公众号记得加星标⭐️，第一时间看推送不会错过。 科技新闻网站《wccftech》报导，台积电2纳米投片（tape-out）量已达3纳米制程的1.5倍，苹果、 高通与联发科是主要客户。分析师指出，台积电2纳米制程的空前需求，使台积电在人工智能（AI） 加速器市场上维持95%市占率。 报导说，今年下半年，台积电2纳米制程的量产芯片将上市。联发科宣布，已于去年完成其首款2纳米 制程系统单芯片（SoC）的投片。如同这家台湾IC设计公司，一些其他客户也排队下单台积电新一代 制程，最新消息指出，台积电2纳米制程的投片量已是3纳米制程的1.5倍，显示其需求十分强劲。 知名半导体爆料人士@jukan05分享摩根大通的报告指出，台积电2纳米制程需求动能强劲，投片量是 3纳米制程的1.5倍。拜2纳米时代来临之赐，台积电预料在AI加速器市场，仍维持逾95%的市占率。 即使是英特尔，也在其自家产品中增加采用台积电2纳米制程。英特尔近期才在拉斯维加斯举行的消 费性电子展（CES）上，首度展示采用其18A技术的Panther Lake Core Ultra系列3芯片。 报导说，由于AI狂潮，预定今年底，台积电2纳米制程晶圆的月产量将达1 ...

Core Viewpoint - Apple is preparing to enter the low-cost laptop market with a budget version of the Mac aimed at consumers currently using Chromebooks and entry-level Windows laptops [1][2]. Group 1: Product Development - The new device, codenamed J700, is in active testing and has entered early production stages with overseas suppliers, aiming for a launch in the first half of next year [1]. - The laptop will be priced below $1,000 by using lower-cost components, featuring an iPhone processor and a smaller LCD screen than the MacBook Air [2]. - This will mark the first time Apple uses an iPhone processor in a Mac, although internal tests indicate that the performance of this smartphone chip surpasses that of the older M1 chip [2]. Group 2: Market Strategy - Apple's strategic shift comes in response to the rising threat from Chromebooks, which are gaining market share in North America [1]. - The new Mac's price point will be competitive with Apple's entry-level iPad, which is popular in the education sector, potentially attracting students and general consumers [3]. - Currently, Apple holds about 9% of the global PC market, ranking fourth behind Lenovo, HP, and Dell, all of which sell Windows or ChromeOS devices [3]. Group 3: Financial Performance - The Mac business has become Apple's fastest-growing hardware segment, with revenue growth of 13% reaching $8.73 billion last quarter [3]. - Future product plans include multiple new releases by 2026, such as the low-cost Mac, the M5 MacBook Air, and MacBook Pro models with M5 Pro and M5 Max chips [4].

Core Viewpoint - The silver market is experiencing significant upward momentum, with silver prices rising over 80% year-to-date, driven by factors such as government shutdown fears and economic uncertainties, positioning silver as a safe haven asset [12][36][38]. Group 1: Market Performance - The major U.S. stock indices, including the Dow Jones, Nasdaq, and S&P 500, all closed lower, indicating a challenging market environment [12]. - COMEX gold futures rose by 3.4% to $4,344.3 per ounce, while COMEX silver futures increased by 3.99% to $53.43 per ounce, both reaching new closing highs [13][36]. - The WTI and Brent crude oil futures fell by 1.36% and 1.37%, respectively, reflecting ongoing market volatility [16]. Group 2: Investment Opportunities - The National Investment Silver LOF (161226) has seen a significant increase in trading volume, with a notable addition of 11,012 million shares on October 15, indicating strong investor interest [24]. - The current price of the National Investment Silver LOF is reported at 1.425, with a net asset value reflecting a premium of 4% [24][29]. - The article suggests that while there is a surge in interest from retail investors, seasoned investors should approach the market with caution to avoid impulsive decisions [28]. Group 3: Economic Context - The U.S. government is facing a potential shutdown, which has heightened risk aversion among investors, further driving demand for precious metals [16][38]. - The Federal Reserve's recent comments about halting quantitative tightening have led to speculation about economic weakness, contributing to the bullish sentiment in the silver market [17][38]. Group 4: Market Sentiment - The narrative around silver is likened to a duel between bullish and bearish forces, with the bullish sentiment currently prevailing as indicated by the price surge [36][38]. - The article emphasizes the importance of rational investment strategies amidst market fluctuations, suggesting that long-term perspectives will prevail over short-term volatility [40][41].

Core Insights - Apple has secured over half of TSMC's (Taiwan Semiconductor Manufacturing Company) 2-nanometer capacity for 2026, which is expected to enhance its competitive edge by utilizing the most advanced manufacturing processes ahead of its rivals [1][2] - TSMC is set to begin mass production of 2-nanometer chips in the second half of 2025, with Apple being its largest customer, contributing NT$624.3 billion in revenue for 2024, marking a 14.2% year-on-year increase [1][2] - Apple is likely to adopt TSMC's latest packaging technology, Wafer-Level Multi-Chip Module (WMCM), for several upcoming products, including the M6 chip for MacBook Pro and new models of Vision Pro and iPhone [1] Group 1 - Apple has been TSMC's largest customer for advanced processes over the past decade, benefiting significantly from the inability of competitors to access the latest technologies [2] - TSMC's 2-nanometer production facilities are planned for Baoshan in Hsinchu and Kaohsiung, with the Baoshan facility's initial capacity fully booked by Apple, while Kaohsiung will support non-Apple clients [2] - TSMC's future capacity expansion plans include multiple phases at Baoshan and Kaohsiung, with potential upgrades at the Nanke facility to meet strong customer demand [2] Group 2 - TSMC has indicated that the design approval for 2-nanometer products will exceed that of 3-nanometer and 5-nanometer in the same timeframe, with a production curve similar to that of 3-nanometer technology [2] - The introduction of N2P process technology as an extension of the 2-nanometer family is anticipated, targeting applications in smartphones and high-performance computing (HPC), with mass production expected in the second half of 2026 [2]

Group 1 - Apple plans a comprehensive upgrade for the MacBook Pro in 2026 to celebrate the product line's fifth anniversary [1] - The 2026 MacBook Pro is expected to feature OLED display technology for the first time, enhancing brightness, color vibrancy, and contrast [3] - The new MacBook Pro will adopt a thinner design and introduce the new M6 chip series, which is based on TSMC's advanced 2nm process, promising significant performance and energy efficiency improvements [3][4] Group 2 - The 2026 MacBook Pro series is likely to include M6, M6 Pro, and M6 Max versions, available in 14-inch and 16-inch sizes [4] - Apple is also developing a custom chip for its upcoming smart glasses, expected to begin production by the end of 2026 or in 2027, which will also be manufactured by TSMC [4] - The company is collaborating with Broadcom to develop its first chip specifically designed for AI servers, codenamed Baltra, expected to be completed by 2027 [4]