美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 2月3日，据台湾工商时报，苹果M6芯片预计将沿用台积电2nm N2工艺，而非N2P工艺，这是因为苹果 更希望专注于架构升级与控制成本，计划通过自身在芯片架构设计上的深厚积累来弥补工艺差距。预计 高通和联发科更倾向于率先采用N2P。 ...

大反攻！ 隔夜美股市场，三大指数全线走强，道指大涨超1%，标普500指数逼近历史新高。其中，存储芯片概念股全线 爆发，闪迪盘中一度暴涨近17%，西部数据一度大涨超10%。消息面上，高盛暴力上调2026年第一季度DRAM （动态随机存取存储器）价格涨幅预测，预计环比涨幅将高达90%—95%，远超此前市场及该行自身的预期。 今日早间，日韩股市开盘大涨，日经225指数大涨超2%，韩国KOSPI指数大涨超3%。与此同时，贵金属市场 亦全线反攻，截至北京时间08:00，现货黄金大涨2.7%，报4784.89美元/盎司；现货白银大涨5.04%，报83.12 美元/盎司。 有分析人士指出，从贵金属、加密货币中撤出的"热钱"正在寻找新的叙事点，而存储芯片在强劲的基本面支撑 下，可能会吸引这些资金流入。 高盛在最新发布的报告中指出，尽管现货市场出现波动，但DRAM的合约价格不仅未跌，反而迎来了更猛烈的 上涨预期。 高盛分析师Giuni Lee团队指出，2026年第一季度主要应用领域的DRAM定价预测均已大幅上调。特别是传统 DRAM的整体定价，预计将在2025年四季度环比上涨45%—50%的基础上，于2026年第一季度进一步实 ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $330.56 as of January 30th. TSM’s trailing and forward P/E were 31.51 and 25.32 respectively according to Yahoo Finance. ASE Technology (ASX) Jumps 23% on Q3 Blowout Photo by Yogesh Phuyal on Unsplash Taiwan Semiconductor Manufacturing Compan ...

Core Viewpoint - The article highlights the significant movements in the U.S. stock market, particularly focusing on the performance of major companies and the implications of recent economic data. Group 1: Stock Market Performance - On February 2, U.S. stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56% [1][3] - Major tech companies are set to report earnings this week, including Google, Amazon, and others across various sectors [1] Group 2: Technology Sector Insights - Micron Technology rose over 5%, while other tech stocks like Texas Instruments, Dell Technologies, and Apple saw gains exceeding 4% [5] - Apple is expected to launch a new MacBook Pro with an M6 chip, which will not utilize TSMC's latest 2nm N2P process, potentially saving costs and ensuring supply [5] - Nvidia's stock fell 2.89% amid stalled negotiations with OpenAI regarding a $100 billion investment, highlighting risks associated with reliance on a single client [6] Group 3: Semiconductor and Memory Market - SanDisk shares surged 15.44% following reports of a 35% increase in average NAND flash prices by Q4 2025, attracting investment from funds moving away from precious metals and cryptocurrencies [6] Group 4: Economic Indicators - The U.S. manufacturing PMI unexpectedly rose from 47.9 to 52.6 in January, marking the highest level since February 2022 and indicating a shift towards expansion [9][11] - The U.S. government shutdown has delayed the release of the January non-farm payroll report, affecting data collection and publication by the Bureau of Labor Statistics [10]

业内普遍认为，黄仁勋的警告本质上揭开了全球半导体产业的"算力军备赛"序幕。当AI芯片的需求迫使 台积电在十年内完成"自我复制"，整个供应链的重构已不可避免。从设备厂商的技术迭代到材料企业的 产能爬坡，从封装测试环节的效率提升到全球产能布局的战略调整，每一个环节的竞争都将决定企业能 否分享AI算力时代最确定的十年红利。这场由算力需求引发的产能革命，不仅将重塑台积电的全球制 造版图，更将改写全球半导体产业的竞争规则，而那些能够率先抓住机遇的企业，终将在这场生死竞速 中占据先机。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 当AI大模型的参数向着万亿级狂飙，半导体产业的产能天花板正被骤然击穿。2026年1月31日晚，英伟 达CEO黄仁勋在台北"兆元宴"后的临时记者会上，半开玩笑且语气坚定的向台积电发出扩产呼吁："为 满足英伟达一家对先进制程晶圆的爆发式需求，台积电必须全力以赴扩产"。黄仁勋进一步预判："未来 十年台积电的产能可能会成长超过 100%，是非常显著的规模扩张，是人类史上最大规模的基础设施投 资，而光是为英伟达的需求就得翻倍。" 黄仁勋指出，当前AI训练与推理芯片的硅片消耗速 ...

昨夜今晨，随着贵金属和加密货币市场的抛售风暴缓和，美股市场整体表现平稳。好于预期的PMI数据也助推三大指数低开后走高，并悉数收涨。 截至收盘，标普500指数涨0.54%，报6976.44点；纳斯达克综合指数涨0.56%，报23592.11点；道琼斯工业平均指数涨1.05%，报49407.66点。 周一收盘后，标普500指数又回到挑战新高的位置上。该指数距离历史收盘新高（6978.60点）只差2.16点，距离盘中新高（7002.28点）也只差20余点。 截至收盘，确认仍未敲定OpenAI投资的英伟达跌2.89%、谷歌-A涨1.68%、苹果涨4.06%、微软跌1.61%、亚马逊涨1.53%、Meta跌1.41%、台积电涨3.27%、 特斯拉跌2%、博通跌0.06%、伯克希尔哈撒韦-A涨0.96%、沃尔玛涨4.13%。 "存储四巨头"依然表现亮眼，闪迪周一收涨15.44%、美光科技涨5.52%、希捷科技涨6.2%、西部数据涨7.99%。 瑞穗证券的科技行业专家Jordan Klein表示，从贵金属和加密货币中撤出的"热钱"正在寻找新的叙事点，而内存股在强劲的基本面支撑下持续创出新高，可 能会吸引这些资金流入。 富时 ...

When you talk about the global tech industry, there are two companies it cannot do without. One is ASML Holding N.V. (NASDAQ: ASML), which I've covered before and whose lithography machines are absolutely critical in semiconductor manufacturing. The other is Taiwan Semiconductor Manufacturing (NYSE: TSM) which, as of Q3 2025, controls a whopping 72% of the pure foundry semiconductor market. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy rig ...

入选了2026年格隆汇"全球视野"十大核心资产名单的台积电(TSM.US)涨幅扩大至2.5%。据悉，台积电 的2nm产能已被全球科技巨头的订单全部预订完毕。其中，AMD计划于2026年开始生产基于2nm工艺的 CPU，而谷歌和AWS据称分别计划于2027年第三季度和第四季度采用该工艺。此外，英伟达计划于 2028年推出其"Feynman AI"GPU，预计将采用台积电的A16工艺，该工艺采用背面供电设计。 ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Hottest Stocks to Buy in 2026. On January 23, Reuters reported that the Taiwanese President expects increased semiconductor investment in Arizona. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is investing the most in the region, almost around $165 billion to build factories. Here Is Why TSMC Could Be Investing More In the US? President Lai Ching-te said that Taiwan looks forward to more semiconductor investme ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (TSM)'s Positive Outlook Sparks Expectations of a Long-Term AI Boom On January 15, 2026, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) planned capital spending of $52 billion to $56 billion in 2026, at least 25% higher than in 2025, showing confidence in long-term demand from the global AI b ...