每经记者｜岳楚鹏 每经编辑｜何小桃 兰素英 ① 【三大期指普涨】截至发稿，道指期货涨0.02%、标普500指数期货涨0.09%、纳指期货涨0.18%。 ② 【台积电2025年Q4营收增长超20%，超出预期】1月9日，台积电表示，该公司2025年Q4营收同比增长20.45%，超出市场预期，原因是受人工智能应用 领域兴趣激增的影响，该公司产品需求大幅增长。截至发稿，台积电上涨0.59%。 ③ 【陈立武与特朗普会面后，英特尔涨超2%】当地时间1月8日，特朗普在社交媒体上声称，他最近与英特尔CEO陈立武进行了一次会面。特朗普称赞英 特尔推出了首款在美国本土设计、制造和封装的小于2纳米的CPU处理器。他还强调了美国政府在英特尔的股东地位，称仅在四个月内就为美国人民创造 了数百亿美元的收益。截至发稿，英特尔上涨2.55%。 ④ 【SK海力士：正在考虑在美国上市库存股】1月9日，据媒体报道，韩国内存巨头SK海力士正考虑在美国股市上市库存股，但尚未作出最终决定。 ⑤ 【谷歌云副总裁跳槽英伟达出任CMO】当地时间1月8日，据媒体报道，英伟达已聘请谷歌云市场营销副总裁Alison Wagonfeld担任首席营销官 （CMO）。据 ...

2026年1月6日开幕的CES 2026，老黄又宣称90%的ASIC项目会失败，这实际上是对此前谷歌TPU为代表的ASIC芯片（专用集成电路）的口 头"讨伐"，一场针对ASIC的全面围猎已经悄悄开始。 很多人会关心，GPU、ASIC竞争的终局如何？答案是取决于半导体战争的终极弹药库——台积电CoWoS先进封装产能。 这意味着，只要对台积电CoWoS产能预订、分配情况，进行颗粒度拆解，就能精确测算出2026年AI算力芯片的出货格局。 "未来六个季度数据中心收入5000亿美元。"黄仁勋在GTC25上说。 可以说，2026年"芯片战"，系于台积电115万片CoWoS晶圆产能。 GPGPU与ASIC阵营对垒，图片由AI生成 01 战争的起源 我们先对GPU和ASIC的战争背景做一些铺垫（有行业基础可跳过本部分）。 人工智能对算力的需求扩张是共识，但必须明确：更先进的计算架构、工艺制程和先进封装，是三个关键路径。 关于架构，谈到最多的是GPGPU（通用图形处理器），英伟达在这条路上，借助CUDA生态的20年铺垫，成为通用并行计算的绝对王者。 硬件层面，英伟达的核心武器有两个：HBM内存极高的带宽、GPGPU大规模流处理 ...

Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally. ...

格隆汇1月9日｜在美国白宫与最高法院就关税权力博弈之际，科技板块凭借强劲的业绩指引迎来反攻。 受台积电超出预期的营收报告提振，周四普遍下跌的美国人工智能相关股票在盘前重获动能。作为全球 最大的代工芯片制造商，台积电宣布营收增长32%，超过了市场普遍预期。受此带动，台积电的供应商 应用材料在周四收跌3.6%后，盘前上涨2.25%；同为台积电客户的泛林集团上涨2.4%。与台积电有紧密 业务往来的存储芯片制造商美光科技盘前上涨1.6%。台积电的主要客户股价亦纷纷上扬：博通上涨 0.75%，超威半导体和英伟达分别上涨0.5%和0.4%。科技股比重较高的纳斯达克指数在上一交易日回落 后，盘前上涨0.15%。 ...

The Labor Department’s report on Thursday showed that the number of Americans filing for initial jobless claims in the past week rose by +8K to 208K, compared with the 213K expected. Also, U.S. Q3 nonfarm productivity rose +4.9% q/q, in line with expectations, while unit labor costs fell -1.9% q/q, weaker than expectations of no change q/q. In addition, the U.S. October trade deficit unexpectedly narrowed to -$29.4 billion, stronger than expectations of -$58.1 billion and the lowest monthly level since 2009 ...

Group 1 - TSMC announced a consolidated revenue of approximately NT$335 billion for December 2025, representing a month-over-month decrease of 2.5% but a year-over-year increase of 20.4%, marking a record high for the same period and exceeding NT$300 billion for six consecutive months [1] - The company's revenue for 2025 is projected to exceed NT$3 trillion, reaching approximately NT$3.8 trillion, with a year-over-year growth of 31.6%, setting a new annual revenue record [1] - In Q4 2025, TSMC's revenue surpassed NT$1 trillion, reaching NT$1.04 trillion, with a quarter-over-quarter increase of 4.8% and a year-over-year increase of 16.3%, also exceeding financial forecasts [1] Group 2 - TSMC is accelerating production capacity expansion in advanced processes and advanced packaging due to insufficient capacity amid strong market demand, while reallocating resources from less urgent mature processes [3] - The company is transferring some mature process equipment from Taiwan to its 12-inch facility in Singapore to create more space for advanced process equipment [3] - TSMC's CEO confirmed that Qualcomm is facing capacity shortages, leading the company to negotiate with Samsung for the production of its next-generation processors using Samsung's 2nm process [3] Group 3 - TSMC's board approved an investment of over US$179.25 million to acquire land for a new factory in Phoenix, Arizona, covering approximately 365.27 hectares, which, combined with an existing site, totals over 810 hectares, larger than the Hsinchu Science Park [4] - The land acquisition is expected to support an investment of approximately US$165 billion in building three additional 12-inch wafer fabs, two advanced packaging plants, and a research center to meet market demand [4] - TSMC is also selling machinery to World Advanced Semiconductor Manufacturing Corporation (VSMC) for an estimated US$71 million to US$73 million to enhance its 12-inch wafer capacity [4] Group 4 - VSMC, in collaboration with NXP Semiconductors, plans to establish a 12-inch wafer fab in Singapore with a total investment of approximately US$7.8 billion, enhancing geographical resilience and accelerating the semiconductor ecosystem in Singapore [5] - TSMC stated that the newly acquired land in Arizona is primarily for operational and production use, but the company is currently in a quiet period and cannot comment on the transfer of equipment to Singapore [5]

格隆汇1月9日｜荷兰芯片制造设备供应商阿斯麦的股价周五上涨，此前台积电公布去年收入好于预期。 作为阿斯麦的一个主要客户，这家全球最大的芯片代工制造商公布2025年收入为新台币3.809万亿元 （合1,206.9亿美元），较2024年增长近32%。该数字高于FactSet预测的新台币3.797万亿元。芯片制造 设备公司的投资者乐见台积电和其他半导体制造商的强劲表现，因为这些公司更有可能购买额外的设备 来满足其自身客户的需求。阿斯麦股价上涨4.8%。规模较小的竞争对手ASM International股价上涨 3.3%。 ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) reported stronger-than-expected revenue for the fourth quarter, indicating robust global demand for semiconductors [1] Group 1: Company Performance - TSMC's revenue for the fourth quarter exceeded market expectations, reflecting the company's strong position in the semiconductor industry [1] - The company continues to benefit from high demand across various sectors, including automotive and consumer electronics [1] Group 2: Industry Context - The semiconductor industry is experiencing sustained growth, driven by increasing global demand for chips [1] - TSMC's performance is a positive indicator for the overall health of the semiconductor market, suggesting ongoing investment opportunities [1]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best major stocks to invest in right now. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) received a rating update from Mizuho Securities on January 5, with the firm reiterating a Buy rating on the stock with a NT$2,000 price target. The same day, Goldman Sachs also lifted the price target on the stock to NT$2,330 from NT$1,720 and maintained a Buy rating on the shares. The firm told investors that Taiwan Semiconducto ...

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...