如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自自由财经，谢谢。 台积电在先进制程独霸全球，昔日半导体霸主英特尔却面临营运艰困挑战。台积电前研发大将蒋尚 义有感而发，他在台积电掌技术研发时，努力的目标就是打败英特尔，很遗憾退休前没有达成， 「我退休后，台积电同事帮我做到了！」他感到高兴、与有荣焉，也透露台积电与英特尔胜败的关 键。 蒋尚义说，2006年他首度从台积电退休，2009年再度被创办人张忠谋找回去，进行研发先进封装包 括CoWos、Transistor Leadership两专案，前者在他退休前开发出来，后者的技术在他退休后，台 积电才迎头赶上并超越英特尔。 遗憾退休前没达成「应该晚一点退休」 他指出，英特尔一直是半导体业技术领先者，「在我职业生涯中，曾非常努力想打败英特尔的霸主 地位，很遗憾退休前没有达成」，「退休以后，我的同事帮我做到了！」他开玩笑说：「当初应该 晚一点退休。」 END 半导体精品公众号推荐 ▲点击上方名片即可关注 专注半导体领域更多原创内容 ▲点击上方名片即可关注 关注全球半导体产业动向与趋势 *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传 ...

Market Overview - US stock markets experienced a decline, with the Dow Jones falling by 1.48%, the S&P 500 down by 1.76%, and the Nasdaq dropping by 2.64% due to tariff concerns and a surge in bearish options for tech stocks, particularly Nvidia which fell over 8% [1] - President Trump confirmed a 25% tariff on products from Canada and Mexico starting Tuesday, prompting Canada to prepare retaliatory tariffs on $155 billion worth of US goods [1] - Goldman Sachs revised its full-year US stock earnings growth forecast from 11% to 9% [1] Company-Specific Insights - Morgan Stanley's supply chain survey indicated that clients like Nvidia and Marvell have lowered their 2025 CoWos order expectations by approximately 8-10%, with Nvidia's capacity expectations reduced by about 40,000 to 45,000 wafers [1] - Nvidia's put option holdings are rapidly accumulating, with contracts at strike prices between $115 and $130 leading to negative gamma accumulation for traders, potentially increasing price volatility during position adjustments [1] Federal Reserve Outlook - According to CME's FedWatch, there is a 91% probability that the Federal Reserve will maintain interest rates in March, with a 9% chance of a 25 basis point cut [1] - By May, the probability of keeping rates unchanged is 60.5%, while the cumulative probabilities for a 25 basis point and 50 basis point cut are 36.5% and 3%, respectively [1] Chinese Concept Stocks - Chinese concept stocks saw a widespread decline, with the Nasdaq Golden Dragon China Index dropping by 2.98% and the Wind Technology Index down by 2.59% [3] - Notable declines included: 16% for GDS Holdings, over 15% for Century Internet, and over 10% for Li Auto and NIO [3] - On the upside, Ctrip, Melco Resorts, Tencent Music, and Huazhu Group each saw gains of over 1% [3] Commodity Market - International precious metals futures generally rose, with COMEX gold futures increasing by 1.95% to $2904.1 per ounce, and silver futures up by 2.44% to $32.265 per ounce, driven by a significant decline in the US dollar [5] - The dollar index fell by 0.96% to 106.53, with most non-US currencies appreciating against the dollar [5] - Conversely, OPEC's plan to increase production led to a decline in international oil prices, with WTI crude oil down by 1.85% to $68.47 per barrel and Brent crude down by 1.8% to $71.50 per barrel [5]