来源：格隆汇APP 格隆汇12月10日｜台积电11月销售额3436.1亿元台币，环比减少6.5%，同比增长24.5％，仍创历年同期 新高；1-11月累计销售额3.47万亿元台币，同比增长32.8％，前11月首度突破3.4万元，也是历年最佳。 ...

经济观察网台积电11月销售额3436.1亿元新台币，同比增长24.5%；1-11月累计销售额3.47万亿元新台 币，同比增长32.8%。 ...

人民财讯12月10日电，台积电：11月销售额3436.14亿元新台币，同比增长24.5%；1—11月累计销售额 3.47万亿元新台币，同比增长32.8%。 ...

台积电前11个月累计销售额3.47万亿元台币，同比增长32.8%。 来源：滚动播报 ...

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Group 1 - The Taiwan Affairs Office (TAO) expresses serious concern over the Taiwanese government's actions to align with the U.S., particularly regarding the proposed $300 billion investment in Taiwan's semiconductor industry, which could severely impact Taiwan's economic autonomy and development [3][4]. - The TAO criticizes the Taiwanese government for its willingness to sacrifice local industries, such as TSMC, for U.S. interests, highlighting a $100 billion investment by TSMC in the U.S. that has caused panic and discontent among Taiwanese citizens [3][6]. - The TAO calls for unity among the Taiwanese public to oppose the current administration's policies, which they view as detrimental to Taiwan's economic interests and sovereignty [3][4]. Group 2 - The TAO responds to the U.S. National Security Strategy, which mentions Taiwan multiple times, asserting that Taiwan's issues are internal matters for China and should not involve foreign interference [7][8]. - The TAO condemns the Taiwanese government's collaboration with external forces, which they believe exacerbates tensions in the Taiwan Strait, and warns that attempts to seek independence through foreign support will ultimately fail [8].

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 ↓ ↓ ↓ 12月10日消息，据报道，台积电目前面临 CoWoS 先进封装产能严重饱和的困境，已无法单独满足英伟 达、苹果等客户对 AI 芯片的爆发式需求。 为解决这一瓶颈， 台积电决定改变策略，将部分"溢出"订单外包给日月光投控和矽品精密等封测大 厂。 据悉，台积电现有的 CoWoS 生产线已处于"全额预订"状态，产能瓶颈严重制约了 AI 芯片的交付速 度。面对这一严峻挑战，台积电无法再独自消化所有订单，转而决定启动外包策略，将部分订单分流至 具备承接能力的合作伙伴。 台积电此次外包的主要对象锁定日月光投控和矽品精密等公司。这些厂商将负责承接台积电无法及时处 理的"溢出"订单。 这一策略调整背后还隐藏着深层的竞争考量：英特尔近期在先进封装领域动作频频，试图吸引苹果和高 通等客户。台积电通过外包扩充可用产能，能够有效避免客户因等待时间过长而流向竞争对手，从而巩 固其在高端封装市场的统治地位。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： ...

10日国台办例行新闻发布会上，有记者问，赖清德日前接受采访时称，支持台积电或半导体产业到美 国、日本、欧洲去，以促进世界的繁荣与进步。萧美琴接受访问时称，台积电在美国投资兴建超大型芯 片厂深具意义，除可以扩大台湾在全球影响力，也是为美国制造业等作出贡献的绝佳方式。请问发言人 对此有何评论？ （文章来源：新华社） 国务院台办发言人陈斌华答问表示，这再次证明，赖清德当局是不折不扣的"卖台专业户"、恬不知耻 的"诈骗集团"。明明是台湾几代民众辛苦打拼而积攒的宝贵资产在被掠夺、被掏空，他们却粉饰为"促 进世界的繁荣与进步"；明明是岛内产业、企业和民众利益在被奉送、被牺牲，他们还洋洋得意于"为美 国制造业作出贡献"。如此媚美卖台还文过饰非，真是无耻至极。 ...

Core Viewpoint - The article highlights concerns regarding Taiwan's economic autonomy and the potential negative impact of U.S. investment demands on Taiwan's semiconductor industry and overall economy [1] Group 1: U.S.-Taiwan Relations - The U.S. seeks over $300 billion in investments from Taiwan and assistance in training semiconductor workers, aiming to transfer Taiwan's semiconductor supply chain to the U.S. [1] - The Taiwanese public expresses discontent with the Democratic Progressive Party (DPP) government, criticizing its submissive stance towards the U.S. [1] Group 2: Economic Impact - The DPP government's actions, including a commitment to $400 billion in military purchases, are perceived as detrimental to Taiwan's economic stability, risking the savings of multiple generations [1] - The forced investment of $100 billion by TSMC in the U.S. has already caused panic and dissatisfaction within Taiwan's industry [1] - If the proposed $300 billion investment materializes, it could significantly weaken Taiwan's economic development momentum and autonomy [1] Group 3: Call to Action - There is a call for Taiwanese citizens and intellectuals to unite and oppose the DPP government's pro-U.S. actions to protect their interests [1]

国台办发言人陈斌华：这再次证明，赖清德当局是不折不扣的"卖台专业户"、恬不知耻的"诈骗集团"。 明明是台湾几代民众辛苦打拼而积攒的宝贵资产在被掠夺、被掏空，他们却粉饰为"促进世界的繁荣与 进步"；明明是岛内产业、企业和民众利益在被奉送、被牺牲，他们还洋洋得意于"为美国制造业作出贡 献"。如此媚美卖台还文过饰非，真是无耻至极。 格隆汇12月10日｜国台办12月10日上午举行例行新闻发布会。记者：赖清德日前接受《纽约时报》采访 时称，支持台积电或半导体产业到美国、日本、欧洲去，以促进世界的繁荣与进步。萧美琴接受美媒访 问时称，台积电在美国投资兴建超大型芯片厂深具意义，除可以扩大台湾在全球影响力，也是为美国制 造业等作出贡献的绝佳方式。请问发言人对此有何评论？ ...