智通财经APP获悉，周四，三大指数高开低走最终收跌。标普500指数连续第三个交易日下滑。周四盘 中，纳指最高上涨至21457.48点，标普500指数上涨至6427.02点，二者均创盘中历史新高。 在8月1日关税最后期限到来前，美国总统唐纳德-发布了一系列新关税措施，包括调整铜进口关税，针 对巴西、韩国、印度商品的新关税，以及终止对海外小额商品的免税政策。 特朗普还宣布将从周五起对印度出口至美国的商品征收25%的关税，并威胁称如果印度继续从俄罗斯采 购能源，还将追加处罚。 【美股】截至收盘，道指跌330.30点，跌幅为0.74%，报44130.98点；纳指跌7.23点，跌幅为0.03%，报 21122.45点；标普500指数跌23.51点，跌幅为0.37%，报6339.39点。设计软件巨头Figma(FIG.US)盘后续 涨超27%，IPO首日收涨250%，收报115.5美元，总市值达563亿美元。 【亚太股市】日经225指数涨超1%，韩国KOSPI指数跌0.28%，印尼综合指数跌0.87%。 【外汇】衡量美元对六种主要货币的美元指数当天上涨0.15%，在汇市尾市收于99.968。截至纽约汇市 尾市，1欧元兑换 ...

Core Viewpoint - TSMC, as a pure foundry, has established itself as a reliable manufacturing partner for fabless chip design companies, overcoming initial technological gaps and evolving into a dominant player in the semiconductor industry [1][3][8]. Group 1: Early Challenges and Technological Development - TSMC faced significant challenges in its early years, with a technology gap of two process nodes compared to leading manufacturers, which necessitated starting with less advanced orders [1][3]. - By 1991-1992, TSMC had narrowed the technology gap to one process node, leading to an influx of orders from fabless companies [3][8]. - The first significant order came from Intel for the MCU 80C51 chip, which marked a pivotal moment in TSMC's early success [3][4]. Group 2: Strategic Partnerships and Market Position - TSMC's refusal to create a production line identical to Intel's, opting instead to develop its own systems, established its reputation as a qualified foundry [4][5]. - Following Intel's certification, TSMC gained orders from other vertical manufacturers, solidifying its market position [5][7]. - By 2004, TSMC held a 47% market share in the foundry sector, which increased to 61% by 2023, showcasing its growth and dominance [8]. Group 3: Evolution of Clientele and Industry Impact - TSMC's client base evolved from primarily vertical manufacturers to a majority of fabless companies by 2004, reflecting a significant shift in the semiconductor industry [8][9]. - Notable clients included Altera, ATI, and Qualcomm, indicating TSMC's integral role in the semiconductor ecosystem [8][10]. - TSMC's platform model has been crucial for companies like NVIDIA and Qualcomm, enabling them to innovate without competing directly with TSMC [9][17]. Group 4: Technological Advancements and Market Dynamics - TSMC's advancements in process technology below 10nm have driven innovation in high-performance computing and AI applications [19]. - Intel's decision to establish a foundry division and later outsource production to TSMC highlights the industry's shift towards separation of design and manufacturing [19][20]. - TSMC's role as a trusted foundry has allowed it to serve multiple clients, including Apple and AMD, without conflict, reinforcing its position in the market [18][19].

Group 1 - The core viewpoint of the article is that the demand for data centers in the Asia-Pacific region is expected to double in the next three years due to the robust development of AI and the increasing demand for cloud services [1] - The report highlights that mature markets such as Japan, Australia, and South Korea will continue to see strong demand, while Singapore, despite limited supply, remains a focal point of interest [1] - It is projected that by 2028, the Asia-Pacific region will face a power shortage of 15 to 25 gigawatts due to limited power supply and a lack of infrastructure to support AI [1]

Group 1 - The core viewpoint of the report is that the demand for data centers in Hong Kong is strong due to the AI boom and digital transformation across various industries [1] - The report predicts that the supply of data centers in the Asia-Pacific region will double in the next three years, but there will be a power shortfall of 15 to 25 gigawatts by 2028 due to power supply limitations and lack of infrastructure supporting AI [1] - Hong Kong is positioned as a critical entry point for data center traffic in the Asia-Pacific region, attracting investment despite rising operational costs and infrastructure constraints [1] Group 2 - The Asia-Pacific region faces similar challenges, with strong demand for server hosting and large-scale data centers driven by the growth of AI and cloud services [2] - The rapid adoption of AI and cloud services is increasing the demand for next-generation data centers, but many existing and upcoming data centers are not designed to support AI workloads [2] - Data centers focused on AI require more than double the power density per server rack, advanced cooling systems, structural reinforcement, and low-latency network connections, posing significant challenges for developers [2]