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》
#半导体与自主可控
X（推特）上的财经、科技与宏观账号
X·财经博主同新闻AI 评分7575
X·宏观AI 评分1919 半导体连续9天下跌，体感难受可以理解，历史数据是06年以来的第一次连续9天都下跌。我自己账户高点回撤8.5%，YTD 33%。所有持仓如下
半导体连续9天下跌，体感难受可以理解，历史数据是06年以来的第一次连续9天都下跌。我自己账户高点回撤8.5%，YTD 33%。所有持仓如下 INTC, MSFT, AMZN, GE, GOOG, CRCL, QCOM, EUAD, NUGT, BE, VST, TSLA, UNH, ADBE, NOK, HOOD https://t.co/oQrOly23A2
X·科技公司AI 评分4242 西南航空将把 Starlink 扩展至全机队
西南航空宣布将于 fall 2027 前把 Starlink 扩展至全机队，预计成为首家完成全机队 Starlink 部署的美国大型航空公司。
X·财经博主AI 评分1212 11:20: Achievement: Release a node in a rush and have 500 splits miss spec.
11:20: Achievement: Release a node in a rush and have 500 splits miss spec. 11:20: Achievement: Ship it, we'll fix it in the PDK. 11:20: Achievement: Release 1 node to manufacturing. 11:20: Milestone: your first keepsake! Sealed vial of the first high-k precursor. 11:20:
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77 $ASML 3Q'26: 2030 Arrived Four Years Early
$ASML 3Q'26: 2030 Arrived Four Years Early full piece: https://t.co/bQ9T1PmUb1 https://t.co/hsnwP31qMx
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: $TSM assessed CSP capex, DC construction https://t.co/z0ErIboW
X·宏观AI 评分3434 阿斯麦财报有几个点值得关注：1）营收以欧元计算就是略微低于预期，但是以美元计算就是小幅超预期。Q3每股收益（EPS）超预期幅度高达20.8%，这就说明了三季度的成本控制、高毛利产品占比上提升不少。
阿斯麦财报有几个点值得关注：1）营收以欧元计算就是略微低于预期，但是以美元计算就是小幅超预期。Q3每股收益（EPS）超预期幅度高达20.8%，这就说明了三季度的成本控制、高毛利产品占比上提升不少。 引用 @JohnsonZ91127：$ASML Q3财报营收116.62亿欧元，同比增长55%，略低于市场预期，但毛利率达到57.5%，超过此前指引上限，净利润同比增长133%，全年营收指引再次上修。 相比单季度的收入偏差，管理层释放的几条信息更有参考价值： 1、2027—2028年的光刻机产能可能仍然不够。 7月份ASML计划2027年将低NA
X·财经博主AI 评分4848 AVGO与INTC称AI突破将使芯片投资需求至少再旺盛两年
AVGO和INTC在DBS会议材料中表示，AI领域的突破将使芯片投资需求至少在未来两年保持旺盛；发言还称当前供应不足以满足市场需求。引用内容提到韩国市场的$SKHY和三星下跌，并批评AVGO CEO称AI投资者是赌徒、企业AI尚未带来投资回报。
X·财经博主AI 评分1616 Wow this is sad to see Korean markets with $SKHY / Samsung crash like this.
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this. Special thanks to $AVGO CEO adding fuel the fire… Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI. https://t.co/fHzsD9Na4s
X·财经博主AI 评分88 Intel would make more sense I'd have thought, given Qualcomm's recent acquisitions. But Jim…
Intel would make more sense I'd have thought, given Qualcomm's recent acquisitions. But Jim continually says he has no plans, so 🧂 https://t.co/4qNcjHwala
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6666 南亚科技第三季度毛利率达85.7%，DRAM平均售价环比上涨60%
南亚科技第三季度毛利率达85.7%，DRAM平均售价较第二季度上涨60%，原文称当时DRAM供应短缺、价格上升。第三季度营收较第二季度增长61.9%，至NT$133.65 billion；原文未提供后续“Q3 operating margin”数值。
X·科技公司AI 评分2020 Join the Terafab project. The value of the output of this massive structure will rank in the top 20…
Join the Terafab project. The value of the output of this massive structure will rank in the top 20 of country GDPs! 引用 @johnfederspiel：We only hire the best for Terafab. If you’re passionate and want to build the future with us apply here: https://t.co/elDXUFZ4Io Or send resume to jobs@terafab
X·财经博主AI 评分4242 台湾与斯洛伐克签署半导体协议，聚焦汽车芯片等领域
台湾与斯洛伐克签署半导体协议，涉及汽车（包括电动汽车）芯片、芯片封装和模块集成。媒体报道称，台湾将提供技术转让、专业支持、研发基础设施和培训，帮助斯洛伐克建设其相关能力。
X·宏观AI 评分00 I do want to know more about Europe's increased production of electronic components (The firms…
I do want to know more about Europe's increased production of electronic components (The firms, sectors and scale)
X·科技公司AI 评分2727 If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla.
If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla. How cool would it be to iterate on designs and customize production machines at lightning speed? 引用 @pequityresearch：Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years:
X·财经博主AI 评分5252 先进半导体测试价格预计上涨10%至30%，供给低于需求
媒体报道称，先进半导体测试价格预计上涨10%至30%，供给远低于需求。随着芯片复杂度提高，测试时间持续延长；原文还提及云端需求增长。
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3131 I heard you like FD-SOI, so is going single digit nm-class performance. Designed in Europe.
I heard you like FD-SOI, so @GlobalFoundries is going single digit nm-class performance. Designed in Europe. https://t.co/S7fqAMYmw5
X·宏观AI 评分1818 And there are of course offsetting developments in the financial account -- DRAM dollars now trump…
And there are of course offsetting developments in the financial account -- DRAM dollars now trump petrodollars ... (as an aside, this shock hasn't reduced China's surplus, as it increased both exports and imports similarly)
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6464 台湾9月半导体出口同比增长46.1%至297.4亿美元
台湾9月半导体出口同比增长46.1%至297.4亿美元，推动台湾9月单月出口额创历史新高。1月至9月半导体出口额为2200亿美元，同比增长47.3%；同期整体出口同比增长60.9%至872.2亿美元。
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·宏观AI 评分2929 And one thing that should be in future textbooks -- a big enough shock to semiconductor prices can…
And one thing that should be in future textbooks -- a big enough shock to semiconductor prices can lead to swings in Korea's surplus of the kind not seen since the change in the oil surplus back in the 70s. DRAM dollars now trump petrodollars 3/3 https://t.co/2XcO1lHHkj
X·宏观AI 评分1919 回到21倍咯，利率下降回到24倍算合理？现在不算贵，但性价比肯定不如7月底，8月底和9月中旬
回到21倍咯，利率下降回到24倍算合理？现在不算贵，但性价比肯定不如7月底，8月底和9月中旬 这些只是指数，投个股就看个股，比如 $INTC，仍然便宜 https://t.co/PaY74DT8aG 引用 @lynynyyyyy：@TJ_Research 🍑总，请问下soxx从七月低点反弹了25%了，现在估值水平还是算中性水平吗 感谢回复。🫡
X·财经博主AI 评分1818 A couple of months ago asked me to host their CEO Christophe Fouquet at the summit in Amsterdam. We…
A couple of months ago @ASMLcompany asked me to host their CEO Christophe Fouquet at the @hellotmrc summit in Amsterdam. We had an on-stage interview discussing everything from EUV to the current state of EU investment into AI. Was really fun! https://t.co/w2kQU4Lb6W https://t.co/GDvFm0Wynf
X·财经博主AI 评分4242 台湾检方起诉10名公司高管，指其涉嫌向中国转售美国军用级芯片
台湾检方起诉10名公司高管，指控他们涉嫌向中国转售美国军用级芯片。涉事芯片来自Analog Devices和Texas Instruments，可用于多种军事装备；指控包括欺诈、伪造和金钱相关罪名。
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·财经博主AI 评分4747 台湾芯片封装企业Winstek Semi和Sigurd Micro预计2027年销售强劲，Winstek Semi大幅增加2026年资本支出
台湾芯片封装企业Winstek Semi和Sigurd Micro预计，AI相关需求将推动2027年销售强劲。Winstek Semi的2026年资本支出已增至原来的两倍以上；Sigurd高管表示，2026年资本支出可能增加。
X·宏观AI 评分1818 would love to see the accounting that includes Chinese made inputs
would love to see the accounting that includes Chinese made inputs (mechanically, higher prices of Korean made chips and for that matter Canadian oil will reduce China's import share; I am interested in numbers that account directly for embedded Chinese content) 引用 @BaldingsWorld：Let's be clear, t
X·宏观AI 评分2121 Imports from China started to rise in 21/22 (notably of batteries) -- but on the export side…
Imports from China started to rise in 21/22 (notably of batteries) -- but on the export side, European auto exports looked resilient going into 2023 ... and then the bottom fell out in the Chinese market (UK's importance to Europe is also obvious in this chart) https://t.co/ao7PTcpXNX
X·财经博主AI 评分5050 推文借梗调侃高通同意获得华为 LogicFolding 相关专利许可
推文调侃有人只看视频标题，并引用一条对比：May 时 @IanCutress 称“华为 Tau 定律，这什么都不会改变！”，October 时 @Qualcomm 同意获得支撑 @Huawei 新型 LogicFolding 的专利许可。
X·财经博主AI 评分3636 Kirin 9050 apparently has 1.5 micron pitch HBI die-to-wafer.
Kirin 9050 apparently has 1.5 micron pitch HBI die-to-wafer. I spoke to a US packaging company several weeks ago with standard high performance HBI tools, saying they're beyond 0.75 micron pitch. It's just a case of manufacturing at scale. They're also seeing scaling better on
X·财经博主AI 评分1717 最近总有人回我说存储不行，涨不过 cpu，我说实话真的挺无语的，事实的结果可能非常反直觉。mu 和 intc 目前距离新高都只有 16%，如果你觉得英特尔更猛，可结果两人的位置一摸一样。
最近总有人回我说存储不行，涨不过 cpu，我说实话真的挺无语的，事实的结果可能非常反直觉。mu 和 intc 目前距离新高都只有 16%，如果你觉得英特尔更猛，可结果两人的位置一摸一样。 也许你又会说，那 intc 从底部反弹的多啊？可事实是，intc 从 7 月 29 日反弹了 49%，美光则是
X·财经博主AI 评分1616 一、不要小瞧教授和博士团队 硅谷革命依托的都是他们。
一、不要小瞧教授和博士团队 硅谷革命依托的都是他们。 来自1991年在南加州创立的Broadcom。两位创始人Henry Samueli和Henry 引用 @LinQingV：《博通往事》开篇 · 杠杆上长出来的帝国