<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>九号、雅迪、<span style='color:#FB4747'>台</span>铃、爱玛等多品牌<span style='color:#FB4747'>电</span>动两轮车<span style='color:#FB4747'>计划</span>下月<span style='color:#FB4747'>涨价</span>
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>美国 TSMC Arizona 将增至 8 座晶圆厂 + 4 座封装厂
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>三星 2nm 工艺良率已突破 60%，与<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>基本持平
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>三星 2nm 工艺良率已突破 60%，与<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>基本持平
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>海外建厂加速：亚利桑那 P3 有望 2027H1 主系统装机
氮化镓领域<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>退三星<span style='color:#FB4747'>电</span>子进，<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>后者产线最早 2026Q2 投产
半导体又迎<span style='color:#FB4747'>涨价</span>潮：<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>联<span style='color:#FB4747'>电</span>、世界先进、力<span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>等晶圆代工厂<span style='color:#FB4747'>涨价</span>
半导体又迎<span style='color:#FB4747'>涨价</span>潮：<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>联<span style='color:#FB4747'>电</span>、世界先进、力<span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>等晶圆代工厂<span style='color:#FB4747'>涨价</span>
半导体又迎<span style='color:#FB4747'>涨价</span>潮：<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>联<span style='color:#FB4747'>电</span>、世界先进、力<span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>等晶圆代工厂<span style='color:#FB4747'>涨价</span>
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>苹果 MacBook Neo 未配 A19 Pro 芯片原因是<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>产能受限
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>未来两年 N2 制程产能几近售罄
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>将在美追加 1000 亿美元三期投资，再建 4 座晶圆厂
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>在日第二晶圆厂将改为 3nm，总投资升至 170 亿美元
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>聚焦 CoWoS 扩产，部分其它先进封装受影响
非 N2P：<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>苹果 iPhone 18 系列 A20 芯片沿用<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>N2 工艺
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>苹果 M6 芯片沿用<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>2nm N2 制程
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>苹果 M6 芯片沿用<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>2nm N2 制程
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>苹果 M6 芯片坚守<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>2nm N2 制程
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>未来三年削减 Fab14 晶圆厂 15% 成熟制程产能
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>小米玄戒 O2 自研芯片或继续用<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>3nm
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span><span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>今年再在岛内投资建设 4 座先进封装设施
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>英伟达超越苹果，成为<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>最大客户
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>美<span style='color:#FB4747'>台</span>关税协议接近达成，<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>承诺至少再建 5 座半导体厂
<span style='color:#FB4747'>消息</span><span style='color:#FB4747'>称</span>M5 Ultra 芯片引爆<span style='color:#FB4747'>台</span><span style='color:#FB4747'>积</span><span style='color:#FB4747'>电</span>产能争夺，苹果英伟达终有一战
苹果回应 “Apple 智能意外上线国行 iPhone”
中东冲突震动全球半导体供应链：氦气现货暴涨超 50%
机情问答：华为畅享 90 系列哪款更值？CIPA 7.0 有多强？
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