Taiwan Semiconductor (TSM 0.55%) is one of the largest suppliers to the artificial intelligence industry.*Stock prices used were the afternoon prices of April 24, 2025. The video was published on April 26, 2025. ...

国台办回应台积电在美巨亏在大陆盈利 金十数据4月30日讯， 4月30日上午，国台办举行例行新闻发布会。记者：据报道，2024年台积电美国 亚利桑那厂持续亏损，而在大陆的厂大幅盈利。在此情况下，台积电还宣布要扩大投资美国一千亿美 元。岛内舆论指出，应该认清哪些市场更值得加码投资。对此有何评论？国台办发言人朱凤莲：民进党 当局为谋取私利，对外部势力予取予求，把台湾的半导体产业和台积电作为"倚美谋独"的投名状，当 成"伴手礼"拱手奉送，一再出卖台湾民众和企业的利益福祉。这种不以"卖台"为耻、反以"媚美"为荣的 行径，遭到越来越多台湾民众和企业的反对。 （日月谭天） ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 tsmc ，谢谢。 台积电表示，这项投资预计将在未来四年内创造4万个建筑岗位，数万个高薪、高科技岗位，并在 未来十年内为亚利桑那州不同地区带来超过2000亿美元的经济效益。 台积电亚利桑那工厂于 2020 年 5 月首次宣布计划投资在凤凰城建立一个大型半导体工厂。七个月 后，工厂获得了约 1,130 英亩的土地，并于 2021 年 4 月开始建造第一座晶圆厂。 2022年12月，时任总统乔·拜登访问了台积电园区，庆祝其半导体制造设备抵达亚利桑那州。台积 电还宣布将在亚利桑那州建设第二座先进晶圆厂。第三座晶圆厂的建设计划于2024年4月宣布。 台积电亚利桑那州分公司于 12 月根据《CHIPS 法案》获得了高达 66 亿美元的资金支持。 台积电将在美国生产 30% 的 2nm 及更先进芯片 台积电管理层在早前的财报电话会议上透露，该公司计划将其30%的N2（2纳米级）产量在美国生 产，并将其位于亚利桑那州凤凰城附近的Fab 21工厂打造成为一个独立的半导体制造集群。这家 全球最大的芯片代工厂还表示，有意加快建设新的Fab 21模块，以生产N3（3纳米 ...

Core Viewpoint - The article discusses the author's positive outlook on Taiwan Semiconductor Manufacturing Company Limited (TSMC), reiterating a Strong Buy rating based on the company's long-term growth potential [1]. Company Summary - TSMC is recognized as a leading player in the semiconductor industry, with a focus on long-term investment strategies [1]. - The author emphasizes a preference for value stocks, indicating that TSMC fits this investment profile due to its growth prospects and market position [1]. Investment Strategy - The investment approach highlighted includes a mix of growth, value, and dividend-paying stocks, with a particular emphasis on value investing [1]. - The author occasionally engages in options trading, suggesting a flexible investment strategy that adapts to market conditions [1].

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 ↓ ↓ ↓ 4月29日消息，据台媒报道，中国台湾计划加强对先进制程技术出口管控， 新的措施将强制执行"N- 1"技术限制，将实质上禁止台积电出口其最新生产节点！ 此次修订的规则基于修订后的《产业创新法》第22条，预计将于2025年底生效，不过相关部门表示，该 法的实施日期将在各子法规修订后（六个月内）公布，这意味着最早可能在2025年底开始实施。 在此修订之前，中国台湾法规并未明确要求对半导体制造工艺进行此类管控。这些规定基于修订后的 《产业创新法》第22条，预计将于2025年底生效。 台积电最先进制程技术存在重大变数。目前，台积电拥有一个尖端节点：N3P（3nm）制程。但到今年 年底，台积电将开始采用N2（2nm）制程生产芯片，这将成为其旗舰技术。 然而，从2026年底开始，台积电预计将拥有两个旗舰节点：面向不需要高级供电的客户端应用的N2P， 以及面向高功耗HPC（高性能计算）应用的配备Super Power Rail背面供电的A16（1.6nm）工艺。 中国台湾将视哪项制程技术为"旗舰"并因此限制出口，或 ...

智通财经APP获悉，来自全球最大规模资管机构贝莱德(BlackRock)的股票分析师团队敦促投资者们仍应保持对于人工智能驱动型股票(AI-driven)的适度配置 敞口(若无敞口则应选择逢低布局)，尽管面临近期的全球范围内贸易政策剧烈波动，该机构仍然强调，特朗普政府掀起新一轮面向全球范围的激进关税政 策，但AI投资主题以及所谓"AI投资逻辑"本身所具备的长期投资回报增长潜力仍然"完好无损"。 在贝莱德股票分析团队看来，特朗普政府所主导的关税政策重压难挡AI投资逻辑带来的"超额阿尔法属性"。贝莱德建议投资者们持续配置人工智能驱动型股 票，并认为这些股票具备强大的"阿尔法属性"——即跑赢美股大盘——标普500指数的概率，且相比消费、能源、矿业等其他热门板块投资收益而言将高得 多。 资管巨头贝莱德力挺AI投资主题 "具有强劲的盈利能力且资产负债表强劲的人工智能驱动型科技公司最能够在当前的宏观环境中运筹帷幄。"贝莱德分析团队在《春季投资指引》研究报告中 指出。 无独有偶，华尔街金融巨头摩根士丹利(以下简称"大摩")近期发布的研报显示，AI/ML(人工智能/机器学习)这两大前沿科技支出在美国科技类型企业的IT预 算中占 ...

Group 1 - Major companies including Nvidia, Johnson & Johnson, Hyundai Motor, Toyota, and SoftBank are gathering at the White House for an "Invest in America" promotional event [1] - President Trump aims to showcase significant investments in defense, technology, healthcare, consumer goods, and large investment funds during his first 100 days in office [1] - The Trump administration is pushing for a "manufacturing return to America" policy through tariffs and trade negotiations to encourage domestic manufacturing [1] Group 2 - The U.S. government has initiated a new round of global trade wars, imposing tariffs on various goods, raising concerns among U.S. airlines, aerospace companies, automakers, and retail giants about the impact on manufacturing and sales [2] - Nvidia's CEO announced plans to invest hundreds of billions in U.S.-made core chips and high-end electronic devices over the next four years, shifting focus from traditional semiconductor suppliers [2] - The White House highlighted commitments from major companies like TSMC, Nvidia, Apple, and Roche to invest in U.S. manufacturing, reflecting confidence in the U.S. economy and dollar assets [2] Group 3 - General Motors is considering a $60 billion investment in U.S. manufacturing but requires clarity and consistency in trade policies before making decisions [3] - The Trump administration's 25% tariff on foreign-made vehicles has taken effect, impacting global automakers and potentially leading to significant price increases for consumers [3] - A new tariff measure affecting nearly 150 categories of automotive parts will come into effect on May 3, covering essential components like engines and batteries [4] Group 4 - Trump is reportedly planning to exempt certain automakers from the most stringent tariffs, a move seen as a concession following lobbying from the automotive industry [5] - The administration's investment plan includes $500 billion for AI infrastructure, aiming to surpass competitors like China in this critical technology sector [5] - Hyundai Motor announced a $21 billion investment in the U.S., including a $5.8 billion steel manufacturing plant in Louisiana, creating over 1,400 jobs [6]

金十图示：2025年04月29日（周二）全球主要科技与互联网公司市值变化 | 博通 | 9049 | 1 0.08% | 192.47 | | --- | --- | --- | --- | | 台棋电 | 8474 | + -1.03% | 163.4 | | 腾讯 | 5629 | + -0.31% | 61.82 | | 奈飞 | 4725 | 1 0.8% | 1110.38 | | 甲骨文 | 3929 | ↑ 1.19% | 140.14 | | SAP SAP | 3328 | ↑ 2.66% | 285.35 | | 阿里巴巴 EL | 2825 | + -1.59% | 118.37 | | ASML 阿斯麦 | 2645 | + -0.38% | 672.76 | | 一星 | 2587 | 1 1.08% | 39.22 | | Palantir | 2578 | ↑ 1.66% | 114.65 | | 赛富时 | 2552 | -0.83% | 265.64 | | cisco 思科 | 2261 | 1 0.23% | 56.84 | | IEM IBM | 2194 | ↑ 1. ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 wccftech ，谢谢 。 在半导体新元素的采用方面，台积电多年来一直是先驱，并经常引领潮流。但现在，该公司似乎将 放弃在其 A14 工艺中使用高数值孔径 EUV 光刻设备，而是采用更传统的 0.33 数值孔径 EUV 技 术。这一消息是在数值孔径技术研讨会上透露的，台积电高级副总裁Kevin Zhang在会上宣布了这 一进展。由此可以肯定地说，英特尔代工厂和几家 DRAM 制造商现在在"技术"上比台积电更具优 势。 Kevin 表示，台积电将不会使用High NA EUV光刻技术来对A14芯片进行图案化，该芯片的生产 计划于2028年开始。从2纳米到A14，我们不必使用High NA，但我们可以在处理步骤方面继续保 持类似的复杂性。他指出，每一代技术，我们都尽量减少掩模数量的增加。这对于提供经济高效的 解决方案至关重要。 台积电认为高数值孔径 (NA) 对 A14 工艺无关紧要的主要原因是，使用相关的光刻工具，这家台 湾巨头的成本可能会比传统的 EUV 方法高出 2.5 倍，这最终将使 A14 节点的生产成本大大提 高，这意味着其在消费产品中的 ...

Group 1 - Taiwan plans to strengthen controls on advanced technology exports and semiconductor foreign investments, with the new regulations formally passed [2] - The new "N-1" technology restriction will apply to TSMC's investments in the U.S., effectively prohibiting the export of its latest production nodes [2] - The implementation date of the new regulations is not yet announced, but it is expected to be in effect by the end of this year [2] Group 2 - The revised regulations elevate the conditions under which foreign investments can be denied to a legal status, adding penalties for violations [3] - Companies applying for foreign investments may be denied approval if deemed to affect Taiwan's security or economic development negatively [3] - New penalties include fines ranging from NT$50,000 to NT$1,000,000 for companies that fail to apply for approval before proceeding with investments [3]