好好好111的个人主页 - 老虎社区

好好好111

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IP属地：江苏

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2粉丝

6主题

0勋章

2021-11-10

也不多啊，还环比下滑，**

台积电10月销售额1345.4亿新台币，同比增长12.8%

2021-02-13

$台积电(TSM)$这个也标记一下

2021-02-13

$台积电(TSM)$挺有意思

2021-01-15

狠个屁，三星还包括存储芯片呢

抱歉，原内容已删除

2021-01-14

$台积电(TSM)$期待开盘翻绿，短期杀多头，长期杀空头。

2021-01-13

$台积电(TSM)$给点力，再跌3个点，把赌财报的爆掉，干干净净上路。

2021-01-13

给点力，大跌一下，把赌爆掉

2021-01-02

没脑子的人写出的文章

ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲

2020-11-10

$台积电(TSM)$这业绩有点说不过去啊？环比还下降了

2020-11-10

环比还下降了，这是要歇菜啊。迎接大跌吧。

台积电10月销售额1193亿新台币，同比增长13%

2020-10-26

$汇丰(HSBC)$英媒：英国考虑允许银行重启派息的计划

2020-10-16

$台积电(TSM)$这一轮要跌破85然后企稳。

2020-10-15

$台积电(TSM)$希望大跌一下，反正我们长期持股的表示没所谓。

2020-10-09

是不是个人的文章都能发表。

台积电季度营收创新高，最后的高光时刻吗？

2020-10-08

@终于爬出来，你在侮辱自己吗

2020-10-08

$台积电(TSM)$希望开盘就是最高价，然后一路向下，爆掉赌博财报的人。

去老虎APP查看更多动态

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12:16","market":"us","language":"zh","title":"ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲","url":"https://stock-news.laohu8.com/highlight/detail?id=2100637027","media":"星新看世界","summary":"任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。可以说，如果没有ASML的EUV光刻机，台积电和三星都将无法生产高端芯片。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。","content":"<html><body><article><p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152423449v1734glim02bisv\"/><p>主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152428518v173kcq35y0vown\"/><p>ASML传来坏消息！张忠谋：国产光刻机迎来磨难，<a href=\"https://laohu8.com/S/TSM\">台积电</a>首当其冲！目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权，然而，即便如此，因为ASML集团很多的核心技术都是美国支撑着，所以也只能听从美国的指令。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152430047v173imsbrwedl05\"/><p>可以说，如果没有ASML的EUV光刻机，台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>都将无法生产高端芯片。可是，最近又有一个不好的消息，ASML开发的NA EUV光刻机已经完成了基本设计，并很快就能够实现商业化，这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152439687v173lfz7iszkq3c\"/><p>可是，国产光刻机才刚刚勉强突破到7nm的层次，如今ASML集团的光刻机技术就再次突破，那么我们国家想要在光刻机技术上面追赶上来，难度再次增大了。此外，一台NA EUV光刻机的售价高达4.5亿美元，台积电是ASML集团最大的客户，但是台积电的实力不太能够吃得消这么昂贵的设备。</p><img src=\"https://inews.gtimg.com/newsapp_bt/0/12990156537/1000\"/><p>毕竟台积电刚刚失去了华为这个大客户，再加上<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的订单又被三星抢走了，台积电的利润下降的同时，设备的成本还增加了，这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗，反而可以大肆购买现金设备，从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。</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>ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲</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\">\nASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-02 12:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b><strong>星新看世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&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":{"EWT":"台湾ETF-iShares MSCI","TSM":"台积电","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2100637027","content_text":"美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲！目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权，然而，即便如此，因为ASML集团很多的核心技术都是美国支撑着，所以也只能听从美国的指令。可以说，如果没有ASML的EUV光刻机，台积电和三星都将无法生产高端芯片。可是，最近又有一个不好的消息，ASML开发的NA EUV光刻机已经完成了基本设计，并很快就能够实现商业化，这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。可是，国产光刻机才刚刚勉强突破到7nm的层次，如今ASML集团的光刻机技术就再次突破，那么我们国家想要在光刻机技术上面追赶上来，难度再次增大了。此外，一台NA EUV光刻机的售价高达4.5亿美元，台积电是ASML集团最大的客户，但是台积电的实力不太能够吃得消这么昂贵的设备。毕竟台积电刚刚失去了华为这个大客户，再加上高通和英特尔的订单又被三星抢走了，台积电的利润下降的同时，设备的成本还增加了，这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗，反而可以大肆购买现金设备，从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305218329,"gmtCreate":1604987880461,"gmtModify":1703835598805,"author":{"id":"3544071890230785","authorId":"3544071890230785","name":"好好好111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544071890230785","authorIdStr":"3544071890230785"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>这业绩有点说不过去啊？环比还下降了","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>这业绩有点说不过去啊？环比还下降了","text":"$台积电(TSM)$这业绩有点说不过去啊？环比还下降了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305218329","isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305219159,"gmtCreate":1604987130171,"gmtModify":1703835593805,"author":{"id":"3544071890230785","authorId":"3544071890230785","name":"好好好111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544071890230785","authorIdStr":"3544071890230785"},"themes":[],"htmlText":"环比还下降了，这是要歇菜啊。迎接大跌吧。","listText":"环比还下降了，这是要歇菜啊。迎接大跌吧。","text":"环比还下降了，这是要歇菜啊。迎接大跌吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305219159","repostId":"1101939787","repostType":2,"repost":{"id":"1101939787","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1604986384,"share":"https://www.laohu8.com/m/news/1101939787?lang=&edition=full","pubTime":"2020-11-10 13:33","market":"sh","language":"zh","title":"台积电10月销售额1193亿新台币，同比增长13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101939787","media":"老虎资讯综合","summary":"11月10日台积电宣布，10月销售额为1193亿新台币，同比增长13%；2020年1至10月累计营收约为1.097亿新台币，较去年同期增加了27.7%。","content":"<p>11月10日<a href=\"https://laohu8.com/S/TSM\">台积电</a>宣布，10月销售额为1193亿新台币，同比增长13%；2020年1至10月累计营收约为1.097亿新台币，较去年同期增加了27.7%。</p><p><img src=\"https://static.tigerbbs.com/1289f26d2dfa4133fbbd1beb7f5ad5f0\" tg-width=\"1044\" tg-height=\"228\"></p>","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10月销售额1193亿新台币，同比增长13%</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台积电10月销售额1193亿新台币，同比增长13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-10 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月10日<a href=\"https://laohu8.com/S/TSM\">台积电</a>宣布，10月销售额为1193亿新台币，同比增长13%；2020年1至10月累计营收约为1.097亿新台币，较去年同期增加了27.7%。</p><p><img src=\"https://static.tigerbbs.com/1289f26d2dfa4133fbbd1beb7f5ad5f0\" tg-width=\"1044\" tg-height=\"228\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101939787","content_text":"11月10日台积电宣布，10月销售额为1193亿新台币，同比增长13%；2020年1至10月累计营收约为1.097亿新台币，较去年同期增加了27.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301537105,"gmtCreate":1603682327507,"gmtModify":1703830332111,"author":{"id":"3544071890230785","authorId":"3544071890230785","name":"好好好111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544071890230785","authorIdStr":"3544071890230785"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSBC\">$汇丰(HSBC)$</a>英媒：英国考虑允许银行重启派息的计划","listText":"<a href=\"https://laohu8.com/S/HSBC\">$汇丰(HSBC)$</a>英媒：英国考虑允许银行重启派息的计划","text":"$汇丰(HSBC)$英媒：英国考虑允许银行重启派息的计划","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301537105","isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303929610,"gmtCreate":1602857322830,"gmtModify":1703828232422,"author":{"id":"3544071890230785","authorId":"3544071890230785","name":"好好好111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544071890230785","authorIdStr":"3544071890230785"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>这一轮要跌破85然后企稳。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>这一轮要跌破85然后企稳。","text":"$台积电(TSM)$这一轮要跌破85然后企稳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303929610","isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309541449,"gmtCreate":1602749474581,"gmtModify":1703827712699,"author":{"id":"3544071890230785","authorId":"3544071890230785","name":"好好好111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544071890230785","authorIdStr":"3544071890230785"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>希望大跌一下，反正我们长期持股的表示没所谓。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>希望大跌一下，反正我们长期持股的表示没所谓。","text":"$台积电(TSM)$希望大跌一下，反正我们长期持股的表示没所谓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309541449","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300257869,"gmtCreate":1602248580151,"gmtModify":1703826221733,"author":{"id":"3544071890230785","authorId":"3544071890230785","name":"好好好111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544071890230785","authorIdStr":"3544071890230785"},"themes":[],"htmlText":"是不是个人的文章都能发表。","listText":"是不是个人的文章都能发表。","text":"是不是个人的文章都能发表。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300257869","repostId":"2074277822","repostType":2,"repost":{"id":"2074277822","pubTimestamp":1602246240,"share":"https://www.laohu8.com/m/news/2074277822?lang=&edition=full","pubTime":"2020-10-09 20:24","market":"us","language":"zh","title":"台积电季度营收创新高，最后的高光时刻吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2074277822","media":"刀马物语","summary":"众所周知，因为受制于美国制裁华为的要求，台积电已经不再给华为代工了。而华为在9月15日之后，也只能靠存储的芯片来“度日”了。此前台积电也是没日没夜地给华为赶工，这或许是促成台积电季度营收不断创新高的原","content":"<html><body><article><p>众所周知，因为受制于美国制裁华为的要求，<a href=\"https://laohu8.com/S/TSM\">台积电</a>已经不再给华为代工了。而华为在9月15日之后，也只能靠存储的芯片来“度日”了。此前台积电也是没日没夜地给华为赶工，这或许是促成台积电季度营收不断创新高的原因之一。</p><p><strong>季度业绩飙升，功劳其实在华为</strong></p><p>近日，台积电公布9月的营收数据。台积电9月营收达1275．85亿新台币，同比增长24．9％，环比增长3．8％。台积电7月、8月营收分别为1059．63亿新台币、1228．78亿新台币。合计下来，台积电三季度营收为3564亿元（合124亿美元），高于去年同期的新台币2930亿元，打破公司去年四季度创下的季度营收记录。</p><p>台积电业绩飙升，在一定程度上也是得益于华为的强力需求，可以说，台积电为华为赶工对于其业绩提升无疑是非常有帮助的。如今华为不能再要求台积电代工了，台积电未来的业绩会如何演变呢？有一种预测是，虽然失去了华为的订单，但是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>及时“补缺”，尤其是苹果iPhone12发布在即，据悉苹果最新的A14芯片采用台积电5nm工艺。</p><p>不过，成本也是不低，市场有分析预测，每一颗A14芯片的物理成本大约是238美元，每颗5nm芯片的设计封装、测试成本方面，根据相关机构给出的数据，分别为108美元、80美元，倘若报告准确，一枚5nm芯片的总成本将达到426美元，约2900元人民币。也就是说采用A14芯片的苹果iPhone12仅仅在芯片方面就是超过2900元的成本。</p><p>这样的成本即使对于苹果来说也不是一个小数字。以前台积电还可以依赖华为分担一部分产能，如今如果仅仅剩下苹果一家公司的时候，那么按照苹果公司一贯在产业链上强硬议价权力，未来台积电想获得更高的利润，就要和苹果公司谈判。</p><p><strong>没有了华为，台积电还有议价能力吗？</strong></p><p>在没有其他可替代厂商参与竞争的时候，苹果公司的溢价能力或许会继续扩张。因为台积电可选择的高端企业有限，也就是苹果和<a href=\"https://laohu8.com/S/QCOM\">高通</a>，如今高通是选择了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>公司，如果苹果也选择了三星公司的话，那么台积电就会深刻怀念拥有华为这个客户的高光时刻了。</p><p>当然，苹果公司和高通在选择代工企业的时候，一直也是具有跷跷板效应，一般高通选择了一家，苹果公司也必然会选择另一家。而在制造工艺等方面，台积电略微领先三星一些，但并不是拥有绝对优势。二者几乎也是在伯仲之间。如果未来对华为的制裁出现松动的时候，那么台积电或许也会眼睁睁地看着华为的离开。当然，这种可能性不是很大。而对现有市场的争夺中，台积电只能依托苹果公司了，一旦苹果公司出现一些闪失的话，台积电也必然会受到牵连。</p><p>此外，一旦中国市场获得了芯片制造的技术破冰之后，对于台积电更是“致命”的伤害。即使张忠谋表示，中国想短时间带来芯片制造业的突破还比较难，也就是说有钱也不一定可以。不过，随着中科院也开始把一些卡脖子的项目当作未来研发的重要区域的方向，未来的破冰未尝就没有机会。</p><p><strong>决战3nm才是台积电的重要依仗</strong></p><p>台积电今年一季度大规模投产5nm工艺制程。有媒体报道称，公司约三分之二的5nm产能已经被苹果最新的A14处理器所占用。新处理器将被用于新款iPhone 12。除了5nm制程外，台积电下一代3nm制程前景也被市场看好。不过在3nm方面，想获得先机，台积电还需要进一步的技术突破。台积电曾表示，3nm计划在2021年开始风险试产，2022年下半年大规模投产。</p><p>同时，三星也在积极地进行技术研发。近日，Korean Investor的一份报告指出，高通公司选择了三星，而不是台积电来制造即将面世的骁龙750G芯片。高通即将发布的高端骁龙 875 芯片，该芯片由台积电生产的5nm制程制成。如今在中端市场，高通并没有继续选择台积电。事实上，除了苹果、高通之外，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、NVIDIA等全球芯片行业的巨头，并不希望完全依赖台积电，这会导致它们的芯片代工成本过高，因此它们一直都有考虑将部分订单交给三星，其中高通更是同时在三星和台积电下单，因此三星在芯片代工市场还是有较大的发展机会的。</p><p>而且，如果台积电的高端代工市场的参与者不多，台积电的叫价优势是不是也会受到牵制？如果苹果公司都不舍得花钱让台积电代工的时候，台积电还有什么可以补充的企业来替代？而且，一旦华为子公司荣耀被“弃车保帅”的话，荣耀使用的芯片被代工的选择会是什么？无疑还是以高通和联发科为主，这些订单也是极有可能会被三星揽过去的，这部分市场份额也是不容小觑的。</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>台积电季度营收创新高，最后的高光时刻吗？</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台积电季度营收创新高，最后的高光时刻吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-09 20:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010092030177abaacac&s=b><strong>刀马物语</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，因为受制于美国制裁华为的要求，台积电已经不再给华为代工了。而华为在9月15日之后，也只能靠存储的芯片来“度日”了。此前台积电也是没日没夜地给华为赶工，这或许是促成台积电季度营收不断创新高的原因之一。季度业绩飙升，功劳其实在华为近日，台积电公布9月的营收数据。台积电9月营收达1275．85亿新台币，同比增长24．9％，环比增长3．8％。台积电7月、8月营收分别为1059．63亿新台币、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010092030177abaacac&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":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010092030177abaacac&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2074277822","content_text":"众所周知，因为受制于美国制裁华为的要求，台积电已经不再给华为代工了。而华为在9月15日之后，也只能靠存储的芯片来“度日”了。此前台积电也是没日没夜地给华为赶工，这或许是促成台积电季度营收不断创新高的原因之一。季度业绩飙升，功劳其实在华为近日，台积电公布9月的营收数据。台积电9月营收达1275．85亿新台币，同比增长24．9％，环比增长3．8％。台积电7月、8月营收分别为1059．63亿新台币、1228．78亿新台币。合计下来，台积电三季度营收为3564亿元（合124亿美元），高于去年同期的新台币2930亿元，打破公司去年四季度创下的季度营收记录。台积电业绩飙升，在一定程度上也是得益于华为的强力需求，可以说，台积电为华为赶工对于其业绩提升无疑是非常有帮助的。如今华为不能再要求台积电代工了，台积电未来的业绩会如何演变呢？有一种预测是，虽然失去了华为的订单，但是苹果及时“补缺”，尤其是苹果iPhone12发布在即，据悉苹果最新的A14芯片采用台积电5nm工艺。不过，成本也是不低，市场有分析预测，每一颗A14芯片的物理成本大约是238美元，每颗5nm芯片的设计封装、测试成本方面，根据相关机构给出的数据，分别为108美元、80美元，倘若报告准确，一枚5nm芯片的总成本将达到426美元，约2900元人民币。也就是说采用A14芯片的苹果iPhone12仅仅在芯片方面就是超过2900元的成本。这样的成本即使对于苹果来说也不是一个小数字。以前台积电还可以依赖华为分担一部分产能，如今如果仅仅剩下苹果一家公司的时候，那么按照苹果公司一贯在产业链上强硬议价权力，未来台积电想获得更高的利润，就要和苹果公司谈判。没有了华为，台积电还有议价能力吗？在没有其他可替代厂商参与竞争的时候，苹果公司的溢价能力或许会继续扩张。因为台积电可选择的高端企业有限，也就是苹果和高通，如今高通是选择了三星公司，如果苹果也选择了三星公司的话，那么台积电就会深刻怀念拥有华为这个客户的高光时刻了。当然，苹果公司和高通在选择代工企业的时候，一直也是具有跷跷板效应，一般高通选择了一家，苹果公司也必然会选择另一家。而在制造工艺等方面，台积电略微领先三星一些，但并不是拥有绝对优势。二者几乎也是在伯仲之间。如果未来对华为的制裁出现松动的时候，那么台积电或许也会眼睁睁地看着华为的离开。当然，这种可能性不是很大。而对现有市场的争夺中，台积电只能依托苹果公司了，一旦苹果公司出现一些闪失的话，台积电也必然会受到牵连。此外，一旦中国市场获得了芯片制造的技术破冰之后，对于台积电更是“致命”的伤害。即使张忠谋表示，中国想短时间带来芯片制造业的突破还比较难，也就是说有钱也不一定可以。不过，随着中科院也开始把一些卡脖子的项目当作未来研发的重要区域的方向，未来的破冰未尝就没有机会。决战3nm才是台积电的重要依仗台积电今年一季度大规模投产5nm工艺制程。有媒体报道称，公司约三分之二的5nm产能已经被苹果最新的A14处理器所占用。新处理器将被用于新款iPhone 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