芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭

嗅侃2021-02-22

芯片制造领域内，目前有两大巨大巨头，一个是台积电，一个是三星，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不...

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城市隐者
2021-02-23
城市隐者
瞎扯！我没查到阿斯麦的股票东里有台积电
- EmmA:
  有很多技术合作协议

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fable","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TWmain":1,"TSM":1,"03145":0.6,"EWT":0.6},"content_text":"芯片制造领域内，目前有两大巨大巨头，一个是台积电，一个是三星，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不成熟翻车了。‘尽管如此，三星仍没有放弃超越台积电的想法，2020年再次实施计划。一方面是因为美国修改规则，另外一方面是因为三星手机业务萎靡不振，半导体业务成为三星营收的主要贡献者。于是，三星动作频频，宣布将投资千亿美元，预计在2030年之前赶超台积电，成为芯片制造领域内领先者。另外，三星还宣布全面开放晶圆代工业务，争夺更多芯片订单，提高市场份额的同时，还能加速技术发展，毕竟芯片生产制造技术需要大量的数据支撑。还有就是，三星深知要想发展先进工艺，必须要拥有更多的先进光刻机，所以李在镕亲自前往ASML协商购买更多EUV光刻机，并表达了想要优先获得下一代EUV光刻机的想法。最主要的是，三星为了在订单方面超越台积电，其已经计划在美国投资170亿美元建设3nm的芯片生产线，与台积电在美国争夺订单。但没有想到的是，台积电突然官宣新消息，情况是这样的。在固态芯片国际会议上，台积电刘德音正式对外表示，3nm芯片将会在今年下半年试产，2022年量产，同时，3nm的芯片发展超越了预期，一切都能够按照预期、节点发展。而这一消息的宣布，让芯片巨头三星始料未及。因为三星计划在2022年量产3nm制程的芯片，但三星始终都没有给出明确的时间点。如今，台积电将在今年下半年试产3nm芯片，这意味着台积电在3nm芯片上将再次领先于三星。另外，台积电在3nm芯片上，依旧是采用FinFET架构，将GAA技术留在2nm等芯片，但三星则直接采用GAA技术制造3nm芯片。从技术角度上，台积电还是处于领先地位，FinFET架构更为成熟，能够更好的保证良品率，尽管GAA是新技术，也是未来趋势，但就目前而言，其还面临不少的不确定性。也正是因为如此，才说芯片巨头始料未及。超车成天方夜谭三星一直都想超越台积电成为第一，但就目前来看，三星超车成天方夜谭，原因有三点。首先，三星研发投入不如台积电。三星宣布在未来10年投资千亿美元到芯片领域内，但台积电仅在2020年底就投资151亿美元发展新工艺，又将2021年的资本支出提升到280亿美元。从数字上看，台积电在芯片方面的投资是远高于三星的。其次，三星是全产业链，而台积电则专注芯片制造。据悉，三星落后台积电，很大一部分原因就是因为三星要全面兼顾，不能将有限的资金集中在一方面，其不仅要兼顾芯片研发，还要兼顾芯片制造。但台积电只需要专注芯片制造就行了，所以其能够更快地实现技术突破，而英特尔落后，也是因为其需要兼顾芯片研发、制造等。最后，三星在EUV光刻机数量方面落后，而台积电2021年底将安装超50台EUV光刻机，三星可能在30台左右。另外，台积电是ASML的最大股东，ASML的光刻机自然优先供应台积电，三星要想在光刻机设备方面领先是难以实现的，所以三星超车成天方夜谭。对于三星和台积电，你们怎么看，欢迎留言、点赞、分享。","kind":"news","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":369896951,"gmtCreate":1614013691373,"gmtModify":1614013691373,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"htmlText":"瞎扯！我没查到阿斯麦的股票东里有台积电","listText":"瞎扯！我没查到阿斯麦的股票东里有台积电","text":"瞎扯！我没查到阿斯麦的股票东里有台积电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369896951","repostId":2113806293,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3634722,"gmtCreate":1614017350804,"gmtModify":1614017350804,"authorId":3568384496871651,"author":{"id":3568384496871651,"idStr":"3568384496871651","authorId":3568384496871651,"name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369896951,"type":1,"supId":0,"prevId":0,"content":"有很多技术合作协议","text":"有很多技术合作协议","html":"有很多技术合作协议"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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