电指出，近期在常规的监控情况下侦测到违规行为，经内部调查发现涉及商业秘密泄漏情况。由于 公司建立全面及完备的监控机制，得以及早发现，已对涉事违规人员进行严厉惩处，并采取相关法律行 动，此案已进入司法程序。 台积电强调，对任何违反公司保护商业秘密规定，以及损害公司利益的行为秉持零容忍的态度，绝对从 严处理，追究到底。 经调查，此次事件约有10人涉案。其中1人为跳槽至东京电子的台积电前员工，已被收押。他与过去在 台积电工作期间认识的先进制程研发人员取得联系，从而获得台积电商业秘密。 智通财经称，有6人为研发中心人员，因在职期间通过网络传送2纳米相关资料，已被台积电调离原单 位。 另3人为2纳米试 ...

IT之家 8 月 8 日消息，台积电今日发布了 2025 年 7 月营收报告，7 月营收 3231.7 亿元新台币（IT之家注：现汇率约合 777.85 亿元人民币），同比增长 25.8%，环比增长 22.5%。 ▲ 台积电当下 2nm 主力厂区 Fab20 鸟瞰渲染图 综合《经济日报》和 ChosunBiz 两家媒体的报道，台积电当下最先进的 2nm 制程工艺在今年下半年量产后到今年末的产能将达 40000~50000 WPM（晶圆 / 月）。 而在 2026 年，台积电的目标是将 2nm 月产能提升到 9~10 万片；到 2027 年则进一步增至 16~18 万片，且有通过产线扩充触及 200000 WPM 的可能，届时或 成为该企业产能最高的先进制程节点，"摇钱树"日益茁壮成长。 | 項目 | 2025年 | 2025年 | 月增 | 2024年 | 年增 | 2025年 2024年 | 年增 (減) | | --- | --- | --- | --- | --- | --- | --- | --- | | | 7月 | 6月 | (域) 0/0 | 7月 | (减) 0/0 | 1至7月 1至7月 | ...

台积电7月销售额3231.7亿元台币，同比增长25.8%。 本文源自：金融界AI电报 ...

TSMC reported a 26% growth spurt in July, adding to evidence of accelerating spending on artificial intelligence. https://t.co/Y1P6VzirOw ...

| 項目 | 2025年 | 2025年 | 月增(減) | 2024年 | 年增(減) | 2025年 | 2024年 | 年增 | 〔減〕 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 7月 | 6月 | % | 7月 | % | 1至7月 | 1至7月 | 0% | | | 登收 | 323,166 | 263,709 | 22.5 | 256,953 | 25.8 | 2,096,211 | 1,523,107 | 37.6 | | 人民财讯8月8日电，台积电8月8日公布2025年7月营收报告。2025年7月合并营收3231.66亿元新台币，环 比增长22.5%，同比增长25.8%。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 台积电7月销售额3,231.7亿元台币，同比增长25.8%。 风险提示及免责条款 ...

Core Viewpoint - The article discusses the recent investment activities of investor Duan Yongping, particularly his strategy of selling put options on Berkshire Hathaway amid a decline in its stock price following Warren Buffett's announcement to step down as CEO. Group 1: Investment Strategy - Duan Yongping has been actively selling put options, indicating an expectation that the stock price will either rise or not decline further [3][8]. - He sold a significant amount of put options for Berkshire Hathaway, suggesting that he believes the current price is attractive compared to the S&P 500 [1][5]. Group 2: Berkshire Hathaway's Performance - Berkshire Hathaway's stock price fell from a record high of $812,900 per share on May 2 to $685,200 on August 4, marking a 15% decline over three months [4][5]. - The company's Q2 2025 financial results showed total revenue of $92.515 billion, a slight decrease of 1.2% from $93.653 billion in Q2 2024, and a net profit of $12.37 billion, down 59% year-over-year [5][6]. Group 3: Market Context - The decline in Berkshire Hathaway's stock price is attributed to both Buffett's impending retirement and disappointing quarterly earnings, which were impacted by losses in its insurance business and a $3.8 billion impairment on Kraft Heinz [5][7]. - Despite the overall bullish trend in the U.S. stock market, Berkshire has been a net seller of stocks for 11 consecutive quarters and did not repurchase any shares in the first half of the year [5]. Group 4: Duan Yongping's Broader Investment Activities - Duan Yongping has made multiple investments this year, including a $2.9 billion purchase of shares in five companies during a market downturn in early April [10][11]. - Since April 7, notable stock price increases have been observed: Nvidia up 92%, TSMC up 66%, Google up 35%, Apple up 17%, and Tencent up 15% [15][16]. Group 5: Investment Philosophy - Duan Yongping emphasizes a long-term investment philosophy focused on value investing, advocating for investments in companies with strong business models and avoiding leverage and speculation [18][19][20].