来源：环球网 【环球网科技综合报道】9月11日消息，台积电近日对外确认多项产能调整计划，包括两年内退出氮化 镓（GaN）代工业务、整合8英寸旧厂并布局自研极紫外光（EUV）光罩薄膜量产，此举旨在优化产能 结构、降低运营成本，同时减少对外部供应链依赖，进一步提升先进制程竞争力。 从行业背景来看，过去10年台积电在先进制程领域投入了创纪录的资本，但随着摩尔定律逼近物理极 限，单纯依靠资本投入的收益逐步减弱。EUV光刻技术虽为更小制程节点提供可能，但其设备成本高 昂——单台EUV扫描机约1.5亿美元，High-NA版本更是超过3.5亿美元，且核心设备长期由ASML垄 断。在此背景下，台积电放缓High-NA设备采购节奏，转而加快EUV薄膜等关键配套技术的研发与量 产，成为其平衡成本与技术突破的重要策略。（纯钧） 根据规划，台积电将关闭位于新竹科学园区的6英寸二厂，并对新竹的8英寸三厂（Fab 3、Fab 5、Fab 8）进行整合。为缓解用工紧缺、提升产能利用效率，约30%的相关员工将调往南部科学园区及高雄厂 区。这一系列动作是台积电自2025年初启动旧厂精简计划以来的关键举措，将有效整合分散产能，降低 多厂区运营成 ...

以下文章来源于硅兔君 ，作者硅兔君 硅兔君 . 投研决策者信赖的硅谷专家咨询公司，2015 年创立，30,000+ 硅谷专家实时更新，目前已赋能百余家国 内一线金融与战略团队。 来 源丨 硅兔君 （ID： sv_race ） 作者丨 硅兔君 图源丨Midjourney "又来了！马斯克和他的AI芯片。" 一则关于xAI正采用台积电3nm工艺自研"X1"推理芯片、目标2026年Q3量产的消息，再次引爆了全球科技 圈。 表面看，这似乎只是马斯克为解决xAI"算力之渴"、兑现其"5000万块H100"豪言壮语的又一次"暴力美 学"操作。 但对我们投资者而言，这颗代号"X1"的小小芯片背后，其实藏着远比"缺芯"本身更重要的信号。它们， 正在深刻地、不可逆地改变着整个AI产业的估值逻辑和权力格局。 几乎所有的公开报道，都将巨头自研芯片的动机归结为两点：解决芯片短缺和降低采购成本。 这当然是事实，但这只是表面。真正的是三个更深层次的战略考量，每一条都足以改变一家万亿级公司 的未来。 1. 摆脱"性能枷锁" 英伟达的GPU，如同成衣店里的高级西装，性能强大，适用性广，是当之无愧的"万金油"。但对于 Google、Meta、 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自半导体行业观察综合 。 台积电正在将其位于新竹科学园区的已停产的旧8英寸晶圆厂3号晶圆厂重新利用，用于生产极紫外光 防护薄膜（extreme ultraviolet pellicles），并将该生产流程移至内部。 极紫外光防护薄膜是一种高度透明的薄膜，覆盖在光掩模上方，用于防止在极紫外光曝光期间颗粒接 触光掩模。其设计旨在承受强烈的极紫外辐射和热应力，同时最大限度地减少光吸收和波前畸变。生 产防护薄膜可以缩短更换周期，并更好地控制组件。在极紫外光环境下，组件必须保护光掩模免受颗 粒物的影响，同时还要应对极端的曝光条件。 与传统的深紫外 (DUV) 工艺不同，EUV 系统采用 400 W 光源，局部加热温度最高可达 1,000°C， 这增加了污染风险，并使防护薄膜的性能对晶圆良率的影响更大。 防护薄膜的经济性促使人们采取不同的方法。深紫外光防护薄膜价格相对低廉，约为 600 美元，这 使得其在早期节点中得到广泛应用。然而，EUV 变体的定价已接近 30,000 美元，这一大幅上涨阻碍 了一些芯片制造商的全面部署，并可能导致了已记录的产量差距。 通 ...

The 0.1% decline in Producer Price Index (PPI) and core PPI inflation surprised investors on Wednesday, Sept. 10, leaving the market with a mixed but ultimately positive reaction. The S&P 500 and tech-heavy Nasdaq Composite reached record highs, but the Dow Jones Industrial Average slipped. The S&P 500 was 0.30% higher at closing, reaching a 52-week high in early trading hours. Nasdaq was up 0.03%, after reaching a 52-week high for the second consecutive day during trading hours. Despite Nvidia being a to ...

1. 寒武纪公告称，公司计划于2025年9月18日16：00-17：00举行2025年半年度业绩说明会，就投资者关 心的问题进行交流。会议将在上海证券交易所上证路演中心以网络文字互动形式召开。投资者可在9月 17日16：00前将问题发送至公司投资者关系邮箱或在上证路演中心网站提问预征集栏目提问。参会人员 包括董事长、总经理陈天石，董事、副总经理、财务负责人、董事会秘书叶淏尹，以及独立董事王秀 丽。 2025年9月10日，截至收盘，沪指涨0.13%，报收3812.22点；深成指涨0.38%，报收12557.68点；创业板 指涨1.27%，报收2904.27点。科创半导体ETF（588170）涨0.17%，半导体材料ETF（562590）以平盘报 收。 2. 佰维存储在业绩说明会上表示，在数据中心/企业级领域，公司已获得AI服务器厂商、头部互联网厂 商以及国内头部OEM厂商的核心供应商资质，并实现预量产出货，同时积极深化国产化生态布局，与 国产服务器厂商达成战略合作伙伴关系。在具身智能领域，公司已推出适用于具身智能领域的eMMC、 UFS、BGA SSD、LPDDR4X/5/5X等产品，并积极拓展具身智能领域头部 ...

来源：市场资讯 （来源：美股情报站） 台积电8月的强劲表现反映了全球科技行业对AI技术的高度重视。分析师普遍预计，该公司第三季度的 业绩将有望实现约25%的同比增长。这一预期与全球大型科技公司为建设更多数据中心和AI基础设施而 进行的大规模投资相呼应。市场的乐观情绪还受到甲骨文和博通等公司的积极表现的进一步推动，这些 企业因其在AI和云基础设施领域的显著投入而受到投资者青睐。 从投资者的角度来看，台积电的增长前景依然乐观。在AI技术快速发展的趋势下，市场对高性能芯片 的需求将持续高涨。对于希望在这一领域长期持有的投资者而言，台积电无疑是一个值得关注的目标。 然而，尽管增长前景光明，投资者仍需保持谨慎，密切关注全球经济环境以及科技行业的动态变化，以 便在变化的市场中及时调整策略。 9月10日，台积电的股价上演了一场令人瞩目的连续上涨，单日涨幅达3.79%，实现了连续六天的强劲 表现。期间，股价累计上涨了14.03%，盘中更是创下了历史新高，市场情绪浓烈，投资者目光集中在 这一芯片制造巨头的动向上。 台积电8月的业绩成为市场关注的焦点，其营收同比大增34%，达到3358亿新台币。这一数据有力地证 明了全球对前沿A ...

Economic Indicators - In August, China's CPI remained flat month-on-month and decreased by 0.4% year-on-year, while core CPI rose by 0.9%, marking the fourth consecutive month of growth [2] - The PPI in August fell by 2.9% year-on-year, but the decline narrowed by 0.7 percentage points compared to the previous month, marking the first contraction since March [2] Government Reports and Policies - The National Development and Reform Commission reported on the execution of the national economic and social development plan, emphasizing the need for stable employment, enterprises, and market expectations to promote domestic and international dual circulation [2] - The Ministry of Finance highlighted the need for a more proactive fiscal policy to support employment and foreign trade, while also improving people's livelihoods and managing risks in key areas [5] Market Performance - A-shares experienced a slight rebound with the Shanghai Composite Index rising by 0.13% to 3812.22 points, while the Shenzhen Component Index increased by 0.38% [6] - The Hong Kong Hang Seng Index closed up 1.01% at 26200.26 points, with significant net buying in Alibaba [6] Corporate Developments - Oracle's stock surged over 40%, marking its largest intraday gain since 1992, with a market cap increase of over $290 billion, driven by substantial cloud contracts with AI companies [3] - NIO announced a $1 billion equity financing round, attracting long-term investors from various countries to support its core technology development [7] Industry Trends - The AI industry chain saw collective gains, with sectors like copper-clad laminates and 6G concepts leading the rise, while lithium and sodium-ion battery concepts faced declines [6] - The automotive sector reported a decrease in the comprehensive inventory coefficient for dealers, indicating a potential improvement in market performance for September [11] IPO and Financing Activities - Zijin Mining International plans to initiate its IPO in Hong Kong next week, targeting a valuation exceeding $30 billion [8] - Several companies, including BYD and Top Group, reported significant stock transactions and financing activities, indicating ongoing market engagement [10]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The global economy maintains an upward direction, with China implementing the AI+ initiative, US non - farm payroll data being significantly revised downward, and the acceleration of AI infrastructure construction [1] 3. Summary According to Related Catalogs 3.1 Important Information - The US added 911,000 fewer non - farm jobs in the 12 months ending March this year than previously estimated, equivalent to 76,000 fewer per month, indicating an over - estimation of previous employment growth [1] - The US Supreme Court will rule on the legality of Trump's global tariff policy, with oral arguments scheduled for the first week of November and a possible year - end decision [1] - Google's cloud computing division has $106 billion in existing customer contracts, with at least $58 billion expected to turn into revenue in the next two years, driven by the surge in AI processing demand [1] - South Korea will set up a $120 billion public - private fund to support AI and other advanced industries, aiming to accelerate AI adoption in various sectors in the next five years [1] - TSMC's August sales were NT$335.77 billion, up 33.8% year - on - year and 3.9% month - on - month, and the cumulative sales from January to August were NT$2.43 trillion, up 37.1% year - on - year, confirming the acceleration of AI infrastructure construction [1] - Unless the appellate court suspends the ruling, Cook will be able to participate in the September interest - rate meeting [1] 3.2 Global Economic Logic - China's exports increased by 4.4% year - on - year in August, and Chinese assets have been bought by global funds since August [1] - The significant downward revision of US non - farm payroll data by 911,000 people may lead to a larger rate cut in September [1] - The US appellate court ruled that "reciprocal tariffs" are illegal [1] - US capital goods imports reached a record $95.8 billion in July, indicating an acceleration in manufacturing [1] - The Eurozone's manufacturing PMI in August exceeded the boom - bust line for the first time since June 2022 [1] - Tesla will start mass - producing Optimus robots in 2026 [1] - TSMC's strong sales in August show the acceleration of AI infrastructure construction [1]

BREAKING: Stock Market Hits Record High With Fed Rate Cut Locked In Taiwan Semiconductor Manufacturing (TSM) stock surged to a record high on Wednesday after the chipmaker reported strong sales growth in August. Early Wednesday, the world's leading chip foundry said its sales last month rose 3.9% in local currency from July and 33.8% from August last year. Year to date through August, Taiwan Semiconductor's sales are up 37.1% year over year, the company said in a news release. Taiwan Semiconductor, better k ...

Taiwan Semiconductor Manufacturing Corp (NYSE: TSM) saw a 5% rise in share price on Wednesday after posting a sharp increase in August sales, underscoring the chipmaker's dominant role in the artifici... ...