- South China Morning Post
Taiwan's prized semiconductors not unbreakable 'silicon shield' they once were as mainland China, West develop own bargaining chips
A sharp decline in Taiwan's ties with mainland China could extend to the very devices being used to transmit and read this story. The far-reaching implications from what has been a geopolitical tug of war are ultimately likely to bolster mainland China's standing as a dominant supplier of older-model semiconductors while ramping up the need for Western allies to rely more on themselves for cutting-edge chips - a scenario that industry insiders say threatens to erode Taiwan's formidable "silicon
- infocast
台積電：今年全球半導體行業料增長逾10%
全球最大晶片代工商台積電預計，今年不包括存儲晶片在內的全球半導體行業將增長超過10%。台積電資深副總經理侯永清表示，人工智能(AI)帶來了新的黃金機周期，預期AI加速器需求按年增長2.5倍。他指，去年是具挑戰的一年，經歷半導體產業少見的庫存問題，但現在已經結束並進入復甦，只是不同區塊的增長步伐不同，估計個人電腦(PC)今年增長1%至3%；智能手機經歷2年衰退後，將有低個位數增長；物聯網部分料增長7%至9%；車用電子方面需求則較疲軟，料跌1%至3%。台積電預計，受惠於用於AI應用的半導體需求增長，第2季營收增幅可達30%。 (ST)#台積電
- Investing.com HK
英偉達帶飛亞洲供應商股價！SK海力士漲2% 台積電再創新高
Investing.com - 周四(23日)，英偉達(NASDAQ:NVDA)亞洲供應商的股價紛紛上漲，此前英偉達季度業績超過預期，並為當前季度給出了強勁的收入指引，還宣佈了1股拆分為10股的股票分割計畫，帶動英偉達股價在美股收市後交易中飆升至歷史新高。英偉達5年股價走勢圖，來源：Investing.com
