Core Viewpoint - TSMC has reserved half of the land in the Shalun Ecological Science Park for future construction of a 1.2nm advanced manufacturing facility, with expected development permits by the second half of 2027 [1] Group 1 - TSMC has made a reservation for land in the Nanke Tainan Park Phase IV, specifically in the Shalun Ecological Science Park [1] - The Nanke Park management department indicates that the Shalun Ecological Science Park is currently in the planning stage [1] - Development permits for the site are anticipated to be obtained by the second half of 2027 [1] Group 2 - The Nanke Park management department has not confirmed whether TSMC has formally requested land or if the area has been pre-reserved for TSMC [1] - The management department stated that any announcements regarding TSMC's land needs should be based on TSMC's official communications [1]

第一季度收入 8392.54亿新台币， 环比下降3.4%（以新台币计算），或下降5.1%（以美元计算），业务 受到智能手机季节性需求的影响，部分被AI相关需求的持续增长所抵消。毛利率环比下降0.2个百分点 至58.8%，主要原因是地震的影响以及海外产能稀释的开始，部分被成本改善措施所抵消。总运营费用 占净收入的10.2%。运营利润率环比下降0.5个百分点至48.5%。每股收益为新台币13.94元，净资产收益 率为32.7%。第一季度的资本支出总额为100.6亿美元。 按技术划分： 3纳米工艺技术在第一季度贡献了22%的晶圆收入，而5纳米和7纳米分别占36%和15%。 先进制程（定义为7纳米及以下）占晶圆收入的73%。 分业务： 高性能计算（HPC）环比增长7%，占第一季度收入的59%。智能手机收入下降22%，占 28%。物联网（IoT）下降9%，占5%。汽车电子（Automotive）增长14%，占5%；数字消费电子 （DCE）增长8%，占1%。 业绩指引 预计第二季度收入将在284亿美元至292亿美元之间，环比增长13%，按中值计算同比增长38%。基于1 美元兑32.5新台币的汇率假设，毛利率预计在57%至 ...

Core Viewpoint - Intel has appointed a new CEO, Li P-Bu Tan, marking a significant leadership change as the company faces ongoing challenges in the semiconductor industry [1][2]. Group 1: Leadership Change - Li P-Bu Tan will officially take over as CEO on March 18, succeeding interim co-CEOs David Zinsner and Michelle Johnston Holthaus [1]. - This appointment comes three months after the resignation of former CEO Pat Gelsinger, and Tan is noted as the first Chinese CEO in Intel's history [2]. - Tan previously served on Intel's board and has extensive experience in the semiconductor industry, having been recognized as a leading figure in chip design and venture capital [5][6]. Group 2: Current Challenges - Intel has been experiencing significant operational difficulties, with a reported net loss of $18.8 billion in 2024, marking its first net loss since 1986 [9]. - The company's market capitalization has halved, dropping to $89.5 billion, which is below the $100 billion mark, highlighting a widening gap with competitors like TSMC, AMD, and NVIDIA [9]. - Intel's core business is under pressure due to declining demand in the traditional PC market and increased competition in the data center sector, particularly from AI chip competitors [9][10]. Group 3: Strategic Direction - The company is undergoing a transformation, with plans to restructure its manufacturing and foundry operations to focus more on core chip design and production [10]. - There are ongoing discussions about potential partnerships, including TSMC's proposal to invest in a joint venture to operate Intel's factories, which could reshape Intel's operational strategy [10][11]. - Analysts suggest that Tan's leadership may bring necessary strategic adjustments and internal restructuring to improve Intel's profitability in the long term, although the transition may face challenges [11].