台積電美國董事會通過七項決議,涵蓋財報、股利、資本預算等,未提及擴大美國投資或關稅議題。雖增資子公司百億美元以降低匯率風險,但專家預測,在美國關稅壓力下,台積電可能提前在美量產2奈米製程。
今日台股大盤於午後走勢疲軟,加權指數報收23,257.86點,下挫220.41點,跌幅達0.93%。反觀櫃買指數卻逆勢上揚,收於253.62點,小漲1.92點(+0.75%)。台指期近月合約則報23,313點,跌115點(-0.49%)。盤面上電子類股成為主要賣壓來源。半導體類股下跌1.77%,光電類股跌幅達2.15%,而電零類股以6.17%的跌幅成為今日最大敗將。
台積電所生產的高階晶片具有獨特獨佔性,市場上還沒有其他替代商品,因此對於高階晶片出口來說,川普的關稅作法不會影響到台積電,若有增加的關稅預計將由客戶吸收。對台灣的高階晶片課徵高關稅,損失最大的會是美國使用台灣出口晶片的客戶,包括美國的製造業者。
這個宣示立刻讓27日的美國股市風雲變色,所有和AI相關的企業,從NVIDIA、TSMC、ARM、AVGO全面重挫,到今天為止,餘波盪漾仍然持續。輝達強彈一天又 ...
Nvidia輝達CEO黃仁勳 近期因DeepSeek的新聞,再次登上Google全球熱搜!這個全新AI人工智慧、如ChatGPT的大型語言模型,造成了Nvidia股價大幅波動,而不久前才擠進 《富比世》全球富豪榜前十名 的黃仁勳本人,也在短短幾日經歷百億美元的漲跌,現今身價約1千2百億美元。
IGMTLSY01A is a synchronous LVTLL / LVT / ULVT periphery high-density ternary content addressable memory (TCAM) with column redundancy feature. It is developed with TSMC 5nm 0.75V/1.2V CMOS ...
It features a 1.2-1.8V GPIO with selectable dual drive strengths ... Key attributes of our TSMC 65nm IO library include dual independent IO supply rails (1.0V-3.3V & 3.3V) and power-on-control (POC) ...
Himax, exclusive supplier for TSM's COUPE micro-lens arrays, sees revenue projected to hit $2.4B by 2028, per Ming-Chi Kuo. TSM prioritizes COUPE with mass production validation underway; AMD ...
TSMC, the dominant maker of advanced chips and a major supplier to companies including Apple (AAPL) and Nvidia (NVDA) said it had evacuated workers at some sites in central and southern Taiwan as ...
TAIPEI - A 6.4-magnitude earthquake struck a mountainous, rural area of Taiwan’s south on Jan 21, the island’s weather administration said, injuring 27 people and causing ceilings of homes to ...