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懒人2008

懒人2008

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2021-03-04

写的方向有问题，不久中芯就能干掉台积电，看着吧

IC Insights：台积电平均每块晶圆的营收是中芯国际的两倍多

2020-06-12

$美国航空(AAL)$可惜买少了

2020-06-26

$美国航空(AAL)$是不是只是反弹？

2021-03-09

$Roku Inc(ROKU)$就怕只是反弹，明天继续跌

2020-05-08

这篇文章不错，转发给大家看看

@椒图:$吉利德科学(GILD)$ 在公司挣的钱都亏里面了[笑哭] 会都不想开了

2020-06-27

$美国航空(AAL)$庄家就是要把大家全部洗走，tmd

2021-03-06

中国人的企业，很好啊！

买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm

去老虎APP查看更多动态

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15:44","market":"us","language":"zh","title":"IC Insights：台积电平均每块晶圆的营收是中芯国际的两倍多","url":"https://stock-news.laohu8.com/highlight/detail?id=2116573417","media":"通信网","summary":"2020年，台积电成为唯一一家同时使用7nm和5nm工艺节点的代工厂。四家主要的芯片制造厂商中有三家在2020年获得了更高的每块晶圆收入。台积电每块晶圆营收达1634美元，超过格芯66%，是联电和中芯国际每块晶圆收入的两倍多，如下图：预计台积电2021年的资本支出为250亿美元，并且将在今年试产，预计在2022年量产。","content":"<html><body><article><p>IC Insights于今年1月发布了2021年版的《麦克林报告》（McClean report），报告指出，很多半导体公司都在对7nm和5nm节点的制造工艺趋之若鹜，包括高性能微处理器、低功耗应用处理器和其他高级逻辑设备。</p><p>集成电路的成功和发展在很大程度上取决于集成电路制造商能否继续提供更高的性能和功能。随着主流CMOS工艺达到其理论、实践和经济极限，降低芯片成本（基于每种功能或每种性能）不可避免地与晶圆制造学科联系在一起。目前全球领先的芯片制造商工艺节点演进路径如下图：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210304154504880v173n4cfea9r1oe\"/><p>现实表明， 芯片制造采用先进工艺具有明显的优势。2020年，<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为唯一一家同时使用7nm和5nm工艺节点的代工厂。无独有偶，随着许多顶级无晶圆厂半导体供应商（2020年收入超过10亿美元的半导体公司一共16家）纷纷采用最先进的制造工艺，其每片晶圆的总收入在2020年大幅增长。</p><p>四家主要的芯片制造厂商中有三家在2020年获得了更高的每块晶圆收入（只有格芯的每块晶圆收入去年下滑了1%）。台积电每块晶圆营收达1634美元，超过格芯66%，是<a href=\"https://laohu8.com/S/UMC\">联电</a>和<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>每块晶圆收入的两倍多，如下图：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210304154505890v1731c405thsdhz\"/><p>预计台积电2021年的资本支出为250亿美元，并且将在今年试产，预计在2022年量产。</p><p>除了逻辑集成电路制造之外，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、美光、SK海力士和铠侠等内存供应商也在使用先进的工艺制造DRAM和闪存组件。无论是哪种类型的器件，集成电路行业已经发展到只有极少数公司能够开发出尖端工艺技术和制造尖端集成电路的地步。不断增长的设计和制造成本让芯片制造商越来越贫富两极分化。</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>IC Insights：台积电平均每块晶圆的营收是中芯国际的两倍多</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\">\nIC Insights：台积电平均每块晶圆的营收是中芯国际的两倍多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 15:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103041545077c068048&s=b><strong>通信网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IC Insights于今年1月发布了2021年版的《麦克林报告》（McClean report），报告指出，很多半导体公司都在对7nm和5nm节点的制造工艺趋之若鹜，包括高性能微处理器、低功耗应用处理器和其他高级逻辑设备。集成电路的成功和发展在很大程度上取决于集成电路制造商能否继续提供更高的性能和功能。随着主流CMOS工艺达到其理论、实践和经济极限，降低芯片成本（基于每种功能或每种性能）不可避免...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103041545077c068048&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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103041545077c068048&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116573417","content_text":"IC Insights于今年1月发布了2021年版的《麦克林报告》（McClean 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芯片制造采用先进工艺具有明显的优势。2020年，台积电成为唯一一家同时使用7nm和5nm工艺节点的代工厂。无独有偶，随着许多顶级无晶圆厂半导体供应商（2020年收入超过10亿美元的半导体公司一共16家）纷纷采用最先进的制造工艺，其每片晶圆的总收入在2020年大幅增长。四家主要的芯片制造厂商中有三家在2020年获得了更高的每块晶圆收入（只有格芯的每块晶圆收入去年下滑了1%）。台积电每块晶圆营收达1634美元，超过格芯66%，是联电和中芯国际每块晶圆收入的两倍多，如下图：预计台积电2021年的资本支出为250亿美元，并且将在今年试产，预计在2022年量产。除了逻辑集成电路制造之外，三星、美光、SK海力士和铠侠等内存供应商也在使用先进的工艺制造DRAM和闪存组件。无论是哪种类型的器件，集成电路行业已经发展到只有极少数公司能够开发出尖端工艺技术和制造尖端集成电路的地步。不断增长的设计和制造成本让芯片制造商越来越贫富两极分化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952685657,"gmtCreate":1591966950879,"gmtModify":1704197778847,"author":{"id":"3527822812487872","authorId":"3527822812487872","name":"懒人2008","avatar":"https://static.tigerbbs.com/e5d34bad0b99602e881ac1ad4d7b55ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527822812487872","authorIdStr":"3527822812487872"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>庄家就是要把大家全部洗走，tmd","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>庄家就是要把大家全部洗走，tmd","text":"$美国航空(AAL)$庄家就是要把大家全部洗走，tmd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957110407","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367714320,"gmtCreate":1614967989760,"gmtModify":1703483820156,"author":{"id":"3527822812487872","authorId":"3527822812487872","name":"懒人2008","avatar":"https://static.tigerbbs.com/e5d34bad0b99602e881ac1ad4d7b55ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527822812487872","authorIdStr":"3527822812487872"},"themes":[],"htmlText":"中国人的企业，很好啊！","listText":"中国人的企业，很好啊！","text":"中国人的企业，很好啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367714320","repostId":"2117881466","repostType":2,"repost":{"id":"2117881466","kind":"news","pubTimestamp":1614911691,"share":"https://www.laohu8.com/m/news/2117881466?lang=&edition=full","pubTime":"2021-03-05 10:34","market":"us","language":"zh","title":"买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm","url":"https://stock-news.laohu8.com/highlight/detail?id=2117881466","media":"腾讯新闻","summary":"2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，台积电和三星就已经开始针对3nm工艺展开角逐。显然，在3nm工艺的量产上，中国芯片代工巨头再一次赶超三星。例如此次，该公司早在2020年，就提前为2021年的生产计划一口气买下了13台EUV光刻机。要知道，ASML的EUV光刻机，年产量不过二十多台。还有消息称，为了获得更多数量的EUV光刻机，三星还曾向ASML施压。故而，三星能否拥有足够数量的EUV光刻机，将成为GAA 3nm工艺是否能够顺利量产的关键。","content":"<html><body><article><p>2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>就已经开始针对3nm工艺展开角逐。</p><p>而且，根据官方透露，双方预计量产3nm芯片的时间都在2022年。不过，前段时间台积电宣布了最新消息，<strong>公司3nm工艺的研发进度超出预期，有望提前实现量产。</strong></p><p>此消息一出，让笔者不禁为三星捏了把汗。毕竟这位韩国巨头为了赶超台积电已经筹谋已久，甚至决定在3nm工艺的量产上使用最新的GAA技术。</p><p>没想到，台积电的全球霸主地位比想象中还要牢固，技术实力更是相当强悍。</p><p>就在公布研发进度超出预期后不久，外媒又传来新消息。</p><p>3月2日，外媒MacRumors报道，<strong>DigTimes援引一份报告显示，台积电有望在2021年下半年开始风险性试产3nm制造工艺。</strong></p><p>届时，台积电的3nm工艺产能将达到3万片。<strong>受<a href=\"https://laohu8.com/S/AAPL\">苹果</a>提前交付订单的影响，台积电还计划在2020年，将3nm工艺的月产能提升至5.5万片，以满足客户的需求。</strong></p><p>显然，在3nm工艺的量产上，中国芯片代工巨头再一次赶超三星。</p><p>而台积电之所以几乎每一次都能在先进制作工艺的量产上稳稳领先一众竞争对手，除了在技术上的沉淀和积累之外，还要得益于台积电的充分准备。</p><p>例如此次，<strong>该公司早在</strong><strong>2020年，就提前为2021年的生产计划一口气买下了13台EUV光刻机。为此，台积电花费的金额预计至少是120亿元。</strong></p><p>要知道，ASML的EUV光刻机，年产量不过二十多台。台积电一次性就买下近半数的产能，绝非一般企业能做到。</p><p>这是因为，台积电既是ASML的大客户，同时又是这家荷兰光刻机制造巨头的股东之一。</p><p>虽说三星同样是ASML的股东，但该公司却没能抢过台积电。还有消息称，为了获得更多数量的EUV光刻机，三星还曾向ASML施压。</p><p>可见，三星的EUV光刻机拥有量急需扩充，尤其是在该公司决定将GAA新技术应用到3nm工艺上的情况下。</p><p>笔者了解到，<strong>虽然</strong><strong>GAA新技术相比传统的FinFET工艺，能够更为精准地控制跨通道电流，并且缩小芯片面积。但这一新技术毕竟是第一次应用，成熟度太低，而且对量产要求较高。</strong></p><p>故而，三星能否拥有足够数量的EUV光刻机，将成为GAA 3nm工艺是否能够顺利量产的关键。</p><p>文/谛林 审核/子扬 校正/知秋</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>买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm</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买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103051039267d3839e4&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，台积电和三星就已经开始针对3nm工艺展开角逐。而且，根据官方透露，双方预计量产3nm芯片的时间都在2022年。不过，前段时间台积电宣布了最新消息，公司3nm工艺的研发进度超出预期，有望提前实现量产。此消息一出，让笔者不禁为三星捏了把汗。毕竟这位韩国巨头为了赶超台积电已经筹谋已久，甚至决定在3nm工艺的量产上使用最新的GAA技术。没想到，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103051039267d3839e4&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/cdebdfe62273ac806dc3a657b1ca6182","relate_stocks":{"SMSN.UK":"三星","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103051039267d3839e4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2117881466","content_text":"2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，台积电和三星就已经开始针对3nm工艺展开角逐。而且，根据官方透露，双方预计量产3nm芯片的时间都在2022年。不过，前段时间台积电宣布了最新消息，公司3nm工艺的研发进度超出预期，有望提前实现量产。此消息一出，让笔者不禁为三星捏了把汗。毕竟这位韩国巨头为了赶超台积电已经筹谋已久，甚至决定在3nm工艺的量产上使用最新的GAA技术。没想到，台积电的全球霸主地位比想象中还要牢固，技术实力更是相当强悍。就在公布研发进度超出预期后不久，外媒又传来新消息。3月2日，外媒MacRumors报道，DigTimes援引一份报告显示，台积电有望在2021年下半年开始风险性试产3nm制造工艺。届时，台积电的3nm工艺产能将达到3万片。受苹果提前交付订单的影响，台积电还计划在2020年，将3nm工艺的月产能提升至5.5万片，以满足客户的需求。显然，在3nm工艺的量产上，中国芯片代工巨头再一次赶超三星。而台积电之所以几乎每一次都能在先进制作工艺的量产上稳稳领先一众竞争对手，除了在技术上的沉淀和积累之外，还要得益于台积电的充分准备。例如此次，该公司早在2020年，就提前为2021年的生产计划一口气买下了13台EUV光刻机。为此，台积电花费的金额预计至少是120亿元。要知道，ASML的EUV光刻机，年产量不过二十多台。台积电一次性就买下近半数的产能，绝非一般企业能做到。这是因为，台积电既是ASML的大客户，同时又是这家荷兰光刻机制造巨头的股东之一。虽说三星同样是ASML的股东，但该公司却没能抢过台积电。还有消息称，为了获得更多数量的EUV光刻机，三星还曾向ASML施压。可见，三星的EUV光刻机拥有量急需扩充，尤其是在该公司决定将GAA新技术应用到3nm工艺上的情况下。笔者了解到，虽然GAA新技术相比传统的FinFET工艺，能够更为精准地控制跨通道电流，并且缩小芯片面积。但这一新技术毕竟是第一次应用，成熟度太低，而且对量产要求较高。故而，三星能否拥有足够数量的EUV光刻机，将成为GAA 3nm工艺是否能够顺利量产的关键。文/谛林 审核/子扬 校正/知秋","news_type":1},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}