近期，半导体行业动态频现。有报道援引半导体行业消息人士称，三星电子与SK海力士第四季度内存 业务的毛利率预计将超过台积电。此外，台积电在人工智能需求驱动下正考虑调整其日本第二工厂的生 产计划，或将转向更先进的4纳米芯片制程。另据一份行业报告指出，英伟达已预订了台积电2026年先 进封装产能的过半份额。 12月25日，美股在圣诞假期前最后一个交易日收高，主要股指表现积极。标普500指数当日创下收盘历 史新高，盘中最高点位也刷新纪录。道琼斯工业平均指数与纳斯达克综合指数也均录得上涨。同日，美 国劳工部数据显示，截至12月20日当周，首次申请失业救济人数减少1万人至21.4万人。 在此背景下，热门中概股当日表现分化，纳斯达克中国金龙指数收跌0.07%。个股层面，台积电股价上 涨0.70%，拼多多上涨1.23%，京东上涨0.31%。下跌阵营中，阿里巴巴股价下跌0.72%，网易下跌 0.64%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 同一日，阿里巴巴发布公告称，公司于12月23日根据2024年股权激励计划向若干员工授予了涉及227. ...

公众号记得加星标⭐️，第一时间看推送不会错过。 日媒日前惊爆台积电兴建中的熊本二厂兴建工程已实质上停止、原因可能在于台积电考虑让熊本二厂 转为生产4纳米(nm)。而台积电熊本工厂营运子公司JASM社长堀田佑一最新表示，熊本二厂兴建工 程「持续进行」。 日经新闻报导，关于兴建中的第2工厂(熊本二厂)，堀田佑一19日表示，「兴建工程正持续进行。将 和合作伙伴就兴建作业细节、进度进行协商」。堀田佑一19日在东京国际展示场举行的「SEMICON Japan 2025」上发表演说。 关于2024年12月开始量产的熊本一厂，堀田佑一指出，「生产周期时间(Cycle time)以不输给台湾姐 妹工厂的水准进行生产」。堀田佑一指出，截至2025年4月为止、熊本工厂员工数为2,400人，待熊 本二厂投产后、预估将增加至3,400人以上水准。 根据MoneyDJ XQ全球赢家系统报价，台积电ADR 19日上涨1.50%、收288.95美元。 日经新闻日前报导，熊本二厂的兴建工程已实质上停止，而工程会突然停止、预估是因为台积电考虑 将熊本二厂生产的产品从原先规划的6纳米变更为更先进的4纳米。熊本二厂原先计划生产车用半导 体，不过因 ...

台民间忧半导体产业优势流失 国台办：绝非危言耸听 中新社北京12月17日电 (张杨彬 黄欣欣)《日经亚洲》日前披露台积电拟在日本第二座工厂生产比原定 计划更先进的4纳米芯片，国务院台办发言人朱凤莲17日表示，台湾民众对半导体产业未来发展的担忧 绝非危言耸听。 就美国《国家安全战略》报告宣称"不支持任何单方面改变台湾海峡现状的行为"，朱凤莲指出，应避免 极少数"台独"分裂分子把中美两国拖入冲突对抗的危险境地。(完) 来源：中国新闻网 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 当天在北京举行的国台办例行新闻发布会上，朱凤莲指出，民进党当局早已将台积电视为对美日输诚献 媚的工具，为谋求自身政治私利，不惜榨干台湾半导体产业，彻底沦为外部势力肆意掠夺台湾同胞利益 的帮凶。广大台湾同胞和产业界有识之士应勇于发声、勇于行动，维护自身福祉和产业发展未来。 中国外交部日前发布对日本自卫队前统合幕僚长岩崎茂采取反制措施的决 ...

12月17日，国务院台办举行例行新闻发布会。 国务院台办发言人朱凤莲表示，台湾民众对半导体产业未来发展的担忧绝非危言耸听。民进党当局早已 将台积电视为对美日输诚献媚的工具，为谋求自身政治私利，不惜榨干台湾半导体产业，彻底沦为外部 势力肆意掠夺台湾同胞利益的帮凶。广大台湾同胞和产业界有识之士应勇于发声、勇于行动，维护自身 福祉和产业发展未来。 有记者问，《日经亚洲》日前披露，台积电考虑在日本的第二座工厂生产比原定计划更先进的4纳米芯 片，引发岛内对半导体产业核心优势流失的担忧。有舆论质疑台积电先进技术外移，恐沦为"美积 电""日积电"。对此有何评论？ ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board 100 Index, with significant gains in constituent stocks such as Yandong Micro (up 16.39%) and ChipMotion (up 13.30%) [1] - TSMC is considering a shift to producing more advanced 4nm chips at its second factory in Japan to meet the surging demand related to artificial intelligence, which may lead to construction delays and design changes [1] - Guojin Securities predicts that 2025 will be a significant year for domestic semiconductor equipment orders and performance realization, focusing on companies benefiting from storage expansion and 3D technology iterations [1] Group 2 - The Sci-Tech Innovation Board 100 Index tracks 100 medium-sized and liquid securities from the Sci-Tech Innovation Board, covering nine primary industries, with electronics making up 40.42% of the index [2] - As of November 28, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board 100 Index account for 26.72% of the index, including Huahong Semiconductor and East China Semiconductor [2]

Core Viewpoint - TSMC is considering advancing its chip production technology at its second factory in Japan to meet the demand for AI-related products, which may lead to construction delays and design changes [3][4]. Group 1: Factory Development - TSMC's second factory in Kumamoto, Japan, which began construction in late October, is now contemplating a shift to 4nm process technology, moving away from the initially planned 6nm and 7nm chips [3]. - The construction of the Kumamoto factory has reportedly been paused, with heavy machinery cleared from the site by early December [3]. - TSMC has informed suppliers that it will not add equipment to its existing factory in Kumamoto until at least 2026, as demand for 6nm and 7nm chips has decreased [4]. Group 2: Market Demand and Technology Shift - The demand for 6nm and 7nm chips has declined, impacting TSMC's production capacity utilization at its main facility in Taichung, Taiwan [4]. - TSMC has a history of adjusting its construction plans based on market demand, as seen with its facility in Kaohsiung, which shifted from mature processes to advanced 2nm technology [4]. - TSMC is also considering introducing advanced chip packaging technology in Japan, which is crucial for AI chip manufacturing [5]. Group 3: Partnerships and Support - TSMC's projects in Japan are supported by companies such as Sony Semiconductor Solutions, Denso, and Toyota [5].

Core Viewpoint - TSMC has announced a price increase for advanced process nodes below 5nm, starting from January 2026, reflecting strong demand in the AI and HPC markets and enhancing its bargaining power in the global foundry market [1][3]. Group 1: Price Increase Details - TSMC will implement a four-year price increase plan with an average price increase of approximately 3%-5% for advanced processes below 5nm, starting from January 2026 [1][3]. - The price increase will primarily affect the 2nm, 3nm, 4nm, and 5nm technology nodes, with the 3nm process expected to see a single-digit percentage increase, potentially reaching double-digit increases in the long term [3][4]. Group 2: Market Demand and Client Impact - The price adjustment is driven by the ongoing supply-demand imbalance for AI and computing chips, with major clients like NVIDIA, AMD, Qualcomm, MediaTek, and Apple relying on TSMC's advanced process technologies [3][4]. - TSMC's advanced process revenue share reached 74% in Q3 2025, with 5nm accounting for 37% and 3nm for 23%, and this share is expected to exceed 75% with the mass production of 2nm technology next year [4]. Group 3: Operational Adjustments - To meet the high demand for AI chips, TSMC is reallocating human and equipment resources from mature processes (6nm, 7nm) to advanced technologies below 5nm, which may lead to supply constraints for some mature process customers [4].

Core Viewpoint - TSMC has initiated a four-year price increase plan for advanced processes below 5nm, starting from September, indicating a potential shift in the semiconductor market dynamics and pricing strategies [2][4]. Group 1: Price Increase and Market Impact - TSMC's price increase is expected to affect the 2nm, 3nm, 4nm, and 5nm advanced technology nodes, with annual adjustments starting in 2026 [4]. - The anticipated price increase is projected to be around 5-10% for advanced processes, with a long-term total increase potentially reaching double digits [4]. - The price adjustments are a response to rising production costs and inflation, as well as TSMC's need to maintain high profit margins [4]. Group 2: Demand and Supply Dynamics - The demand for AI chips and high-performance computing (HPC) applications is driving the need for advanced semiconductor processes, leading to a supply shortage [4]. - Major clients such as NVIDIA, AMD, Qualcomm, MediaTek, and Apple are heavily reliant on TSMC's cutting-edge process technologies [4]. - The acceleration of applications like AI PCs, autonomous driving, and industrial robotics is contributing to explosive growth in demand for chips below 5nm [4].

Core Viewpoint - TSMC is implementing a long-term price increase strategy for advanced processes below 5nm, starting from January 2026, with an average price increase of approximately 3%-5% over four years, reflecting strong demand in AI and high-performance computing (HPC) [1][2] Group 1: Price Increase Strategy - TSMC has notified customers about a price increase for advanced processes (2nm, 3nm, 4nm, and 5nm) starting in 2026, aimed at fairly reflecting rising production costs and capital expenditures [1] - The expected price increase for the 3nm process is projected to be in the single-digit percentage range, with a potential long-term total increase reaching double digits [1] Group 2: Market Demand and Financial Performance - As of Q3 2025, advanced process revenue accounted for 74% of TSMC's total revenue, with 5nm contributing 37% and 3nm 23%, and this is expected to exceed 75% with the mass production of 2nm next year [2] - TSMC anticipates Q4 sales to reach between $32.2 billion and $33.4 billion, with a gross margin of 59% to 61% [2] Group 3: Resource Allocation and Industry Impact - To meet the high demand for AI chips, TSMC is reallocating human and equipment resources from mature processes (6nm and 7nm) to advanced technologies below 5nm, which may lead to supply constraints for some mature process customers [2] - The price increase not only reflects cost pressures but also aims to strengthen industry competitiveness and support long-term R&D investments, with AI-related revenue expected to reach 35% of total revenue by 2026, ahead of the original 2028 target [2]

Core Viewpoint - TSMC's stock rose over 2.5% to $302.56 following the announcement of the first Blackwell chip produced in the U.S. at its Arizona facility, marking a significant milestone in domestic semiconductor manufacturing [1] Group 1: Company Developments - NVIDIA's CEO Jensen Huang visited TSMC's semiconductor manufacturing plant in Phoenix to celebrate the production of the first Blackwell chip [1] - The Arizona facility will manufacture advanced technology chips, including 2nm, 3nm, and 4nm chips, as well as the A16 chip, which are critical for applications in artificial intelligence, telecommunications, and high-performance computing [1]