国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月5日消息，据台媒报道，台积电近年扩大对美投资，赴亚利桑那州建晶圆厂，但根据最新统计资讯， 台积电美国厂的扩张反而严重损害了台积电的利润，由于两大成本居高不下，与台湾本地生产相比，毛 利率缩水近87%。 半导体论坛百万微信群 加群步骤： 报道说，折旧费用反映晶圆厂建设及设备在使用寿命内的分摊成本，若美国工厂在相同制程下的产量仅 为台湾地区的四分之一，那么每片美国制造晶圆所承担的折旧成本就会显著上升，约为台湾的4倍，再 加上更高的建设费用与日常运营支出，美国晶圆厂必须依靠更高的产能利用率与售价才能抵消相关成本 压力。此外，人力成本同样是一大挑战。 报道进一步说，高昂的成本已使台积电亚利桑那州晶圆厂出现有史以来最大季度利润下滑，显示台积电 在台湾以外地区制造芯片的可持续性正面临挑战。 ***************END*************** 半导体公众号推荐 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 台媒报道称，从科技分析师在社交媒 ...

来源：环球网 报道进一步说，高昂的成本已使台积电亚利桑那州晶圆厂出现有史以来最大季度利润下滑，显示台积电 在台湾以外地区制造芯片的可持续性正面临挑战。 据台媒此前报道，台积电将美国亚利桑那州凤凰城打造成半导体重镇，同时凸显在美国执行大型建设工 程的困难。《纽约时报》记者曾以"在美国兴建晶圆厂为何如此困难的1.8万个理由"为标题撰写专题报 道，提到台积电在凤凰城面临美国繁复法规、人力不足与高成本等诸多挑战。岛内舆论认为，台积电在 美国建厂麻烦不断，归根结底，是因为其建厂计划并非单纯从商业利益出发，而是美国与民进党当局共 同施压的结果。 国台办发言人朱凤莲12月17日在回答记者提问时表示，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。 转自：北京日报客户端 据中时新闻网、《风传媒》等台媒1月4日报道，台积电近年扩大对美投资，赴亚利桑那州建晶圆厂，但 根据最新统计资讯，台积电美国厂的扩张反而严重损 ...

2026年1月4日，智通财经援引分析师Jukan分享的SemiAnalysis汇总数据显示：同样是5纳米芯片，每片晶圆在中国台湾地区生产的毛利率可达62%，迁移至 美国生产后，毛利率骤降至仅8%，两者相差54个百分点。这意味着在美国生产芯片已不是利润微薄，而是近乎"为他人打工"。尽管这一数据直接指向台积 电的困境，却也精准戳中了郭台铭的痛处——他此前押注美国市场的逻辑，本质上是忽视产业规律的幼稚豪赌。事实上，美国以高额补贴吸引半导体企业迁 厂，背后暗藏削弱其全球竞争力、为"美国制造"口号买单的深层意图。 与郭台铭的跌宕起伏形成鲜明对比的，是比亚迪的逆势崛起。比亚迪创始人王传福以250万元启动资金创业，从电池领域起步，始终深耕自主研发，逐步构 建起覆盖研发、生产、销售的完整产业链。历史反复证明，掌握核心研发能力的企业，才能在市场风浪中站稳脚跟。如今，比亚迪已在新能源汽车、电子制 造等领域全面超越富士康，成为中国本土制造业自主创新的标杆。 郭台铭与富士康的转型困境，恰恰印证了企业持续成长的核心逻辑：资本实力只是基础，对市场趋势的敏感度与核心技术创新能力，才是决定生死的关键。 过去，郭台铭沉迷于追逐短期资本补贴与规 ...

来源：环球网 【环球网报道 记者 徐思琦】据中时新闻网、《风传媒》等台媒1月4日报道，台积电近年扩大对美投 资，赴亚利桑那州建晶圆厂，但根据最新统计资讯，台积电美国厂的扩张反而严重损害了台积电的利 润，由于两大成本居高不下，与台湾本地生产相比，毛利率缩水近87%。 报道说，折旧费用反映晶圆厂建设及设备在使用寿命内的分摊成本，若美国工厂在相同制程下的产量仅 为台湾地区的四分之一，那么每片美国制造晶圆所承担的折旧成本就会显著上升，约为台湾的4倍，再 加上更高的建设费用与日常运营支出，美国晶圆厂必须依靠更高的产能利用率与售价才能抵消相关成本 压力。此外，人力成本同样是一大挑战。 报道进一步说，高昂的成本已使台积电亚利桑那州晶圆厂出现有史以来最大季度利润下滑，显示台积电 在台湾以外地区制造芯片的可持续性正面临挑战。 据台媒此前报道，台积电将美国亚利桑那州凤凰城打造成半导体重镇，同时凸显在美国执行大型建设工 程的困难。《纽约时报》记者曾以"在美国兴建晶圆厂为何如此困难的1.8万个理由"为标题撰写专题报 道，提到台积电在凤凰城面临美国繁复法规、人力不足与高成本等诸多挑战。岛内舆论认为，台积电在 美国建厂麻烦不断，归根结底 ...

Core Viewpoint - Intel denies allegations from TSMC regarding the leakage of trade secrets by former TSMC executive Lo Wen-jen, emphasizing its commitment to protecting intellectual property and welcoming Lo's return to the company [1][2]. Group 1: Allegations and Responses - TSMC has filed a lawsuit against Lo Wen-jen, claiming he may have leaked confidential information to Intel, prompting an investigation by Taiwan's Ministry of Economic Affairs [2]. - Intel's CEO Lip-Bu Tan refuted any speculation of wrongdoing, asserting that the company respects all chip manufacturing intellectual property [2][3]. Group 2: Industry Context - Intel and TSMC have a complex relationship, where Intel is both a customer and a competitor to TSMC, which holds a dominant position in the semiconductor foundry market [3]. - TSMC's market capitalization exceeds $1.15 trillion, making it the leading chip foundry globally, far surpassing Intel's historical prominence in the semiconductor industry [2]. Group 3: Intel's Strategic Shift - Intel is focusing on advanced process technology to compete with TSMC and Samsung, aiming to develop cutting-edge chips at 2nm and below [4][5]. - The company is transitioning to a foundry model, targeting high-end chip manufacturing for major clients like NVIDIA and AMD, with the success of its 18A and 16A technologies being crucial for its turnaround [5].

Core Insights - TSMC reported record revenue for October 2025, with sales reaching NT$367.47 billion, marking an 11.0% increase from September and a 16.9% increase year-over-year, setting a new monthly and annual record [1] - Cumulative sales from January to October reached NT$3.13 trillion, a 33.8% increase compared to the same period in 2024, also a record high [2] - The company's performance is driven by advancements in process technology and increased orders from key clients, alongside long-term benefits from global AI computing demand [3] Revenue Trends - Despite the strong performance, TSMC's monthly sales growth is showing signs of slowing down, with a year-over-year growth of 31.4% in September [4] - TSMC's stock has risen over 46% this year, although recent global market concerns have put pressure on tech stocks [5] Future Outlook - TSMC's CEO emphasized that both revenue and profit are expected to reach record highs this year and in the future, with a focus on the continuation of 3nm expansion and advanced packaging orders [6] - For Q4, TSMC projects sales between $32.2 billion and $33.4 billion, with a gross margin forecast of 59% to 61% [11] Market Position - TSMC's market share in the pure foundry market has increased from 63% in Q1 2024 to 71% in Q2 2025, driven by enhanced 3nm capacity and high utilization of AI GPUs [9] - Advanced technologies (7nm and above) account for 74% of TSMC's total wafer revenue, highlighting the company's strength in advanced processes [9] Sector Contributions - The recovery in consumer electronics and automotive chip markets is also supporting TSMC's revenue growth, with significant orders from Apple and Qualcomm [13] - In the automotive sector, TSMC has seen nearly a 20% year-over-year increase in orders for specialized 28nm/16nm chips for autonomous driving and AI applications [14] Expansion Plans - TSMC is actively expanding its overseas presence, with the construction of a second wafer fab in Japan and plans to accelerate capacity expansion at its Arizona facility [15][16]

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].

Group 1 - CEO Jensen Huang of Nvidia stated that the U.S. initially underestimated China's potential in the tech industry, with China now capable of producing millions of AI chips annually [1] - TSMC announced a price increase plan for advanced processes below 5nm, with an average price increase of 3%-5% starting January 2026 [1][2] - The recent price adjustment by TSMC is attributed to the ongoing high demand for AI and computing chips [2] Group 2 - Industrial and Commercial Bank of China (ICBC) temporarily suspended and then resumed its gold accumulation business within the same day, highlighting operational inconsistencies [3] - The establishment of a new Debt Management Department within the Ministry of Finance, led by Li Dawei, indicates a significant institutional change aimed at improving government debt management [5] - The annual "Zodiac market" phenomenon in the A-share market is observed, but analysts caution that past experiences may not apply in the current market conditions [6] Group 3 - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $107,000 and Ethereum falling over 4%, leading to approximately 180,000 liquidations totaling $482 million [7][8] - Lithium hexafluorophosphate prices surged to 117,000 yuan/ton, nearly doubling in a month, driven by increased raw material costs and strong demand [9] - Positive announcements include China Shenhua's cash dividend distribution of 19.471 billion yuan and Hanjian He Mountain's procurement contract worth 207 million yuan [10]

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]