今日有何變化、對您的 BOM 有何影響，以及值得關注的重點。每項事實陳述皆可追溯至其來源；我們自身的分析會另行標示並區隔。
EN · 單一語言 編輯政策
TSMC posted Q3 revenue of $46.72 B and guided Q4 to $52.3-54.3 B, with 2 nm shipments hitting 8% of wafer revenue and advanced nodes at 79%.
Polar Semiconductor licenses imec's GaN-on-Si process and epi to run 8-inch enhancement-mode GaN at its Bloomington, MN power fab, targeting 40-650V with planned expansion for 800V-to-12V data-center conversion.
Lattice Semiconductor and Arm are combining Lattice FPGAs with AMI firmware on Arm AGI CPU server platforms to handle secure boot, management, and OCP-compliant HPM to DC-SCM connectivity via LTPI.
Marvell Alaska E 3.2T retimer and second-gen Alaska A 1.6T AEC DSP are sampling, targeting 224G PAM4 links for AI rack-scale fabrics.
Micron's FY26 Q4 revenue hit $54.2B with 87% gross margin, 2027 HBM largely priced, and $32B in customer prepayments. Supply stays tight through 2028.
Schneider Electric posted triple-digit data center order growth and lifted its 2026 guidance a second time, with energy management revenue up 18.8% organically to €9.62 billion.
Applied Materials expanded its Besi partnership for hybrid bonding on October 1, while KLA and Lam Research posted divergent FY26 segment growth under tightening export rules.
Good-Ark outlines a five-step defense against fake power diodes, from document and marking checks to X-ray, electrical, and decapsulation verification across the lot.
KLA's advanced-packaging inspection segment is guided to $1.1B in 2026, up over 70% YoY, even as memory component costs pressure margins and tool lead times lengthen.
GF selected as operator for two new 300mm fabs in Malta, NY under a U.S.-Japan initiative. Initial $10B funds a 2029 fab; ~900,000 wafers/year capacity each.
Volvo pairs NVIDIA Hyperion, Halos OS, and the Alpamayo stack for eyes-off driving, but no chip model, launch date, or regulatory path has been disclosed yet.
GE Vernova's Electrification backlog has ballooned to $45B from $6B in 2021, with new Venture Global reservations covering transformers and GIS for up to 21 power islands.
