量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿

创投时报2020-08-27

原标题：量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿来源：创投时报在全球晶圆代工厂，台积电是当之无愧的巨头，根据2020年第三季度全球前十大晶圆代工厂营收预测排名，台积电三季度的市占率达到53.9%，预计将以单季营收113.5亿美元的成绩再次夺冠。从上述数据中不难看出，台积电以一己之力，拿下全球晶元代工厂的半壁江山，即便是排名第二的三星，市占率也只有17.4%，甚至不及...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Rdbhf
2020-08-27
Rdbhf
英特尔也是中国的
Rdbhf
2020-08-27
Rdbhf
中国的芯片公司，为啥不给华为用？还给美国生产f35芯片？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2062681481?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","is_english":false,"pubTime":"2020-08-27 19:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2062681481","market":"hk","top_or_hot":-1,"title":"量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿","media":"创投时报","content":"<div>\n<p>原标题：量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿 来源：创投时报在全球晶圆代工厂，台积电是当之无愧的巨头，根据2020年第三季度全球前十大晶圆代工厂营收预测排名，台积电三季度的市占率达到53.9%，预计将以单季营收113.5亿美元的成绩再次夺冠。从上述数据中不难看出，台积电以一己之力，拿下全球晶元代工厂的半壁江山，即便是排名第二的三星，市占率也只有17.4%，甚至不及...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-27/doc-iivhvpwy3454731.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-27 19:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-27/doc-iivhvpwy3454731.shtml><strong>创投时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿 来源：创投时报在全球晶圆代工厂，台积电是当之无愧的巨头，根据2020年第三季度全球前十大晶圆代工厂营收预测排名，台积电三季度的市占率达到53.9%，预计将以单季营收113.5亿美元的成绩再次夺冠。从上述数据中不难看出，台积电以一己之力，拿下全球晶元代工厂的半壁江山，即便是排名第二的三星，市占率也只有17.4%，甚至不及...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-27/doc-iivhvpwy3454731.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSM","symbol_name":"台积电","start_time":0,"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-27/doc-iivhvpwy3454731.shtml","article_id":"2062681481","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b"],"rights":{"source":"sina_symbol","url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-27/doc-iivhvpwy3454731.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2062681481","pubTimestamp":1598527500,"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"原标题：量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿 来源：创投时报在全球晶圆代工厂，台积电是当之无愧的巨头，根据2020年第三季度全球前十大晶圆代工厂营收预测排名，台积电三季度","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"translate_title":"After mass production of 5nm, conquer 3nm next year! The Chinese chip giant has a market value exceeding 2.9 trillion yuan.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":0.9,"03145":0.6,"EWT":0.6},"content_text":"原标题：量产5nm后，明年攻克3nm！这家中国芯片巨头，市值突破2.9万亿 来源：创投时报在全球晶圆代工厂，台积电是当之无愧的巨头，根据2020年第三季度全球前十大晶圆代工厂营收预测排名，台积电三季度的市占率达到53.9%，预计将以单季营收113.5亿美元的成绩再次夺冠。从上述数据中不难看出，台积电以一己之力，拿下全球晶元代工厂的半壁江山，即便是排名第二的三星，市占率也只有17.4%，甚至不及台积电的三分之一。除了在营收遥遥领先外，台积电市值也令一众晶圆代工厂望尘莫及。截至美东时间8月26日收盘，台积电的股价达到81.75美元，总市值4239.62亿美元，折算成人民币突破2.9万亿，这家在中国芯片巨头果然不容小觑。而台积电之所以各方面都成绩优异，主要是因为其在技术上的领先。早在2018年台积电就已经来到7nm工艺节点，且成功量产领先三星。2019年，台积电又推出第二代7nm工艺，深受市场青睐。据相关统计，全球有90%以上的7nm芯片皆由台积电生产，直到现在其7nm产能仍供不应求。而TrendForce认为，台积电三季度营收业绩增长21%，营收主力仍然是7nm制程。除了7nm产能维持满载外，5nm工艺制程在三季度也开始计入营收，预计第三季度5nm营收占比将达到16%。根据笔者了解，台积电早在上半年就量产5nm。在上半年，台积电宣布5nm产线建成且新工艺芯片即将开始量产后，华为与苹果包圆了台积电5nm产线的初期产能，高通随后也将骁龙875处理器的订单交给台积电。有消息称，台积电5nm订单已经排到了2021年。值得注意的是，在5nm量产后，台积电明年还将攻克3nm。在2020世界半导体大会上，台积电透露，2021年台积电最先进的3nm工艺产品，就可以出现在市面上，而大规模量产将2022年。根据相关爆料信息，相较于目前最先进的5nm工艺，3nm工艺的功耗还将减少25%-35%，其性能则有10%-15%的提升。不过，台积电3nm工艺仍然会延续采纳FinFET晶体管技术进行开发，芯片层面上可能仅缩小26%左右。与此同时，台积电2nm工艺也是下一步研发重点，台积电透露，目前正在同一家主要客户紧密合作，以加快2nm工艺的研发进展。如此看来，台积电的霸主地位十分稳固。文/有鱼 审核/BU","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":973252888,"gmtCreate":1598543781544,"gmtModify":1704219520610,"author":{"id":"3492941740358940","authorId":"3492941740358940","name":"Rdbhf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3492941740358940","authorIdStr":"3492941740358940"},"htmlText":"英特尔也是中国的","listText":"英特尔也是中国的","text":"英特尔也是中国的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973252888","repostId":2062681481,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":973252334,"gmtCreate":1598543770628,"gmtModify":1704219520440,"author":{"id":"3492941740358940","authorId":"3492941740358940","name":"Rdbhf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3492941740358940","authorIdStr":"3492941740358940"},"htmlText":"中国的芯片公司，为啥不给华为用？还给美国生产f35芯片？","listText":"中国的芯片公司，为啥不给华为用？还给美国生产f35芯片？","text":"中国的芯片公司，为啥不给华为用？还给美国生产f35芯片？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973252334","repostId":2062681481,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2062681481"}