Rdbhf的个人主页 - 老虎社区

Rdbhf

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IP属地：四川

19关注

2粉丝

1主题

0勋章

2018-10-10

$NIO(NIO)$ 看到此帖赶紧出，长期持有薇来的可以看看38号车评，b站有

2018-10-12

$台积电(TSM)$ 要出财报还没人买？

2018-10-04

$Tilray Inc.(TLRY)$ 股市新闻用什么软件呀谢谢

2018-10-11

$蔚来汽车(NIO)$ 明天不跌我吃屎

2018-10-12

$Tilray Inc.(TLRY)$ 大麻股真恶心就是跌不下去，也没啥新闻

2018-10-05

$Tilray Inc.(TLRY)$ 我等100入

2018-10-08

$Tilray Inc.(TLRY)$ 前一个小时别激动，最好半夜起来看

2018-10-10

$NIO(NIO)$ 崩盘警告韭菜赶紧侧离前方高能切勿贪

2018-10-15

$Tilray Inc.(TLRY)$ 这股有毒吧

2020-09-02

台积电是美国企业，

抱歉，原内容已删除

2020-08-27

英特尔也是中国的

抱歉，原内容已删除

2020-08-27

中国的芯片公司，为啥不给华为用？还给美国生产f35芯片？

抱歉，原内容已删除

2020-05-17

活该

抱歉，原内容已删除

2018-10-02

$Tilray Inc.(TLRY)$ 有人进群讨论不点击链接加入群聊【股票信息交流】：https://jq.qq.com/?_wv=1027&k=5a4znLr

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src=\"https://fid-75186.picgzc.qpic.cn/20200902172412344v246n7l94s04c1x\"/><p>前段时间，华为十多年的代工合作伙伴台积电宣布了将在今年9月14日之后，“断供”华为芯片的决定，让麒麟芯片陷入了短缺的困境。上个月，余承东已经公开承认了这个事实，并且表示麒麟芯片即将成为绝版！</p><p>台积电是来自于中国台湾的一家高新技术公司，同时也是世界上最大的芯片代工厂，主要业务是为各大客户供应芯片。此前，华为是台积电的第二大客户，每年都会为它带来巨额的利润，二者一直保持着紧密的合作关系。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172423071v246pv71htbg8l8\"/><p>但是自今年9月14日之后，台积电和华为的合作将成为历史，它也不会再向华为供应任何芯片。这是因为台积电的生产设备中含有老美的核心技术，会受到封锁措施的制约，只能无奈选择“断供”华为！</p><p>其实台积电并不想失去和华为的合作，它希望能够继续向华为供货，并为此做了很多努力。从之前的表现上来看，对于华为，台积电已竭尽全力，甚至敢于与美国据理力争！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172423934v24613vfnvqbpd7\"/><p>台积电已竭尽全力</p><p>可能国内很多人因为“断供”华为的影响，对台积电的态度都不是很友好。但是我们必须要承认的是，如果不是台积电，华为现在的处境会更加艰难，因为在这几个月的时间内台积电帮了华为很多！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172425891v246qeqnz8rshyb\"/><p>在老美制定了对华为的芯片封锁措施后，台积电一直在研究这些措施的漏洞，期望能够找到解决办法来继续保持和华为的合作。最开始的时候，老美的限制措施是只要设备中含有30%的美企技术，就不能为华为生产芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172426606v246nsojg652xi7\"/><p>台积电抓住了这一点，降低了设备中的美企技术占比，继续向华为供货。后来，老美又将这个标准降到了10%，而台积电依然能够满足这个条件，为华为生产了很多高端芯片产品。</p><p>显然，老美肯定是不允许这种情况发生的，于是它规则改为了只要设备中含有美企技术，哪怕是1%，都不能为华为代工！在这种情况下，台积电就很无奈了，因为它需要美企技术的支持才能保持领先的地位，所以它不能再为华为芯片代工了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172427232v246lp86jtk9obh\"/><p>不过，台积电并没有放弃，它依然在寻求和华为合作的希望！前几个月，台积电董事长表示，如果有可能，将建立一条完全不含美企技术的生产线来为华为生产芯片！虽然这个目标很难实现，但是台积电并不是说说而已，而是真的在行动。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172428126v246r0c79r2v9ap\"/><p>除此之外，在老美给的缓冲期时间内，台积电对华为也是仁至义尽了！不仅接收了华为的所有订单，还挪用了其他客户的生产线来优先为它代工芯片，让华为的芯片储备工作能够顺利进行。</p><p>所以说，对于华为，台积电已竭尽全力了！至于为什么说它敢于和美国据理力争，是因为台积电想要用技术和老美交换市场，在美国建设工厂就是最好的筹码。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172433951v246j8a10kwpude\"/><p>如果老美不允许台积电和华为合作，那么台积电就可以让美国的工厂变为“空壳”，重蹈当年富士康的覆辙。如此一来，老美将会遭受巨大的损失，而它对于台积电也没有太好的办法，毕竟技术实力摆在那！</p><p>虽然从目前的情况来看，台积电“断供”华为已经成了定局，但是它曾经为华为努力过，并且竭尽了全力，值得我们说一句：好样的，台积电！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172434589v246tpzai5dgybk\"/><p>写在最后</p><p>华为与台积电这么长时间的合作关系就这样成为历史，未免有些可惜，但是我们也无法改变这种情况，只能寄希望于华为寻找到新的出路！相信华为一定不会让我们失望，台积电或许也能给我们带来好消息！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200902172436150v246zlhskuzerfw\"/><p>对于台积电和华为，你们怎么看呢？欢迎留言和转发！</p></article></body></html>","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>对于华为，台积电已竭尽全力，敢与美国据理力争，好样的，台积电</title>\n<style 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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对于华为，台积电已竭尽全力，敢与美国据理力争，好样的，台积电\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-02 16:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009021724387963efe3&s=b><strong>大嘴猴侃科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华为与台积电自从2018年开始，老美就一直致力于压制我们国内华为公司的发展，因为它认为华为的崛起会给美企和国家安全带来威胁。显然，这种说法是没有任何道理的，也不能让人们信服，但是老美还是一意孤行，并为此作出了很多限制措施。作为国内实力最强的科技公司，华为的发展前途本应该一片光明，然而老美的出手让它意识到了，想要崛起没有那么容易，需要经过重重困难的考验！今年5月份，老美针对华为的全球芯片供应链作出了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009021724387963efe3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd627a8dfb396dff90c944d059f5385","relate_stocks":{"TSM":"台积电","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009021724387963efe3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2064280008","content_text":"华为与台积电自从2018年开始，老美就一直致力于压制我们国内华为公司的发展，因为它认为华为的崛起会给美企和国家安全带来威胁。显然，这种说法是没有任何道理的，也不能让人们信服，但是老美还是一意孤行，并为此作出了很多限制措施。作为国内实力最强的科技公司，华为的发展前途本应该一片光明，然而老美的出手让它意识到了，想要崛起没有那么容易，需要经过重重困难的考验！今年5月份，老美针对华为的全球芯片供应链作出了严格的封锁措施，禁止任何含有美企技术的代工厂为华为生产芯片！这也是现在华为面临的最主要的难题，因为老美在全球芯片市场中占据着主导地位，基本上没有代工厂能完全避免它的技术。前段时间，华为十多年的代工合作伙伴台积电宣布了将在今年9月14日之后，“断供”华为芯片的决定，让麒麟芯片陷入了短缺的困境。上个月，余承东已经公开承认了这个事实，并且表示麒麟芯片即将成为绝版！台积电是来自于中国台湾的一家高新技术公司，同时也是世界上最大的芯片代工厂，主要业务是为各大客户供应芯片。此前，华为是台积电的第二大客户，每年都会为它带来巨额的利润，二者一直保持着紧密的合作关系。但是自今年9月14日之后，台积电和华为的合作将成为历史，它也不会再向华为供应任何芯片。这是因为台积电的生产设备中含有老美的核心技术，会受到封锁措施的制约，只能无奈选择“断供”华为！其实台积电并不想失去和华为的合作，它希望能够继续向华为供货，并为此做了很多努力。从之前的表现上来看，对于华为，台积电已竭尽全力，甚至敢于与美国据理力争！台积电已竭尽全力可能国内很多人因为“断供”华为的影响，对台积电的态度都不是很友好。但是我们必须要承认的是，如果不是台积电，华为现在的处境会更加艰难，因为在这几个月的时间内台积电帮了华为很多！在老美制定了对华为的芯片封锁措施后，台积电一直在研究这些措施的漏洞，期望能够找到解决办法来继续保持和华为的合作。最开始的时候，老美的限制措施是只要设备中含有30%的美企技术，就不能为华为生产芯片。台积电抓住了这一点，降低了设备中的美企技术占比，继续向华为供货。后来，老美又将这个标准降到了10%，而台积电依然能够满足这个条件，为华为生产了很多高端芯片产品。显然，老美肯定是不允许这种情况发生的，于是它规则改为了只要设备中含有美企技术，哪怕是1%，都不能为华为代工！在这种情况下，台积电就很无奈了，因为它需要美企技术的支持才能保持领先的地位，所以它不能再为华为芯片代工了。不过，台积电并没有放弃，它依然在寻求和华为合作的希望！前几个月，台积电董事长表示，如果有可能，将建立一条完全不含美企技术的生产线来为华为生产芯片！虽然这个目标很难实现，但是台积电并不是说说而已，而是真的在行动。除此之外，在老美给的缓冲期时间内，台积电对华为也是仁至义尽了！不仅接收了华为的所有订单，还挪用了其他客户的生产线来优先为它代工芯片，让华为的芯片储备工作能够顺利进行。所以说，对于华为，台积电已竭尽全力了！至于为什么说它敢于和美国据理力争，是因为台积电想要用技术和老美交换市场，在美国建设工厂就是最好的筹码。如果老美不允许台积电和华为合作，那么台积电就可以让美国的工厂变为“空壳”，重蹈当年富士康的覆辙。如此一来，老美将会遭受巨大的损失，而它对于台积电也没有太好的办法，毕竟技术实力摆在那！虽然从目前的情况来看，台积电“断供”华为已经成了定局，但是它曾经为华为努力过，并且竭尽了全力，值得我们说一句：好样的，台积电！写在最后华为与台积电这么长时间的合作关系就这样成为历史，未免有些可惜，但是我们也无法改变这种情况，只能寄希望于华为寻找到新的出路！相信华为一定不会让我们失望，台积电或许也能给我们带来好消息！对于台积电和华为，你们怎么看呢？欢迎留言和转发！","news_type":1},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973252888,"gmtCreate":1598543781544,"gmtModify":1704219520610,"author":{"id":"3492941740358940","authorId":"3492941740358940","name":"Rdbhf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"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,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973252334,"gmtCreate":1598543770628,"gmtModify":1704219520440,"author":{"id":"3492941740358940","authorId":"3492941740358940","name":"Rdbhf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"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,"repost":{"id":"2062681481","pubTimestamp":1598527500,"share":"https://www.laohu8.com/m/news/2062681481?lang=&edition=full","pubTime":"2020-08-27 19:25","market":"us","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=2062681481","media":"创投时报","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","content":"<html><body><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</p><p>在全球晶圆代工厂，<a href=\"https://laohu8.com/S/TSM\">台积电</a>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，<font>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</font>。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/166/w606h360/20200827/897b-iyhvyva4718167.png/w720fin.jpg\"/></div><p>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<font>排名第二的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，市占率也只有17.4%，甚至不及台积电的三分之一</font>。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。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/223/w611h412/20200827/aef0-iyhvyva4718223.png/w720fin.jpg\"/></div><p>截至美东时间8月26日收盘，<font>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</font>，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。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/88/w563h325/20200827/11a5-iyhvyva4718262.png/w720fin.jpg\"/></div><p><font>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</font>。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。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/185/w607h378/20200827/dd51-iyhvyva4718304.png/w720fin.jpg\"/></div><p>而TrendForce认为，<font>台积电三季度营收业绩增长21%，营收主力仍然是7nm制程。</font>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。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/192/w606h386/20200827/e4cd-iyhvyva4718354.png/w720fin.jpg\"/></div><p>在上半年，<font>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<a href=\"https://laohu8.com/S/AAPL\">苹果</a>包圆了台积电5nm产线的初期产能</font>，<a href=\"https://laohu8.com/S/QCOM\">高通</a>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。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/167/w610h357/20200827/2cdc-iyhvyva4718436.png/w720fin.jpg\"/></div><p>值得注意的是，<font>在5nm量产后，台积电明年还将攻克3nm</font>。在2020世界半导体大会上，台积电透露，<font>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</font>。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/150/w606h344/20200827/166b-iyhvyva4718500.png/w720fin.jpg\"/></div><p>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。</p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/157/w601h356/20200827/817f-iyhvyva4718559.png/w720fin.jpg\"/></div><p>与此同时，<font>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</font>。如此看来，台积电的霸主地位十分稳固。</p><p>文/有鱼 审核/BU</p></body></html>","source":"sina_symbol","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>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; 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","TSM":"台积电","03145":"华夏亚洲高息股"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-27/doc-iivhvpwy3454731.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2062681481","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","news_type":1},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959983396,"gmtCreate":1589685739415,"gmtModify":1704190453801,"author":{"id":"3492941740358940","authorId":"3492941740358940","name":"Rdbhf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"活该","listText":"活该","text":"活该","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959983396","repostId":"2035970999","repostType":2,"repost":{"id":"2035970999","pubTimestamp":1589637987,"share":"https://www.laohu8.com/m/news/2035970999?lang=&edition=full","pubTime":"2020-05-16 22:06","market":"hk","language":"zh","title":"老美又对华为动刀子了","url":"https://stock-news.laohu8.com/highlight/detail?id=2035970999","media":"包子君","summary":"来源：包子君老美又对华为动刀子了。5月15日，美国商务部宣布正扩大对华为的制裁力度，全面限制华为购买采用美国软件和技术生产的半导体。根据这项规则变动，即使芯片本身不是美国开发设计，但只要外国公司使用了","content":"<html><body><p>来源：包子君</p><p>老美又对华为动刀子了。</p><p>5月15日，美国商务部宣布正扩大对华为的制裁力度，全面限制华为购买采用<a href=\"https://laohu8.com/S/AMSWA\">美国软件</a>和技术生产的半导体。根据这项规则变动，即使芯片本身不是美国开发设计，但只要外国公司使用了美国芯片制造设备，就必须获得美国政府的许可，才能向华为或其附属公司提供芯片。</p><p>全球第一强国用各种手段对付一家公司，华为目前处境无疑是艰难的。作为个人，能做的就是未来多买华为产品。现在我家已经两台华为电脑+三部华为手机。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020516/465/w745h520/20200516/bac8-itriats7956927.png/w720fin.jpg\"/></div><p>这一次老美出这个规定就纯属耍流氓，规则的改变对华为和<a href=\"https://laohu8.com/S/TSM\">台积电</a>都是一个大的打击。限制芯片工厂为华为代工，这是美国打压华为最后的手段了，华为怎么办？</p><p>1、限制工厂代工不会造成华为立即休克，华为国内产业链已准备多时，就为了等这次封禁。一款芯片定型需要设计公司和代工厂很多的先期投入且有合同，不可能让美商务部为这些合同进行天价赔偿。所以一个宽限期，华为还能大量的储备芯片。但，最终台积电可能不能再和华为合作下一代芯片了。</p><p>2、引导芯片工厂去美国化，尤其是<a href=\"https://laohu8.com/S/00981\">中芯国际</a>需要尽快实现去美化的芯片生产线。这也是国家大基金注资中芯的原因，加上中芯回科创板融资，中芯已经准备了足够的资金去冲击更高水平的工艺制程。另外，华为可联合台积电、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、法意半导体提供去美化的生产线继续给华为代工，尽管很难，但这些公司会努力去做，毕竟谁会和华为这样的大客户&amp;钱过意不去了。</p><p>为了公平起见，中国会祭出类似的反制措施，这样的措施不会太针对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，毕竟中国产业链深深受益于苹果。但是像<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>这样的在中国投资很少、获利颇多，相比中国供应链更依赖中国的市场的企业可能成为祭旗的重要选项。</p><p>我们的优势是有市场，这个全球最大的消费市场就是最好的武器。对于美国那些公司，离开市场，技术啥也不是。现在金毛的行为打醒了国人，也帮助我们国产赶走老美竞品。</p><p>短期内会比较难，但长期看老美的限制会有利于中国半导体行业的发展。其实，在2019年中国进口芯片金额就出现了负增长，出口芯片金额增加20%，中国的芯片产业会逐步起来了。这次危机对于国内芯片行业可能算是利好，其中最大的受益者就是中芯国际。前期中芯国际已经创新高了，这是我港股的重仓股之一。现在<a href=\"https://laohu8.com/S/601099\">太平洋</a>两岸开始不对付的时候，半导体板块就会不错的表现。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020516/161/w1080h681/20200516/93cb-itriats7956925.png/w720fin.jpg\"/></div><p>未来一段时间，不少科技股又要被抄一波了。另一边，受卡脖子影响比较大的企业短期股价要承压。</p><p>现在美国没事就想折腾中国转移他国内的矛盾，这可能是市场面临的潜在黑天鹅事件。</p><div></div></body></html>","source":"sina_symbol","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>老美又对华为动刀子了</title>\n<style 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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老美又对华为动刀子了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-16 22:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/fund/fundzmt/2020-05-16/doc-iirczymk2002978.shtml><strong>包子君</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：包子君老美又对华为动刀子了。5月15日，美国商务部宣布正扩大对华为的制裁力度，全面限制华为购买采用美国软件和技术生产的半导体。根据这项规则变动，即使芯片本身不是美国开发设计，但只要外国公司使用了美国芯片制造设备，就必须获得美国政府的许可，才能向华为或其附属公司提供芯片。全球第一强国用各种手段对付一家公司，华为目前处境无疑是艰难的。作为个人，能做的就是未来多买华为产品。现在我家已经两台华为电脑...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/fund/fundzmt/2020-05-16/doc-iirczymk2002978.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd627a8dfb396dff90c944d059f5385","relate_stocks":{"00981":"中芯国际","TSM":"台积电","EWT":"台湾ETF-iShares 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