中秋节将至，台湾yes123求职网同日公布企业中秋节奖金发放情况调查，显示41.7%的受访企业表示 会"发奖金"，低于去年的44.4%，创12年新低。另有28.7%的企业表示"既不会发放中秋奖金，也不发放 中秋礼品"。(完) 台湾8月制造业景气维持"衰退" 逾六成产业低迷 中新社台北10月1日电 (记者 朱贺)台湾经济研究院(简称"台经院")10月1日公布8月制造业景气信号显 示，相关数值虽较7月上升，灯号仍为代表衰退的蓝灯，是今年来连续第四颗蓝灯。从各产业观察，蓝 灯产业占比逾六成。 调查显示，台湾8月制造业景气信号值为9.24分，较7月增加0.88分。台经院分析指，数值改善主要受科 技产品出货、接单动能延续及新台币汇率转贬等因素影响。但传统产业受制于市场需求疲软及海外激烈 竞争，部分厂商持续调节减产，多数产业景气停留在低迷的蓝灯区间，使得8月制造业整体景气灯号续 亮衰退蓝灯。 观察细分产业，半导体业受惠于人工智能应用需求强劲及消费性电子新品备货增加等因素，8月景气灯 号由代表低迷的黄蓝灯转为持平的绿灯。 机械业方面，受惠于半导体产业增产需求，相关生产设备、零组件及自动化仓储产品均有增产，但美欧 等海外市场 ...

随着微软(MSFT.US)和Alphabet(GOOGL.US)等企业持续加大在人工智能领域的投入，以及许多芯片制 造商的估值愈发高昂，设备供应商已成为投资者的目标，尽管它们的估值已不再像投资者开始涌入时那 么诱人。 智通财经APP获悉，芯片股已成为投资者押注人工智能(AI)领域的热门选择。但在博通(AVGO.US)等公 司股价大幅上涨之后，投资者开始将目光转向了一个经常被忽视的板块——半导体设备供应商。 泰瑞达(TER.US)是一家芯片测试设备供应商，其股价较4月份低点上涨近一倍，自7月底以来已上涨逾 40%。与此同时，美国最大的两家半导体生产设备制造商泛林集团(LRCX.US)和科磊(KLAC.US)分别是 费城半导体指数中表现第四和第六好的股票，今年的涨幅均超过68%。 本月早些时候，泛林集团连续14个交易日上涨，这是该公司有史以来最长的连涨纪录，期间股价飙升 36%。同行应用材料(AMAT.US)也刚刚创下了8连涨的记录，累计上涨20%。 芯片设备板块受追捧 Karobaar Capital 首席投资官Haris Khurshid表示："市场显然领先于下一波人工智能资本支出浪潮，押注 晶圆厂和云服务提 ...

Group 1 - Jiangsu Weidao Nano Technology Co., Ltd. applied for a patent titled "A semiconductor production equipment and its control method, control device," with publication number CN120443149A, and the application date is May 2025 [1] - The patent describes a control method that includes obtaining the actual film thickness d of a substrate, calculating the difference between the actual film thickness d and the designed film thickness d0 to obtain the actual film thickness difference △d, and obtaining the actual temperature T in the reaction chamber [1] - The method further involves calculating the temperature difference △T, determining the first film thickness difference △d1 influenced by temperature, and calculating the second film thickness difference △d2 to adjust the flow rate of process gas for the next production cycle [1] Group 2 - Jiangsu Weidao Nano Technology Co., Ltd. was established in 2015 and is located in Wuxi City, primarily engaged in specialized equipment manufacturing [2] - The company has a registered capital of 457.678129 million RMB and has made investments in 2 enterprises, participated in 47 bidding projects, and holds 89 trademark records and 527 patent records [2] - Additionally, the company possesses 68 administrative licenses [2]

Core Viewpoint - The semiconductor industry in China is experiencing significant growth in equipment procurement, indicating a strong investment trend among domestic manufacturers [2] Group 1: Equipment Procurement Data - In the past year, Chinese manufacturers purchased semiconductor production equipment worth $49.55 billion, a substantial increase from $36.6 billion in 2023, representing a year-on-year growth of 35% [2] - South Korea, with major players like Samsung Electronics and SK Hynix, ranked second in equipment purchases, totaling $20.47 billion, up from $19.94 billion in 2023, marking a 3% increase year-on-year [2] - North American manufacturers, including Intel, spent $13.69 billion on equipment, an increase from $12.05 billion in 2023, reflecting a 14% year-on-year growth [2] - Japanese manufacturers purchased $7.83 billion worth of equipment, a slight decline of 1% from $7.93 billion in 2023 [2] - European manufacturers saw a significant drop, with purchases totaling $4.85 billion, down 25% from $6.46 billion in 2023 [2]