TSMC 結果共821筆

全球最大、美國對沖基金橋水基金（Bridgewater Associates）公布美股第1季持股報告（13F），報告顯示台積電（TSMC）是首要買進標的，同時加碼亞馬遜、博通、輝達、美光和Google，同時出清賽富時、GoDaddy Class A和ServiceNow。

TSMC used its 2026 Technology Symposium in Hsinchu on May 14 to tell two stories. The first was about steel and concrete. The second was about light.

人工智慧（AI）來臨，晶片製造成為股市熱門話題，該產業主要生產2種類型的晶片：記憶體晶片和邏輯晶片，兩者分別在電腦中各有不同的用途，而且都至關重要。在邏輯晶片領域，沒有比台積電（TSMC）更大的製造商，記憶體晶片領域則分佈更為分散，並由美光（Micron）成為最大的生產商之一。究竟哪家晶片大廠的股票更值得購買，有外媒進行比較，讓投資者一次了解。

TSMC’s April revenue of NT$410.7 billion (US$12.6 billion) was up 17.5 percent year on year and down 1.1 percent from March, the company’s highest April on record and second-highest monthly result ever. Cumulative revenue for the first four months reached NT$1.545 trillion (US$47.4 billion), up 29.9 percent from the same period in 2025.

美國總統川普（Donald Trump）、中國大陸國家主席習近平的川習會在即，將針對台灣議題有多少程度的意見交流也受到高度關注；史丹佛大學胡佛研究所研究員弗雷曼（Eyck Freymann）提醒，應避免北京當局封鎖台灣、掌握全球科技巨頭對台積電（TSMC）的主導權，否則全球將陷入災難性的晶片荒。

The April 2026 monthly revenue reports filed on the Taiwan Stock Exchange confirmed what the first quarter had already strongly implied: the AI infrastructure cycle is no longer a story about TSMC and a handful of server assemblers. It is now spread across the full hardware stack, from copper-clad laminates and ABF substrates to liquid-cooling modules, server rails and memory.

The robots are coming to Taipei. When Computex 2026 opens its doors, Physical AI will stand as one of the show’s three headline themes, alongside AI & Computing and Next-Gen Tech. Organizers have carved out a dedicated Robotics Zone at TWTC Hall 1, with an adjacent TechXperience Zone built to showcase applications in healthcare, logistics, and retail.

市場追捧「護國神山」台積電（2330，TSMC），專家看向另一家台灣晶圓代工大廠「聯電」（2303，UMC）！憑藉特殊晶圓策略、產能建置紀律，以及優異的殖利率和本益比，市場目光轉向，聯電成為投資人的新標的。

For most of the last twenty years, the MediaTek story has been about smartphones. The company built itself into the world’s largest mobile chip designer by volume on the back of mid-tier Android handsets sold across Asia, Latin America, and Europe. At Computex 2026, the next chapter of the company’s history will begin to unfold.

全球半導體龍頭台積電(TSMC)，積極佈局次世代製程，宣布重啟龍潭三期擴建計畫，已經引起南韓媒體緊張。南韓《中央日報》在報導中，詳細介紹台積電排除萬難，重啟龍潭三期擴建計畫；同時拿南韓三星電子，陷入工會索要高額分紅並揚言罷工對比，直言三星正面臨與台積電拉大技術與產能差距的分水嶺。

James C.F. Huang, Chairman of the Taiwan External Trade Development Council (TAITRA), led a Taiwan business delegation to the inaugural ＂Arizona Artificial Intelligence and Semiconductor Global Forum＂ on April 30 hosted by The Arizona Commerce Authority. The delegation drew more than 100 executives from 81 companies across semiconductors, AI solutions, electronics and ICT, and critical components, making it the largest international delegation at the forum and underscoring Taiwan’s pivotal role in the global tech supply chain.

護國神山台積電（TSMC）股票太貴難下手，投資人免驚！外媒指出，全球進入人工智慧（AI）狂潮，無論是開發AI的企業，或是提供AI硬體、基礎設施，股票都極具潛力，都值得入手！外媒依據華爾街金融分析師，彙整「5檔AI股票」，推薦5月可以入手。

Taiwan’s stock index fell 376 points on April 30, breaking below 39,000 after a 922-point swing. TSMC dropped 2% in a late ’short attack’ despite strong fundamentals.

在全球人工智慧（AI）強勁需求與晶片巨擘台積電（TSMC）市值飆升的帶動下，台灣證券市場寫下歷史新頁。根據《彭博社》（Bloomberg）最新數據顯示，台灣上市公司總市值已正式超越加拿大，晉升為全球第六大股市。

台灣半導體龍頭台積電（TSMC）「2奈米」洩密案今（27）日正式宣判！因台積電離職工程師陳力銘等人涉洩漏台積電營業秘密，半導體設備巨頭東京威力株式會社（TEL）台灣子公司因違反《國家安全法》，遭法院重判罰金1.5億元，緩刑3年；洩密關鍵人陳力銘則獲判有期徒刑10年。

Taiwan court convicts four engineers in first National Security Act case for stealing TSMC chip secrets. Sentences range from 2 to 10 years.

隨著人工智慧（AI）狂潮席捲半導體產業，有「護國神山」之稱的台積電（TSMC）近年來股價節節上升。外媒分析，台積電挾帶先進製程與封裝優勢，穩坐全球代工龍頭，更有望在獲利與地位上追隨晶片設計大廠。預期至2030年，台積電憑藉其無法取代的製造地位，有望成為「下一個輝達」（NVIDIA），吞下市場最大紅利。

美國商務部長盧特尼克（Howard Lutnick）一連兩天針對2027財政年度預算出席國會聽證會，盧特尼克在事前準備的書面證詞列出美國總統川普上任至今半導體產業的「投資美國」紀錄，列舉台積電（TSMC）、美光（Micron）、和德州儀器（Texas Instruments）等，書面證詞上台積電的投資金額是2,650億美元，比到目前為止實際宣布的台積電承諾投資金額多出1,000億美元，不過美國時間星期四（4月23日）盧特尼克在眾院撥款委員會的口頭證詞說的台積電投資金額是1,650億美元，之後在白宮橢圓形辦公室，盧特尼克也表示台積電投資美國1,650億美元。

Once Taiwan’s historic seat of government, the city of Tainan has undergone a dramatic transformation from a sleepy backwater of narrow old streets and vibrant temples into a thriving technology hub anchored by the Southern Taiwan Science Park (STSP). A record-shattering 2025, new advanced-process fab announcements, and a fast-tracked expansion at Shalun have cemented Tainan’s place at the heart of the global semiconductor supply chain.

TSMC confirms up to 9% salary increases for 2026 as the chipmaker battles Chinese and South Korean rivals in a global semiconductor talent war.

At its 2026 North America Technology Symposium, TSMC unveiled a roadmap that highlights where the world’s largest contract chipmaker is placing its boldest bets and where it is choosing restraint.

全球晶片產業競爭，龍頭台積電將在美國擴建兩座封裝廠，分擔「美國製造」產能。至於美國代表「英特爾」，則挾著美國政府入股和資金補貼，買進價值百億台幣的「新武器」，希望發展18A先進製程。英特爾想重返巔峰，勢必需要跨過台積電這座大山，不過因為晶片良率低，加上要重建客戶信任感，現在英特爾晶片生產的主要客戶，可能只有英特爾自己。

For two decades, Taiwan’s technology map was defined by two dominant poles: the Hsinchu Science Park in the north and the Southern Taiwan Science Park around Tainan. The central region, long known for its precision-machinery firms and textile manufacturers, appeared to be a noticeable gap. The Central Taiwan Science Park (CTSP) was created precisely to fill that gap. In 2025 and 2026, it has attracted some of the largest semiconductor investments in Taiwan’s history.

人工智慧（AI）時代來臨，近期不少科技巨頭公布2026年第一季度的財報，ASML和台積電（TSMC）均展現出強勁的AI基礎設施需求，且絲毫沒有放緩的跡象。這對即將發布財報的眾多企業來說是個好兆頭，對此，有外媒點名3檔值得買入的AI科技股。

For much of the 20th century, Taiwan’s high-tech success centered in the north. Hsinchu gave rise to the island’s first generation of semiconductor giants, including TSMC, while Taipei provided crucial government support. The south, by contrast, remained known for sugarcane fields, petrochemical complexes, and the mills of China Steel.