TSMC(US:TSM) 远峰电子·2025-05-12 13:03Market Overview - The main board saw significant gains with notable stocks such as Dongni Electronics (+10.02%), Leike Defense (+10.02%), and Tianjian Technology (+10.01%) leading the charge [1] - The ChiNext board experienced a surge, highlighted by Zhonghang Chengfei (+20.01%) and Huaru Technology (+19.98%) [1] - The Sci-Tech Innovation board also performed well, with Aerospace Nanhu (+19.99%) and Xingtou New Science (+12.82%) showing strong increases [1] - Active sub-industries included SW Military Electronics III (+5.21%) and SW Consumer Electronics Components and Assembly (+4.47%) [1] Domestic News - In the semiconductor industry, TSMC's new factory in the U.S. is reportedly achieving high production yields, leading to increased order inquiries from American clients. TSMC aims to have overseas production capacity reach about 20% of total capacity by 2028 [1] - The High-Performance Automotive Research Institute reported that the number of pre-installed advanced driver-assistance systems in China's passenger cars is expected to reach 3.5869 million units in 2024, a year-on-year increase of 65.34% with a penetration rate of 15.65% [1] - The Ningbo Materials Institute announced a significant breakthrough in the performance of its high-crystallinity continuous silicon carbide fiber (NIMTE-S13), achieving an average tensile strength of 2.4 GPa and a tensile modulus of 440 GPa [1] - TSMC's advanced processes are increasingly penetrating Apple's entire product line, with expectations that the value of the new U.S. factory's capacity will exceed that of Taiwan, potentially contributing to double-digit growth in performance [1] Company Announcements - Jiadu Technology announced the disposal of part of its stake in Cloud From Technology, with a total of 17,393,460 shares to be sold for 228.41 million yuan [3] - Zhongke Star Map declared a cash dividend of 0.13 yuan per share, totaling 70.63 million yuan [3] - Igor provided an update on guarantees for its subsidiary, increasing the maximum guarantee amount from 150 million yuan to 200 million yuan [3] - Dali Cap announced the results of share reductions by shareholders holding more than 5%, with a total of 1.545 million shares reduced [3] Overseas News - The U.S. has committed to canceling 91% of tariffs on Chinese goods as per administrative orders, with a 90-day suspension on 24% of tariffs [4] - Infineon announced that the German government has approved subsidies for its new Smart Power Fab wafer fab in Dresden, which is nearing completion and expected to start production in 2026 [4] - Samsung's supply chain company, Solus Advanced Materials, is considering selling its OLED materials division to restructure its business focus on battery foils and copper foils [4] - Following export restrictions on Nvidia's H20 AI chip, Nvidia plans to launch a downgraded version of the chip for China within the next two months [4]