半導體產業政策

關注全球半導體產業政策動向，包括美國晶片法案、歐盟及中國補貼措施，分析政策對市場的影響。

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为什么投芯片 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。

半导体行情 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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/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Route.php ( 4.70 KB )
/www/wwwroot/cjgpcs.cn/app/common/model/Route.php ( 3.01 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/Collection.php ( 16.47 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/dispatch/Callback.php ( 3.78 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Dispatch.php ( 11.32 KB )
/www/wwwroot/cjgpcs.cn/app/home/controller/Article.php ( 0.18 KB )
/www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
/www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 20.04 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
/www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Session.php ( 1.79 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/db/Raw.php ( 1.30 KB )
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/www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/Url.php ( 7.52 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
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CONNECT:[ UseTime:0.001292s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002954s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000662s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002535s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001242s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002956s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000647s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004305s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000809s ]
SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.001975s ]
SELECT * FROM `g3ys_tags` WHERE `name` = 'semiconductor-policy' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.000814s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.003806s ]
SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('492', tags) ) [ RunTime:0.004496s ]
SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('492', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.005455s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.005167s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'zh-tw' ) OR `subtag` = 'zh-tw' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002182s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001622s ]
SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002491s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6076' LIMIT 1 [ RunTime:0.000919s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000808s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000841s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6059' LIMIT 1 [ RunTime:0.000739s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000843s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000726s ]
SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.001737s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000707s ]

0.382434s

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