TSMC(US:TSM) 中国基金报·2025-08-05 08:06Market Overview - The A-share market rebounded, with the Shanghai Composite Index closing at 3600 points, up by 0.96% [2][3] - A total of 3903 stocks rose, with 68 hitting the daily limit, while 1327 stocks declined [4][5] - The total trading volume reached 16158.21 billion, with a total of 5419 stocks traded [5] eSIM Concept Stocks - eSIM concept stocks surged, with Cheng Tian Wei Ye hitting the daily limit. The EU's new battery law mandates the gradual elimination of physical SIM card slots in smartphones by 2026, positioning eSIM as the primary communication method [5] - GSMA predicts that by the end of 2025, there will be 1 billion eSIM smartphones globally [5] Semiconductor Industry - TSMC has taken action against multiple employees for leaking confidential information regarding its 2nm chip manufacturing technology [8] - TSMC emphasizes a zero-tolerance policy towards breaches of commercial confidentiality and is committed to protecting its core competitiveness [10] - The semiconductor industry is increasingly strategic, with geopolitical tensions heightening the focus on leading companies like TSMC [10] Investment Activities - SoftBank is increasing its stakes in Nvidia and TSMC, having raised its holdings in Nvidia to approximately $3 billion, up from $1 billion in the previous quarter, and acquiring $330 million in TSMC shares [10]