媒体称台积电熊本第二晶圆厂拟于2028年12月投产，采用3nm制程
媒体报道称，台积电熊本第二晶圆厂计划于2028年12月投产，制程从原计划的6/12nm改为3nm。新的3nm生产计划提出一期产能为每月6,000片晶圆；原文关于台积电总资本支出的内容不完整。
同一新闻，精选展示《日本经济产业省核准台积电熊本二厂生产计划变更，拟生产3nm芯片》
#台积电
X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
X·财经博主同新闻AI 评分7575 X·财经博主AI 评分7171 媒体报道称三星接受英伟达请求，由台积电为NVHBM制造base die
媒体报道称，三星已接受英伟达请求，由台积电为NVHBM制造base die；NVHBM是基于下一代HBM4E的英伟达定制HBM。三星加入SK海力士和美光，采用台积电3nm base die，以确保一致性。
X·财经博主AI 评分1818 I've been pretty clear about my skepticism around land, power and shells, though the rest of the…
I've been pretty clear about my skepticism around land, power and shells, though the rest of the world waking up in a big way could change the picture. The question is whether it happens, and on what timeline. “TSMC is very conservative and doesn't freelance. They're sending 引用 @DratchCap：Zoom out
X·财经博主AI 评分2525 Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the…
Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the Anthropic run-rate debate and the CoreWeave selloff have investors questioning the economics underpinning the broader infrastructure buildout. >TSMC reported $46.7B of quarterly
X·财经博主AI 评分3535 $TSM released earnings today. I was more curious about commentary given recent the market panic.
$TSM released earnings today. I was more curious about commentary given recent the market panic. For analyst Q&A rounds: Q: Citi explicitly challenged TSMC on AI financing, HBM, CoWoS, lasers and the risk of overbuilding capacity A: $TSM assessed CSP capex, DC construction https://t.co/z0ErIboW
X·财经博主AI 评分6666 媒体称微软自研 Maia 200 AI 芯片已投产，Maia 300 计划明年启动制造
媒体称微软自研 Maia 200 AI 芯片已投产，下一代 Maia 300 计划明年开始制造。Maia 300 的计算芯粒将由台积电采用 2nm（N2）制程制造；原文末句关于微软部署计划未完整。
X·财经博主AI 评分5353 台塑据报考虑在得州扩大半导体相关化学品生产
台塑据媒体报道正考虑在得州大幅扩大半导体相关化学品生产，以供应台积电及其他美国客户。公司董事长WB Kuo被引述为消息来源；台塑已在得州运营大型石化基地。
X·财经博主AI 评分7272 媒体称台积电与GlobalFoundries签署20亿美元多年期硅中介层供货协议
媒体报道称，台积电与GlobalFoundries签署了一项20亿美元的多年期硅中介层供货协议，硅中介层是台积电CoWoS先进封装的重要组件。报道还称，随着供货协议扩大，GlobalFoundries将扩充其纽约州Malta厂区产能。
X·财经博主AI 评分5050 TSMC供应商Gudeng Precision将在亚利桑那州格伦代尔启用首座美国工厂
TSMC供应商Gudeng Precision计划于第四季度在亚利桑那州格伦代尔启用首座美国工厂，为TSMC及其他客户供应半导体设备，并生产航空航天相关产品。
X·财经博主AI 评分7171 台积电2026年前三季度收入超过2025年全年
台积电2026年前三季度收入已超过2025年全年。按台积电数据，新台币收入为NT$3.90 trillion，对比2025年全年的NT$3.81T；美元口径分别为US$122.80 billion和US$122.42B，其中2026年总额为作者自行计算。
X·财经博主AI 评分6868 TSMC前九个月营收同比增长41.1%至NT$3.90万亿
TSMC前九个月营收同比增长41.1%至NT$3.90万亿。台湾交易所要求企业提交月营收报表；文中美元金额按TSMC第三季度汇率指引US$1 = NT$32.0计算。
X·财经博主AI 评分4747 台积电第三季度营收创纪录，达1.49万亿新台币并超业绩指引上限
台积电第三季度营收升至创纪录的1.49万亿新台币（467亿美元），超过业绩指引上限458亿美元。此前纪录为今年第二季度的1.27万亿新台币。
X·财经博主AI 评分1818 Taiwan Op-Ed: Elon Musk would not be a good partner for TSMC because he is pro-China for business…
Taiwan Op-Ed: Elon Musk would not be a good partner for TSMC because he is pro-China for business reasons and “extremely unfriendly to Taiwan”, one media says, adding that if TSMC worked on TeraFab, other clients would likely be unhappy because they don’t have joint venture fabs
X·财经博主AI 评分3737 A sufficiently large quantity is a quality all its own.
A sufficiently large quantity is a quality all its own. Big difference between bacteria with one cell and a human with 35 trillion cells, even though both are made of cells. 引用 @XFreeze：Anything TSMC contributes to Terafab would basically be supplemental Terafab itself is going to be absurdly ma