来源：市场资讯 （来源：美股情报站） 台积电8月的强劲表现反映了全球科技行业对AI技术的高度重视。分析师普遍预计，该公司第三季度的 业绩将有望实现约25%的同比增长。这一预期与全球大型科技公司为建设更多数据中心和AI基础设施而 进行的大规模投资相呼应。市场的乐观情绪还受到甲骨文和博通等公司的积极表现的进一步推动，这些 企业因其在AI和云基础设施领域的显著投入而受到投资者青睐。 从投资者的角度来看，台积电的增长前景依然乐观。在AI技术快速发展的趋势下，市场对高性能芯片 的需求将持续高涨。对于希望在这一领域长期持有的投资者而言，台积电无疑是一个值得关注的目标。 然而，尽管增长前景光明，投资者仍需保持谨慎，密切关注全球经济环境以及科技行业的动态变化，以 便在变化的市场中及时调整策略。 9月10日，台积电的股价上演了一场令人瞩目的连续上涨，单日涨幅达3.79%，实现了连续六天的强劲 表现。期间，股价累计上涨了14.03%，盘中更是创下了历史新高，市场情绪浓烈，投资者目光集中在 这一芯片制造巨头的动向上。 台积电8月的业绩成为市场关注的焦点，其营收同比大增34%，达到3358亿新台币。这一数据有力地证 明了全球对前沿A ...

2025.09.11 本文字数：1982，阅读时长大约3分钟 作者 |第一财经 樊志菁 封图来源 | 视觉中国 周三，"全球首富" 的头衔迎来了新人。 《彭博亿万富豪指数》（Bloomberg Billionaires Index）数据显示，在蝉联"全球首富"头衔近300天后， 特斯拉公司首席执行官马斯克（ElonMusk）交出了位置。随着云业务需求激增刺激营收前景，甲骨文 公司股价盘中暴涨超42%，该公司联合创始人埃里森（Larry Ellison）首次登顶。截至周三收盘，甲骨 文股价飙升36%，创下自1992年以来的最大单日百分比涨幅，单日市值暴增2440亿美元。 券商TD Cowen表示，甲骨文此次财报或许标志着其史上最重要的一个季度。分析师在给客户的报告中 指出，市场对甲骨文云基础设施（Oracle Cloud Infrastructure）的大量投入，应能巩固投资者对甲骨文 在 AI 模型训练领域主导地位及差异化优势的信心。甲骨文 "独特的网络架构" 使其在定价和性能方面具 备优势。 今年 1 月，特朗普宣布成立一家新公司以推动美国人工智能基础设施建设时，埃里森与 OpenAI 首席执 行官奥特曼（ ...

2025.09. 11 本文字数：1982，阅读时长大约3分钟 作者 | 第一财经 樊志菁 封图来源 | 视觉中国 周三，"全球首富" 的头衔迎来了新人。 《彭博亿万富豪指数》（Bloomberg Billionaires Index）数据显示，在蝉联"全球首富"头衔近300 天后，特斯拉公司首席执行官马斯克（ElonMusk）交出了位置。 随着云业务需求激增刺激营收前 景，甲骨文公司股价盘中暴涨超42%，该公司联合创始人埃里森（Larry Ellison）首次登顶。 截至 周三收盘，甲骨文股价飙升36%，创下自1992年以来的最大单日百分比涨幅，单日市值暴增2440亿 美元。 彭博数据显示，截至周二马斯克仍以3840亿美元的总身家位居榜首，埃里森则以2950亿美元紧随其 后。然而在当日收盘后，这家云计算巨头上调了销售额预期，并宣布新增多个大型客户，其股价随即 大幅飙升。 最新文件显示，埃里森持有11.6亿股甲骨文股票。按周三最高股价345.72美元计算，其身家最多时 飙涨近1200亿美元，达到4148亿美元，收盘时回落到3808亿美元。与此同时，马斯克持有5.068亿 股特斯拉股票。截至周三收盘，特斯拉股价 ...

周三，"全球首富" 的头衔迎来了新人。 《彭博亿万富豪指数》（Bloomberg Billionaires Index）数据显示，在蝉联"全球首富"头衔近300天后， 特斯拉公司首席执行官马斯克（ElonMusk）交出了位置。 随着云业务需求激增刺激营收前景，甲骨文 公司股价盘中暴涨超42%，该公司联合创始人埃里森（Larry Ellison）首次登顶。截至周三收盘，甲骨 文股价飙升36%，创下自1992 年以来的最大单日百分比涨幅，单日市值暴增2440亿美元。 彭博数据显示，截至周二马斯克仍以3840亿美元的总身家位居榜首，埃里森则以2950亿美元紧随其后。 然而在当日收盘后，这家云计算巨头上调了销售额预期，并宣布新增多个大型客户，其股价随即大幅飙 升。 最新文件显示，埃里森持有11.6亿股甲骨文股票。按周三最高股价345.72美元计算，其身家最多时飙涨 近1200亿美元，达到4148亿美元，收盘时回落到3808亿美元。与此同时，马斯克持有5.068亿股特斯拉 股票。截至周三收盘，特斯拉股价让其持股价值增加到3846亿美元，再次回到榜首。 史诗级暴涨 周三早盘，甲骨文股价涨幅接近40%，这使其载入史册，因为 ...

Core Viewpoint - Samsung is investing heavily in advanced semiconductor manufacturing technology, particularly in the development of 2nm and 1.4nm processes, to compete with TSMC, despite facing significant cost challenges and market share losses [1][2][3]. Group 1: Samsung's Technological Advancements - Samsung has installed a high numerical aperture EUV lithography machine for 1.4nm wafer production and aims to produce 1.4nm chips by 2027, seeking to gain a competitive edge over TSMC [1][2]. - The company has reportedly resolved yield issues related to the 2nm GAA node, with plans to mass-produce the Exynos 2600 later this year [1][2]. Group 2: Government Support and Cost Reduction - The South Korean government plans to eliminate import tariffs on semiconductor manufacturing equipment to support Samsung's competitiveness in the global market [2][4]. - The government is also discussing reducing tariffs on materials used in wafer manufacturing, which is expected to significantly alleviate the financial burden on semiconductor companies [4]. Group 3: Market Position and Competition - Samsung has lost its position as the global leader in DRAM to SK Hynix, marking a significant shift in market dynamics, with Samsung's market share gap with TSMC widening to 62.9 percentage points [2][3]. - The competitive landscape is intensifying, with SK Hynix also investing in advanced EUV lithography technology to enhance its product performance and cost competitiveness [3].

摘要 ： 赛微电子宣布以1.57亿元收购青岛展诚科技有限公司56.24%股权，本次交易完成后，赛微电子合计持有展诚科技61.00%股权，对展诚科技实现控 股，新增芯片设计服务及EDA软件开发业务。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 深化战略合作 2022年6月，赛微电子全资子公司北京微芯科技有限公司即以自有资金人民币500万元对展诚科技进行战略投资，持续跟踪展诚科技的经营及 发展状况，并组织展诚科技与北京FAB3工艺技术团队就EDA软件在MEMS芯片制造领域的应用开展深入交流。 过去三年，双方真诚相处，在产业协同方面进行了充分的讨论，对产业竞争格局及发展方向逐步形成共识，最终为双方的本次战略合作奠定了 重要基础。 展诚科技在 寄生参数提取领域 具有多年研发经验，后续可有效协同配合赛微电子在MEMS EDA领域的研发工作，进一步增强赛微电子在的综 合竞争力。 携手共谱华章 赛微电子与展诚科技均面向境内外芯片设计公司提供服务，通过本次交易，赛微电子将进一步拓展和深化在MEMS芯片制造、芯片设计服务领 域的战略布局，同时依托展诚科技 ...

Group 1 - The U.S. federal law enforcement conducted a large-scale raid on Hyundai, arresting nearly 500 workers suspected of illegal employment [1][2] - The operation took place at the construction site of Hyundai and LG Energy Solution's battery joint venture factory in Bryan County, Georgia, with approximately 450 individuals taken into custody, including over 300 South Korean workers [1][2] - This event is described as the largest single-site enforcement action in the history of the U.S. Department of Homeland Security Investigations [1] Group 2 - The incident occurs amidst significant investment commitments from South Korean companies in the U.S., with Hyundai increasing its investment in the U.S. to $26 billion, creating approximately 25,000 direct jobs over the next four years [2] - The modern factory in Ellabell, Georgia, represents the largest manufacturing project in the state's history, with a total investment of $7.6 billion and plans to employ 8,500 people by 2031 [2] - The battery factory is intended to supply batteries for Hyundai's electric vehicle manufacturing plant that began production last year [2] Group 3 - The arrests have raised concerns in South Korea, especially following a recent friendly summit between South Korean President Yoon Suk-yeol and President Trump [4] - Major South Korean media outlets have criticized the situation, highlighting the irony of South Korean investments leading to the arrest of their citizens [4] - The incident may negatively impact trust between the U.S. and South Korea, potentially affecting ongoing and future industrial collaborations [5]

当地时间9月4日晚，美国总统特朗普在翻新后的白宫玫瑰园举办首场活动。 当天，包括Meta首席执行官（CEO）马克·扎克伯格、苹果公司CEO蒂姆·库克、微软公司创始人比尔·盖茨 等20多位美国商业领袖获邀参加。特朗普再次强调了美国发展人工智能（AI）产业的决心。 值得注意的是，特斯拉CEO埃隆·马斯克并未出席当天的活动，他在社交媒体平台上发帖称，自己受到了邀 请，但"很遗憾无法参加"，将派代表出席。 特朗普宴请科技领袖 在晚会的开场致辞中，特朗普强调，科技公司正面临一大障碍，即为发展人工智能所需的大型数据中心获 取充足的电力。特朗普表示，政府正在努力消除相关阻碍，加快数据中心接入电网的进程，但许多问题依 然存在于州层面。 值得注意的是，特斯拉CEO埃隆·马斯克和英伟达CEO黄仁勋并未出席当天的活动。此前，有媒体报道称， 马斯克并不在邀请名单上。不过，马斯克当天在社交媒体平台上发帖称，自己受到了邀请，但"很遗憾无 法参加"，将派代表出席。 过去几个月里，马斯克与特朗普的关系经历了过山车般的波动。不过，在本周二录制访谈节目时，特朗普 曾称赞了一番马斯克，但坚持认为马斯克"有需要解决的问题"，并强调马斯克最终会回归共 ...

Core Viewpoint - The semiconductor equipment industry faces ten major challenges, including severe competition and various forms of industry "involution" as highlighted by the chairman of Zhongwei Company, Yin Zhiyao [1][2]. Group 1: Industry Challenges - The semiconductor micro-processing equipment industry is experiencing significant challenges, including unfair competition and the negative impacts of vertical integration attempts by some companies [1][3]. - Yin Zhiyao identified 15 manifestations of industry involution, such as unfair terms between equipment manufacturers and component suppliers, and the use of media to undermine competitors [1]. Group 2: Vertical Integration Issues - Vertical integration in the semiconductor industry leads to unfair competition, as manufacturers may leak proprietary knowledge to equipment suppliers during collaboration [3][4]. - Historical attempts by some chip manufacturers to engage in equipment production have largely failed, reinforcing the need for separation between manufacturing and equipment supply [4]. Group 3: Domestic Equipment Development - The domestic semiconductor equipment industry has made progress in localization, with the highest domestic production rate of 90% for de-bonding equipment, while other segments like thermal treatment and etching equipment have around 20% localization [5]. - The development of semiconductor equipment requires substantial funding, often exceeding the sale price of the equipment by multiples, which poses a barrier to further localization [5][6]. Group 4: Collaboration and Innovation - To reduce internal competition and promote healthy development in the semiconductor equipment industry, collaboration between smaller and larger companies is encouraged [6]. - Zhongwei Company showcased six new semiconductor equipment products at the recent exhibition, demonstrating its technological capabilities in critical processes such as plasma etching and atomic layer deposition [6].

Core Viewpoint - The article highlights the alarming situation where 4,000 tons of rare earth materials were secretly exported from China to the United States within four months, facilitated by two internal accomplices [1][5]. Group 1: Importance of Rare Earths - Rare earth materials are crucial for high-tech industries, including military equipment and renewable energy devices, with significant quantities required for advanced technologies like the F35 fighter jet and wind turbines [3][5]. - China holds 36% of the world's rare earth reserves but supplies 90% of global demand, making it a vital player in the high-tech sector [7]. Group 2: Internal Betrayal - The investigation revealed that two insiders, a trade company owner and an internal department employee, colluded to export rare earths under the guise of ordinary industrial materials, exploiting their positions to bypass regulatory scrutiny [5][9]. - The illicit shipments were conducted at night to evade detection, undermining China's strict export controls on rare earths [9][11]. Group 3: Strategic Implications - The export of 4,000 tons of rare earths poses a significant threat to China's strategic advantages, as these materials are essential for the U.S. military and technology sectors, potentially enabling the production of advanced weaponry and high-end chips [11][13]. - The article emphasizes the need for stronger internal controls and penalties for those compromising national security, as the current situation could erode China's leverage in global technology and defense [13].