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。
#公司/公告
X（推特）上的财经、科技与宏观账号
X·财经博主AI 评分7171 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·科技公司AI 评分2323 🇧🇩 Starlink Mobile now available in Bangladesh! 🇧🇩
🇧🇩 Starlink Mobile now available in Bangladesh! 🇧🇩 引用 @Starlink：Starlink Mobile is now available in Bangladesh with @banglalinkmela. Millions of customers can now message over apps, share location and stay connected on compatible phones in cellular dead zones 🛰️📱 https://t.co/svpmmFtDeU
X·科技公司AI 评分77 It’s really quite useful 👍
It’s really quite useful 👍 @Bot And you can download to your phone: https://t.co/Efbxq5vYIU 引用 @BrianRoemmele：“Grok Bot Is The Most Important Business Tool Of The Last 100 Years” https://t.co/vNrysPOtRq
X·宏观AI 评分3131 .: “As we create an ownership account for every American family via , every family—every…
.@SecScottBessent: “As we create an ownership account for every American family via @TrumpAccounts, every family—every child—deserves to have a piece of the American dream, and these Trump Accounts are just that. A child born during @POTUS' presidency—Treasury will seed the https://t.co/pGJwGJslBS
X·科技公司AI 评分1717 Join us at 10 a.m. PT today for the latest on Windows and Microsoft Surface.
Join us at 10 a.m. PT today for the latest on Windows and Microsoft Surface. https://t.co/ZwmGX2p12t
X·科技公司AI 评分3333 SynthID Detector is now available to everyone. 🌐
SynthID Detector is now available to everyone. 🌐 Check whether online content was generated using @GoogleAI, or with tools from our industry partners – including @OpenAI, @NVIDIA, Kakao and coming soon, @Apple. Try it out → https://t.co/cPW2aNnqr6 https://t.co/TGYA0uZ0dx
X·科技公司AI 评分3030 Grok will use whatever achieves the best outcome for users.
Grok @Bot will use whatever achieves the best outcome for users. Simple questions will route to small, fast models. Questions with complex answers will route to large models. 引用 @Scobleizer：Grok goes open. Holy shit.
X·科技公司AI 评分11 Five interns, a real business problem, and only one tool to solve it before the clock runs out.
Five interns, a real business problem, and only one tool to solve it before the clock runs out. Do they pull it off? https://t.co/f8ZYWXc7ea
X·科技公司AI 评分4747 SynthID Detector 现已向所有人开放
SynthID Detector 现已向所有人开放，可用于检查在线内容是否由 Google AI 或行业合作伙伴的工具生成。合作伙伴包括 OpenAI、NVIDIA 和 Kakao，Apple 即将加入；NVIDIA 表示，任何人都可以上传由 NVIDIA Cosmos 生成的内容，检查其是否来自 NVIDIA 模型。
X·科技公司AI 评分3434 The new Type 01 is here, powered by NVIDIA.
The new @Jaguar Type 01 is here, powered by NVIDIA. Under its stunning design is NVIDIA Hyperion, the computer and sensor platform that takes in everything the car sees and senses, then helps it make smart decisions in real time. It’s paired with NVIDIA Halos, a safety system https://t.co/3Ra8YQih
X·科技公司AI 评分1616 However, most requests are pretty simple and will be handled by a lightning-fast version of Grok…
However, most @Bot requests are pretty simple and will be handled by a lightning-fast version of Grok 4.8 when that comes out. Operating principle is to give Grok Bot users the best possible combination of speed & intelligence. 引用 @minchoi：This is wild... Grok Bot will now pick Claude Opus 5.5,
X·科技公司AI 评分88 GPT-6 and Intelligent UI, now rolling out in ChatGPT for everyone.
GPT-6 and Intelligent UI, now rolling out in ChatGPT for everyone. Intelligent UI in ChatGPT delivers fast, interactive answers that make everyday questions more visual, complex topics easier to grasp, and interactive tools for your task available on the spot. https://t.co/XL2gDCPBwG
X·科技公司AI 评分22 With Intelligent UI, GPT‑6 can now compose responses using text, visuals, and interactive elements…
With Intelligent UI, GPT‑6 can now compose responses using text, visuals, and interactive elements, choosing how they fit together based on your question. Responses can include graphics and charts to help explain an idea, along with tappable buttons, forms, and interactive https://t.co/KnaBwgJ2gf
X·科技公司AI 评分1111 Get all the latest news, photos and more from today’s Windows and Microsoft Surface event
Get all the latest news, photos and more from today’s Windows and Microsoft Surface event https://t.co/lS1bdH0D4Q
X·科技公司AI 评分3535 Available for all Cybertrucks & new Model 3/Y ordered on or after Oct 1 this year
Available for all Cybertrucks & new Model 3/Y ordered on or after Oct 1 this year
X·财经博主AI 评分5353 英伟达支持的 Project Southgate 计划到 2028 年在澳大利亚部署最高 1.6GW AI 算力
英伟达支持的 Project Southgate 去年 10 月公布计划，拟到 2028 年在澳大利亚部署最高 1.6GW AI 算力；一年后，已部署规模约为 42MW，CDC 开发合作关系结束。原文称，该项目规划利用可再生能源提供主权 AI 算力，并由 CDC 提供数据。
X·科技公司AI 评分2323 Important note regarding Grok :
Important note regarding Grok @Bot: Going forward, @SpaceX will use the best back end model for any given task, including Claude Opus 5.5, MidJourney, Suno and other leading APIs. Whatever is most likely to give you the best outcome.
X·财经博主AI 评分6161 UMC 9月销售额增长27.2%至新高新台币253.5亿元
UMC 9月销售额增长27.2%至新高新台币253.5亿元，媒体报道称第三季度销售额增长25.56%至新台币742.4亿元。第三季度销售额为历史第二高，并处于四年高位。
X·科技公司AI 评分3333 In our 2026 telecom AI survey:
In our 2026 telecom AI survey: • 89% of respondents said open source models and software are important to their AI strategy. • 66% said their company is actively using AI, up from 49% last year. Read the report: https://t.co/qxRZ6dxG1O https://t.co/ak66W8E4Xs
X·科技公司AI 评分2828 Telcos need AI agents that understand their networks.
Telcos need AI agents that understand their networks. We provide the full stack to turn open models into specialized agents while keeping operators in control. @ATT, @SoftBank and @Indosat are adopting open models for use cases like autonomous network operations and adapting https://t.co/1fxnyZaVA
X·科技公司AI 评分2020 Grok 4.7 is excellent at dealing with large code repositories
Grok 4.7 is excellent at dealing with large code repositories 引用 @XFreeze：Grok 4.7 takes the TOP 3 spots on VulcanBench Frontier v4, outperforming Fable 5.1, Opus 5.5, GPT-6 Astra, GPT-6.1 Sol and other leading frontier models • Grok 4.7 xHigh - 93.15 • Grok 4.7 High - 92.71 • Grok 4.7 Medium - 92
X·科技公司AI 评分66 With Spot, pharmaceutical manufacturers have been able to automate data collection and monitor…
With Spot, pharmaceutical manufacturers have been able to automate data collection and monitor critical environments. Get the whitepaper to see how Spot is adding value today, strategies for deployment, and expansion opportunities. https://t.co/Cw8Na8YmQH https://t.co/JOtXqCNGSj
X·科技公司AI 评分1616 More compute from every rack. More useful work from every watt. More value from every server and…
More compute from every rack. More useful work from every watt. More value from every server and component. See how Microsoft is modernizing Azure infrastructure while giving retired hardware its next useful life through Circular Centers: https://t.co/gU0J5S6fal https://t.co/1u84b9Oay7
X·科技公司AI 评分3737 With Powerwall 3, every Tesla can now serve as your home’s backup battery
With Powerwall 3, every Tesla can now serve as your home’s backup battery 引用 @teslaenergy：Powershare Home Backup is now available for new Model 3 & Model Y with Powerwall 3 Extend your home backup by over 2 days with your vehicle https://t.co/a0codvZ2yH
X·科技公司AI 评分1010 Evaluating Open Models with Artificial Analysis | Nemotron Labs
Evaluating Open Models with Artificial Analysis | Nemotron Labs https://t.co/PnydgvUsKM
X·科技公司AI 评分1919 Halloween Mode now rolling out 🎃
Halloween Mode now rolling out 🎃 This spooky update turns your Tesla into a haunted house on wheels – Ghost costume on your car's avatar – Enable Trick or Treat to play spooky sounds & flicker the lights when visitors approach – New haunting light show, wraps & lock sound – https://t.co/9MdMOo
X·科技公司AI 评分3636 We are proud to welcome as our new Chief Executive Officer. He brings decades of experience turning…
We are proud to welcome @RohitPrasadAI as our new Chief Executive Officer. He brings decades of experience turning breakthrough AI technologies into category-defining products and will help to accelerate the integration of AI and robotics and to expand real-world Physical AI
X·科技公司AI 评分2525 IoT helps people learn. Industrial AI helps systems learn. Physical AI helps the process learn.…
IoT helps people learn. Industrial AI helps systems learn. Physical AI helps the process learn. Azure brings the loop together, and Microsoft has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Global Industrial AIoT Platforms. https://t.co/1e0QHyd5F7 https://t.co/NtqjgDszA0
X·科技公司AI 评分1414 We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’re releasing a broad range of new mathematical results produced by an internal frontier model. We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and
X·科技公司AI 评分1616 “I'm in a Model Y L, and using [FSD Supervised].
“I'm in a Model Y L, and using [FSD Supervised]. This is the most unbelievable technology I have ever experienced in a car.” https://t.co/9TdhKGKMtW
X·财经博主同新闻AI 评分7676 Google与Constellation公布两项核电协议细节，合计签约3.6 GW
Google与Constellation公布两项协议细节，合计签约3.6 GW。第一项为890 MW新增核电容量，签订20年购电协议，并涉及伊利诺伊州、宾夕法尼亚州和新泽西州六处站点的11台机组增容，首项增容预计于2028年完成；第二项涉及2,700 MW，原文未提供协议细节。
同一新闻，精选展示《谷歌与Constellation Energy签署20年电力购买协议，拟为PJM新增890兆瓦核电装机》
X·财经博主AI 评分2525 Some of the more interesting insights from this one:
Some of the more interesting insights from this one: >Instinct is handling more than $1B/year in transaction volume, with 50% from travel. The product is still free and invite-only. >10–11% daily user growth for several weeks, with $0 spent on marketing. Started with ~200 引用 @patrick_oshag：My con
X·财经博主AI 评分3838 NEW: Apple - in an unusual partnership with LG - is readying a Doorbell, Deadbolt Lock, Thermostat…
NEW: Apple - in an unusual partnership with LG - is readying a Doorbell, Deadbolt Lock, Thermostat, Indoor Camera, Outdoor Camera, Floodlight Camera and more to rival Amazon and Google as part of its major smart home reboot. https://t.co/38pmnpaRSr https://t.co/x2jUnksGj9
X·财经博主AI 评分5050 苹果为智能家居生态准备门铃、门锁、恒温器等配件
苹果正准备推出门铃、门锁、恒温器、室内摄像头、室外摄像头和泛光灯摄像头等产品，与亚马逊和谷歌竞争。配件将围绕智能家居中枢、新款 HomePod mini 和升级版 Apple TV 配置，这些设备均搭载 Siri AI；苹果此次与 LG 合作。
X·财经博主AI 评分4646 彭博社称苹果与LG合作开发智能家居设备，准备重返市场
苹果正与LG合作筹备智能门铃、门锁、恒温器、室内外摄像头和泛光灯摄像头等产品，参与智能家居市场竞争。LG十多年来未推出智能家居设备，此次也将重返这一市场。
X·财经博主AI 评分2626 The Apple + LG security cameras are completely separate from Apple's own privacy-centric home…
The Apple + LG security cameras are completely separate from Apple's own privacy-centric home camera/sensor, coming next year. 引用 @markgurman：NEW: Apple - in an unusual partnership with LG - is readying a Doorbell, Deadbolt Lock, Thermostat, Indoor Camera, Outdoor Camera, Floodlight Camera and more
X·财经博主AI 评分5858 美国能源部宣布为Vistra核电机组提供最高42亿美元条件贷款
美国能源部10月5日宣布，将为Vistra核电机组提供最高42亿美元条件贷款，计划增加433 MW，并资助改造以支持约4 GW机组再运行20年。增容计划包括Perry增加213 MW（2031年）、Beaver Valley增加140 MW（2032–33年）；原文在Davis-Besse计划后未提供完整时间信息。
X·财经博主AI 评分1313 It doesn’t help that everyone that wants to get the phone is told to order online and it’ll come in…
It doesn’t help that everyone that wants to get the phone is told to order online and it’ll come in 30 days People want to go into the store and walk out with a new phone I’m trying to buy a 18 pro max and has not been in stock in the US or UK locations I’ve been nor will be 引用 @firstadopter：Wo