单季亏损超7亿美元，三星计划关闭50%晶圆代工产能！

芯智讯11-02

11月1日消息，据《朝鲜日报》引述知情人士的话报道称，三星电子半导体部门正暂时关闭部分晶圆代工产线，以降低成本。分析师预期三星代工业务第三季亏损高达1万亿韩元（约合7.24亿美元），促使公司必须采取降低成本措施，停用部分产线。报道称，三星已关闭平泽2号线（P2）和3号线（P3）超过30%生产线，计划年底前扩大关闭范围至50%，其中包括4nm、5nm和77nm代工生产线。三星计划在监控客户订单的同时...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2480871433?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-02 18:38","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2480871433","market":"hk","top_or_hot":-1,"title":"单季亏损超7亿美元，三星计划关闭50%晶圆代工产能！","media":"芯智讯","content":"<div>\n<p>11月1日消息，据《朝鲜日报》引述知情人士的话报道称，三星电子半导体部门正暂时关闭部分晶圆代工产线，以降低成本。分析师预期三星代工业务第三季亏损高达1万亿韩元（约合7.24亿美元），促使公司必须采取降低成本措施，停用部分产线。报道称，三星已关闭平泽2号线（P2）和3号线（P3）超过30%生产线，计划年底前扩大关闭范围至50%，其中包括4nm、5nm和77nm代工生产线。三星计划在监控客户订单的同时...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2024-11-02/doc-incusqxz7482160.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>单季亏损超7亿美元，三星计划关闭50%晶圆代工产能！</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单季亏损超7亿美元，三星计划关闭50%晶圆代工产能！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-02 18:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2024-11-02/doc-incusqxz7482160.shtml><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月1日消息，据《朝鲜日报》引述知情人士的话报道称，三星电子半导体部门正暂时关闭部分晶圆代工产线，以降低成本。分析师预期三星代工业务第三季亏损高达1万亿韩元（约合7.24亿美元），促使公司必须采取降低成本措施，停用部分产线。报道称，三星已关闭平泽2号线（P2）和3号线（P3）超过30%生产线，计划年底前扩大关闭范围至50%，其中包括4nm、5nm和77nm代工生产线。三星计划在监控客户订单的同时...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2024-11-02/doc-incusqxz7482160.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":"LU2294711713.HKD","symbol_name":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/wm/2024-11-02/doc-incusqxz7482160.shtml","article_id":"2480871433","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2024-11-02/doc-incusqxz7482160.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","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=2480871433","pubTimestamp":1730543880,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"分析师预期三星代工业务第三季亏损高达1万亿韩元，促使公司必须采取降低成本措施，停用部分产线。三星计划在监控客户订单的同时逐步停止营运。显然，三星晶圆代工业务的亏损正在持续扩大。虽然三星高管否认了这些传闻，并表示该晶圆厂将于 2025 年年中完工。但不管怎样，三星在晶圆代工领域严重落后于台积电，亏损正持续已经不是什么秘密了。为了控制亏损，三星选择暂时关闭部分产线也是情理之中。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","03145":"华夏亚洲高息股","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","EWT":"台湾ETF-iShares MSCI","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4526":"热门中概股","QCOM":"高通","BK4588":"碎股","BK4141":"半导体产品","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4503":"景林资产持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","TSM":"台积电","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4581":"高盛持仓","NVDA":"英伟达","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","AMD":"美国超微公司","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","SOXL":"三倍做多半导体ETF-Direxion Daily","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4548":"巴美列捷福持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4591":"室温超导概念","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SOXS":"三倍做空半导体ETF-Direxion Daily","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD"},"translate_title":"With a single-quarter loss exceeding US $700 million, Samsung plans to close 50% of its wafer foundry capacity!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"SOXL":0.9,"AMD":0.8,"SOXS":0.8,"QCOM":0.8,"NVDA":0.8,"TWmain":0.66,"03145":0.6,"EWT":0.6},"content_text":"11月1日消息，据《朝鲜日报》引述知情人士的话报道称，三星电子半导体部门正暂时关闭部分晶圆代工产线，以降低成本。分析师预期三星代工业务第三季亏损高达1万亿韩元（约合7.24亿美元），促使公司必须采取降低成本措施，停用部分产线。报道称，三星已关闭平泽2号线（P2）和3号线（P3）超过30%生产线，计划年底前扩大关闭范围至50%，其中包括4nm、5nm和77nm代工生产线。三星计划在监控客户订单的同时逐步停止营运。消息人士表示，三星已决定关闭部分产线的电源以降低电力及运营成本，而不是让生产线以低产能利用率运行。“三星虽然公开表示，它将保持设施的运行并降低利用率，但实际上，该公司正在逐步关闭生产线，”一位要求匿名的业内人士说。“目前的计划是在今年年底前将运营的晶圆代工产能降低50%左右。”报道指出，目前三星来自中国无晶圆厂芯片设计公司的订单不如预期，这些公司的订单之前占据了三星4nm、5nm产能的很大一部分。但是美国对中国半导体业实施贸易限制，导致部分中国芯片设计公司在美国总统大选前延后了项目。韩国的一些产业专家担心，三星的成本削减措施可能会削弱其在晶圆代工领域的竞争力。“随着三星电子专注于其半导体业务的支柱——存储芯片，代工业务已被推到次要位置，”韩国祥明大学（Sangmyung University）系统半导体工程教授李钟焕（Lee Jong-hwan）说。“随着生产设施停止运营，与台积电不断扩大的差距可能会达到三星极难赶上的地步。”自2022年6月底宣布抢先台积电量产3nm GAA制程以来，三星一直在努力争取英伟达（NVIDIA）、AMD和高通等全球科技公司的大规模订单，但是由于良率偏低，至今仍未获得任何大客户的采用。同时，三星原本的一些4nm、5nm先进制程大客户，比如高通自骁龙8 Gen 2之后也全面倒向了台积电。此外，传闻谷歌下一代的自研手机SoC芯片Tensor G5也将转向台积电。根据韩国三星证券发布的《地缘政治模式转变与产业》报告显示，三星电子正面临无数挫折，特别是3nm GAA制程，因良率无法缩小与台积电差距，客户被迫放弃与三星合作，这也使得三星非存储半导体业务部门亏损了3.85亿美元。三星最新公布的三季度财报显示，负责半导体业务的设备解决方案（DS）部门该部门销售金额为29.27万亿，低于市场预期的30.53万亿韩元，营业利润为3.86万亿韩元，低于市场预期的6.66万亿韩元，相比第二季的6.45万亿韩元更是大跌超过40%。分析师预计三星代工业务第三季亏损高达1万亿韩元（约合7.24亿美元）。显然，三星晶圆代工业务的亏损正在持续扩大。此前传闻显示，由于尖端制程良率问题，三星泰勒的新建晶圆厂项目将要大幅推后，不仅订购的EUV光刻机推迟交付，之前部署的一些人员也撤出了。虽然三星高管否认了这些传闻，并表示该晶圆厂将于 2025 年年中完工。但不管怎样，三星在晶圆代工领域严重落后于台积电，亏损正持续已经不是什么秘密了。为了控制亏损，三星选择暂时关闭部分产线也是情理之中。编辑：芯智讯-浪客剑\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"Business Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.2","shortVersion":"4.29.2","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/2480871433"}