【增长】中国台湾半导体产值今年将增长22%至5.3兆元新台币，台积电贡献最大

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1.中国台湾半导体产值今年将增长22%至5.3兆元新台币，台积电贡献最大2.月之暗面发布k0-math推理模型，对标OpenAI o13.工信部等四部门印发国家锂电池产业标准体系建设指南1.中国台湾半导体产值今年将增长22%至5.3兆元新台币，台积电贡献最大据统计，第三季度中国台湾半导体业产值约1.38兆元达新台币，环比增长9%，预期第四季度产值可望持续攀高，逼近1.48兆元，较第三季度再增加...

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o13.工信部等四部门印发国家锂电池产业标准体系建设指南1.中国台湾半导体产值今年将增长22%至5.3兆元新台币，台积电贡献最大据统计，第三季度中国台湾半导体业产值约1.38兆元达新台币，环比增长9%，预期第四季度产值可望持续攀高，逼近1.48兆元，较第三季度再增加6.9%，全年产值将5.3兆元达新台币，增加22%。随着供应链库存水位下降，步入传统旺季，第三季度中国台湾半导体业产值攀高至1.38兆元。其中，IC制造业表现最佳，环比增长11.1%，达8965亿元新台币。同期，IC封装业第产值达1114亿元新台币，环比增长9%，IC测试业产值505亿元新台币，环比增长4.3%，IC设计业产值3256亿元新台币，环比增长4.2%。预计第四季度包括IC制造、设计、封装和测试业产值可望同步成长，中国台湾半导体整体产值将逼近1.48兆元达新台币，较第三季度再增加6.9%。此前，中国台湾今年半导体总产值将达5.3兆元新台币，成长22%；IC制造业产值可望成长27.5%，IC设计业将成长16.5%，IC封装业成长8.6%，IC测试业成长5.2%。半导体行业人士指出，台积电受惠人工智能（AI）强劲需求，5nm和3nm出货强劲，第四季度营收可望环比增长约13%，今年美元营收将成长近30 %，是推升中国台湾第四季度和今年产值攀高的最大动力。2.月之暗面发布k0-math推理模型，对标OpenAI o111月16日，月之暗面Kimi Chat宣布推出新一代数学推理模型k0-math。新京报报道，基准测试显示，Kimi k0-math的数学能力可对标全球领先的OpenAI 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