如果您希望可以时常见面，欢迎标星收藏哦~ 三星电子即将于1月8日公布去年第四季度初步业绩，备受关注，人们的目光聚焦于其季度营业利 润能否首次突破20万亿韩元。随着大型科技公司加大对人工智能（AI）基础设施的投资，先进存 储半导体和通用存储半导体的需求都在同步增长。 据业内人士1月5日透露，三星电子去年第四季度有望实现史上最高的季度利润。根据金融信息公 司FnGuide的数据，三星电子去年第四季度的市场普遍预期（平均市场预测）显示，其营收为 89.217万亿韩元，营业利润为16.455万亿韩元，分别较上年同期增长17.7%和153.4%。 然而，证券公司近期提高了对三星电子的预期，预测其将实现史上最高的季度业绩。发布最新报告 的IBK证券预计，三星电子去年第四季度的营业利润将达到21.746万亿韩元。Daol投资证券也预 测三星电子的营业利润将突破20万亿韩元大关，达到20.4万亿韩元；现代汽车证券（19.543万亿 韩元）和NH投资证券（19.3万亿韩元）则预计其营业利润将达到19万亿韩元左右。这些预测均超 过了三星电子此前在2018年第三季度创下的季度最高营业利润纪录（17.570万亿韩元）。 三星电子性能 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 人工智能的蓬勃发展给台积电带来了严峻挑战，该公司正努力克服2nm制程工艺供应紧张的困 境，以满足市场需求。据报道，台积电将于1月1日起上调其下一代制程工艺的价格，但尽管客户 需要支付少量溢价，订单量似乎并未减少。事实上，根据最新信息，到2026年第三季度，台积电 2nm制程的营收有望超过3nm和5nm制程的总和。 台积电、三星制程节点都推进至2nm，智能手机可望成为首批终端应用，其中，台积电通吃苹 果、高通、联发科最新2nm处理器大单，成为大赢家；三星也大秀2nm肌肉，打造Exynos 2600 处理器，用于自家手机。 由于2nm制程更先进，能耗将更低、效能与AI处理能力大增，但价格也将同步攀高。业界预期， 以2nm制程打造的手机处理器将是「史上最贵手机芯片」。外媒披露，苹果以台积电2nm制程打 造的A20处理器成本高达280美元，比A19贵逾八成，伴随近期记忆体价格飙涨，在处理器价格激 增下，智能手机涨价恐箭在弦上。 台积电2nm（N2）制程技术如期于去年第4季量产，采用第一代纳米片（Nanosheet）电晶体技 术。台积电也发展低阻值重置导线层与超高效能金属层间电 ...

预计台积电将在其本土和美国共建设10座2纳米制程工厂，到2026年底，产能将达到8万至10万片晶 圆。 由于其2nm产能已排满至2026年全年，台积电计划通过在台湾新建三座工厂来满足旺盛的市场需求， 这项工程预计耗资高达286亿美元。据Liberty Times Net报道，台积电的2nm技术已成为其"独角 戏"，人工智能的爆炸式增长带动了客户订单的激增。这家台湾半导体巨头还将受益于其尖端晶圆价 格的上涨，预计到2026年第三季度，2nm工艺的收入将超过3nm和5nm工艺的总和。 报告还提到，台积电可能在其本土和美国建立多达10座2纳米晶圆厂，但显然没有将这项技术引入海 外的计划，据说它将提前一年推出3纳米晶圆，以防止三星等竞争对手抢占先机。目前，台积电位于 高雄的Fab 22工厂是其主要生产中心，其余Fab 20工厂则位于新竹科学园区。 公众号记得加星标⭐️，第一时间看推送不会错过。 人工智能的蓬勃发展给台积电带来了严峻挑战，该公司正努力克服2nm制程工艺供应紧张的困境，以 满足市场需求。据报道，台积电将于1月1日起上调其下一代制程工艺的价格，但尽管客户需要支付少 量溢价，订单量似乎并未减少。事实上，根据最 ...

三星也大秀先进制程肌肉，宣布旗下Exynos 2600处理器，采用自家2nmGAA制程打造。该芯片整合 CPU、GPU与NPU，配置采用最新安谋（Arm）v9.3架构的10核心CPU，增强CPU端机器学习性能， GPU计算性能是前一代产品的二倍，NPU则让生成式AI性能比上一代提升113%，并降低功耗与延迟， 带来更佳的AI与游戏体验。 三星强调，将强化Exynos处理器的竞争力，将其导入主要旗舰机种。其晶圆代工事业部今年也将专注于 稳定供应采用2nmGAA制程的新产品与HBM4。 台积电2nm获得客户积极采用，手机更是主要应用之一。外媒报导，苹果正开发今年iPhone 18系列高阶 款新机搭载的A20处理器，就是采用台积电2nm制程生产。 另外，即便高通与联发科并未对外证实，外界大多预期今年下半将发表的高通旗舰手机芯片骁龙8 Elite Gen 6系列与联发科的旗舰芯片天玑9600，也都采用台积电2nm制程生产。 联发科已于去年9月宣布，首款采用台积电2nm制程的旗舰系统单芯片已成功完成设计定案（tape out），成为第一批采用该技术的公司之一，预计2026年底进入量产。 台积电、三星制程节点都推进至2n ...

如果您希望可以时常见面，欢迎标星收藏哦~ 人们关注的焦点在于，三星电子晶圆代工能否抓住机遇，通过与AMD和谷歌等北美科技巨头合作 来扭转局面。由于尖端半导体制造与国家安全直接相关，三星电子有望从美台之间持续的紧张关系 中获益。 因此，台积电未来在美国的任何投资，一旦规模超过一定门槛，都将受到日本经济产业省投资审查 委员会的严格审查。该审查还将从安全的角度评估投资对产业的影响以及技术保护措施的适当性。 三星电子预计将获得更多大宗订单，包括其Exynos 2600处理器、苹果的图像传感器，以及来自中 国比特微和嘉楠科技的挖矿专用集成电路（ASIC）。近期，该公司正与AMD合作，对其2nm第二 代（SF2P）工艺进行样品测试。据报道，谷歌的张量处理单元（TPU）高管也曾到访三星位于泰 勒的工厂，商讨产能供应问题。 一位半导体行业内部人士表示："据我了解，谷歌 TPU 团队曾到访三星位于泰勒的晶圆厂，讨论 了产能以及他们能够使用多少。" TPU是谷歌专为其数据中心设计的一款芯片。随着它逐渐成为英伟达图形处理器（GPU）的竞争 对手，预计其供应量将大幅增长。谷歌目前正计划将此前仅供内部使用的TPU出售给Meta等外部 ...

Group 1 - GWM has appointed Zhao Yongpo, the general manager of Haval, as the new CEO of Weipai, marking the eighth CEO change in nine years, indicating a strategic shift towards internal talent over external hires [5][6] - Under the previous CEO, Feng Fuzhi, Weipai's sales were approximately 89,000 units in the first eleven months of 2025, significantly lower than competitors like Geely's Lynk & Co, which sold over 300,000 units [6] - Xiaomi has distributed over 100 million yuan in subsidies to its automotive dealers, with new store openings receiving up to 500,000 yuan each, aimed at boosting dealer morale and operations [7] Group 2 - DingTalk is reportedly launching a secret project called "D Plan," which may involve entering the hardware market with a product similar to the "Doubao phone" [9][10] - Chasing Technology has released the world's first AI health glasses, capable of monitoring heart rate, blood oxygen, and body temperature continuously [11] - ByteDance has announced significant salary increases for employees, with performance bonuses for top performers being raised by 1.5 to 3 months, reflecting a commitment to talent retention [13][14] Group 3 - MiniMax has passed the listing hearing with over $1 billion in cash reserves, supported by major investors like Alibaba and Tencent, and reported a revenue growth of over 170% year-on-year for the first nine months of 2025 [15][16] - The first L3 autonomous driving license plate has been issued to Changan Automobile, marking a significant milestone in the development of autonomous driving technology in China [28] - Zhiyun Technology has initiated its IPO process, aiming to become a leading player in the AI model sector, with substantial revenue growth projected for the coming years [26][27]

Core Viewpoint - Samsung Electronics is focusing on expanding its role in the artificial intelligence supply chain and enhancing its semiconductor business, particularly in high-bandwidth memory and wafer foundry services, as part of its strategic plan for 2026 [1][2]. Group 1: Strategic Developments - Samsung held a global strategy meeting to outline its development roadmap for 2026, following significant leadership changes [1]. - The company plans to allocate 60% of its high-bandwidth memory (HBM) capacity to ASIC customers by 2026, with its latest HBM4 chips undergoing quality certification by NVIDIA [2]. - Samsung is preparing to launch its $37 billion factory in Taylor, Texas, in 2026, which will utilize advanced 2nm technology, marking a critical component of its foundry strategy [2]. Group 2: Competitive Positioning - Samsung's wafer foundry division is under scrutiny as it aims to close the technology gap with TSMC, which holds over 70% of the global foundry market share, while Samsung currently has an 8% market share [2]. - The upcoming Galaxy S26 series is set to feature the new Exynos 2600 processor, developed using Samsung's 2nm process, although production yield remains a concern [3]. - Samsung's consumer electronics division is increasing investments in AI-driven features to maintain competitiveness against rising pressure from Chinese brands [3]. Group 3: Partnerships and Collaborations - Samsung's leadership, including Chairman Lee Jae-Yong, is engaging with key industry figures like Elon Musk and AMD's CEO to discuss semiconductor collaborations and enhance Samsung's position as a critical chip supplier in the U.S. [1].

Core Insights - Samsung plans to increase its 2nm process monthly capacity to 21,000 wafers by the end of 2026, representing a 163% growth compared to 2025 [1] - The company aims to improve yield rates and enhance process control systems to overcome current technological bottlenecks [1][3] - TSMC holds a dominant global foundry market share of 70.2%, while Samsung ranks second with only 7.3% [3] Group 1 - Samsung's strategic goal is to achieve profitability in its foundry business within two years and capture 20% of the market share [3] - Key initiatives include continuous improvement of 2nm yield rates, ramping up production at the Taylor, Texas facility, and deepening long-term partnerships with high-value customers [3][4] - Major clients for Samsung's foundry services include Tesla's AI chips, Samsung's own Exynos 2600 processor, MicroBT and Canaan's cryptocurrency mining chips, and Qualcomm's Snapdragon 8s Elite mobile platform [3] Group 2 - If these initiatives are successfully implemented, Samsung is expected to significantly narrow the gap with TSMC in advanced process technology [4]

Core Insights - Samsung Electronics will continue its classic naming convention for the Galaxy S series, with the next standard model named Galaxy S26, alongside the Galaxy S26+ and Galaxy S26 Ultra [1][3] - The previously rumored "Galaxy S26 Pro" version will not be included in the product lineup, maintaining a three-tier strategy of "base model + large screen model + top flagship model" [1][3] Product Strategy - Samsung has consistently categorized its Galaxy S series into "base model (number)", "large screen enhanced model (+)", and "top imaging flagship model (Ultra)" since its inception [3] - The absence of a "Pro" suffix in the Galaxy S26 series indicates a focus on market segmentation through hardware configuration and functional differences [3] Technical Advancements - The Galaxy S26 series is expected to achieve breakthroughs in core technology, potentially featuring an upgraded Exynos chip (or Qualcomm Snapdragon 8 Gen 5) and advanced AI algorithms [3] - The Ultra model may introduce imaging technologies such as variable aperture and periscope telephoto capabilities [3] Performance Enhancements - The new series will continue Samsung's in-house chip strategy, utilizing the next-generation Exynos 2600 processor to enhance performance and energy efficiency [3] - The main camera hardware is likely to retain the configuration from the Galaxy S25, with algorithm optimizations aimed at improving image quality [3] - A key upgrade focus will be on battery life, with the standard Galaxy S26 expected to feature a 4300mAh battery, a 7.5% increase from the previous 4000mAh, potentially extending usage time per charge [3] Launch Timeline - The Galaxy S26 series is anticipated to debut in early 2026 [3]

Core Viewpoint - TSMC's employee bonuses and dividends for 2024 have reached a record high, reflecting strong revenue and profit growth from the previous year, with an average payout of over NT$200 million per employee [1][2]. Group 1: Employee Compensation - TSMC will distribute a total of NT$140.59 billion in employee performance bonuses and dividends for 2024, marking a year-on-year increase of over 40% [1][2]. - The average annual bonus per employee is NT$200.84 million, which represents a year-on-year increase of NT$51.32 million, or approximately 34.32% [2]. - Employees with six years of service can expect bonuses as high as NT$1.8 million, while those with five years and top performance ratings can receive around NT$1.16 million [1]. Group 2: Financial Performance - TSMC's total revenue for 2024 is projected to reach NT$2.8943 trillion, with a net profit of NT$1.1732 trillion, both figures representing new highs [1]. - The earnings per share (EPS) is expected to be NT$45.25, showcasing TSMC's strong competitive position in the semiconductor industry [1]. Group 3: Industry Context - The global semiconductor industry is facing challenges, with competitors like Samsung and Intel experiencing delays and operational difficulties in their advanced process technologies [4][5]. - TSMC maintains its leadership in advanced process technology, with plans to mass-produce 2nm processes in the second half of this year and A16 processes by the second half of 2026 [5]. - The demand for high-end processes is expected to rise due to the growing need for AI servers, further solidifying TSMC's position as a leading foundry [5].