美國驚覺沒有「這戰略技術」恐淪為半導體空殼？！台積電御用「二配水電工」從亞利桑那挺進德國！寶傑驚「接錯一根管子動輒大爆炸」？！ - 黃世聰 林友銘 姚惠珍 劉寶傑《寶傑點兵》20260623-2

The US and Germany have discovered that possessing wafer fabs without this crucial "hydroelectric technology" threatens to render their semiconductor dreams hollow. TSMC's "takeover team," RAZR, has officially set out, advancing from Phoenix, Arizona to Europe, holding the lifeline of billions of dollars worth of equipment! A single incorrect connection could not only cause pollution but also trigger a massive explosion. Meanwhile, in Taiwan, an "advanced packaging and testing golden corridor" connecting the Hsinchu Science Park, Central Taiwan Science Park, and Southern Taiwan Science Park is in full swing. ASE and SPIL are engaging in a cross-industry land grab, while supply chain companies like Sun Microsystems are buying equipment without hesitation. This industry transformation, crucial to the survival of AI and evolving from manual wire bonding to a "mini-TSMC," is allowing Taiwan to leverage its physical advantages to control the heart of global computing power! #TSMC #ArizonaFactory #AdvancedPackaging #WaferFab #Semiconductor ※This program has no improper financial relationship with the stocks recommended by the analysts. The information is for reference only. Investors should make independent judgments, conduct prudent assessments, and bear their own investment risks. AI Explosion Sparks Cross-Industry Land Grabbing in Packaging and Testing… ASE and SPIL Follow TSMC's Lead, Snatching Sites from Central Taiwan Science Park to Southern Taiwan!? Nvidia and AMD Orders Double! TSMC's Advanced Packaging Capacity Overflows; Huang: US-Made Packaging and Testing Capacity in Taiwan is Tight! Formerly Located Near Taichung and Tainan Industrial Parks, Relying on "Manual Wire Laying"… Huang: Packaging and Testing Plants Upgrade and Transform into "Mini-TSMCs"!? Advanced Packaging and Testing "Golden Corridor" Forms a One-Day Work Circle Along National Highways and High-Speed ​​Rail; Huang: TSMC Follows the Trend and Expands Southward! "Hsinchu Science Park, Central Taiwan Science Park, Southern Taiwan Science Park" Connect to Form a Golden Corridor for Taiwan's Packaging and Testing… Huang: Everyone Has Their Own Role and Profits! TSMC's "CoW" and ASE's "OS"—Advanced Packaging: Two Core Divisions… Central Taiwan Science Park Plant Construction Offers Opportunities! TSMC, ASE, and SPIL expand their plants to usher in a "golden age" of packaging and testing. Lin: The upstream "equipment supply chain" will benefit first! SPIL's "Fifth Plant Plan" is in full swing... Lin: ASE is buying equipment without hesitation... "Yangcheng" has good operating momentum!? AI stock investment is "offensive and defensive"!? Lin: The divergence between "Yangcheng" and ASE is widening... A "catch-up" opportunity is emerging!? Semiconductor "plumbers" may seem insignificant, but they are very important?! Yao: "Ruize" relies on secondary piping to support the last mile of plant construction! A wrong connection... at best pollution, at worst an explosion! TSMC's global plant construction "control team" will go to Phoenix and Germany! TSMC's "invisible force"! Ruize has honed its strongest control capabilities over 20 years... Yao: Billions of dollars worth of equipment all depend on them! High-tech plants are being built like crazy! "Ruize" has a full order book... Shenghui also invests! Yao: The recruitment drive has expanded from 250 to 600 players! Financial Expert Huang Shih-tsung Senior Media Professional Chang Yu-hsuan Senior Media Professional Yao Hui-chen Senior Analyst Feng Kai-ping Moore Securities Investment Consultant Hsieh Chen-yen Senior Analyst Lin Yu-ming Turn to 57 EBC Financial News Channel – "Bao-jie's Military Commentary" every Monday to Friday at 21:00 Turn to 6 PM every Wednesday and Thursday – "What Bao-jie Says" exclusively on YouTube 👉Remember to subscribe and turn on notifications🔔→   / @taiwanlbjnews   Joining "Bao-jie's Military Commentary" is not just about supporting the program, but also about becoming a member of "Liu Bao-jie's Circle of Friends" 👉   / @taiwanlbjnews   #LiuBaojie #Baojie'sMilitaryCommentary #AdvancedPackaging #TSMC #ASE #SPIC #YangCheng #Rayet #CoWoS #Semiconductor #ShengHui #AICapacity #CentralTechExpansion #AdvancedPackagingAndTestingChain #GoldenCorridor