美国财长贝森特：英伟达不需要财政支持，似乎不需要考虑让政府持有英伟达的股权。会考虑在其他领域持股，包括造船业。外汇交易员 (@myfxtrader):华尔街日报：特朗普政府并不打算入股台积电和美光科技等正在增加美国投资的公司，但可能会入股其他公司。台积电高管曾考虑，若美国政府要求入股，将归还芯片法案的资金。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自经济日报 。 中国台湾"经济部"投审会27日通过台积电100亿美元增资英属维京群岛TSMC GLOBAL LTD.，主 要是为降低外汇避险成本，将自有外汇转投资至TSMC GLOBAL LTD.，借以赚取银行定存及债券 投资孳息。 据一份声明，台积电董事会批准向其子公司TSMC Global注资不超100亿美元，以降低外汇对冲成 本。 核准于境内市场分批发行不超600亿元新台币无担保公司债，以支持其产能扩张及绿色计划。 批准分派2025年第二季现金股息每股5元新台币。 展望2026年，上述六大客户投片量将明显放大；到2027年，除AI GPU龙头NVIDIA外，亚马逊 （Amazon）旗下Annapurna、Google、Marvell、比特大陆等逾10家大厂将加入量产行列，带动 N2需求再升级。为配合客户时程，台积电同步上调新竹宝山厂（Fab20）与高雄厂（Fab22）月产 能规划，并受惠4/3纳米满载延续至2026年底，可望抵御关税、汇率与成本压力，2025、2026年获 利表现看佳。 虽外界对美国新政府政策、入股英特尔传闻与客户转单等杂音多所关 ...

位于台 湾高雄的台积电半导体工厂（reuters） 法案尚未通过。 台积电接受美国政府的补贴，正在亚利桑那州建设尖端半导体工厂，目标是未来在美国量产许多尖端半 导体，包含2纳米产品，还有其他更先进的生产线，来符合当地客户的本地化生产需求。 台积电不仅在半导体的生产设备方面，在材料及化学品方面也在为台湾及美国产线减少使用中国大陆制 造产品而展开调查。但这个调查主要也为了增进公司的供应链韧性，不仅仅为了降低地缘政治的风险。 在中国大陆境内的生产，台积电也会使用更多本地的材料供货商，除了符合当地本土化政策，也是降低 碳足迹及提升供应链韧性的一环。 中国多家领导半导体厂商近年来积极采用本土化半导体设备，如北方华创等多家半导体设备商都迎来难 得的成长机遇，美国及外国厂商则担心可能在中国市场中市占率下降，部分产品可能被中国本土厂商逐 渐取代。目前各主要经济体希望推动的半导体本地化生产，除了制造芯片，整体的设备材料也被纳入考 虑。 台积电此前在半导体的生产线上采用了中微半导体设备生产的蚀刻设备等。在已量产的3纳米产品的生 产线上，台积电在大约1年前曾商讨排除大陆企业的设备。 台积电担心美国加强限制，还有可能的地缘 政治疑虑 ...

Group 1 - The article discusses concerns from Taiwan's industry regarding potential U.S. investment in TSMC, which could undermine Taiwan's industrial foundation [2] - The spokesperson from the Taiwan Affairs Office criticized the DPP government for compromising Taiwan's interests for its own benefit, suggesting that this could harm the welfare of Taiwanese enterprises and the public [2] Group 2 - The DPP government has intensified efforts to restrict cross-strait exchanges, impacting Taiwanese artists and their interactions with mainland China, which is seen as detrimental to the interests of Taiwanese people [3] - The spokesperson emphasized that the expression of national identity and opposition to "Taiwan independence" by Taiwanese artists is a legitimate right, and the office supports cultural exchanges between the two sides [3]

中新网8月27日电 国务院台办27日举行例行新闻发布会，会上有记者问，台媒援引路透社报道称，美国 政府可能入股台积电。台经济部门负责人称，会向台积电了解状况，但并无具体应对举措，引发岛内业 界广泛担忧美国此举将削弱台湾产业根基。对此有何评论？ 新闻发言人朱凤莲表示，台湾业界对美国可能削弱台湾的产业优势忧心忡忡，是因为有太多前车之鉴。 民进党当局为自身私利，任由美国予取予求，一味卑躬屈膝，甚至为虎作伥，无底线出卖台湾，伤害的 是广大台湾企业和民众的利益福祉。 ...

Group 1 - The article discusses concerns within Taiwan's industry regarding the potential investment by the U.S. government in TSMC, which could undermine Taiwan's industrial foundation [1] - The spokesperson from the Taiwan Affairs Office, Zhu Fenglian, highlights that the Taiwanese industry fears the U.S. may weaken its competitive advantage due to past experiences [1] - Zhu criticizes the Democratic Progressive Party (DPP) for prioritizing its own interests and allowing the U.S. to exploit Taiwan, which ultimately harms the interests and welfare of Taiwanese enterprises and the public [1]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月27日｜国台办举行例行新闻发布会。记者提问，台媒援引路透社报道称，美国政府可能入股 台积电。台经济部门负责人称，会向台积电了解状况，但并无具体应对举措，引发岛内业界广泛担忧美 国此举将削弱台湾产业根基。对此有何评论？ 国台办发言人朱凤莲表示，台湾业界对美国可能削弱台湾的产业优势忧心忡忡，是因为有太多前车之 鉴。民进党当局为自身私利，任由美国予取予求，一味卑躬屈膝，甚至为虎作伥，无底线出卖台湾，伤 害的是广大台湾企业和民众的利益福祉。 ...

August 26, 2025 06:41 AM GMT Semiconductor Production Equipment | Japan Media Reports Elimination of China-made Advanced Process Systems by Overseas Chipmaker: Implications for Japan SPE The Aug 25 Nikkei Asia reported that TSMC will no longer use China-made SPE in advanced processes in order to avoid US government restrictions. TSMC has not made any official announcement and we have not been able to confirm the veracity of the report, but we would see positive implications for Japan SPE if true. Key Takeaw ...

Group 1 - TSMC will not use manufacturing equipment from mainland China in its latest 2nm chip production line to avoid angering the US [1] - The decision is influenced by potential US regulations, particularly the "Chip Equipment Act" proposed by US lawmakers, which aims to prohibit companies receiving federal funding from purchasing equipment from "concerned foreign entities," likely including mainland Chinese suppliers [1][2] - TSMC plans to reduce its reliance on mainland Chinese suppliers for chip materials and chemicals in its Taiwan and US operations while deepening cooperation with local suppliers in mainland China to align with local policies [1] Group 2 - TSMC's earlier advanced chip production lines had utilized some equipment from mainland China, but the company aimed to replace this equipment to mitigate regulatory risks as it shifts production to Arizona [2] - The transition to new equipment may lead to increased costs and quality pressures, including higher direct investments, potential supply chain instability, and fluctuations in yield rates affecting chip performance [2] - Mainland Chinese equipment manufacturers may face short-term revenue pressure due to the loss of TSMC orders, but this could drive them to increase R&D investments and develop a more self-sufficient industry ecosystem in the long run [2] Group 3 - Leading mainland Chinese chip manufacturers are increasing the use of domestic equipment and have made significant progress in certain market segments [3] - Companies like Huawei and Unisoc have improved their AI and 5G chip performance, while SMIC is enhancing its mature process and advancing in cutting-edge technology [3] - China Mobile has built the world's largest 400G all-optical inter-provincial backbone network, accelerating the development of high-speed data networks [3]

Market Performance - US stock market opened lower but closed higher, with all three major indices posting slight gains: Nasdaq up 0.44%, S&P 500 up 0.41%, and Dow Jones up 0.3% [1] - Major tech stocks mostly increased, with Tesla and Nvidia rising over 1%, while Apple, Netflix, Amazon, and Meta saw slight gains; Google, Microsoft, and Intel experienced minor declines [1] Company Highlights - Eli Lilly's stock surged nearly 6% following the successful results of its Phase 3 clinical trial for oral GLP-1 receptor agonist orforglipron for obesity combined with type 2 diabetes [1] - Popular Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index increasing by 0.72% [1] - NIO saw a significant increase of 10.02%, while Atour and Xpeng rose by 5.84% and 5.46% respectively; Li Auto increased by 2.71%, and Huazhu rose by 2.33% [1] - Other notable increases included Tencent Music, Global Data, Pony.ai, Miniso, ZTO Express, and NetEase, all rising by up to 1.98% [1] - Xiaomi Group's ADR rose by 1.65%, TSMC's ADR increased by 1.33%, Tencent Holdings' ADR went up by 0.19%, while Pinduoduo's ADR fell by 3.35% [1][2]