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]

Warren Buffett is one of the most respected and widely followed investors in modern financial markets. He has a track record of success that spans several decades and recently showcased his ability to time his exits ahead of what turned out to be a near-record month in terms of volatility for the S&P 500 index. While his success rate is high enough to justify his fame, one decision might weigh on him in the coming years. Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$162.37 - ...

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28日消息，在近期举行的北美技术论坛上，台积电首次对外披露了其N2（2nm制程）工艺的缺陷率（D0）相关信息。与此前的7nm、5nm以及3nm等 制程相比，N2工艺在缺陷率控制方面表现更为优异。 虽然台积电并未公开具体的缺陷率数据，但展示了不同制程工艺随时间变化的缺陷率趋势。N2是台积电首次引入GAAFET全环绕晶体管技术的工艺，距 离大规模量产还有两个季度，预计将在年底实现。 从试产情况来看，N2工艺在过去近两个月的表现中，其缺陷率与同期的N5/N4工艺相当，甚至略低，并且显著优于N7/N6和N3/N3P工艺。从试产到量产的 半年周期内，N7/N6工艺的综合缺陷率相对较高，而N3/N3P工艺自量产起便保持较低水平。N5/N4工艺的表现更加出色，从试产阶段开始，其缺陷率就明 显更低。 如果N2能够延续N5/N4的改善趋势，其未来发展将十分值得期待。此外，台积电还强调，一种工艺的缺陷率能否快速下降，不仅取决于其设计和技术本 身，还与制造芯片的数量和产能规模密切相关。制造数量越多、产能规模越大，越容 ...

为什么要采用先进封装？ 自半导体工业诞生以来，集成电路就一直被封装在封装件中。最初的想法主要是保护内部脆 弱的硅片不受外部环境的影响，但在过去的十年中，封装的性质和作用发生了巨大的变化。 虽然芯片保护仍然重要，但它已成为封装中最不引人关注的作用。 本文探讨了封装领域最大的变化，即通常所说的先进封装。先进的含义并没有明确的定义。相反， 该术语广泛涵盖了多种可能的封装方案，所有这些方案都比传统的单芯片封装复杂得多。先进封装 通常封装了多个元件，但组装方式却千差万别。 在这种讨论中，经常会提到 2.5D 或 3D 封装，这些描述指的是内部元件的排列方式。 本文首先讨论了从外部观察到的封装类型，然后向内讨论了高级封装所集成的基本组件。之后，将 更详细地探讨每个组件。大部分讨论将涉及高级软件包的各种组装过程。文章最后探讨了任何技术 讨论都必须涉及的四个主题--工程师如何设计先进封装、如何对其进行测试、先进封装的总体可靠 性影响以及任何安全影响。 文章还简要讨论了两个相关的广泛话题。首先是键合。虽然这是封装的一个必要组成部分，但它本 身也是一个很大的话题，在此不作详细讨论。其次是不属于集成电路但可能包含在封装中的各类元 ...

至于特定国家及地区，经济部规划是指遭联合国制裁的国家或地区，例如参照战略性高科技货品输 出管制地区，主要是国际间管制战略性高科技货品出口国家，包括伊朗、伊拉克、北韩、苏丹、叙 利亚、双俄等。 针对特定产业和技术条件，经济部初步想法，拟以国科会公布的国家核心关键技术为参考标准，截 至目前，国科会公告过两波共卅二项国家核心关键技术，包括十四纳米以下制程的IC制造技术及 其关键气体、化学品及设备、以及"毫米波氮化镓（GaN）功率放大器单晶微波集成电路之芯片设 计技术"、"高频功率放大器之氮化镓半导体制造技术"等。 END 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源：内容来自 联合报 ，谢谢。 据台媒报道，台湾当局立已三读通过"产业创新条例修正案"，为避免关键技术外流，新规定投资于 特定国家或地区、特定产业或技术或达"一定金额"以上须事前申请，经济部将配合修正子法，据了 解，一定金额拟由目前十五亿元提高至卅亿元，朝宽松方向松绑；全案仍待协商。 此外，针对台积电宣布扩大赴美投资一千亿美元，外界担忧是否技术外流，行政院长卓荣泰表示将 适用"N-1"。依目前规定，一般对外投资，半导体并无明文要"N-1"，但三读通过产 ...

Core Viewpoint - TSMC is facing unprecedented strategic choices amid the US-China tech rivalry, with significant implications for its operations and investments in the US [1] Group 1: Financial Performance and Investments - TSMC's Arizona factory reported a loss of approximately 32.1 billion RMB, marking it as the largest loss among its overseas facilities [2] - The company plans to invest an additional $100 billion in Arizona, bringing total investments to $165 billion, which may reduce the factory's gross margin by five percentage points over five years [2] - The Arizona facility has been losing nearly 4 billion NTD annually since 2021, with cumulative losses approaching 40 billion NTD, raising concerns among shareholders [4] Group 2: Production Capacity and Technology - TSMC's first Arizona factory has achieved N4 mass production, while the second factory is under construction and will utilize N3 technology [2] - The Arizona facility aims to have 30% of its future capacity above 2nm, with plans for two advanced packaging facilities and one R&D center [2] - The R&D center will employ over 1,000 engineers focused on optimizing overseas production processes rather than cutting-edge research [2] Group 3: Market Dynamics and Regional Revenue - In 2024, North America accounted for 77% of TSMC's revenue, a 9 percentage point increase year-on-year, while revenue from mainland China dropped to 7% [7] - The revenue distribution reflects the dominance of US clients like Apple, Nvidia, and AMD, which contribute significantly to TSMC's earnings [9] - The growth rate of chip design companies in mainland China fell below the global average for the first time in four years, primarily due to the leading position of US firms in HPC/AI accelerator chips [10]

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) was considered overvalued due to a surge driven by AI enthusiasm [1] Group 1: Company Valuation - The valuation of TSMC was influenced by a significant run-up in stock price, primarily attributed to the excitement surrounding artificial intelligence [1] Group 2: Analyst Background - The analyst has a master's degree in engineering and management, enabling a comprehensive understanding of both the economic and technological aspects of companies [1]