
AI產業領袖Anthropic執行長阿莫戴、xAI負責人馬斯克與OpenAI執行長奧特曼相繼呼籲放慢前沿模型開發,強化安全評估,引發市場擔心AI巨頭將降低資本支出,費城半導體指數狂洩5.86%,聯發科股價早盤回測10日線,下跌1.75%至4480元。儘管聯發科8月合併營收創單月新高,年增44.08%,且將發表台積電2奈米旗艦SoC天璣9600系列及與NVIDIA合作的RTX Spark超級晶片,市場仍受AI放緩聲音影響。
AI-generated summary
AI產業近年快速發展,資本支出持續成長,但近期安全與倫理議題引發業界討論,Anthropic執行長阿莫戴率先呼籲放慢前沿模型開發,獲馬斯克與奧特曼支持,形成罕見共識。
聯發科近期股價走弱。(記者卓怡君攝)
〔記者卓怡君/台北報導〕AI產業發展又起雜音,Anthropic執行長阿莫戴(Dario Amodei)呼籲全球AI產業放慢前沿模型開發,強化安全評估,xAI負責人馬斯克(Elon Musk)與OpenAI執行長奧特曼(Sam Altman)相繼表態支持,AI三巨頭罕見齊喊降速,引發市場擔心未來AI巨頭將降低資本支出,恐慌情緒增溫,費城半導體指數昨日狂洩5.86%,美國晶片股暴跌,IC設計龍頭聯發科(2454)今日賣壓相對沉重,早盤回測10日線。
截至10:07分左右,聯發科股價下跌1.75%,暫報4480元,成交量約2997張。
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聯發科8月合併營收超乎市場預期,飆上單月新高,8月合併營收641.83億元,月增32.41%,年增44.08%,累積今年前8月合併營收4139.91億元,年增5.76%,聯發科今日即將發表首款採用台積電(2330)2奈米製程的旗艦型手機SoC(系統單晶片)天璣9600系列,並首度推出Pro版本,搶攻頂級市場,另與NVIDIA(輝達)合作推出RTX Spark超級晶片也即將放量出貨,至於首款AI加速器ASIC預計第四季進入量產,今年資料中心相關營收可望超過20億美元。
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AI outlook — possibilities, not facts
聯發科將在近期發表台積電2奈米旗艦SoC天璣9600系列
Very likely · Within days
聯發科與NVIDIA合作的RTX Spark超級晶片將近期放量出貨
Likely · Within weeks
聯發科首款AI加速器ASIC將進入第四季量產
Likely · Within months
The 2026 Shandong Top 100 Private Enterprises Series List Press Conference and the Province's Top 100 Private Enterprises Support Jining's High-Quality Development Conference were held in Jining on September 14. 200 companies were shortlisted for the top 200 private enterprises in Shandong, and 100 companies were shortlisted for the top 100 innovations, the top 100 service industries, and the top 100 employment attractions. The total revenue of the list reached 6.1 trillion yuan.

Taiwan is an important meat buyer of Paraguay. In 2025, Taiwan imported goods from Paraguay totaling approximately US$342 million, of which beef accounted for US$271 million, accounting for approximately 79% of Paraguay's exports to Taiwan. As Taiwan opens up imports of Paraguayan poultry meat, meat trade between the two sides continues to expand. Paraguay is the only country in South America that maintains formal diplomatic relations with Taiwan, and cooperation between the two parties has extended from politics to agriculture, technology and investment. Although China is Paraguay's largest source of imports, there are no diplomatic relations restricting its agricultural products from entering the Chinese market. The importance of the Taiwanese market to Paraguay's livestock industry is increasing.

Qibang, a major packaging and testing company, benefited from the price increase and new silicon photonics business. Its gross profit margin rebounded to 30.3% in the second quarter, attracting overtake by the three major legal entities. The stock price soared more than 9% in early trading today, standing at 206.5 yuan.
The "Liaoning Business Environment Effectiveness Tracking and Evaluation Report for the First Half of 2026" is based on 25,297 questionnaire responses. The system pointed out that Liaoning's business environment has shortcomings in five major areas: policy fulfillment, market fairness, government coordination, law enforcement standards, and government compliance, such as excessive subsidy thresholds, weak consumption incentives, slow department coordination, etc. Experts said that it is necessary to deepen reforms, optimize work styles and people's livelihood services, and will make rectifications one by one in the second half of the year to create the best reputation province.
The 26th China International Fair for Investment and Trade was held in Xiamen, Fujian Province from September 8 to 11, attracting more than 1,200 official agencies and business groups from 129 countries and regions and 30 international organizations. The exhibition area has been expanded to 200,000 square meters, and a special area for cross-strait integrated development has been set up. 22 Taiwanese companies participated in the exhibition, covering fields such as semiconductors and biomedicine. Many Taiwanese businessmen and association representatives said that the mainland market provides vast opportunities and the cross-strait industrial and supply chains are stable. From January to July 2026, cross-strait trade volume reached US$221.8 billion, a year-on-year increase of 26.5%.

The rise in the stock price of Murata, a major global passive component manufacturer, has led to the popularity of Taiwanese manufacturers. Xinchang Electric (6173) once reached 308 yuan in early trading and was temporarily quoted at 301.5 yuan, an increase of more than 2.6%, with a trading volume of more than 15,000 contracts. The company's legal meeting pointed out that in the second half of the year, the overall price of products will increase by about 30%. The demand for high-power MLCCs such as AI servers has exploded, resulting in supply exceeding demand, and the delivery period has been extended to 12 months. Foreign investors have sold over 1,761 contracts recently, but both dealers and investment banks have overbought, with the main force selling a net 422 contracts. The stock price has doubled since the end of July, when it was about 132.5 yuan. Investors should be cautious when pursuing higher prices.