社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
一割
IP属地:广东
+关注
帖子 · 36
帖子 · 36
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
一割
一割
·
06-03 20:50
台积电老将出任三星副总裁挑战新技术牛牛牛
三星代工,聘请台积电21年老将
集微网·爱集微APP,各大主流应用商店均可下载台积电是全球最大的芯片代工企业,三星位居第二,但与台积电相差甚远。三星正全力追赶台积电,但短期内仍难以缩小技术差距,更不用说挑战其在全球芯片代工市场的主导地位。最新的投资对象是一位曾在台积电工作21年的前高管,她将负责三星在美国的代工业务。据报道,Margaret Han已被任命为三星执行副总裁,并将负责其在美国的代工业务。该工厂预计将于2026年底投产。
三星代工,聘请台积电21年老将
看
2
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
06-03 13:03
$台积电(TSM)$
感觉木头姐在高点飘零
看
126
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
06-03 12:46
$台积电(TSM)$
木头姐在高点卖了吗?
看
204
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
06-02 21:14
$台积电(TSM)$
新思 台积电 英伟达……产业链遥遥领先!
看
216
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
06-02 12:16
$新思科技(SNPS)$
股价在600美金比较合理
看
404
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
06-02 11:45
$英伟达(NVDA)$
英伟达会收割中国AI芯片市场甚至是用低端芯片
看
179
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
06-02 11:43
$英伟达(NVDA)$
巧妇难为无米之炊,如今做饭的炊具(EDA)也被禁用了。半导体产业遥遥领先世界
看
1,089
回复
评论
点赞
1
编组 21备份 2
分享
举报
一割
一割
·
05-29
$新思科技(SNPS)$
这股票总市值最起码值1200亿美金的
看
437
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一割
一割
·
05-29
$台积电(TSM)$
利空出完了没?低吸还不够吗?
看
4,291
回复
评论
点赞
1
编组 21备份 2
分享
举报
一割
一割
·
05-28
台积电说话有底气,世界龙头牛牛牛!
台积电警告:芯片关税可能削弱其在美国1650亿美的元投资计划
威胁美国在半导体产业的领导地位。
台积电警告:芯片关税可能削弱其在美国1650亿美的元投资计划
看
73
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4207235655169200","uuid":"4207235655169200","gmtCreate":1744132476679,"gmtModify":1746027351950,"name":"一割","pinyin":"ygyige","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":8,"tweetSize":36,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.28","exceedPercentage":"80.40%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.15","exceedPercentage":"80.42%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":442089586901088,"gmtCreate":1748955028295,"gmtModify":1748955029952,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"台积电老将出任三星副总裁挑战新技术牛牛牛","listText":"台积电老将出任三星副总裁挑战新技术牛牛牛","text":"台积电老将出任三星副总裁挑战新技术牛牛牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442089586901088","repostId":"2540722180","repostType":2,"repost":{"id":"2540722180","kind":"news","pubTimestamp":1748942062,"share":"https://www.laohu8.com/m/news/2540722180?lang=&edition=full","pubTime":"2025-06-03 17:14","market":"us","language":"zh","title":"三星代工,聘请台积电21年老将","url":"https://stock-news.laohu8.com/highlight/detail?id=2540722180","media":"天天IC","summary":"集微网·爱集微APP,各大主流应用商店均可下载台积电是全球最大的芯片代工企业,三星位居第二,但与台积电相差甚远。三星正全力追赶台积电,但短期内仍难以缩小技术差距,更不用说挑战其在全球芯片代工市场的主导地位。最新的投资对象是一位曾在台积电工作21年的前高管,她将负责三星在美国的代工业务。据报道,Margaret Han已被任命为三星执行副总裁,并将负责其在美国的代工业务。该工厂预计将于2026年底投产。","content":"<html><body><article><p>集微网·爱集微APP,各大主流应用商店均可下载</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球最大的芯片代工企业,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>位居第二,但与台积电相差甚远。三星正全力追赶台积电,但短期内仍难以缩小技术差距,更不用说挑战其在全球芯片代工市场的主导地位。</p><p>三星一直在大力投资设备和人力资源,以增强其在这一领域的优势。最新的投资对象是一位曾在台积电工作21年的前高管,她将负责三星在美国的代工业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603172053441v163g3cx26ylc1f\"/><p>据报道,Margaret Han已被任命为三星执行副总裁,并将负责其在美国的代工业务。Margaret Han在台积电工作二十多年,担任过销售、市场营销和业务拓展等多个职位。</p><p>她随后转投<a href=\"https://laohu8.com/S/INTC\">英特尔</a>,担任全球外部晶圆代工采购和供应商管理主管。如今,Margaret Han离开英特尔,加入三星,因为该公司的目标是成为美国领先的晶圆代工企业。</p><p>人们相信,Margaret Han的经验将有助于三星拓展其晶圆代工业务,赢得新客户,尤其是那些总部位于美国的主要芯片设计公司。</p><p>三星已承诺在得克萨斯州泰勒市投资370亿美元建设新的芯片制造工厂,其中包括先进的4nm和2nm工艺节点。该工厂预计将于2026年底投产。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三星代工,聘请台积电21年老将</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三星代工,聘请台积电21年老将\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 17:14 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603172136a4980296&s=b><strong>天天IC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网·爱集微APP,各大主流应用商店均可下载台积电是全球最大的芯片代工企业,三星位居第二,但与台积电相差甚远。三星正全力追赶台积电,但短期内仍难以缩小技术差距,更不用说挑战其在全球芯片代工市场的主导地位。三星一直在大力投资设备和人力资源,以增强其在这一领域的优势。最新的投资对象是一位曾在台积电工作21年的前高管,她将负责三星在美国的代工业务。据报道,Margaret Han已被任命为三星执行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603172136a4980296&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4526":"热门中概股","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TSM":"台积电","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4581":"高盛持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4548":"巴美列捷福持仓","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4612":"AI芯片","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","03145":"华夏亚洲高息股","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603172136a4980296&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540722180","content_text":"集微网·爱集微APP,各大主流应用商店均可下载台积电是全球最大的芯片代工企业,三星位居第二,但与台积电相差甚远。三星正全力追赶台积电,但短期内仍难以缩小技术差距,更不用说挑战其在全球芯片代工市场的主导地位。三星一直在大力投资设备和人力资源,以增强其在这一领域的优势。最新的投资对象是一位曾在台积电工作21年的前高管,她将负责三星在美国的代工业务。据报道,Margaret Han已被任命为三星执行副总裁,并将负责其在美国的代工业务。Margaret Han在台积电工作二十多年,担任过销售、市场营销和业务拓展等多个职位。她随后转投英特尔,担任全球外部晶圆代工采购和供应商管理主管。如今,Margaret Han离开英特尔,加入三星,因为该公司的目标是成为美国领先的晶圆代工企业。人们相信,Margaret Han的经验将有助于三星拓展其晶圆代工业务,赢得新客户,尤其是那些总部位于美国的主要芯片设计公司。三星已承诺在得克萨斯州泰勒市投资370亿美元建设新的芯片制造工厂,其中包括先进的4nm和2nm工艺节点。该工厂预计将于2026年底投产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441912498278872,"gmtCreate":1748926992170,"gmtModify":1748926993189,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 感觉木头姐在高点飘零","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 感觉木头姐在高点飘零","text":"$台积电(TSM)$ 感觉木头姐在高点飘零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441912498278872","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441905512563544,"gmtCreate":1748925999596,"gmtModify":1748926000696,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 木头姐在高点卖了吗?","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 木头姐在高点卖了吗?","text":"$台积电(TSM)$ 木头姐在高点卖了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441905512563544","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441677162774800,"gmtCreate":1748870048339,"gmtModify":1748870049549,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 新思 台积电 英伟达……产业链遥遥领先!","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 新思 台积电 英伟达……产业链遥遥领先!","text":"$台积电(TSM)$ 新思 台积电 英伟达……产业链遥遥领先!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441677162774800","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441545759272976,"gmtCreate":1748837811499,"gmtModify":1748837812549,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNPS\">$新思科技(SNPS)$ </a>股价在600美金比较合理","listText":"<a href=\"https://laohu8.com/S/SNPS\">$新思科技(SNPS)$ </a>股价在600美金比较合理","text":"$新思科技(SNPS)$ 股价在600美金比较合理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441545759272976","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441537522422624,"gmtCreate":1748835932838,"gmtModify":1748835933814,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 英伟达会收割中国AI芯片市场甚至是用低端芯片","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 英伟达会收割中国AI芯片市场甚至是用低端芯片","text":"$英伟达(NVDA)$ 英伟达会收割中国AI芯片市场甚至是用低端芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441537522422624","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441537383178600,"gmtCreate":1748835806097,"gmtModify":1748835807256,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 巧妇难为无米之炊,如今做饭的炊具(EDA)也被禁用了。半导体产业遥遥领先世界","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 巧妇难为无米之炊,如今做饭的炊具(EDA)也被禁用了。半导体产业遥遥领先世界","text":"$英伟达(NVDA)$ 巧妇难为无米之炊,如今做饭的炊具(EDA)也被禁用了。半导体产业遥遥领先世界","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441537383178600","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440261376991376,"gmtCreate":1748523958308,"gmtModify":1748523959620,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNPS\">$新思科技(SNPS)$ </a><v-v data-views=\"1\"></v-v> 这股票总市值最起码值1200亿美金的","listText":"<a href=\"https://laohu8.com/S/SNPS\">$新思科技(SNPS)$ </a><v-v data-views=\"1\"></v-v> 这股票总市值最起码值1200亿美金的","text":"$新思科技(SNPS)$ 这股票总市值最起码值1200亿美金的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440261376991376","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440148274189096,"gmtCreate":1748496984192,"gmtModify":1748496985459,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 利空出完了没?低吸还不够吗?","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 利空出完了没?低吸还不够吗?","text":"$台积电(TSM)$ 利空出完了没?低吸还不够吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440148274189096","isVote":1,"tweetType":1,"viewCount":4291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439914247270640,"gmtCreate":1748421720928,"gmtModify":1748421722717,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"台积电说话有底气,世界龙头牛牛牛!","listText":"台积电说话有底气,世界龙头牛牛牛!","text":"台积电说话有底气,世界龙头牛牛牛!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439914247270640","repostId":"2538450884","repostType":2,"repost":{"id":"2538450884","kind":"highlight","pubTimestamp":1748410629,"share":"https://www.laohu8.com/m/news/2538450884?lang=&edition=full","pubTime":"2025-05-28 13:37","market":"us","language":"zh","title":"台积电警告:芯片关税可能削弱其在美国1650亿美的元投资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2538450884","media":"IT之家","summary":"威胁美国在半导体产业的领导地位。","content":"<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>呼吁美国商务部豁免芯片进口关税,警告加征关税可能削弱其 1650 亿美元(约 1.19 万亿元人民币)亚利桑那州扩建计划,并威胁美国在半导体产业的领导地位。</p><p>台媒 CNA 于 5 月 23 日报道,台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出,加征关税将抑制下游需求,并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于 5 月 5 日提交的函件中,该函件系针对美国商务部就潜在贸易措施征询意见期间所递交。</p><p>台积电表示,终端产品因关税导致价格上涨将抑制芯片需求,从而削弱亚利桑那州产业集群的经济价值。该公司要求“在美国拥有重大半导体产能”的企业继续享有进口海外设备和材料的免税通道,因其中许多物资在美国本土无法获取。</p><p>IT之家注意到,台积电在亚利桑那州凤凰城的 650 亿美元(现汇率约合 4674.98 亿元人民币)投资项目目前包含 3 座晶圆厂:首座已开始量产,专攻 4nm 节点;第二座即将竣工,将提供 3nm、2nm 产能,预计 2028 年开始生产;第三座于上月破土动工,瞄准 2nm 及更先进制程。</p><p>今年 3 月,台积电宣布在亚利桑那州追加 1000 亿美元(现汇率约合 7192.28 亿元人民币)投资,计划再建三座晶圆厂、两座先进封装厂和一个研发中心,总投资额累计 1650 亿美元(现汇率约合 1.19 万亿元人民币)。</p><p>据台积电提交的文件披露,当六座晶圆厂全部投产后,亚利桑那州基地每月可生产 10 万片晶圆,约占台积电 2nm 及更先进制程预计产能的 30%。该公司还预估其美国项目将带动 2000 亿美元(现汇率约合 1.44 万亿元人民币)的间接经济活动,创造数万个就业岗位。文件强调,这些经济收益的实现有赖于可预期的免税供应链体系。</p>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电警告:芯片关税可能削弱其在美国1650亿美的元投资计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电警告:芯片关税可能削弱其在美国1650亿美的元投资计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-28 13:37 北京时间 <a href=https://usstock.jrj.com.cn/2025/05/28133750707852.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电呼吁美国商务部豁免芯片进口关税,警告加征关税可能削弱其 1650 亿美元(约 1.19 万亿元人民币)亚利桑那州扩建计划,并威胁美国在半导体产业的领导地位。台媒 CNA 于 5 月 23 日报道,台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出,加征关税将抑制下游需求,并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/05/28133750707852.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2025/05/28133750707852.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538450884","content_text":"台积电呼吁美国商务部豁免芯片进口关税,警告加征关税可能削弱其 1650 亿美元(约 1.19 万亿元人民币)亚利桑那州扩建计划,并威胁美国在半导体产业的领导地位。台媒 CNA 于 5 月 23 日报道,台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出,加征关税将抑制下游需求,并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于 5 月 5 日提交的函件中,该函件系针对美国商务部就潜在贸易措施征询意见期间所递交。台积电表示,终端产品因关税导致价格上涨将抑制芯片需求,从而削弱亚利桑那州产业集群的经济价值。该公司要求“在美国拥有重大半导体产能”的企业继续享有进口海外设备和材料的免税通道,因其中许多物资在美国本土无法获取。IT之家注意到,台积电在亚利桑那州凤凰城的 650 亿美元(现汇率约合 4674.98 亿元人民币)投资项目目前包含 3 座晶圆厂:首座已开始量产,专攻 4nm 节点;第二座即将竣工,将提供 3nm、2nm 产能,预计 2028 年开始生产;第三座于上月破土动工,瞄准 2nm 及更先进制程。今年 3 月,台积电宣布在亚利桑那州追加 1000 亿美元(现汇率约合 7192.28 亿元人民币)投资,计划再建三座晶圆厂、两座先进封装厂和一个研发中心,总投资额累计 1650 亿美元(现汇率约合 1.19 万亿元人民币)。据台积电提交的文件披露,当六座晶圆厂全部投产后,亚利桑那州基地每月可生产 10 万片晶圆,约占台积电 2nm 及更先进制程预计产能的 30%。该公司还预估其美国项目将带动 2000 亿美元(现汇率约合 1.44 万亿元人民币)的间接经济活动,创造数万个就业岗位。文件强调,这些经济收益的实现有赖于可预期的免税供应链体系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}