研究机构：台积电(TSM.US)5nm工艺客户仅剩苹果(AAPL.US),下半年产能利用率为85-90%

智通财经2020-11-20

智通财经APP获悉，据媒体11月20日报道，研究机构表示，在不能继续为华为代工芯片之后，苹果(AAPL.US)就成了台积电(TSM.US)5nm工艺唯一的客户。此前，媒体曾多次报道称，台积电5nm工艺产能紧张，众多客户在排队等待。但研究机构表示，情况并非如此。在不能为华为代工芯片之后，尽管苹果又增加自研Mac处理器和服务器加速器的订单，但台积电的5nm工艺产能未得到充分利用。研究机构预计台积电今年...

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

Umbrella_
2020-11-22
Umbrella_
英特尔现在还是14nm芯片，amd早都7nm了
就是小乖
2020-11-21
就是小乖
苹果也差不多不行了
- 十萬皮卡丘:
  哈哈哈
呵呵哒阿波
2020-11-20
呵呵哒阿波
高通呢

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2084862592?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","is_english":false,"pubTime":"2020-11-20 14:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2084862592","market":"hk","top_or_hot":-1,"title":"研究机构：台积电(TSM.US)5nm工艺客户仅剩苹果(AAPL.US),下半年产能利用率为85-90%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，据媒体11月20日报道，研究机构表示，在不能继续为华为代工芯片之后，苹果(AAPL.US)就成了台积电(TSM.US)5nm工艺唯一的客户。此前，媒体曾多次报道称，台积电5nm工艺产能紧张，众多客户在排队等待。但研究机构表示，情况并非如此。在不能为华为代工芯片之后，尽管苹果又增加自研Mac处理器和服务器加速器的订单，但台积电的5nm工艺产能未得到充分利用。研究机构预计台积电今年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/365493.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>研究机构：台积电(TSM.US)5nm工艺客户仅剩苹果(AAPL.US),下半年产能利用率为85-90%</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研究机构：台积电(TSM.US)5nm工艺客户仅剩苹果(AAPL.US),下半年产能利用率为85-90%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-20 14:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/365493.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据媒体11月20日报道，研究机构表示，在不能继续为华为代工芯片之后，苹果(AAPL.US)就成了台积电(TSM.US)5nm工艺唯一的客户。此前，媒体曾多次报道称，台积电5nm工艺产能紧张，众多客户在排队等待。但研究机构表示，情况并非如此。在不能为华为代工芯片之后，尽管苹果又增加自研Mac处理器和服务器加速器的订单，但台积电的5nm工艺产能未得到充分利用。研究机构预计台积电今年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/365493.html\">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":"09086","symbol_name":"华夏纳指-U","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/365493.html","article_id":"2084862592","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2084862592","pubTimestamp":1605853544,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，据媒体11月20日报道，研究机构表示，在不能继续为华为代工芯片之后，苹果 就成了台积电5nm工艺唯一的客户。此前，媒体曾多次报道称，台积电5nm工艺产能紧张，众多客户在排队等待。研究机构预计台积电今年下半年5nm工艺的产能利用率为85%-90%。不过，该机构表示，从2021年底到2022年，联发科、英伟达等厂商将开始利用5nm工艺，台积电5nm工艺的产能及产能利用率将会有所提升。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"09086":"华夏纳指-U","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电","03086":"华夏纳指","AA":"美国铝业","AAPL":"苹果"},"translate_title":"Research organization: AAPL.US is the only customer of TSM.US) 5nm process, and the capacity utilization rate in the second half of the year is 85-90%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AA":1,"AAPL":1,"TSM":1,"03086":0.6,"03145":0.6,"09086":0.6,"EWT":0.6},"content_text":"智通财经APP获悉，据媒体11月20日报道，研究机构表示，在不能继续为华为代工芯片之后，苹果(AAPL.US)就成了台积电(TSM.US)5nm工艺唯一的客户。此前，媒体曾多次报道称，台积电5nm工艺产能紧张，众多客户在排队等待。但研究机构表示，情况并非如此。在不能为华为代工芯片之后，尽管苹果又增加自研Mac处理器和服务器加速器的订单，但台积电的5nm工艺产能未得到充分利用。研究机构预计台积电今年下半年5nm工艺的产能利用率为85%-90%。研究机构还预计，尽管获得苹果的订单和AMD(AMD.US)的少量订单，台积电2021年5nm工艺的产能利用率维持在85%-90%。不过，该机构表示，从2021年底到2022年，联发科、英伟达(NVDA.US)等厂商将开始利用5nm工艺，台积电5nm工艺的产能及产能利用率将会有所提升。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":399172302,"gmtCreate":1606057916906,"gmtModify":1703840755692,"author":{"id":"3491961388228793","authorId":"3491961388228793","name":"Umbrella_","avatar":"https://static.tigerbbs.com/98347853195075239775ab87416a46cb","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"英特尔现在还是14nm芯片，amd早都7nm了","listText":"英特尔现在还是14nm芯片，amd早都7nm了","text":"英特尔现在还是14nm芯片，amd早都7nm了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399172302","repostId":2084862592,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":399956096,"gmtCreate":1605912066815,"gmtModify":1703840453726,"author":{"id":"3556190176311828","authorId":"3556190176311828","name":"就是小乖","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"苹果也差不多不行了","listText":"苹果也差不多不行了","text":"苹果也差不多不行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399956096","repostId":2084862592,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3074598,"gmtCreate":1605937391426,"gmtModify":1605937672910,"authorId":3506591357609186,"author":{"id":3506591357609186,"authorId":3506591357609186,"name":"十萬皮卡丘","avatar":"https://static.tigerbbs.com/950730697dd10ba4877bc43b382ccde8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399956096,"type":1,"supId":0,"prevId":0,"content":"哈哈哈","text":"哈哈哈","html":"哈哈哈"}],"langContent":"CN"},{"id":390701540,"gmtCreate":1605855498580,"gmtModify":1703840086673,"author":{"id":"3547794436683480","authorId":"3547794436683480","name":"呵呵哒阿波","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"高通呢","listText":"高通呢","text":"高通呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390701540","repostId":2084862592,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":1,"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":"4.25.1","shortVersion":"4.25.1","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/2084862592"}