唯一_4921
11-15
手机芯片一两百美元一块,英伟达搞挖矿芯片把芯片卖到几千美元一块,现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片,英伟达一年几亿块都没占
台积电产能被疯抢,产能利用率甚至达到101%
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":371050190831632,"tweetId":"371050190831632","gmtCreate":1731602818151,"gmtModify":1731602821030,"author":{"id":3527591396211296,"idStr":"3527591396211296","authorId":3527591396211296,"authorIdStr":"3527591396211296","name":"唯一_4921","avatar":"https://static.tigerbbs.com/db967dd08ec48fca1ffd6349589f90d8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>手机芯片一两百美元一块,英伟达搞挖矿芯片把芯片卖到几千美元一块,现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片,英伟达一年几亿块都没占</p></body></html>","htmlText":"<html><head></head><body><p>手机芯片一两百美元一块,英伟达搞挖矿芯片把芯片卖到几千美元一块,现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片,英伟达一年几亿块都没占</p></body></html>","text":"手机芯片一两百美元一块,英伟达搞挖矿芯片把芯片卖到几千美元一块,现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片,英伟达一年几亿块都没占","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/371050190831632","repostId":2483511834,"repostType":2,"repost":{"id":"2483511834","kind":"news","pubTimestamp":1731517330,"share":"https://www.laohu8.com/m/news/2483511834?lang=&edition=full","pubTime":"2024-11-14 01:02","market":"us","language":"zh","title":"台积电产能被疯抢,产能利用率甚至达到101%","url":"https://stock-news.laohu8.com/highlight/detail?id=2483511834","media":"中关村在线","summary":"台积电的3nm工艺产能利用率在明年上半年预计将达到100%,即满负荷运行,这得益于苹果iPhone系列、高通、联发科的强劲需求,以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下,台积电的5nm工艺更加火热,产能利用率甚至将达到101%,实现超负荷运转。今年10月,台积电的营收达到3142.4亿新台币,环比增长24.8%,同比增长29.2%,再次刷新历史记录。为此,台积电的CoWoS封装产能预计在今年底达到每月3.6万片晶圆,明年底将增至9万片以上。","content":"<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>的3nm工艺产能利用率在明年上半年预计将达到100%,即满负荷运行,这得益于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone系列、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科的强劲需求,以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下,台积电的5nm工艺更加火热,产能利用率甚至将达到101%,实现超负荷运转。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7564ab4a14bb712c3c9cef810a61230a\" tg-width=\"600\" tg-height=\"399\"></p><p>今年10月,台积电的营收达到3142.4亿新台币(约合人民币699.2亿元),环比增长24.8%,同比增长29.2%,再次刷新历史记录。</p><p>NVIDIA的新一代Blackwell GPU已开始批量生产和供货,预计今年年底可生产约20万颗B200芯片,明年三季度将推出升级版B300A,继续采用3nm工艺,并将封装技术从CoWoS-L升级到CoWoS-S。为此,台积电的CoWoS封装产能预计在今年底达到每月3.6万片晶圆,明年底将增至9万片以上。</p>","source":"tencent","collect":0,"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>台积电产能被疯抢,产能利用率甚至达到101%</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台积电产能被疯抢,产能利用率甚至达到101%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 01:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114010756abbe3395&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电的3nm工艺产能利用率在明年上半年预计将达到100%,即满负荷运行,这得益于苹果iPhone系列、高通、联发科的强劲需求,以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下,台积电的5nm工艺更加火热,产能利用率甚至将达到101%,实现超负荷运转。今年10月,台积电的营收达到3142.4亿新台币(约合人民币699.2亿元),环比增长24.8%,同比增长29.2%,再次刷新...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114010756abbe3395&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","BK4527":"明星科技股","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4581":"高盛持仓","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4512":"苹果概念","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4549":"软银资本持仓","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","TSM":"台积电","BK4529":"IDC概念","NVDA":"英伟达","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4591":"室温超导概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","03145":"华夏亚洲高息股","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","L":"洛斯公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114010756abbe3395&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2483511834","content_text":"台积电的3nm工艺产能利用率在明年上半年预计将达到100%,即满负荷运行,这得益于苹果iPhone系列、高通、联发科的强劲需求,以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下,台积电的5nm工艺更加火热,产能利用率甚至将达到101%,实现超负荷运转。今年10月,台积电的营收达到3142.4亿新台币(约合人民币699.2亿元),环比增长24.8%,同比增长29.2%,再次刷新历史记录。NVIDIA的新一代Blackwell GPU已开始批量生产和供货,预计今年年底可生产约20万颗B200芯片,明年三季度将推出升级版B300A,继续采用3nm工艺,并将封装技术从CoWoS-L升级到CoWoS-S。为此,台积电的CoWoS封装产能预计在今年底达到每月3.6万片晶圆,明年底将增至9万片以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":142,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/371050190831632"}
精彩评论