The semiconductor foundry industry’s first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected, TSMC continues to assert its dominance, nearly monopolizing AI chip orders and raking in around NT$2.6 billion(US$80 million) in daily profits. UMC and Vanguard, while experiencing declines, remain profitable.

夏普的“显示器元件部门”（液晶面板业务）营收大幅下滑26.9%至1252亿日元，营业亏损从去年同期的173亿日元缩减至171亿日元。考虑在本财年内将半导体业务和智能手机用相机模组业务出售给鸿海。

新设备的搬入不仅预示着禾臣新材料在空白掩膜版领域技术能力的提升，更是其向更高端市场进军的一个明确信号。