Topics
Countries
Taiwan News
Would you like to access news/blog content published by sources located in Taiwan?
Code example
If you'd like to make a REST call, then make a following POST request:
Endpoint /api/v1/article/getArticles
Request body
{
"sourceLocationUri": "http://en.wikipedia.org/wiki/Taiwan",
"resultType": "articles",
"apiKey": "API_KEY"
}
If you'd like instead to do a GET request then call:
/api/v1/article/getArticles?sourceLocationUri=http%3A%2F%2Fen.wikipedia.org%2Fwiki%2FTaiwan&resultType=articles&apiKey=API_KEY
Example of JSON response
Below is an example JSON object that you would receive as the result of the request. You can retrieve also additional properties such as concepts, categories, source details, etc. by specifying additional parameters in the request as described on the documentation page.
{
"articles": {
"results": [
{
"uri": "9393300727",
"lang": "zho",
"isDuplicate": false,
"date": "2026-07-13",
"time": "22:46:18",
"dateTime": "2026-07-13T22:46:18Z",
"dateTimePub": "2026-07-13T22:46:01Z",
"dataType": "news",
"sim": 0.8117647171020508,
"url": "https://www.ctee.com.tw/news/20260714700077-430704",
"title": "特斯拉AI5晶片 傳交三星試產",
"body": "已將目前網頁的網址複製到您的剪貼簿！\n\n韓國時報報導，特斯拉下一代AI5晶片傳出即將邁入量產階段。據悉，三星電子已完成AI5晶片流片（Tape-out），目前正積極準備在美國德州泰勒晶圓廠展開工程樣品生產，並將採用三星最新2奈米製程，未來搭載於特斯拉新一代產品，成為全自駕系統（FSD）、Optimus人形機器人及AI資料中心的重要運算核心。\n\n三星晶圓代工首席工程師James Kim日前在LinkedIn發文表示：「特斯拉與三星合作的AI5晶片已完成流片。」他表示：「該晶片將在泰勒晶圓廠採用我們最新的2奈米製程生產，並將很快整合至特斯拉最新產品中。」該貼文隨後遭到刪除，但內容已被多家媒體引用，成為外界掌握三星AI5生產進度的重要線索。\n\n今年4月特斯拉執行長馬斯克曾在X平台透露，AI5晶片已同步交由三星與台積電代工，台積電已於4月流片。他當時表示，由於兩家公司「將晶片設計轉換成實體晶片的方式不同」，因此會製作略有差異的版本，以配合各自的製程技術。\n\nCounterpoint Research統計，今年第一季三星在全球晶圓代工市場握有7％市占率，仍遠遠落後台積電的73％。\n\n業界人士指出，三星取得AI5設計後，持續針對自家2奈米製程進行最佳化，如今完成流片，代表已正式進入試產準備階段，接下來將生產工程樣品供特斯拉驗證，待完成認證後即可投入量產。\n\n此次曝光也是三星代工特斯拉AI5晶片最完整的生產規劃首次對外揭露。根據消息，位於德州的泰勒晶圓廠，預計今年稍晚啟動試產，並於2027年正式為特斯拉等核心客戶展開大規模量產。該座晶圓廠也是三星布局美國先進製程的重要基地，未來將肩負拓展北美晶圓代工市場的重要任務。\n\n市場原先預期三星2奈米製程將從AI6晶片開始導入，但此次AI5即採用2奈米生產，意味三星先進製程成熟度已明顯提升，也進一步印證市場推測其2奈米良率已突破60％，開始具備承接高階AI晶片訂單的能力。",
"source": {
"uri": "ctee.com.tw",
"dataType": "news",
"title": "工商時報"
},
"authors": [],
"concepts": [
{
"uri": "http://en.wikipedia.org/wiki/Foundry_model",
"type": "wiki",
"score": 5,
"label": {
"eng": "Foundry model"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Wafer_(electronics)",
"type": "wiki",
"score": 5,
"label": {
"eng": "Wafer (electronics)"
}
},
{
"uri": "http://en.wikipedia.org/wiki/TSMC",
"type": "org",
"score": 5,
"label": {
"eng": "TSMC"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Nanometre",
"type": "wiki",
"score": 5,
"label": {
"eng": "Nanometre"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Samsung_Electronics",
"type": "org",
"score": 5,
"label": {
"eng": "Samsung Electronics"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Integrated_circuit",
"type": "wiki",
"score": 5,
"label": {
"eng": "Integrated circuit"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Artificial_intelligence",
"type": "wiki",
"score": 4,
"label": {
"eng": "Artificial intelligence"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Robot",
"type": "wiki",
"score": 3,
"label": {
"eng": "Robot"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Chief_executive_officer",
"type": "wiki",
"score": 3,
"label": {
"eng": "Chief executive officer"
}
},
{
"uri": "http://en.wikipedia.org/wiki/LinkedIn",
"type": "org",
"score": 3,
"label": {
"eng": "LinkedIn"
}
},
{
"uri": "http://en.wikipedia.org/wiki/South_Korea",
"type": "loc",
"score": 3,
"label": {
"eng": "South Korea"
},
"location": {
"type": "country",
"label": {
"eng": "South Korea"
}
}
}
],
"categories": [
{
"uri": "news/Business",
"label": "news/Business",
"wgt": 57
},
{
"uri": "iptc/economy,_business_and_finance/products_and_services/computing_and_information_technology",
"label": "iptc/economy, business and finance/products and services/computing and information technology",
"wgt": 94
}
],
"image": "https://images.ctee.com.tw/newsphoto/2026-07-14/1024/A03AA3_PictureItem_Clipping_04_3.jpg",
"eventUri": "zho-2070793",
"sentiment": null,
"wgt": 521678778,
"relevance": 1
},
{
"uri": "9393300758",
"lang": "zho",
"isDuplicate": false,
"date": "2026-07-13",
"time": "22:46:18",
"dateTime": "2026-07-13T22:46:18Z",
"dateTimePub": "2026-07-13T22:43:35Z",
"dataType": "news",
"sim": 0.6823529601097107,
"url": "https://news.ltn.com.tw/news/Taichung/breakingnews/5504227",
"title": "民眾黨提名6席中市議員參選人 柯文哲要市黨部採聯合作戰",
"body": "根據「電腦網路內容分級處理辦法」修正條文第六條第三款規定，已於網站首頁或各該限制級網頁，依台灣網站分級推廣基金會規定作標示。 台灣網站分級推廣基金會（TICRF）網站：http://www.ticrf.org.tw\n\n民眾黨提名6席中市議員參選人 柯文哲要市黨部採聯合作戰\n\n2026/07/14 06:43 記者蘇金鳳／台中報導\n\n加入Google首選\n\n民眾黨創黨主席柯文哲12日到台中市，要求市黨部全力輔選6名市議員參選人及採聯合作戰。（記者蘇金鳳攝）\n\n民眾黨創黨主席柯文哲希望民眾黨年底市議員席次能增加，他於12日到台中市輔選市議員參選人，同時進行輔選工作的討論，民眾黨中市黨部主委陳清龍表示，會中柯文哲要求市黨部全力輔選民眾黨6個市議員參選人，同時要採取聯合作戰，讓民眾黨台中隊順利當選。\n\n民眾黨在台中市提名6席市議員參選人，柯文哲更在12日特地南下台中，專門輔選民調較低的北屯區市議員參選人邱于珊，並利用空檔，進行台中市的輔選工作會報，了解6名參選人的選情狀況。\n\n民眾黨中市黨部主委陳清龍表示，柯文哲現場下了指示，要求市黨部要全力輔選在台中市所提名的6位市議員參選人，而且要採聯合作戰，因為6名市議員，只有江和樹是現任市議員，其他都是新人，唯有聯合作戰，如此才能壯大氣勢。\n\n陳清龍表示，目前在規劃中，因為聯合作戰勢必還要安排比較具知名度的人來參加，如柯文哲、黃國昌等，都是需要配合其時間，市黨部會慢慢安排。\n\n不用抽 不用搶 現在用APP看新聞 保證天天中獎 點我下載APP 按我看活動辦法",
"source": {
"uri": "news.ltn.com.tw",
"dataType": "news",
"title": "Liberty Times Net"
},
"authors": [],
"concepts": [
{
"uri": "http://en.wikipedia.org/wiki/Taiwan_People's_Party",
"type": "org",
"score": 5,
"label": {
"eng": "Taiwan People's Party"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Reporter",
"type": "wiki",
"score": 5,
"label": {
"eng": "Reporter"
}
},
{
"uri": "http://zh.wikipedia.org/wiki/陳清龍",
"type": "person",
"score": 5,
"label": {
"eng": "陳清龍"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Ko_Wen-je",
"type": "person",
"score": 5,
"label": {
"eng": "Ko Wen-je"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Taiwan_(island)",
"type": "loc",
"score": 5,
"label": {
"eng": "Taiwan (island)"
},
"location": null
},
{
"uri": "http://en.wikipedia.org/wiki/Legislator",
"type": "wiki",
"score": 5,
"label": {
"eng": "Legislator"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Beitun_District",
"type": "loc",
"score": 3,
"label": {
"eng": "Beitun District"
},
"location": null
},
{
"uri": "http://en.wikipedia.org/wiki/Google",
"type": "org",
"score": 3,
"label": {
"eng": "Google"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Huang_Kuo-chang",
"type": "person",
"score": 2,
"label": {
"eng": "Huang Kuo-chang"
}
}
],
"categories": [
{
"uri": "iptc/politics_and_government/election",
"label": "iptc/politics and government/election",
"wgt": 78
}
],
"image": "https://img.ltn.com.tw/Upload/news/600/2026/07/14/5504227_1_1.jpg",
"eventUri": "zho-2069614",
"sentiment": null,
"wgt": 521678778,
"relevance": 1
},
{
"uri": "9393300492",
"lang": "zho",
"isDuplicate": false,
"date": "2026-07-13",
"time": "22:45:45",
"dateTime": "2026-07-13T22:45:45Z",
"dateTimePub": "2026-07-13T22:42:00Z",
"dataType": "news",
"sim": 0,
"url": "https://www.ettoday.net/news/20260714/3200525.htm",
"title": "海神颱風「壽命很短」 最新路徑曝",
"body": "▲海神颱風壽命很短。（圖／easterlywave）\n\n記者陳俊宏／台北報導\n\n氣象專家吳德榮表示，最新中央氣象署路徑潛勢預測圖顯示，第11號「海神」勉強跨過輕度颱風門檻，增強條件不佳，壽命很短，其行徑北北西轉北北東，對台無威脅。\n\n午後防強對流\n\n[廣告]請繼續往下閱讀...\n\n吳德榮在「氣象應用推廣基金會」專欄提到，最新歐洲模式（ECMWF）模擬顯示，今日至下周一低層大氣偏南風及南方海面有豐沛水氣，今天、周三的南部、東南部，以及周四至下周一的南部偶有局部短暫降雨；因太平洋高壓偏弱，大氣不穩定，午後常有強對流在山區發展，並擴展至部分平地，應注意雷擊、強風、瞬間強降雨發生。\n\n吳德榮說，最新模式模擬顯示，下周二至下周四低層偏南風減弱及南方水氣減少，太平洋高壓仍偏弱，午後有對流在山區發展，僅少部分鄰近平地受到影響。\n\n▼海神對台無影響。（圖／氣象署）\n\n海神「壽命很短」無影響\n\n吳德榮指出，最新氣象署路徑潛勢預測圖顯示，第11號海神勉強跨過輕颱門檻，增強條件不佳，壽命很短，其行徑北北西轉北北東。\n\n吳德榮分析，最新各國模式模擬顯示，海神雖處高海溫的環境，但垂直風偏大，不利其增強；美國模式（GEFS）系集模擬顯示，其行徑先偏北轉東北，對台無威脅；不要誤會，雖同是「超級聖嬰年」颱風，未必都有增強為強颱的條件。\n\n▼最新美國模式系集模擬。（圖／翻攝weathernerds）",
"source": {
"uri": "ettoday.net",
"dataType": "news",
"title": "ETtoday新聞雲"
},
"authors": [],
"concepts": [
{
"uri": "http://zh.wikipedia.org/wiki/吳德榮_(氣象學家)",
"type": "person",
"score": 5,
"label": {
"eng": "吳德榮 (氣象學家)"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Emperor_of_the_Sea",
"type": "wiki",
"score": 5,
"label": {
"eng": "Emperor of the Sea"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Typhoon",
"type": "wiki",
"score": 5,
"label": {
"eng": "Typhoon"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Convection",
"type": "wiki",
"score": 5,
"label": {
"eng": "Convection"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Weather",
"type": "wiki",
"score": 5,
"label": {
"eng": "Weather"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Water_vapor",
"type": "wiki",
"score": 4,
"label": {
"eng": "Water vapor"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Pacific_Ocean",
"type": "wiki",
"score": 4,
"label": {
"eng": "Pacific Ocean"
}
},
{
"uri": "http://en.wikipedia.org/wiki/Reporter",
"type": "wiki",
"score": 3,
"label": {
"eng": "Reporter"
}
},
{
"uri": "http://zh.wikipedia.org/wiki/輕度颱風",
"type": "wiki",
"score": 3,
"label": {
"eng": "輕度颱風"
}
},
{
"uri": "http://zh.wikipedia.org/wiki/強風",
"type": "wiki",
"score": 3,
"label": {
"eng": "強風"
}
},
{
"uri": "http://en.wikipedia.org/wiki/European_Centre_for_Medium-Range_Weather_Forecasts",
"type": "wiki",
"score": 3,
"label": {
"eng": "European Centre for Medium-Range Weather Forecasts"
}
}
],
"categories": [
{
"uri": "iptc/environment",
"label": "iptc/environment",
"wgt": 89
},
{
"uri": "iptc/science_and_technology/natural_science/meteorology",
"label": "iptc/science and technology/natural science/meteorology",
"wgt": 91
}
],
"image": "https://cdn2.ettoday.net/images/8829/e8829327.gif",
"eventUri": null,
"sentiment": null,
"wgt": 521678745,
"relevance": 1
},
{
"uri": "9393300491",
"lang": "zho",
"isDuplicate": false,
"date": "2026-07-13",
"time": "22:45:44",
"dateTime": "2026-07-13T22:45:44Z",
"dateTimePub": "2026-07-13T22:41:00Z",
"dataType": "news",
"sim": 0,
"url": "https://www.ettoday.net/news/20260714/3200528.htm",
"title": "周星馳《功夫女足》片尾空位逼哭全場 還找愛子當彩蛋",
"body": "▲周星馳睽違7年推出新片《功夫女足》，上映後票房開出紅盤，片尾彩蛋更掀起影迷熱烈討論。（圖／CTWANT提供，下同）\n\n圖、文／CTWANT\n\n香港喜劇天王周星馳暌違7年推出自編自導新片《功夫女足》，由張小斐、迪麗熱巴、張藝興領銜主演，被視為《少林足球》上映25年後的精神續作。電影11日起在大陸、香港同步上映後氣勢如虹，上映不到3小時票房便突破人民幣1億元（約新台幣4.8億元），首日票房再衝破人民幣2億元（約新台幣9.6億元），並刷新大陸暑期檔首映日場次、近3年暑期檔首映日場次及預售票房等多項紀錄。雖然電影評價兩極，但片尾彩蛋卻意外成為全片最大亮點，一個刻意留下的空位，加上吳孟達兒子吳韋侖驚喜現身，讓無數影迷直呼：「星爺從來沒有忘記達叔。」\n\n[廣告]請繼續往下閱讀...\n\n▲周星馳與吳孟達合作《賭聖》、《逃學威龍》、《九品芝麻官》、《少林足球》等多部經典電影，是華語影壇最具代表性的黃金搭檔。\n\n《功夫女足》延續《少林足球》「功夫＋足球」的世界觀，周星馳再次擔任導演、編劇，並集結張小斐、迪麗熱巴、張藝興主演，劉嘉玲、日本男星佐藤健等人也特別客串。上映後，電影口碑呈現兩極，有觀眾認為仍充滿熟悉的「周星馳式幽默」，也有人直言無法超越《少林足球》，甚至有主持人公開批評電影「不好看」，引發網友論戰。不過，比起劇情評價，真正掀起熱烈討論的卻是片尾三段彩蛋。\n\n根據港媒報導，彩蛋中，《少林足球》飾演「四師兄」的陳國坤、「六師弟」的林子聰驚喜現身，一名疑似周星馳的角色則以背影坐在觀眾席。當陳國坤看著場上的「峨嵋隊」稱讚實力不俗時，林子聰轉頭詢問：「師兄，你怎麼看？」對方平靜回應：「那就和她們踢一場。」短短一句台詞，瞬間把觀眾拉回《少林足球》的經典年代。\n\n真正令人鼻酸的，是三人並未並肩而坐，而是在周星馳身旁刻意保留了一個空位。沒有一句解釋，也沒有任何字幕，卻讓大批影迷立刻聯想到，這個位置正是留給當年飾演「黃金右腳」明鋒的吳孟達。不少觀眾留言表示，「那個空位真的看哭了」、「不用一句台詞就知道是在想達叔」、「黃金右腳永遠都有一個位置」、「星爺一直沒有忘記達叔」、「最後那一幕比整部電影還催淚」。\n\n除了象徵性的空位之外，電影還安排吳孟達兒子吳韋侖客串飾演裁判，被不少觀眾視為另一個隱藏彩蛋，希望藉此串起《少林足球》的情感連結。此外，還有影迷發現，周星馳腳上穿著疑似就是《少林足球》中經典的補丁球鞋，認為電影從角色、服裝到鏡頭安排，都充滿向經典致敬的巧思。\n\n周星馳與吳孟達曾合作《賭聖》、《賭俠》、《逃學威龍》、《鹿鼎記》、《九品芝麻官》、《食神》、《喜劇之王》及《少林足球》等多部經典電影，被譽為華語影壇最具代表性的黃金搭檔，兩人的默契與喜劇風格更影響了一整個世代的華語電影。\n\n然而，自2001年合作《少林足球》後，兩人便未再攜手演出。外界曾盛傳，2004年《功夫》開拍時，因角色調整及合作安排改變，讓兩人逐漸疏遠，「不和」傳聞也因此流傳多年。\n\n對此，吳孟達生前曾多次澄清，雙方並非決裂，只是彼此工作、生活及發展方向不同，見面的機會越來越少。他曾無奈表示：「現在感覺有一點老死不相往來。」但也強調，自己始終珍惜這段友情，「相識一場，緣分都不容易」，希望未來仍有合作機會。\n\n事實上，周星馳後來曾兩度邀請吳孟達參演《美人魚》及《新喜劇之王》，只是因健康因素未能成行，讓兩人始終無法再度同台，也成為不少影迷心中最大的遺憾。\n\n2021年，吳孟達因肝癌病逝，享壽70歲。周星馳得知噩耗後坦言一時難以接受，曾前往醫院探視，也低調現身靈堂送別好友，全程神情凝重，未發表任何談話，只默默向媒體揮手後離開，讓不少人感受到兩人深厚卻低調的情誼。\n\n除了電影本身，《功夫女足》上映後，周星馳也罕見帶著張小斐、迪麗熱巴、雪野等演員前往天津謝票。面對票房開紅盤與觀眾支持，他坦言：「還是覺得有點慚愧，常常覺得自己做得不夠好，我很怕辜負大家的支持。」一番話獲得全場熱烈掌聲，也展現他對作品始終保持高標準的態度。\n\n如今，《功夫女足》透過片尾留下的一個空位、邀請吳韋侖客串，以及多處向《少林足球》致敬的細節，不僅勾起無數影迷青春回憶，也讓大家再次看見周星馳對昔日最佳拍檔的深厚情誼。沒有一句「懷念」，卻用最安靜的方式，完成了一次最深刻的致敬。\n\n延伸閱讀\n\n▸ 爸一句「這是我」全家看傻！ Airbnb牆上竟掛著自家10年前照片\n\n▸ 剛離婚就中1.3億刮刮樂！前夫急喊「分一半」 法院1句話打臉\n\n▸ 原始連結",
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"title": "營收強強滾 台積6月攻頂、Q2達財測高標",
"body": "已將目前網頁的網址複製到您的剪貼簿！\n\n台積電在先進製程及先進封裝滿載帶動下，6月、第二季及上半年合併營收均改寫歷史新高。法人指出，AI GPU、ASIC及高效能運算（HPC）晶片需求持續升溫，加上CoWoS先進封裝供不應求，推升台積電第二季營收逼近財測高標，下半年隨3奈米、2奈米及AI新平台陸續放量，全年營運可望續創新猷。\n\n因先進製程產品需求增加，台積電6月合併營收達4,426.8億元，月增6.2％、年增67.9％，創歷史單月新高紀錄；累計前六月合併營收達2.4兆元，年增35.6％，第二季合併營收約1.27兆元，季增12％、年增約36％，皆創新紀錄。\n\n據台積電先前財測，第二季換算新台幣營收介於1.24兆至1.27兆元區間，再次順利達標，並落在財測區間上緣，顯示AI相關需求仍高速成長，先進製程及先進封裝產能利用率維持高檔。\n\n法人分析，台積電營收穩健成長，主要受惠全球雲端服務供應商（CSP）擴大AI基礎建設投資，包括輝達、AMD及Google等客戶持續增加AI GPU、AI ASIC及高效能運算晶片投片量，帶動3奈米、5奈米等先進製程需求同步升溫。CoWoS先進封裝仍處於供不應求狀態，隨新增產能陸續開出，同步挹注營收成長。\n\n除AI需求，部分智慧手機客戶進入新產品備貨周期，帶動先進製程接單回溫。\n\n法人指出，目前台積電先進製程接單能見度延伸至2027年，AI晶片單顆面積放大，加上Chiplet架構普及，每套AI系統所需晶圓及封裝價值提升，成推升營收的重要結構性動能。\n\n法人普遍看好台積電營運下半年優於上半年。除AI伺服器需求強勁，輝達新一代Rubin平台、Google TPU、各大CSP客製化ASIC以及蘋果新產品拉貨，可望推升3奈米需求；N2P、A16製程將於下半年開始量產，是下一波成長動能。CoWoS及先進封裝產能大力擴充，也將支撐AI供應鏈出貨規模進一步提升。\n\n台積電16日召開第二季法人說明會，市場關注第三季營收及毛利率展望，及全年美元營收成長率是否上修、2奈米量產進度、CoWoS擴產規劃，與AI需求是否持續強勁。（相關新聞見A3）",
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"body": "已將目前網頁的網址複製到您的剪貼簿！\n\nTrendForce最新記憶體價格調查，由於高層數3D NAND等高附加價值產品排擠成熟製程產能，MLC NAND供給極度短缺，迫使部分工控、車用和網通客戶計畫改採用SLC NAND，將導致原已吃緊的SLC NAND供應情況更加緊繃。\n\n此外，預期下半年整體SLC NAND價格，將較上半年再成長120％～170％。\n\n同時，AI邊緣運算、資料中心、汽車電子等對SLC NAND的需求持續提升，供需缺口急遽擴大，預估將激勵2026下半年SLC NAND合約價格較上半年調漲120％～170％，不排除有上修機會。\n\nTrendForce表示，MLC NAND合約價格於2026上半年達到歷史高點，部分買方的拉貨節奏轉為謹慎，但工控、車用等客戶對記憶體認證、規格有剛性要求，仍有拉貨補庫存需求。\n\n在面臨市場上買不到貨、龐大成本壓力的情況下，部分原本使用中低容量MLC NAND的客戶，轉向採用可靠度高、壽命更長（10萬次P／E）的SLC NAND 4Gb、8Gb顆粒。\n\nSLC NAND的四大利基應用正迎來全面成長，構築起剛性需求的底線。在AI邊緣運算與高階網通領域，隨著即時AI推理快速向終端滲透，智慧工廠、自主移動設備與新世代網通交換器持續出貨，需要SLC NAND承載核心即時作業系統的快速引導。\n\n而各國網通基礎建設、資料中心積極開案，大量消耗SLC NAND作為作業系統開機碟（Boot Drive）及高頻寫入緩衝區（Write-intensive Buffer）。\n\n汽車電子與智慧家庭部分，須由SLC NAND支撐不間斷運作且零報錯的系統讀寫。至於在醫療影像、航太防衛等對數據錯誤零容忍的極端環境，SLC NAND更是唯一能保證長效資料保存的技術方案。\n\nTrendForce指出，短期內全球主要SLC NAND供應商皆未規劃新產能，而以製程微縮、提高良率及優化單位晶圓產出為主。\n\n面對MLC NAND轉單效應、原有利基應用需求爆發，預料2026下半年SLC NAND市場格局將轉為結構性短缺，考量第三季適逢傳統備貨旺季，第四季原廠成熟製程供給持續減少、庫存見底等因素，預期下半年整體SLC NAND價格，將較上半年再成長120％～170％，且仍有上調可能性。",
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"title": "6月營收年月雙增 世芯兩業務熱 H2營運將優H1",
"body": "已將目前網頁的網址複製到您的剪貼簿！\n\nASIC設計服務業者世芯-KY營運逐步走出產品轉換期，6月合併營收不僅重返年成長軌道，也創下今年單月新高。法人指出，隨北美雲端服務供應商（CSP）新世代3奈米（N3）產品開始貢獻，加上車用先進駕駛輔助系統（ADAS）晶片進入量產，世芯-KY下半年營收可望明顯優於上半年，第三季起將迎來更強勁成長動能。\n\n世芯-KY 6月合併營收為35.72億元，月增84.6％、年增15.39％；累計今年上半年合併營收達118.26億元，較去年同期衰退39.74％；主要受到第一季處於新舊產品交替階段，以及部分專案Tape-out時程遞延影響，導致量產營收基期偏低。\n\n法人分析，世芯-KY今年最重要成長引擎，來自北美大型CSP客戶新世代N3高效能運算晶片。隨產品於第二季底開始量產，晶圓、先進封裝及量產服務收入將陸續認列；由於ASIC量產營收規模通常遠高於前期設計服務收入，專案進入放量階段後，營收可望呈現跳躍式成長。\n\n此外，該北美CSP客戶下一代AI ASIC亦持續由世芯-KY擔任主要合作夥伴，相關設計活動已經啟動。供應鏈消息透露，下一代產品將採用2奈米製程，預計今年第四季完成流片，首批量產時間可望落在2027年第四季。\n\n除北美CSP專案外，公司ADAS產品已於2025年第四季進入量產，第一季開始貢獻實質營收；法人預期，車用產品自2026年起有機會成為公司第二大營收來源，此外，下一代車用晶片將於2027年第三季進入量產，屆時多晶片架構不再僅限於高階車款，每輛車搭載晶片數量增加，可望推動車用產品出貨量較前一年顯著成長。\n\n展望下半年，市場聚焦北美N3專案量產爬坡、後續N2先進製程設計案及車用ADAS產品出貨進度。法人認為，世芯-KY客戶及專案集中度仍高，但隨6月營收明顯回升，新產品量產循環已逐步啟動，下半年營運可望進入加速成長階段。",
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"title": "光寶科 重金打造德州新基地",
"body": "已將目前網頁的網址複製到您的剪貼簿！\n\n電源大廠光寶科13日宣布，美國投資計畫將落腳德州麥金尼市（McKinney），設立製造與營運基地，總投資金額約9.19億美元（約新台幣295億元），新基地將支援製造、營運及工程研發等功能，強化北美市場布局，並掌握AI基礎設施及能源市場成長商機。\n\n光寶科原已於美國加州、德州設有營運據點，旗下Power Innovations在猶他州亦有小型據點，其中，德州普萊諾（Plano）據點採租賃廠房營運，主要生產BBU。\n\n光寶科表示，麥金尼新基地總面積約65.21萬平方英尺（約1.83萬坪），將整合製造、營運及工程研發量能，提升對北美客戶與合作夥伴的回應速度及在地服務能力。此案預計創造超過600個就業機會，為麥金尼市歷來規模最大的民間投資案之一。\n\n光寶科總經理邱森彬日前受訪透露，公司原已在美國租用廠房，但既有空間及電力擴充彈性有限，若在原址增建機電容量，相關設施後續無法搬遷，因此決定轉向購置自有廠房，以支應長期產能需求。\n\n光寶科先前規劃，德州新廠電力容量將達10MW以上，未來系統產品及BBU（備援電池系統）等高規格產品，可望在美國當地組裝與生產；既有兩條產線也將透過自動化、機械化升級，擴大產出能力。惟相關投產時程、產品配置及產能規模，仍待後續法說會正式說明。\n\n光寶科同日代美國子公司公告，以1.08億美元（約新台幣35億元）購置麥金尼市兩棟廠房及土地，取得目的為產能擴充。據估算，廠房及土地交易約占整體投資金額近12％，其餘預算將配合生產設備、自動化產線及製造營運基地建置。公司表示，本次美國長期投資案，獨立於光寶科今年預估130億～140億元的常規資本支出之外，相關資金將配合廠房及機電整備進度，自下半年起陸續投入；常規支出則主要用於AI電源產線升級、自動化設備及大電力驗證實驗室建置。\n\n光寶科董事長宋明峰表示，此項投資是公司全球成長策略的重要里程碑，除進一步強化北美市場布局，也將串聯全球營運網絡。隨AI基礎設施建設及能源轉型推進，公司期望藉此提升營運彈性與全球競爭力。",
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