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新聞: 截至 2026-10-12
這些標記是什麼意思

重要性是模型對已發布報導給出的 1–5 分，不是對市場的預測。

已排定事件列上的影響是公司顯著度層級（高/中由圖譜中心度與規模判定；低僅用於人工整理的次要事件），不是對波動幅度的預測。

標記為已確認的財報日期，是 Yahoo Finance 認定由公司確認的；預估表示尚未公布。未加標記的列沒有可查的出處記錄。

經濟數據發布屬於總體經濟、不歸屬任何產業，因此在任何檢視下都會保留。沒有數值的發布表示尚未公布，頁面會直說，而不是顯示為零。

涵蓋被追蹤公司的即將到來的事件；已過去的事件會歸檔，並在可得時補上結果——這些結果都經人工整理並附引用，絕不杜撰。沒有結果的歷史列會顯示「結果待定」。

閉鎖期屆滿或指數調整的列會多出一行算術——將變得可賣出的股數，或指數基金必須買進的股數，以佔流通股的比例表示——依招股說明書或指數編製方法讀出，兩個數字都在該列註明出處。它陳述的是機制，不是價格走勢。由 IPO + 180 天推算出的閉鎖期日期會一直標為預估，直到公司自己說明為止。

未來

已排定 · 今天與明天 · 行事曆更新於 2026-10-13

10月13日週二 · 今天

10月14日週三

過往

已發布 · 最新在前

8月17日週一

財報

04:54
TrendForce

TSMC Arizona Profit Soars 663% YoY in 1H26; U.S. Earnings Pull Back 8.2% QoQ in 2Q as Depreciation Bites

Drawing on TSMC's 1H26 interim report, TrendForce reports TSMC Arizona posted a record NT$36.066 billion profit in the first half of 2026, up 662.8% year-over-year. Second-quarter profit slipped 8.2% quarter-over-quarter to NT$17.259 billion as depreciation weighed, though it remained up 307.8% year-over-year. Arizona has become TSMC's most profitable overseas subsidiary, contributing over 60% of the NT$58.529 billion combined first-half profit from its four major manufacturing subsidiaries.

文章預覽

[News] TSMC Arizona Profit Soars 663% YoY in 1H26; U.S. Earnings Pull Back 8.2% QoQ in 2Q as Depreciation Bites 2026-08-17 Semiconductors editor As TSMC’s Arizona fabs ramp up to meet strong demand from NVIDIA and other Big Tech customers, the U.S. unit has overtaken TSMC Nanjing as the foundry giant’s most profitable overseas subsidiary. Citing TSMC ’s 1H26 interim report, Commercial Times and the Economic Daily News report that TSMC Arizona posted a record NT$36.066 billion profit in 1H26, up 662.8% YoY. As TSMC’s overseas footprint moves into a profit-harvesting phase, its four major manufa…

TSMC 開啟原文 ↗

8月16日週日

合作

12:40
Tom's Hardware

Google reportedly working with AMD on a 10th-generation TPU project

Google is reportedly working with AMD on a TPU project in the v10 generation, according to a SemiAnalysis note citing market chatter. Analysts suggest Google may want AMD's CPU IP and advanced packaging for TPUs with on-package CPU cores aimed at reinforcement-learning workloads; it would be AMD's first major involvement in a custom AI ASIC project. Unconfirmed by either company.

文章預覽

(Image credit: Google) Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 3 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter Google has teamed up with AMD to develop one of its 10th-generation TPUs, according to a note by SemiAnalysis (via Sean ). Analysts at SemiAnalysis believe Google may be interested in AMD's CPU cores for CPU-heavy workloads. If accurate, the collaboration would mark AMD's first major involvement in a custom AI ASIC project and could indicate that Google is exploring a new kind of…

AMDAlphabet 開啟原文 ↗

財報

09:33
Yahoo Finance

Applied Materials Q3 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously

Applied Materials' most recently reported quarter (fiscal Q3 2026, reported August 13) delivered revenue of $9.12 billion versus analyst estimates of $9.04 billion, 24.8% year-on-year growth and a 0.9% beat, with adjusted EPS of $3.50 against estimates of $3.39. Next-quarter revenue guidance of $10.25 billion at the midpoint came in 6.1% above the $9.66 billion consensus, and adjusted EPS guidance of $4.02 also topped the $3.69 estimate, with management pointing to AI demand and advanced packaging. Despite the beat and the raised outlook the stock fell, trading at $507.81 versus $540.01 just before the earnings as investors focused on margins.

文章預覽

AMAT Q2 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously Petr Huřťák Sun, August 16, 2026 at 7:33 PM GMT+10 5 min read AMAT AMAT Q2 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter's revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP…

Applied Materials 開啟原文 ↗

8月15日週六

財報

14:45
CNBC

Anthropic Q2 revenue reportedly tops $11.5 billion, up 14-fold year over year

Anthropic reported preliminary Q2 revenue of more than $11.5 billion, up from $787 million a year earlier and $4.73 billion in Q1 2026, with positive adjusted operating income, per documents viewed by Bloomberg News and reported by CNBC. The growth comes as the company prepares for a potential IPO as soon as this fall.

文章預覽

Skip Navigation Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club PRO Livestream Menu Key Points Anthropic's revenue surged more than 14-fold in the second quarter from a year earlier, Bloomberg News reported. The AI company reported preliminary revenue of more than $11.5 billion for its latest completed quarter, up from $787 million in the same period last year, documents viewed by Bloomberg showed. The jump underscores the rapid growth of the Claude chatbot maker as it prepares for a potential blockbuster initial public offering. In this article ANTHR.FG A…

Anthropic 開啟原文 ↗

8月14日週五

監管

05:00
GlobeNewswire

EMA validates Pfizer and Valneva's Lyme disease vaccine application

The European Medicines Agency validated the Marketing Authorization Application for PF-07307405, the Lyme disease vaccine candidate developed by Pfizer with partner Valneva, and will begin its assessment. The application is based on Phase 3 VALOR trial efficacy of more than 70%, with no safety concerns identified.

文章預覽

Accessibility: Skip TopNav English French Pfizer and Valneva’s Lyme Disease Vaccine Candidate Marketing Authorization Application Validated by European Medicines Agency August 14, 2026 01:00 ET | Source: VALNEVA SE VALNEVA SE Submission based on favorable efficacy and safety results from Phase 3 VALOR trial NEW YORK & LYON, France, August, 14, 2026 Pfizer Inc. (NYSE: PFE) and Valneva SE (Nasdaq: VALN; Euronext Paris: VLA) today announced that the European Medicines Agency (EMA) has validated the Marketing Authorization Application (MAA) for PF-07307405, the companies’ 6-valent outer surface pr…

Pfizer 開啟原文 ↗

原始消息流

所有到達的消息 · 7 天