英伟达首席执行官黄仁勋高度赞扬台积电，称任何希望投资该公司的人都"非常聪明"。 黄仁勋周五在中国台湾地区访问期间，他此次来台的主要目的是感谢台积电在英伟达下一代AI芯片平 台Rubin方面的工作。他透露台积电正在为英伟达制造六款新产品，包括新的中央处理器和用于高级计 算特别是AI的通用处理器。 黄仁勋在访问中还透露了英伟达在中国台湾地区的扩张计划——"NVIDIA Constellation"项目——英伟 达最近宣布的台湾地区新办事处，用于安置当地员工。目前英伟达仍在与政府合作解决一些问题，以便 开始建设该项目。 "我们的供应链在这里非常繁忙，"黄仁勋表示。他指出英伟达正与中国台湾各地的芯片公司、系统供应 商和系统制造商合作，需要大量工程师与他们并肩工作。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 这一表态正值美国政府释放信号有意收购科技公司股权，特别是那些接受《芯片法案》资金的企业。据 见闻此前文章，特朗普政府正在考虑以股权换取《芯片法案》资金，涉及美 ...

Core Viewpoint - The article highlights the recent IPO progress of several semiconductor companies in China, indicating a growing trend in the semiconductor industry and potential investment opportunities. Group 1: IPO Progress of Semiconductor Companies - Multiple semiconductor companies, including equipment manufacturers and material suppliers, have announced their IPO advancements, such as Zhongke Instrument, Chengdu Super Pure, and Xinshi Technology [1] - Zhongke Instrument has completed its IPO counseling report and plans to list on the Beijing Stock Exchange after previously attempting to list on the Shanghai Stock Exchange [2] - Chengdu Super Pure has initiated its IPO counseling with Huatai United Securities, focusing on semiconductor etching devices and high-power laser devices [5][6] - Xinshi Technology's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise 785 million yuan for two major projects [8][12] Group 2: Company Profiles and Market Position - Zhongke Instrument specializes in dry vacuum pumps and vacuum instruments, essential for semiconductor manufacturing processes [3] - Chengdu Super Pure is recognized for its advanced surface treatment processes and high-purity materials, contributing to the semiconductor etching device market [5] - Xinshi Technology is a leading domestic manufacturer of semiconductor-grade perfluoroether rubber seals, breaking the monopoly of foreign companies in this sector [9][11] Group 3: Financial Performance and Projections - Xinshi Technology projects revenues of 130.47 million yuan and 207.55 million yuan for 2023 and 2024, respectively, with a net profit of 32.81 million yuan and 63.09 million yuan [12] - Zhongke Instrument's IPO journey reflects its strategic adjustments and readiness for the capital market, indicating strong governance and compliance [2] Group 4: Industry Trends and Competitive Landscape - The semiconductor industry in China is witnessing a shift towards domestic production capabilities, with companies like Xinshi Technology achieving significant market share and technological advancements [11][24] - The competitive landscape is evolving, with domestic firms increasingly challenging foreign dominance in critical components and technologies [11][19]