Semiconductor Industry Policy
Focus on global semiconductor policy trends, including US CHIPS Act, EU and China subsidies, analyzing policy impact on the market.
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Why Invest in Chips
2026-08-02
5
半導體設備出口管制升級!芯片投資邏輯迎來大洗牌
2026年8月,美國商務部宣布擴大先進半導體設備出口管制範圍,衝擊全球芯片產業鏈。本文深入解析新規對晶圓代工、設備商及國產替代的影響,並探討投資者應如何調整半導體配置策略,把握地緣政治下的轉折點。
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Semiconductor Market
2026-08-01
5
2奈米製程量產戰開打!台積電續保先進製程領先 全球半導體進入新競局
2026年8月,台積電正式宣布2奈米製程進入量產,象徵半導體先進製程競賽進入新里程。本文深入剖析台積電2奈米技術優勢、主要對手三星與英特爾的追趕策略,以及這項突破對全球半導體供應鏈、設備材料業與投資市場的深遠影響。在半導體景氣循環與AI需求雙重推動下,先進製程將如何引領產業下一波成長?
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