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软银斥资333亿美元在美俄亥俄州建9.2GW大型电厂，专供AI数据中心

简报：

• 软银集团计划在美国俄亥俄州朴茨茅斯（Portsmouth）的美国能源部场地兴建一座大型燃气发电厂，专门为AI数据中心提供电力。
• 该发电厂造价达333亿美元，装机容量为9.2GW，是美国能源部在该地点打造装机容量10GW数据中心整体计划的一部分。
• 此电厂建设项目是日本对美投资总额达5500亿美元协议的一部分，该协议由日美双方商定，以换取降低贸易关税。
• 软银已与多家美国和日本大型企业组成联盟，共同协助兴建电厂并发展AI基础设施；软银CEO孙正义表示，这肯定是美国单一地点最大规模的发电设施，目标是发展“全球最聪明的AI”。
• 软银集团同时也是ChatGPT开发商OpenAI的主要资助者。

相关链接：

• 软银集团在美俄亥俄州建大型电厂，为AI资料中心供电

SoftBank to Invest $33.3 Billion in Building a 9.2GW Mega Power Plant in Ohio, U.S., Dedicated to AI Data Centers ⚡🤖

Briefing:

• SoftBank Group plans to build a large natural gas-fired power plant at a U.S. Department of Energy site in Portsmouth, Ohio, dedicated exclusively to supplying electricity to AI data centers.
• The power plant will cost $33.3 billion and have an installed capacity of 9.2GW. It is part of the Department of Energy’s broader plan to develop a total of 10GW of data center capacity at the site.
• The project is part of a broader $550 billion Japanese investment agreement in the United States, arranged between Japan and the U.S. in exchange for reduced trade tariffs.
• SoftBank has already formed an alliance with several major U.S. and Japanese companies to help build the power plant and develop AI infrastructure. SoftBank CEO Masayoshi Son said this would definitely be the largest power generation facility at a single site in the United States, with the goal of developing “the world’s smartest AI” 🚀.
• SoftBank Group is also a major backer of OpenAI, the developer of ChatGPT.

Related link:

• SoftBank Group to Build Large Power Plant in Ohio, U.S., to Supply AI Data Centers

蔡司任命新任台湾区总经理，全面深化半导体检测与精密制造在台布局

简报：

• 德国光学技术厂商蔡司（ZEISS）宣布由显微镜解决方案负责人蔡慧（Henry Cai）升任台湾总经理，持续深化“Taiwan to Global”策略。
• 半导体检测布局深化：蔡司已与台湾半导体研究中心（TSRI）及清大、交大等多所学研机构展开合作，利用电子显微镜与3D X-ray显微技术，助力CoWoS等先进封装技术提升良率。
• 锁定AI服务器与精密制造：位于台中的蔡司品质卓越中心（QEC）已于今年3月正式启用，并计划于COMPUTEX 2026展示AI硬件整合品质解决方案。
• 拓展视力保健与精淮医疗：继2025年底完成对台湾亨泰光学（Brighten Optix）的收购后，蔡司儿童减缓近视加深镜片于今年3月正式取得台湾TFDA医疗器材第二等级许可证。

相关链接：

• 持續佈局台灣　蔡司強化半導體量測與精密製造合作

ZEISS Appoints New General Manager for Taiwan, Deepening Its Semiconductor Inspection and Precision Manufacturing Footprint in the Market 🔬🇹🇼

Briefing:

• German optical technology company ZEISS has announced the promotion of Henry Cai, head of its Microscopy Solutions division, to General Manager of Taiwan, as it continues to advance its “Taiwan to Global” strategy.
• Deepening semiconductor inspection deployment: ZEISS has already partnered with the Taiwan Semiconductor Research Institute (TSRI) as well as several academic and research institutions, including National Tsing Hua University and National Yang Ming Chiao Tung University, leveraging electron microscopy and 3D X-ray microscopy technologies to help improve yields for advanced packaging technologies such as CoWoS.
• Targeting AI servers and precision manufacturing: ZEISS’s Quality Excellence Center (QEC) in Taichung officially opened in March this year, and the company plans to showcase integrated quality solutions for AI hardware at COMPUTEX 2026.
• Expanding vision care and precision medicine: Following the completion of its acquisition of Taiwan-based Brighten Optix by the end of 2025, ZEISS’s pediatric myopia management lenses officially obtained a Class II medical device license from Taiwan’s TFDA in March this year 👓.

Related link:

• Expanding Its Presence in Taiwan, ZEISS Strengthens Cooperation in Semiconductor Metrology and Precision Manufacturing

为备战新产品量产，SK海力士拟投入约80亿美元采购ASML极紫外光刻机

简报：

• SK海力士宣布将采购价值11.95万亿韩元（约合79.7亿美元）的ASML极紫外光刻设备。
• 此次大规模采购旨在为公司新产品的大规模量产做准备。
• 根据SK海力士提交的监管文件，该批光刻设备的采购计划将在2027年12月31日之前完成。

相关链接：

• SK海力士将斥资近80亿美元采购ASML极紫外光刻设备（界面）
• SK海力士将斥资近80亿美元采购ASML极紫外光刻设备（36氪）

To Prepare for Mass Production of New Products, SK hynix Plans to Spend About $8 Billion on ASML EUV Lithography Machines 🚀

Brief:

• SK hynix announced that it will purchase ASML extreme ultraviolet (EUV) lithography equipment worth KRW 11.95 trillion (approximately $7.97 billion).
• This large-scale procurement is intended to prepare for the mass production of the company’s new products.
• According to a regulatory filing submitted by SK hynix, the procurement of this batch of lithography equipment is scheduled to be completed by December 31, 2027. 📈

Related links:

• SK hynix to spend nearly $8 billion on ASML EUV lithography equipment (Jiemian)
• SK hynix to spend nearly $8 billion on ASML EUV lithography equipment (36Kr)

LINE上线Premium会员服务，支持消息无痕收回

简报：

• LINE正式推出“LINE Premium”会员计画。
• 该会员服务主打包含“无痕收回”在内的等特色功能。

相关链接：

• LINE Premium会员计画正式登场，主打无痕收回等功能

LINE Launches Premium Subscription Service, Supporting Silent Message Recall ✨📱

Brief:

• LINE has officially launched its “LINE Premium” subscription plan.
• The membership service highlights special features including “silent recall,” among others.

Related Link:

• LINE Premium subscription plan officially debuts, featuring silent recall and other functions

美超微涉嫌违规对华走私致高层震荡，市值大幅缩水60亿

简报：

• 美超微（Supermicro）被指涉嫌向中国进行走私活动。
• 受该走私风波影响，美超微公司的共同创办人已下台。
• 此次违规事件及高管人事变动导致公司在资本市场遭到重挫，市值蒸发高达60亿。

相关链接：

• 美超微涉走私中国，共同创办人下台致市值蒸发60亿

Supermicro Accused of Illegal Smuggling to China, Triggering Executive Upheaval and a $6 Billion Market Value Loss 📉⚠️

Brief:

• Supermicro has been accused of涉嫌 engaging in smuggling activities to China.
• As a result of the smuggling scandal, the company’s co-founder has stepped down.
• The alleged violations and executive reshuffle have dealt a heavy blow to the company in the capital markets, wiping out as much as $6 billion in market value.

Related link:

• Supermicro accused of smuggling to China; co-founder steps down as $6 billion in market value evaporates