Daily Mfg News· 半導體應用工廠供應鏈情報
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Run transcript

2026-04-29-autosucceedednews for 2026-04-2921.8s totalroutine_cloud
routine_log_entries16 entries
001init00:37:21
Routine triggered Vercel mfg-news pipeline
run_id=2026-04-29-auto, news_date=2026-04-29, source_type=routine_cloud, target=9, max=12
002fetchfetch297ms00:37:23
fetch hn-24h-mfg
input / output
output: {
  "candidates": 4
}
003fetchfetch1310ms00:37:24
fetch technews-tw
input / output
output: {
  "candidates": 11
}
004fetchfetch248ms00:37:24
fetch udn-money
input / output
output: {
  "candidates": 0
}
005fetchfetch130ms00:37:25
fetch cna-tech
input / output
output: {
  "candidates": 2
}
006scoreazure-openai-gpt4o784ms00:37:26
rank hn-24h-mfg
top of hn-24h-mfg: Why China's Affordable AI Is a Worry for Silicon Valley (score=0.456)
input / output
input: {
  "candidates": 4
}
output: {
  "top3": [
    {
      "score": "0.456",
      "title": "Why China's Affordable AI Is a Worry for Silicon Valley"
    },
    {
      "score": "0.400",
      "title": "Google and Pentagon reportedly agree on deal for 'any lawful' use of AI"
    },
    {
      "score": "0.355",
      "title": "OpenAI misses revenue, is the AI bubble bursting?"
    }
  ]
}
007scoreazure-openai-gpt4o1356ms00:37:28
rank technews-tw
top of technews-tw: 台積電今年有 5 座 2 奈米廠啟動量產,產能將比當年 3 奈米啟動時多 45% (score=0.927)
input / output
input: {
  "candidates": 8
}
output: {
  "top3": [
    {
      "score": "0.927",
      "title": "台積電今年有 5 座 2 奈米廠啟動量產,產能將比當年 3 奈米啟動時多 45%"
    },
    {
      "score": "0.828",
      "title": "力積電擬再辦 GDR 增資,強化設備投資、布局先進產能"
    },
    {
      "score": "0.750",
      "title": "日本京瓷發表多層陶瓷核心基板,瞄準 AI 市場 xPU 與 ASIC 半導體先進封裝需求"
    }
  ]
}
008score00:37:28
rank udn-money
no candidates
009scoreazure-openai-gpt4o629ms00:37:29
rank cna-tech
top of cna-tech: AI記憶體需求旺 SK海力士首季獲利年增4倍創新高 (score=0.560)
input / output
input: {
  "candidates": 2
}
output: {
  "top3": [
    {
      "score": "0.560",
      "title": "AI記憶體需求旺 SK海力士首季獲利年增4倍創新高"
    },
    {
      "score": "0.395",
      "title": "台灣AI供應鏈矽谷徵才  半導體、製造專業需求強勁"
    }
  ]
}
010aggregate00:37:30
global rank + dedup top 12 across all sources
OK — 12 unique picks (target=9, max=12)
input / output
output: {
  "after_dedup": 12,
  "total_scored": 14,
  "sources_in_picks": [
    "technews-tw",
    "cna-tech",
    "hn-24h-mfg"
  ]
}
011impactazure-openai-gpt4o00:37:30
analyse supply-chain impact for 9 picks
012impact3558ms00:37:34
impact done for 9 picks (gpt-4o EN + translator zh-Hant)
input / output
output: {
  "with_impact": 9
}
013translateazure-translator2328ms00:37:36
bidirectional translate 9 picks (en↔zh-Hant as needed)
input / output
input: {
  "en_to_zh": 2,
  "zh_to_en": 16
}
014summaryazure-openai-gpt4o3794ms00:37:40
daily meta-narrative across picks (gpt-4o EN + translator zh-Hant)
input / output
output: {
  "en_chars": 768,
  "zh_chars": 209
}
015persistsupabase-insert00:37:42
persist 9 items to news_items
input / output
output: {
  "rank_titles": [
    "1: 台積電今年有 5 座 2 奈米廠啟動量產,產能將比當年 3 奈米啟動時多 45%",
    "2: 力積電擬再辦 GDR 增資,強化設備投資、布局先進產能",
    "3: 日本京瓷發表多層陶瓷核心基板,瞄準 AI 市場 xPU 與 ASIC 半導體先進封裝需求",
    "4: AI記憶體需求旺 SK海力士首季獲利年增4倍創新高",
    "5: CPU 市場供不應求,英特爾出售下腳料晶片獲意外收入",
    "6: 除甲骨文外還有大型客戶,Bloom Energy 擴大至 5 GW 布局,帶旺台廠供應鏈",
    "7: 從機櫃互連到晶片級整合!VCSEL 與 QD 雷射可望成 AI 光通訊新解方",
    "8: 為什麼中國平價的人工智慧會讓矽谷感到擔憂",
    "9: 台股日均量破兆「關禁閉」淪虛設?專家解析:處置機制仍具降溫功能"
  ]
}
016finalize00:37:42
Run finished · status=succeeded
items_produced=9, target=9