Core Insights - NVIDIA has begun domestic production of its Blackwell AI chips in the U.S., marking a significant milestone in the "chip manufacturing return to America" initiative [1][4] - The demand for AI computing infrastructure is surging, driven by major tech companies like Microsoft, Amazon, Google, and Meta investing heavily in AI GPU and ASIC clusters [1][2] - TSMC's expansion in the U.S. is set to enhance the domestic chip supply chain and support the growing AI technology stack [4][5] Industry Trends - The AI investment boom has led to unprecedented stock market growth, with the S&P 500 and MSCI global indices reaching historical highs since April [2] - TSMC's strong performance and optimistic revenue outlook have reinforced the narrative of a long-term bull market in AI-related stocks [2][6] - The AI infrastructure market is expected to see exponential growth, with estimates of total investment reaching between $2 trillion to $3 trillion [8] Company Performance - NVIDIA's stock has increased by 40% this year, with a current market capitalization of approximately $4.45 trillion, and analysts predict it could reach $5 trillion [2][9] - TSMC's stock has also performed well, with a year-to-date increase of over 50%, surpassing NVIDIA's growth [2] - TSMC reported a record net profit in Q3, exceeding expectations by 39%, and raised its revenue growth forecast for 2025 to a midpoint of 30% [6] Strategic Developments - NVIDIA and TSMC's collaboration in the U.S. aligns with U.S. government policies aimed at strengthening domestic semiconductor manufacturing capabilities [4] - TSMC plans to produce advanced chips, including 2nm, 3nm, and 4nm technologies, at its Arizona facility by 2028, which is crucial for AI and high-performance computing applications [5][6] - Major AI players, including OpenAI, are engaging in large-scale infrastructure deals, indicating a robust demand for AI computing resources [7][8]

在市场份额逐渐下跌之际，韩国科技巨头三星电子与特斯拉签下近1200亿的大单。 当地时间7月28日，三星电子宣布，已与一家全球公司达成了一项价值22.8万亿韩元（约合1183.09 亿元 人民币）的芯片代工协议，有效期至2033年底。三星表示，合同额相当于公司2024年营收的7.6%。有 知情人士透露称，该客户为特斯拉。 星即将推出的新一代制造技术的信心的体现。但也有分析人士认为，该订单不太可能涉及2nm尖端技 术。 同日晚些时间，美国亿万富翁、知名企业家马斯克已在社交媒体平台证实了这一消息。马斯克还表示， 三星方面已"同意特斯拉协助其最大程度地提高生产效率"。马斯克还不忘吹捧道，"这一点至关重要， 因为我将亲自参与。" 此外，马斯克还透露道，三星在美国得克萨斯新建的工厂将生产特斯拉的下一代AI6芯片，三星目前将 生产A14芯片。而台积电将首先在中国台湾生产AI5芯片，之后转到美国亚利桑那州进行生产。 受此消息提振，截至北京时间28日13时14分，三星股价在首尔大涨5.54%，创下近四周来最大盘中涨 幅。 2024年6月，三星泰勒工厂 值得注意的是，马斯克所提到的三星在得克萨斯泰勒市的新建工厂说得上是"命运多舛 ...