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Jeremy90

Jeremy90

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0勋章

2021-07-23

再要脸面，掌权者也不能滥用职权。滴滴到底有什么错？要拿出实打实的证据来，不能一句莫须有就给叫停了，以后还有谁敢做企业？经济还怎么发展？

@人民币美元一起赚:$滴滴(DIDI)$国家要脸面的，要不然怎么带队伍？像滴滴这种直接当着全世界人民打国家脸的公司真心不多

2020-04-15

$Biolase(BIOL)$怎么还跌啊？

2020-12-16

$百度(BIDU)$你还想造车？拉倒吧！做啥啥不行，卖假药你第一名。现在也就网盘偶尔用用你。

2020-04-07

$波音(BA)$$嘉年华邮轮(CCL)$$达美航空(DAL)$$AMD(AMD)$$哔哩哔哩(BILI)$明天股市继续涨应该是板上钉钉的了。

2020-04-17

$AMD(AMD)$多少钱可以卖啊？

2020-03-19

$吉利德科学(GILD)$终于卖了，69.5买入79.5卖出

2020-04-13

$美国航空(AAL)$11.4入手

2020-03-28

$波音(BA)$要跌就跌个痛快行不行？

2020-12-29

$Biolase(BIOL)$求你快涨吧，早点让我解套[流泪]

2020-11-26

$特斯拉(TSLA)$未来两天停市，唉，好心急，还等着你继续涨呢

2020-03-23

$吉利德科学(GILD)$$迪士尼(DIS)$$AMD(AMD)$$苹果(AAPL)$一开盘会不会又熔断了？

2020-05-05

$AMD(AMD)$按摩店反弹强烈啊！

2020-04-29

$Biolase(BIOL)$要起来了？

2020-04-02

$吉利德科学(GILD)$昨天已经按时收到吉利德发的股息了

2020-03-25

$波音(BA)$现在上车还来得及吗？

2020-03-25

$波音(BA)$给我跌回到90

2021-04-14

$特斯拉(TSLA)$今天你是最靓的仔

2020-04-07

$嘉年华邮轮(CCL)$你是压抑太久了，起飞吧，疯狂吧！

2020-04-05

$达美航空(DAL)$巴菲特只是卖了一部分股票，让自己的持股比例降到了10%以下，可能是为了reporting的原因，也可能是怕美国政府注资稀释自己的股权。等到达美的股票降到10美元以下，巴菲特还会买回来的。

2020-03-31

$波音(BA)$盘后牛B啊

去老虎APP查看更多动态

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S/X，外观小调整，内饰大调整。内饰改动最明显的是方向盘，直接干掉了传统汽车的灯光和雨刷拨杆。这种方向盘设计对视线遮挡更小，一方面更适合驾驶辅助时候用，另一方面也更适合激烈驾驶，方向盘底部很平的设计不挡腿 ，这样方向盘设计合理性的基础得是方向盘转相比足够小，不然转方向盘转很多圈的话就不方便。另外前排大屏可以实现左右倾斜，后排也增加了一个屏幕，方便后排接...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210128072213786c22f8&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/cf056c93b86b4b78405c574b04f01c45","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210128072213786c22f8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2106371872","content_text":"特斯拉在发财报的同时发布新款 Model S/X，外观小调整，内饰大调整。内饰改动最明显的是方向盘，直接干掉了传统汽车的灯光和雨刷拨杆。这种方向盘设计对视线遮挡更小，一方面更适合驾驶辅助时候用，另一方面也更适合激烈驾驶，方向盘底部很平的设计不挡腿 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>未来两天停市，唉，好心急，还等着你继续涨呢","text":"$特斯拉(TSLA)$未来两天停市，唉，好心急，还等着你继续涨呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/393717357","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"163879441421586","authorId":"163879441421586","name":"夏夏夏","avatar":"https://static.tigerbbs.com/58ae2606862e6fc6213bbfb1de0eef2c","crmLevel":5,"crmLevelSwitch":0},"content":"哈哈明天只是提前收市","text":"哈哈明天只是提前收市","html":"哈哈明天只是提前收市"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946548972,"gmtCreate":1595931602896,"gmtModify":1704210298220,"author":{"id":"3544639806788908","authorId":"3544639806788908","name":"Jeremy90","avatar":"https://static.tigerbbs.com/187cf321bbd909734254fa4fcb04a935","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946548972","repostId":"1188918664","repostType":4,"repost":{"id":"1188918664","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":1595929552,"share":"https://www.laohu8.com/m/news/1188918664?lang=&edition=full","pubTime":"2020-07-28 17:45","market":"us","language":"zh","title":"台积电神级逆袭：“收服”英特尔，终结“美国时代”","url":"https://stock-news.laohu8.com/highlight/detail?id=1188918664","media":"老虎资讯综合","summary":"这两天的台积电，稳稳地脚踏科技行业与资本市场的双C位。","content":"<p>这两天的<a href=\"https://laohu8.com/S/TSM\">台积电</a>，稳稳脚踏科技行业与资本市场的双C位。</p><p>截至美股周一收盘，<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股ADR大涨12.65%，市值突破4300亿美元，市值为两个<a href=\"https://laohu8.com/S/INTC\">英特尔</a>。</p><p><img src=\"https://static.tigerbbs.com/059c7112092372bdf2615843432e7ea0\" tg-width=\"840\" tg-height=\"470\"></p><p>而在周二的中国台湾股市上，台积电一度拉升9.9%至停板，高见每股466.5新台币，市值突破4,100亿美元，<b>晋身全球十大上市公司</b>，不过其后回吐部分涨幅，至收盘涨2.5%，报435新台币。</p><p>台积电股价的火爆，甚至引发了外资对新台币的需求。新台币今日上涨1%，至2018年4月以来新高。</p><p><b>“小弟”掀翻“大猩猩”</b></p><p>台积电股价创新高，最直接的原因是老大哥+老对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的“助攻”。昨日上午，<b>媒体披露英特尔已与台积电达成协议，预订了台积电2021年18万片6纳米芯片产能。最新报道称，台积电还有望获得英特尔5nm及3nm CPU的代工订单</b>。</p><p>同时，<a href=\"https://laohu8.com/S/AMD\">AMD</a>将7、7+nm芯片的订单增加到20万片，而得益于Intel和AMD的订单，台积电2021年上半年先进制程产能将维持满载。</p><p>英特尔的订单意味着什么？要知道，英特尔是数十年来全球半导体产业的龙头，<b>台积电创办人张忠谋更以“700磅大猩猩”来形容它，其优势似乎只能仰望。</b>可如今，曾经孱弱的少年，已经挥舞宝剑，以屠龙之姿跃上潮头！</p><p><b>“逆袭”背后：技术已领先世界</b></p><p>能在直接竞争中“挑落”行业老大，甚至让对手成为自己的客户，台积电手中最大的法宝，就是其领先世界的先进制程。</p><p>上周，英特尔宣布7nm工艺存在缺陷，令良品率下降，7nm CPU要至2022年下半年或2023年初才上市之后，7nm以下先进制程玩家实际上只剩下另一IDM厂商<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>及专注代工Foundry模式经营的台积电。两者都是在今年量产5nm芯片。</p><p>台积电代工的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14芯片将在8月底交付，该款新品已顺利量产。据称A14性能会较上一代产品A13提升15%，功耗则降低30%，内置晶体管数量更多更复杂，拉大与同行竞争产品麒麟990、骁龙865芯片的差距。</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>虽然早在去年4月份就宣布研发出5nm芯片制程，并已获得<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司的875G和735G订单，但媒体披露其EUV光刻工艺成品良品率仍较低，可能会最终影响高通两款处理器的最终上市时间。该批产品原定上市时间是明年。</p><p><img src=\"https://static.tigerbbs.com/5e518a00846b0821955d991555f29817\" tg-width=\"554\" tg-height=\"399\"></p><p>一边是良品率仍较低，另一边则是已顺利实现量产，如果未来英特尔要采购先进制程芯片，会选择谁答案应该明了。这也是台积电大涨的逻辑。目前在5nm制程领域，台积电并不愁订单。今年台积电已确定的客户有上文提到的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14，还有华为海思的麒麟1020处理器。</p><p>凭借在先进制程方面构筑的护城河，今年上半年台积电录得营收6213亿台币，同比增长35.15%；归母净利润则为2378亿台币，同比增长86%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a1b412e7ff493bb193882e7ffe07599\" tg-width=\"554\" tg-height=\"287\">（图源：<a href=\"https://laohu8.com/S/300033\">同花顺</a>iFinD）</p><p><b>火力全开，全面扩大未来优势</b></p><p>同时，在Q2业绩会，<b>台积电还宣布3nm将于2021年风险量产，2022年下半年量产</b>。相比于5nm，3nm 的逻辑密度增益约为70％，速度增益约为 10％至 15％，功率提升 20-25%。不同于三星3nm 采用新的技术架构GAA，台积电3nm继续采用FinFET技术。</p><p>另有媒体报导，台积电在2nm研发方面已有重大突破，将切入环绕式栅极技术 (gate-all-around，简称 GAA)技术。业界估计，台积电2nm将在2023至2024推出。</p><p><img src=\"https://static.tigerbbs.com/f93d67de2ddb4eeeb07687c37024dd4f\" tg-width=\"400\" tg-height=\"436\"></p><p>先进制程推动到2nm后，一方面已经接近硅的物理极限，另一方面生产成本也会很高，并不是每个客户都像苹果一样有钱能承担得起的。单从制程已经很难推动芯片制造向前发展了，怎么办？台积电的「秘密武器」之一就是：发展晶圆级封装技术。简单理解，就是通过各种技术，把几块芯片「叠」在一起形成3D结构。</p><p><img src=\"https://static.tigerbbs.com/6c7a391958779b28437516e059ac2697\" tg-width=\"1051\" tg-height=\"293\"></p><p>台积电强调，进入第五代行动通讯（5G）时代之后，很多高速运算、车载芯片都需要5nm以下先进制程，甚至行动装置也整合AI及医疗诊断等强大功能的芯片，并利用先进封装技术，和其他不同的芯片堆叠在一起，让摩尔定律再延伸。目前台积电的先进封装技术有系统单芯片（SOIC）、先进扇出与整合型扇出（InFO）、CoWoS等。</p><p>从时间上看，三星明年有可能借3nm GAA实现对台积电的弯道超车。但台积电已经拿下了苹果的订单。随着英特尔7nm研发再挤牙膏，两者在先进制程领域会抛离身后的对手越来越远。</p><p><b>一个时代的终结</b></p><p>这一次，英特尔与台积电的被迫“牵手”，引发业界巨大震动。彭博社论断，<b>这预告了英特尔乃至于美国主导半导体的时代画上句点，其产生的影响将扩及硅谷之外，牵动全球贸易和地缘政治格局</b>。</p><p>BMO资本市场公司分析师Ambrish Srivastava表示，英特尔晶片厂长期以来代表美国先进制造业的高点，象征美国在关键技术的主导地位，但当前的情况已不再如此。</p><p>他表示，半导体每一世代制程的差距称为节点（node），通常是24到30个月的时间。这次的制程研发进展延迟，使得英特尔整整落后台积电一个节点，意味着半导体的霸主有4年到5年的时间将换人当。</p><p>英特尔的落败，意味着台积电有望夺得更大的高端产品市场份额，公司盈利空间进一步打开。</p><p>数年前，《经济学人》杂志预测过，台积电与英特尔必有一战，而胜者则是台积电。</p><p>如今，当年的预言成真，台积电已经成为新一任全球芯片之王！</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>台积电神级逆袭：“收服”英特尔，终结“美国时代”</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台积电神级逆袭：“收服”英特尔，终结“美国时代”\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\">2020-07-28 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>这两天的<a href=\"https://laohu8.com/S/TSM\">台积电</a>，稳稳脚踏科技行业与资本市场的双C位。</p><p>截至美股周一收盘，<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股ADR大涨12.65%，市值突破4300亿美元，市值为两个<a href=\"https://laohu8.com/S/INTC\">英特尔</a>。</p><p><img src=\"https://static.tigerbbs.com/059c7112092372bdf2615843432e7ea0\" tg-width=\"840\" tg-height=\"470\"></p><p>而在周二的中国台湾股市上，台积电一度拉升9.9%至停板，高见每股466.5新台币，市值突破4,100亿美元，<b>晋身全球十大上市公司</b>，不过其后回吐部分涨幅，至收盘涨2.5%，报435新台币。</p><p>台积电股价的火爆，甚至引发了外资对新台币的需求。新台币今日上涨1%，至2018年4月以来新高。</p><p><b>“小弟”掀翻“大猩猩”</b></p><p>台积电股价创新高，最直接的原因是老大哥+老对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的“助攻”。昨日上午，<b>媒体披露英特尔已与台积电达成协议，预订了台积电2021年18万片6纳米芯片产能。最新报道称，台积电还有望获得英特尔5nm及3nm CPU的代工订单</b>。</p><p>同时，<a href=\"https://laohu8.com/S/AMD\">AMD</a>将7、7+nm芯片的订单增加到20万片，而得益于Intel和AMD的订单，台积电2021年上半年先进制程产能将维持满载。</p><p>英特尔的订单意味着什么？要知道，英特尔是数十年来全球半导体产业的龙头，<b>台积电创办人张忠谋更以“700磅大猩猩”来形容它，其优势似乎只能仰望。</b>可如今，曾经孱弱的少年，已经挥舞宝剑，以屠龙之姿跃上潮头！</p><p><b>“逆袭”背后：技术已领先世界</b></p><p>能在直接竞争中“挑落”行业老大，甚至让对手成为自己的客户，台积电手中最大的法宝，就是其领先世界的先进制程。</p><p>上周，英特尔宣布7nm工艺存在缺陷，令良品率下降，7nm CPU要至2022年下半年或2023年初才上市之后，7nm以下先进制程玩家实际上只剩下另一IDM厂商<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>及专注代工Foundry模式经营的台积电。两者都是在今年量产5nm芯片。</p><p>台积电代工的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14芯片将在8月底交付，该款新品已顺利量产。据称A14性能会较上一代产品A13提升15%，功耗则降低30%，内置晶体管数量更多更复杂，拉大与同行竞争产品麒麟990、骁龙865芯片的差距。</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>虽然早在去年4月份就宣布研发出5nm芯片制程，并已获得<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司的875G和735G订单，但媒体披露其EUV光刻工艺成品良品率仍较低，可能会最终影响高通两款处理器的最终上市时间。该批产品原定上市时间是明年。</p><p><img src=\"https://static.tigerbbs.com/5e518a00846b0821955d991555f29817\" tg-width=\"554\" tg-height=\"399\"></p><p>一边是良品率仍较低，另一边则是已顺利实现量产，如果未来英特尔要采购先进制程芯片，会选择谁答案应该明了。这也是台积电大涨的逻辑。目前在5nm制程领域，台积电并不愁订单。今年台积电已确定的客户有上文提到的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14，还有华为海思的麒麟1020处理器。</p><p>凭借在先进制程方面构筑的护城河，今年上半年台积电录得营收6213亿台币，同比增长35.15%；归母净利润则为2378亿台币，同比增长86%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a1b412e7ff493bb193882e7ffe07599\" tg-width=\"554\" tg-height=\"287\">（图源：<a href=\"https://laohu8.com/S/300033\">同花顺</a>iFinD）</p><p><b>火力全开，全面扩大未来优势</b></p><p>同时，在Q2业绩会，<b>台积电还宣布3nm将于2021年风险量产，2022年下半年量产</b>。相比于5nm，3nm 的逻辑密度增益约为70％，速度增益约为 10％至 15％，功率提升 20-25%。不同于三星3nm 采用新的技术架构GAA，台积电3nm继续采用FinFET技术。</p><p>另有媒体报导，台积电在2nm研发方面已有重大突破，将切入环绕式栅极技术 (gate-all-around，简称 GAA)技术。业界估计，台积电2nm将在2023至2024推出。</p><p><img src=\"https://static.tigerbbs.com/f93d67de2ddb4eeeb07687c37024dd4f\" tg-width=\"400\" tg-height=\"436\"></p><p>先进制程推动到2nm后，一方面已经接近硅的物理极限，另一方面生产成本也会很高，并不是每个客户都像苹果一样有钱能承担得起的。单从制程已经很难推动芯片制造向前发展了，怎么办？台积电的「秘密武器」之一就是：发展晶圆级封装技术。简单理解，就是通过各种技术，把几块芯片「叠」在一起形成3D结构。</p><p><img src=\"https://static.tigerbbs.com/6c7a391958779b28437516e059ac2697\" tg-width=\"1051\" tg-height=\"293\"></p><p>台积电强调，进入第五代行动通讯（5G）时代之后，很多高速运算、车载芯片都需要5nm以下先进制程，甚至行动装置也整合AI及医疗诊断等强大功能的芯片，并利用先进封装技术，和其他不同的芯片堆叠在一起，让摩尔定律再延伸。目前台积电的先进封装技术有系统单芯片（SOIC）、先进扇出与整合型扇出（InFO）、CoWoS等。</p><p>从时间上看，三星明年有可能借3nm GAA实现对台积电的弯道超车。但台积电已经拿下了苹果的订单。随着英特尔7nm研发再挤牙膏，两者在先进制程领域会抛离身后的对手越来越远。</p><p><b>一个时代的终结</b></p><p>这一次，英特尔与台积电的被迫“牵手”，引发业界巨大震动。彭博社论断，<b>这预告了英特尔乃至于美国主导半导体的时代画上句点，其产生的影响将扩及硅谷之外，牵动全球贸易和地缘政治格局</b>。</p><p>BMO资本市场公司分析师Ambrish Srivastava表示，英特尔晶片厂长期以来代表美国先进制造业的高点，象征美国在关键技术的主导地位，但当前的情况已不再如此。</p><p>他表示，半导体每一世代制程的差距称为节点（node），通常是24到30个月的时间。这次的制程研发进展延迟，使得英特尔整整落后台积电一个节点，意味着半导体的霸主有4年到5年的时间将换人当。</p><p>英特尔的落败，意味着台积电有望夺得更大的高端产品市场份额，公司盈利空间进一步打开。</p><p>数年前，《经济学人》杂志预测过，台积电与英特尔必有一战，而胜者则是台积电。</p><p>如今，当年的预言成真，台积电已经成为新一任全球芯片之王！</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/471f8ff415bedd55c5e6936c88a1082c","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188918664","content_text":"这两天的台积电，稳稳脚踏科技行业与资本市场的双C位。截至美股周一收盘，台积电美股ADR大涨12.65%，市值突破4300亿美元，市值为两个英特尔。而在周二的中国台湾股市上，台积电一度拉升9.9%至停板，高见每股466.5新台币，市值突破4,100亿美元，晋身全球十大上市公司，不过其后回吐部分涨幅，至收盘涨2.5%，报435新台币。台积电股价的火爆，甚至引发了外资对新台币的需求。新台币今日上涨1%，至2018年4月以来新高。“小弟”掀翻“大猩猩”台积电股价创新高，最直接的原因是老大哥+老对手英特尔的“助攻”。昨日上午，媒体披露英特尔已与台积电达成协议，预订了台积电2021年18万片6纳米芯片产能。最新报道称，台积电还有望获得英特尔5nm及3nm CPU的代工订单。同时，AMD将7、7+nm芯片的订单增加到20万片，而得益于Intel和AMD的订单，台积电2021年上半年先进制程产能将维持满载。英特尔的订单意味着什么？要知道，英特尔是数十年来全球半导体产业的龙头，台积电创办人张忠谋更以“700磅大猩猩”来形容它，其优势似乎只能仰望。可如今，曾经孱弱的少年，已经挥舞宝剑，以屠龙之姿跃上潮头！“逆袭”背后：技术已领先世界能在直接竞争中“挑落”行业老大，甚至让对手成为自己的客户，台积电手中最大的法宝，就是其领先世界的先进制程。上周，英特尔宣布7nm工艺存在缺陷，令良品率下降，7nm CPU要至2022年下半年或2023年初才上市之后，7nm以下先进制程玩家实际上只剩下另一IDM厂商三星及专注代工Foundry模式经营的台积电。两者都是在今年量产5nm芯片。台积电代工的苹果A14芯片将在8月底交付，该款新品已顺利量产。据称A14性能会较上一代产品A13提升15%，功耗则降低30%，内置晶体管数量更多更复杂，拉大与同行竞争产品麒麟990、骁龙865芯片的差距。三星虽然早在去年4月份就宣布研发出5nm芯片制程，并已获得高通公司的875G和735G订单，但媒体披露其EUV光刻工艺成品良品率仍较低，可能会最终影响高通两款处理器的最终上市时间。该批产品原定上市时间是明年。一边是良品率仍较低，另一边则是已顺利实现量产，如果未来英特尔要采购先进制程芯片，会选择谁答案应该明了。这也是台积电大涨的逻辑。目前在5nm制程领域，台积电并不愁订单。今年台积电已确定的客户有上文提到的苹果A14，还有华为海思的麒麟1020处理器。凭借在先进制程方面构筑的护城河，今年上半年台积电录得营收6213亿台币，同比增长35.15%；归母净利润则为2378亿台币，同比增长86%。（图源：同花顺iFinD）火力全开，全面扩大未来优势同时，在Q2业绩会，台积电还宣布3nm将于2021年风险量产，2022年下半年量产。相比于5nm，3nm 的逻辑密度增益约为70％，速度增益约为 10％至 15％，功率提升 20-25%。不同于三星3nm 采用新的技术架构GAA，台积电3nm继续采用FinFET技术。另有媒体报导，台积电在2nm研发方面已有重大突破，将切入环绕式栅极技术 (gate-all-around，简称 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href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a>巴菲特只是卖了一部分股票，让自己的持股比例降到了10%以下，可能是为了reporting的原因，也可能是怕美国政府注资稀释自己的股权。等到达美的股票降到10美元以下，巴菲特还会买回来的。","text":"$达美航空(DAL)$巴菲特只是卖了一部分股票，让自己的持股比例降到了10%以下，可能是为了reporting的原因，也可能是怕美国政府注资稀释自己的股权。等到达美的股票降到10美元以下，巴菲特还会买回来的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/921992681","isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455020812425547","authorId":"3455020812425547","name":"小北郭先生","avatar":"https://static.tigerbbs.com/f0ee15ad569eb4e8fce98d2f00ecb24d","crmLevel":6,"crmLevelSwitch":1},"content":"老哥，reporting是什么原因？求教。还有，如果政府注资要求股份，普通股民的股票价格也会被稀释吗？","text":"老哥，reporting是什么原因？求教。还有，如果政府注资要求股份，普通股民的股票价格也会被稀释吗？","html":"老哥，reporting是什么原因？求教。还有，如果政府注资要求股份，普通股民的股票价格也会被稀释吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929792124,"gmtCreate":1585599209768,"gmtModify":1704358374290,"author":{"id":"3544639806788908","authorId":"3544639806788908","name":"Jeremy90","avatar":"https://static.tigerbbs.com/187cf321bbd909734254fa4fcb04a935","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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