我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 计划在 美国 密歇根州弗林特 （ Flin t） 附近建设价值 550亿美元 半导体制造 中心 的 闪迪 公司 已正式取消该项目 。 密歇根州州长格雷琴·惠特默 （Gretchen Whitmer） 本周确认这一消息，并将 其归因于 "全国性经济动荡" 。 0 1 "国家经济动荡"促使 闪迪 退出 原定投资方 闪迪 公司原本看好位于杰 纳 西县 （Genesee County） 的超级工厂选址，该地占地约 1300英亩，已动用2.6亿美元纳税人资金用于前期开发。惠特默在一份声明中表示，密歇根 州 曾 是 闪迪 "首选的目的地"。 这个耗资 5 5 0 亿美元 （ 一说550亿美元，另一说630亿美元 ） 的项目在数年的筹备过程中，密歇根 州的经济开发机构一直将其视为全国最佳的半导体建设用地之一。 据悉，美国密歇根州州政府官员和经济开发商在幕后工作了一年多，以确保这项投资成为密歇根州 历史上最大的投资之一。 "这是一个百年一遇的变革性投资，"惠特默 曾 ...

Group 1 - The first medium and large drone manufacturing project in Henan Province has been established in the Zhengzhou Aviation Port District, which will support the development of a low-altitude economy industry cluster [1] - The project involves a strategic cooperation agreement between Zhongyu Aviation Group, Aerospace Times Feipeng, and the Zhengzhou Aviation Port District Management Committee, focusing on "business cooperation + industrial investment" [1] - The flagship product introduced is the FP-981CS medium drone production line, aiming to create a comprehensive low-altitude economic industry cluster that includes manufacturing, operation, maintenance, and training [1] Group 2 - SanDisk has abandoned a semiconductor manufacturing facility project in Michigan, which was valued at over $500 billion, due to significant national economic uncertainties [2] - The project was expected to be the largest private economic investment in Michigan's history, but the company has no plans to relocate the project to other locations within the U.S. [2] Group 3 - A team from Boston University, UC Berkeley, and Northwestern University has developed the world's first integrated electronic-photonic-quantum chip system, which combines quantum light sources with stable electronic circuits on a single chip [3] - This innovation lays the groundwork for mass production of "quantum light factory" chips and the construction of large-scale quantum systems [3] Group 4 - SK On has signed a lithium hydroxide supply agreement with EcoPro Innovation, planning to procure up to 6,000 tons of lithium hydroxide from South Korea by the end of this year [4] - The materials will be processed in South Korea and then exported to SK On's battery manufacturing base in the U.S., sufficient for the production of batteries for approximately 100,000 electric vehicles [4]

台湾证交所加权股价指数上涨1%至23,345.72点。 台积电涨2.7%，此前上调营收增速展望。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 综合自联合报 。 不畏美国对等关税逆风，台积电不仅第二季大赚3982.7亿新台币，创下史上单季最赚钱的一季，每股纯益15.36元，等于 每天赚进逾44亿元新台币，董事长魏哲家更透露，AI（人工智能）芯片客户下半年需求强劲，全年营收增幅可达百分之 卅。法人透露，以此趋势台积电今年营收、获利仍将再缴出亮眼成绩。 美国总统川普四月提出对等关税计划之后，各行各业都面临了不同程度的逆风。身为半导体制造龙头，台积电对下半年的 景气看法，更是全球科技产业的风向球。 台积电昨日举行法说会，公布第二季财报数据，以新台币计价，台积电第二季合并营收9337.9亿元、年增38.6%，税后纯 益3982.7亿元、年增60.7%，每股纯益15.36元。 台积电第二季获利写下历年单季最高的获利表现，凸显了AI浪潮，对台积电先进制程的迫切需求。 展望今年下半年，魏哲家指出，AI芯片客户下半年需求仍非常强劲，非AI应用芯片也将温和复苏，为此，他上修今年全年 展望，若以美元计价，台积电全年营收增幅可达30%。 魏哲家说，至今为止，台积电尚未观察到客户行为有明显改变，但也了解到关税政策可 ...

美股盘前，台积电涨超4%，公司Q2净利润激增61%超预期，预计今年销售额将增长约30%；理想汽车 涨近7%，理想i8现已开启预订，预计售价35万元-40万元。 ...

台积电(TSM.N)：扩大对美投资不影响在日本和德国的投资。 ...

Group 1 - The company, TSMC, emphasizes that its capital expenditure planning will take into full consideration the uncertainties in the macroeconomic environment [1]

Core Viewpoint - Japan's trade dynamics with the US and China are significantly influenced by tariff policies, leading to a mixed performance in export volumes and values, particularly in the automotive sector [1][2][3]. Group 1: Trade Statistics - In June, Japan's exports to the US decreased by 11.4%, totaling 1.7071 trillion yen, marking a continuous decline for three months [1][2]. - The overall export value for Japan in June fell by 0.5% year-on-year to 9.1625 trillion yen, with a notable decrease in exports to China by 4.7% [1][2]. - For the first half of the year, Japan's trade balance showed a deficit of 2.2158 trillion yen, which is a 34.2% reduction compared to the previous year [2]. Group 2: Automotive Sector Insights - In June, Japan's automotive export volume to the US increased by 3.4%, but the export value dropped by 26.7%, indicating a shift towards lower-priced models to mitigate tariff impacts [2]. - The overall export volume of Japanese automobiles grew by 4.4% in the first half of the year, while the export value decreased by 4.5% [3]. Group 3: Import Dynamics - Japan's total imports in June reached 9.0095 trillion yen, reflecting a 0.2% increase, marking the first rise in three months [2]. - The import value of crude oil decreased by 11.5%, with a slight decline in import volume by 0.8% [2].

Group 1 - TSMC plans to begin construction of its second wafer fabrication plant in Japan later this year [1]

Group 1 - TSMC's construction progress at the Dresden factory in Germany is proceeding smoothly [1]