智通财经APP获悉，周四，芯片股走高，截至发稿，英伟达(NVDA.US)涨超1.5%，AMD(AMD.US)涨近 3%，英特尔(INTC.US)涨0.71%，台积电(TSM.US)涨超1%，博通(AVGO.US)涨超2.2%，美光(MU.US)微 涨。消息面上，知情人士透露，英特尔正与AMD进行早期谈判，探讨让AMD成为其晶圆代工客户。 ...

Key Takeaways Synopsys deepens its TSMC collaboration with certified design flows, advanced IP, and multi-die tools.Certified digital and analog flows on TSMC's N2P and A16 processes boost chip performance and efficiency.3DIC Compiler enables 3D stacking, CoWoS packaging, and supports customer tape-outs for complex designs.Synopsys, Inc. (SNPS) is advancing its role in semiconductor design by expanding its collaboration with Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC. The partners ...

Core Viewpoint - Taiwan rejects the U.S. proposal to locally manufacture half of the chips it supplies to the U.S., emphasizing that the "50-50" split in semiconductor production was not discussed during trade talks [1][3]. Group 1: Trade Negotiations - The focus of the recent trade talks was on lowering tariff rates, securing exemptions from additional duties, and reducing levies on Taiwanese exports, with Taiwan currently facing a reciprocal tariff rate of 20% [2]. - Taiwan's top trade negotiator, Cheng Li-chiun, indicated that the proposal for a "50-50" split in semiconductor production was not even on the agenda during discussions [1]. Group 2: U.S. Position and Concerns - U.S. Commerce Secretary Howard Lutnick stated that the goal is to significantly onshore chip manufacturing, proposing a shift to a "50-50" production model to reduce American reliance on Taiwan, which currently meets 95% of U.S. chip demand [3][4]. - Lutnick's proposal has faced criticism from Taiwanese politicians, who view it as an act of exploitation, with Eric Chu, chairman of the Kuomintang party, condemning it as undermining Taiwan's semiconductor industry [5][6]. Group 3: Strategic Implications - The concept of Taiwan's "Silicon Shield," which refers to its critical role in global chip production as a defense against potential military action from China, is a significant aspect of the discussion [6]. - Lutnick downplayed the "Silicon Shield," suggesting that a more balanced chip production between the U.S. and Taiwan would enhance Taiwan's safety [7].

公众号记得加星标⭐️，第一时间看推送不会错过。 但郑周三表示，这个想法并未纳入最新一轮的双边谈判。目前尚不清楚台积电是否参与了美台之间的 谈判。 来源 ： 内容 编译自 CNN 。 中国台湾誓言抵制华盛顿的压力，将其一半的芯片产能转移到美国，向特朗普政府发出挑战。 华盛顿越来越担心其对台湾的严重依赖，台湾芯片巨头台积电为人工智能芯片设计商 Nvidia 和苹果 等主要客户供应了全球绝大多数先进半导体。但台湾的许多人认为，其芯片制造实力是一道"硅盾"。 中国台湾副院长郑丽君周三表示，台湾"不会同意"在美国本土生产 50% 的半导体，而这些半导体对 于从电子产品和 iPhone 到训练人工智能和武器系统等所有产品都至关重要。 她在结束新一轮关税谈判从美国回国后对媒体表示："我们的谈判团队从来没有做出过对半分芯片的 承诺，所以公众可以放心。" 美国商务部长霍华德·卢特尼克（Howard Lutnick）周末在电视采访中要求台湾将芯片生产在国内和 美国工厂之间平均分配，此举引发台湾民众担忧，给正在进行的美台贸易谈判增添了新的紧张局势。 除了台北方面的反击外，反对党官员和专家也对此提出了批评。 在 NewsNation ...

美股大逆转 10月1日晚间，尽管有美国政府"关门"的利空消息，美股三大指数盘前一度走低，但正式开盘之后，竟然发生了大逆转，低开高走，全部转涨！ 道指上涨，标普指数止跌。 在周三的数据巩固了美联储本月晚些时候降息预期之后，美国国债持续走强。受辉瑞与白宫达成协议所带来的乐观情绪提振，医疗保健板块上 涨，股市收窄跌幅，未再触及盘中低点。 花旗美国股票交易策略主管斯图尔特·凯泽认为，关门目前对股市的伤害并不显著。"要让它真正影响股市，关门必须持续一段时间，并且你需 要看到相当规模的裁员，或者债市出现某些状况以外溢到股市。" 美国政府关门正威胁着联储决策所需的关键经济数据出现"断档"。尽管劳工统计局（BLS）的非农就业数据很可能被推迟，交易员本周已获得 部分就业市场快照。周二公布的JOLTS职位空缺报告显示，对劳动力的需求正在放缓。 周三的ADP报告显示，9月美国企业就业意外下降，这与过去一个月的其他数据显示劳动力市场正在放缓相一致。相应地，交易员加码押注今年 还将再降息两次。开盘后公布的数据还显示，美国9月制造业活动连续第七个月萎缩——但市场对此反应不大。 不过，投资者仍担心政府关门会持续多长时间，以及联储将因此失去 ...

Core Viewpoint - TSMC's stock price surged significantly, closing at $288.470, reflecting strong market performance and its leading position in the global semiconductor industry [1] Group 1: Stock Performance - TSMC's stock rose by 3.29% in the trading session on October 1, 2025, with a trading volume of 14.6 million shares, indicating high market activity [1] Group 2: Analyst Ratings - Morgan Stanley raised TSMC's target price to NT$1588, driven by the ongoing demand for AI semiconductors and the company's technological advantages in advanced processes [1] Group 3: Market Potential - The rapid development of AI technology has led to a surge in demand for high-performance computing chips, showcasing TSMC's strong market potential [1] - TSMC's advantages in technological innovation and capacity assurance are expected to help it maintain market share and solidify its industry leadership [1]

美债收益率全线下行，10年期收益率降至4.11%。标普500指数在小幅到温和跌幅之间波动。黄金上涨，而美元指数则连续第四天下跌。 周三的ADP报告显示，9月美国企业就业意外下降，这与过去一个月的其他数据显示劳动力市场正在放缓相一致。相应地，交易员加码押注今年 还将再降息两次。开盘后公布的数据还显示，美国9月制造业活动连续第七个月萎缩——但市场对此反应不大。 美国政府关门正威胁着联储决策所需的关键经济数据出现"断档"。尽管劳工统计局（BLS）的非农就业数据很可能被推迟，交易员本周已获得 部分就业市场快照。周二公布的JOLTS职位空缺报告显示，对劳动力的需求正在放缓。 不过，投资者仍担心政府关门会持续多长时间，以及联储将因此失去哪些数据。 美股大逆转 10月1日晚间，尽管有美国政府"关门"的利空消息，美股三大指数盘前一度走低，但正式开盘之后，竟然发生了大逆转，低开高走，全部转涨！ 道指上涨，标普指数止跌。 在周三的数据巩固了美联储本月晚些时候降息预期之后，美国国债持续走强。受辉瑞与白宫达成协议所带来的乐观情绪提振，医疗保健板块上 涨，股市收窄跌幅，未再触及盘中低点。 GDS Wealth Management首席 ...

Group 1 - TSMC (Taiwan Semiconductor Manufacturing Company) has seen a stock increase of 5.58% over two days starting October 1, reaching a historical high, indicating strong investor confidence in the company's future [1] - TSMC's 2nm process technology is gaining attention, crucial for the PC industry, with AMD planning to use it in its next-generation EPYC Venice data center CPU and Intel in its Nova Lake series, due to Intel's own 18A process not achieving ideal yield rates [1] - TSMC maintains a leading market share of 71% in the foundry industry, driven by rapid advancements in 3nm technology, high utilization rates of 4/5nm processes in AI GPU production, and the expansion of CoWoS advanced packaging technology [1] Group 2 - The potential implementation of new semiconductor tariff policies by the U.S. government may pressure semiconductor brands, but could benefit companies like TSMC that have manufacturing facilities in the U.S., providing them with negotiation leverage and potential tax benefits [2] - OpenAI's CEO Sam Altman's visit to TSMC highlights the importance of collaboration, focusing on details regarding the contract manufacturing of OpenAI's self-developed chips, indicating TSMC's significant role in future AI chip production [2] - TSMC's advantages in technological innovation, market share growth, and international collaboration suggest a promising outlook in the semiconductor industry, with investors encouraged to monitor TSMC's advancements in advanced processes and international projects for potential stock price support [2]

Core Viewpoint - UBS analysts suggest that TSMC may shorten the timeline for producing advanced chips in the U.S. due to government demands for accelerated chip localization [1] Group 1: Company Insights - TSMC and Intel's capacity expansion in the U.S. is expected to be sufficient to meet domestic demand for leading logic chips by 2029-2030, excluding the most advanced process nodes [1] - The transition of the memory chip supply chain to the U.S. may require a longer timeframe [1]

Market Overview - US stock market experienced a significant reversal, opening lower but closing higher despite concerns over a government shutdown [1] - The Dow Jones and S&P 500 indices showed positive movement, supported by strong US Treasury performance and optimism in the healthcare sector due to a deal between Pfizer and the White House [1][5] Economic Indicators - US Treasury yields fell across the board, with the 10-year yield dropping to 4.11% [5] - The ADP report indicated an unexpected decline in US employment for September, aligning with other data suggesting a slowdown in the labor market [7] - Manufacturing activity in the US contracted for the seventh consecutive month, although the market reaction was muted [7] Government Shutdown Concerns - The ongoing government shutdown poses risks to critical economic data, potentially delaying reports such as the non-farm payrolls and CPI inflation data [6][8] - Historical context suggests that government shutdowns typically have limited macroeconomic impact unless prolonged [8] Sector Performance - Semiconductor stocks saw significant gains, with Micron Technology rising nearly 6% and TSMC reaching a new all-time high [8] - Price increases in NAND Flash products by manufacturers like SanDisk and Micron have sparked bullish sentiment in the storage industry, with Morgan Stanley predicting a price increase cycle lasting until 2026 [8] Federal Reserve Developments - The US Supreme Court temporarily blocked Trump's attempt to dismiss Federal Reserve Governor Lisa Cook, marking a victory for the Fed's independence [10][11] - The next Federal Reserve meeting is scheduled for October 28-29, where decisions on interest rates will be made [10]