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DTJIE

DTJIE

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04-16

Pdd本质上是个好票，适合慢慢在低价格慢慢抄底。

3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years

04-11

$拼多多(PDD)$ 在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。

04-08

起飞了

“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持

04-05

已大量抄底

台积电震后积极恢复芯片生产，分析师预测产能状况乐观

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16:20","market":"fut","language":"en","title":"3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2426456504","media":"Motley Fool","summary":"Amazon is a great growth stock, but you may want to consider these promising e-commerce stocks for even better long-term returns.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Amazon is the most valuable e-commerce business in the world, with its market cap hovering around $2 trillion.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>But in recent years, three stocks have generated better returns for investors.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>One thing these stocks all have in common: They're based outside the U.S.</div>\n</li>\n</ul><div><p><strong>Amazon </strong><span>(AMZN<span> 0.26%</span>)</span> has been a top growth stock to own for years. Its massive e-commerce business has helped send its valuation to around $2 trillion today, making it among the largest companies in the world.</p><p>And so you might be surprised to learn that over the past five years, it has not been the best e-commerce stock to own. It's not even in the top three. Three e-commerce stocks that have been better buys than Amazon are <strong>PDD Holdings </strong><span>(PDD<span> 2.96%</span>)</span>, <strong>Shopify </strong><span>(SHOP<span> 0.73%</span>)</span>, and <strong><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </strong><span>(MELI<span> 0.43%</span>)</span>.</p><h2><span>1. PDD Holdings</span></h2><p><span>You may not be familiar with PDD Holdings, but you're likely to know Temu. PDD Holdings owns Temu and the e-commerce site's rising popularity in recent years is one of the reasons PDD Holdings has been doing so well. As one of the most popular e-commerce apps in the U.S., Temu is even driving away shoppers from dollar stores. With cheap products, free delivery, and the ability to do returns on most items within 90 days, it has become an ideal option for frugal shoppers looking to save money.</span></p><div><app :collapse_on_load=\"false\" :instrument_id=\"340295\" :show_benchmark_compare=\"false\" amount_change=\"3.48\" average_volume=\"8,690,320\" company_name=\"PDD Holdings\" current_price=\"121.10\" daily_high=\"121.14\" daily_low=\"118.00\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"152.99\" fifty_two_week_low=\"59.67\" gross_margin=\"63.03\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PDD.png\" market_cap=\"$161B\" pe_ratio=\"21.09\" percent_change=\"2.96\" symbol=\"PDD\" volume=\"8,905\"></app></div><p><span>PDD Holdings released its latest quarterly numbers last month, and they were impressive. Revenue for the last three months of 2023 totaled $12.5 billion and grew at a rate of 123% year over year. Its net income of $3.3 billion increased by 146% from the same period a year ago.</span></p><p><span>With such incredible growth, it's easy to see why PDD Holdings has been one of the hottest Chinese stocks to own. In five years, the stock rose 440%, while Amazon's gains during that time frame are a more modest 102%. </span></p><div><div></div></div><p><span>At 21 times its trailing earnings, PDD Holdings still makes for a reasonably priced growth stock to own right now.</span></p><h2><span>2. Shopify</span></h2><p><span>Canadian-based e-commerce company Shopify has also been a growth machine over the years. It helps people sell products and services online, and it makes creating an online shop easy, even for people with limited technical skills. The ease in helping people sell not just locally but internationally has enabled merchants to grow their sales significant through Shopify's platform.</span></p><div><app :collapse_on_load=\"false\" :instrument_id=\"335227\" :show_benchmark_compare=\"false\" amount_change=\"0.54\" average_volume=\"9,422,353\" company_name=\"Shopify\" current_price=\"74.92\" daily_high=\"75.08\" daily_low=\"73.50\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"91.57\" fifty_two_week_low=\"45.11\" gross_margin=\"50.18\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SHOP.png\" market_cap=\"$96B\" pe_ratio=\"832.44\" percent_change=\"0.73\" symbol=\"SHOP\" volume=\"1,859\"></app></div><p><span>From just $2.9 billion in sales in 2020 to $7.1 billion this past year, the company's performance has been impressive. The one drawback that has investors hesitant about the business is that Shopify's bottom line isn't all that great. In the past two years, it has incurred an operating loss. Much like with other tech businesses, Shopify overestimated pandemic-fueled growth trends, and has now had to retreat and cut costs to improve its earnings.</span></p><p><span>The company did report an operating profit in its two most recent quarters, but the stock could perform even better if management can improve the bottom line. </span></p><div><div></div></div><p><span>In five years, Shopify's stock surged 280%. Given its limited profits, the stock's valuation could look extreme -- it trades at more than 750 times its trailing earnings. But if you're willing to be patient with the business as it continues to right-size operations and improve its bottom line, this can be another excellent stock to hold for the long term.</span></p><h2><span>3. MercadoLibre</span></h2><p>Often referred to as the \"Amazon of Latin America,\" MercadoLibre is another promising e-commerce stock that has generated impressive returns. Focused on the Latin American markets, the company is in 18 countries, including Argentina, Brazil, and Mexico. It also has more than 100 million unique active users. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"216568\" :show_benchmark_compare=\"false\" amount_change=\"6.43\" average_volume=\"391,746\" company_name=\"MercadoLibre\" current_price=\"1495.01\" daily_high=\"1503.00\" daily_low=\"1478.62\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"1825.00\" fifty_two_week_low=\"1063.02\" gross_margin=\"49.79\" logo=\"https://g.foolcdn.com/art/companylogos/mark/MELI.png\" market_cap=\"$76B\" pe_ratio=\"76.04\" percent_change=\"0.43\" symbol=\"MELI\" volume=\"2\"></app></div><p>Like Amazon, the company also has a subscription service, Meli+, which is similar to Amazon Prime. Through Meli+, users can get free shipping and access to video and music streaming services. </p><p>MercadoLibre is coming off a great year in 2023, with net revenue rising by 37% to $14.5 billion. Net income of $987 million also doubled from the $482 million that the company reported a year earlier.</p><div><div></div></div><p>In five years, the stock has climbed 196%, as it too has been an Amazon-beating investment during that time frame. But at 77 times earnings, MercadoLibre's valuation may be a bit high. If, however, you're willing to buy and hold, the stock may still be a tenable investment, given the opportunities in Latin America, and it's a great way to diversify your portfolio.</p><div></div></div></body></html>","source":"fool_stock","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>3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years</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; 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}\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\">\n3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 16:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/10/3-e-commerce-stocks-that-have-outperformed-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is the most valuable e-commerce business in the world, with its market cap hovering around $2 trillion.\n\n\n\n\n\n\n\nBut in recent years, three stocks have generated better returns for investors.\n\n\n\n...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/10/3-e-commerce-stocks-that-have-outperformed-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F772090%2Fa-person-shopping-online.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0823426308.USD":"法巴中国股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","AMZN":"亚马逊","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0051755006.USD":"摩根大通中国A (dist)","BK4566":"资本集团","SG9999014674.SGD":"Nikko AM All China Equity A SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0359201612.USD":"贝莱德中国基金A2","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4579":"人工智能","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","SHOP":"Shopify Inc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4561":"索罗斯持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0048580855.USD":"富达大中华区A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4548":"巴美列捷福持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD"},"source_url":"https://www.fool.com/investing/2024/04/10/3-e-commerce-stocks-that-have-outperformed-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426456504","content_text":"Amazon is the most valuable e-commerce business in the world, with its market cap hovering around $2 trillion.\n\n\n\n\n\n\n\nBut in recent years, three stocks have generated better returns for investors.\n\n\n\n\n\n\n\nOne thing these stocks all have in common: They're based outside the U.S.\n\nAmazon (AMZN 0.26%) has been a top growth stock to own for years. Its massive e-commerce business has helped send its valuation to around $2 trillion today, making it among the largest companies in the world.And so you might be surprised to learn that over the past five years, it has not been the best e-commerce stock to own. It's not even in the top three. Three e-commerce stocks that have been better buys than Amazon are PDD Holdings (PDD 2.96%), Shopify (SHOP 0.73%), and MercadoLibre (MELI 0.43%).1. PDD HoldingsYou may not be familiar with PDD Holdings, but you're likely to know Temu. PDD Holdings owns Temu and the e-commerce site's rising popularity in recent years is one of the reasons PDD Holdings has been doing so well. As one of the most popular e-commerce apps in the U.S., Temu is even driving away shoppers from dollar stores. With cheap products, free delivery, and the ability to do returns on most items within 90 days, it has become an ideal option for frugal shoppers looking to save money.PDD Holdings released its latest quarterly numbers last month, and they were impressive. Revenue for the last three months of 2023 totaled $12.5 billion and grew at a rate of 123% year over year. Its net income of $3.3 billion increased by 146% from the same period a year ago.With such incredible growth, it's easy to see why PDD Holdings has been one of the hottest Chinese stocks to own. In five years, the stock rose 440%, while Amazon's gains during that time frame are a more modest 102%. At 21 times its trailing earnings, PDD Holdings still makes for a reasonably priced growth stock to own right now.2. ShopifyCanadian-based e-commerce company Shopify has also been a growth machine over the years. It helps people sell products and services online, and it makes creating an online shop easy, even for people with limited technical skills. The ease in helping people sell not just locally but internationally has enabled merchants to grow their sales significant through Shopify's platform.From just $2.9 billion in sales in 2020 to $7.1 billion this past year, the company's performance has been impressive. The one drawback that has investors hesitant about the business is that Shopify's bottom line isn't all that great. In the past two years, it has incurred an operating loss. Much like with other tech businesses, Shopify overestimated pandemic-fueled growth trends, and has now had to retreat and cut costs to improve its earnings.The company did report an operating profit in its two most recent quarters, but the stock could perform even better if management can improve the bottom line. In five years, Shopify's stock surged 280%. Given its limited profits, the stock's valuation could look extreme -- it trades at more than 750 times its trailing earnings. But if you're willing to be patient with the business as it continues to right-size operations and improve its bottom line, this can be another excellent stock to hold for the long term.3. MercadoLibreOften referred to as the \"Amazon of Latin America,\" MercadoLibre is another promising e-commerce stock that has generated impressive returns. Focused on the Latin American markets, the company is in 18 countries, including Argentina, Brazil, and Mexico. It also has more than 100 million unique active users. Like Amazon, the company also has a subscription service, Meli+, which is similar to Amazon Prime. Through Meli+, users can get free shipping and access to video and music streaming services. MercadoLibre is coming off a great year in 2023, with net revenue rising by 37% to $14.5 billion. Net income of $987 million also doubled from the $482 million that the company reported a year earlier.In five years, the stock has climbed 196%, as it too has been an Amazon-beating investment during that time frame. But at 77 times earnings, MercadoLibre's valuation may be a bit high. If, however, you're willing to buy and hold, the stock may still be a tenable investment, given the opportunities in Latin America, and it's a great way to diversify your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294186867331144,"gmtCreate":1712845989201,"gmtModify":1712847084592,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548935819940174","idStr":"3548935819940174"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。","text":"$拼多多(PDD)$ 在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294186867331144","isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117898403856,"gmtCreate":1712581579818,"gmtModify":1712582391722,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548935819940174","idStr":"3548935819940174"},"themes":[],"htmlText":"起飞了","listText":"起飞了","text":"起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117898403856","repostId":"1155148601","repostType":2,"repost":{"id":"1155148601","pubTimestamp":1712567544,"share":"https://www.laohu8.com/m/news/1155148601?lang=&edition=full","pubTime":"2024-04-08 17:12","market":"us","language":"zh","title":"“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持","url":"https://stock-news.laohu8.com/highlight/detail?id=1155148601","media":"智通财经网","summary":"台积电同意在亚利桑那州建造第三座晶圆厂。","content":"<html><head></head><body><p>周一，台积电盘前跳涨超1%。<strong>美国政府计划向有着“全球代工之王”称号的台积电提供高达66亿美元的直接拨款补助以及至多50亿美元的贷款，支持这家全球最大的芯片制造商在美国亚利桑那州建立5nm以及以下的先进制程芯片工厂，</strong>以帮助全球最顶级芯片制造商在美国建造更多的芯片工厂进而扩大产能，<strong>最终目的则在于将美国打造为芯片制造强国，加速实现拜登政府所期望的“芯片制造回流美国”。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1234a31f82b2e06f3d0118572b504854\" title=\"\" tg-width=\"1406\" tg-height=\"641\"/></p><p style=\"text-align: justify;\">此前美国芯片制造巨头英特尔已获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。</p><p style=\"text-align: justify;\">根据美国政府周一宣布的初步协议，<strong>台积电将在亚利桑那州最大城市凤凰城建设第三家大型芯片工厂，此前在该州宣布建造的第一家以及第二家大型芯片工厂预计将分别于2025年和2028年进行大规模投产</strong>。台积电乃美国科技巨头苹果公司(AAPL.US)、英伟达(NVDA.US)以及AMD(AMD.US)等芯片设计巨头们的最核心芯片代工厂，美国政府的该补贴计划总计将支持台积电在这三家美国芯片工厂的投资超过650亿美元。</p><p style=\"text-align: justify;\">据了解，台积电在美国的第三个芯片制造基地将采用下一代2nm级别的工艺技术，并计划在2030年前投入运营。美国商务部长吉娜·雷蒙多表示，2nm级别的芯片对包括人工智能在内的新兴技术以及军事技术至关重要。台积电在美国亚利桑那州的第一以及第二家芯片厂则专注于5nm以及以下的先进制程芯片，预计将集中于3nm先进制程。</p><p style=\"text-align: justify;\">“顺便说一下，我们将有史以来第一次在美国大规模生产地球上最先进制程的芯片，与美国工人们一起开启生产。”雷蒙多在宣布补贴之前的一次简报会上告诉记者。台积电计划于2025年在中国台湾的芯片工厂率先生产2nm芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ee991be624d0d12d8923a9b806309e\" alt=\"1712575124(1).png\" title=\"1712575124(1).png\" tg-width=\"771\" tg-height=\"517\"/><span>1712575124(1).png</span></p><p style=\"text-align: center;\"><strong>拜登政府的筹码——美国商务部正在分配390亿美元的芯片法案拨款</strong></p><p style=\"text-align: justify;\"><strong>英特尔此前已斩获高达补贴!“芯片制造回流美国”步伐迅速加快</strong></p><p style=\"text-align: justify;\">在美国政府《芯片法案》推出近2年后，<strong>老牌芯片巨头英特尔(INTC.US)3月份宣布获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。据了解，英特尔所获得的补贴支持来自于2022年拜登政府所出台的《芯片法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，将美国打造为芯片制造强国，实现拜登政府所期望的“芯片高端制造业回流美国”，英特尔目前可谓是“制造业回流美国”这一背景下的最大受益者。</strong></p><p style=\"text-align: justify;\"><strong>台积电正式获得高额补贴，则标志着拜登政府2022年推动并通过的《芯片法案》推动美国芯片制造业发展的另一个重要里程碑，即来自国外的芯片公司也有望获得高额补贴</strong>。补贴台积电赴美建厂可谓是该计划下宣布的规模最大的补贴项目之一，该计划拨出390亿美元的直接拨款补助，加上高达价值750亿美元的特殊贷款和担保，以说服芯片公司在未来将生产线陆续转移至美国进行建厂。</p><p style=\"text-align: justify;\">英特尔已经签署了一项近200亿美元补助和贷款的初步协议，而来自韩国的芯片制造商三星电子(Samsung Electronics)预计将获得超过60亿美元的补助。美国商务部还向制造老一代芯片的公司给予部分补助支持，同时预计将在未来几周内宣布向美国存储巨头美光科技(MU.US)提供数十亿美元的一揽子在美工厂建造计划。</p><p style=\"text-align: justify;\"><strong>自拜登上任以来，来自全球范围的芯片公司已宣布在美国投资超过2000亿美元，投资份额最大的领域集中在台积电以及三星等芯片制造商，其中最大的集群出现在亚利桑那州、得克萨斯州以及纽约州。周一公布的协议是在美国商务部和台积电进行了数月的谈判之后所达成。按照市场份额计算，台积电目前是全球市场份额最大的合同芯片代工厂。</strong></p><p style=\"text-align: justify;\">台积电董事长Mark Liu在一份声明中表示:“《芯片法案》所提供的资金将为台积电提供进行这项前所未有的投资的重大机遇，并为我们在美国提供最先进芯片制造技术的代工服务。”</p><p style=\"text-align: justify;\">台积电在凤凰城的工作给拜登带来了更多的政治风险。拜登在2020年以大约1万票的优势在亚利桑那州击败了美国前总统唐纳德·特朗普(Donald Trump)，目前正寻求在这个竞争激烈的州再次获胜，以帮助确保拜登实现连任。虽然在亚利桑那州的投资是在特朗普执政的最后一年启动，但台积电在该州的项目与拜登重振美国制造业的竞选信息越来越紧密地联系在一起。</p><p style=\"text-align: justify;\"><strong>芯片产能亟需扩大，尤其是AI芯片产能远远跟不上需求</strong></p><p style=\"text-align: justify;\">据了解，美国亚利桑那州已经从芯片法案中获得了一些最大规模的补贴，除了几十个供应链倡议外，英特尔还进行了大规模扩张。雷蒙多表示，台积电获得的拨款包括5000万美元的资金，用于培训当地工人，并将创造高达6000个高科技制造业工作岗位和2万多个建筑工作岗位。</p><p style=\"text-align: justify;\">据另一名高级政府官员称，该项目预计还将受益于美国投资税收抵免。</p><p style=\"text-align: justify;\">台积电的美国建厂计划可谓经历挫折，包括与工会持续数月的冲突，导致第一家工厂的建设推迟。第二家工厂目前计划于2028年开始生产3nm，以及部分2nm芯片，此前由于市场状况和美国政府支持水平的不确定性，该工厂从2026年推迟到2028年。此外，至少有一家台积电的核心设备与原材料供应商以劳动力困难为由，取消了计划中的亚利桑那州项目。</p><p style=\"text-align: justify;\"><strong>台积电可能需要几个月的时间才能收到任何承诺的资金援助，因为该公司将进入尽职调查期，然后才能达成最终的、有约束力的协议。然后，美国政府提供的这笔资金将根据建设和生产基准发放，如果台积电没有履行相关的协议，这笔资金有可能会被收回。</strong></p><p style=\"text-align: justify;\">台积电在日本和德国还有其他正在进行的国际工厂建设项目。台积电今年为第一座熊本芯片制造厂举行了开业仪式，日本政府为其提供了高额补贴。</p><p style=\"text-align: justify;\">英特尔CEO帕特·盖尔辛格(Pat Gelsinger)和有着“ChatGPT之父”称号的OpenAI CEO奥尔特曼近日在美国加州圣何塞会议中心进行对话，<strong>双方强调世界势必将需要更多AI芯片以及更大规模的芯片产能。</strong></p><p style=\"text-align: justify;\">奥尔特曼在会议上表示：“事实的核心是，我们认为世界将需要更多芯片用于AI算力。这将需要全球在很多方面进行投资，这些投资规模可能超出我们的想象范围。我们现在还没有掌握足够的数据。”</p><p style=\"text-align: justify;\">在当下盖尔辛格称之为“芯经济(Siliconomy)”的浪潮中，他表示英特尔将利用市场未来对AI芯片以及其他芯片的狂热需求，来重新夺回英特尔在芯片制造领域的领袖地位。盖尔辛格表示，英特尔愿意为任何公司代工芯片，其中也包括长期竞争对手英伟达与AMD，他还强调未来将为微软量产高性能AI芯片。盖尔辛格预测，到2030年，英特尔将主要通过满足对AI芯片的庞大需求，使其芯片代工业务达到全球第二规模，其规模可能仅略输于代工之王台积电。</p><p style=\"text-align: justify;\"><strong>当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此，而AI芯片制程主要集中于5nm以及以下的先进制程。</strong>根据市场研究机构Gartner最新预测，<strong>到2024年AI芯片市场规模将较上一年增长 25.6%，达到671亿美元，预计到2027年，AI芯片市场规模预计将是2023年规模的两倍以上，达到1194亿美元。知名市场研究机构Precedence Research近期发布的AI芯片市场规模预测报告显示，预计到2032年涵盖CPU、GPU、ASIC以及FPGA等类型AI芯片市场规模将从2023年的约219亿美元激增至2274.8亿美元，2023-2032年复合增速接近30%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/127641924e78c7b01981ef16aca6523a\" alt=\"1709033887(1).png\" title=\"1709033887(1).png\" tg-width=\"736\" tg-height=\"409\"/><span>1709033887(1).png</span></p><p style=\"text-align: justify;\">“台积电之父” 张忠谋近日在台积电位于日本的第一家芯片制造工厂成立的开业仪式上表示，根据他与全球顶级芯片公司高管们的探讨，目前全球对于包括AI芯片在内的芯片产能需求无比庞大。张忠谋表示：“这些顶级芯片公司几乎都在谈论，他们需要我们在全球建立更多的芯片制造工厂，需求不是几万片或几十万片晶圆，而是三座、五座甚至是十座大型的芯片厂。”</p></body></html>","source":"highlight_zhitongcaijin","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>“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持</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“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-08 17:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1099547.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，台积电盘前跳涨超1%。美国政府计划向有着“全球代工之王”称号的台积电提供高达66亿美元的直接拨款补助以及至多50亿美元的贷款，支持这家全球最大的芯片制造商在美国亚利桑那州建立5nm以及以下的先进制程芯片工厂，以帮助全球最顶级芯片制造商在美国建造更多的芯片工厂进而扩大产能，最终目的则在于将美国打造为芯片制造强国，加速实现拜登政府所期望的“芯片制造回流美国”。此前美国芯片制造巨头英特尔已获得高达...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1099547.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zhitongcaijing.com/content/detail/1099547.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1155148601","content_text":"周一，台积电盘前跳涨超1%。美国政府计划向有着“全球代工之王”称号的台积电提供高达66亿美元的直接拨款补助以及至多50亿美元的贷款，支持这家全球最大的芯片制造商在美国亚利桑那州建立5nm以及以下的先进制程芯片工厂，以帮助全球最顶级芯片制造商在美国建造更多的芯片工厂进而扩大产能，最终目的则在于将美国打造为芯片制造强国，加速实现拜登政府所期望的“芯片制造回流美国”。此前美国芯片制造巨头英特尔已获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。根据美国政府周一宣布的初步协议，台积电将在亚利桑那州最大城市凤凰城建设第三家大型芯片工厂，此前在该州宣布建造的第一家以及第二家大型芯片工厂预计将分别于2025年和2028年进行大规模投产。台积电乃美国科技巨头苹果公司(AAPL.US)、英伟达(NVDA.US)以及AMD(AMD.US)等芯片设计巨头们的最核心芯片代工厂，美国政府的该补贴计划总计将支持台积电在这三家美国芯片工厂的投资超过650亿美元。据了解，台积电在美国的第三个芯片制造基地将采用下一代2nm级别的工艺技术，并计划在2030年前投入运营。美国商务部长吉娜·雷蒙多表示，2nm级别的芯片对包括人工智能在内的新兴技术以及军事技术至关重要。台积电在美国亚利桑那州的第一以及第二家芯片厂则专注于5nm以及以下的先进制程芯片，预计将集中于3nm先进制程。“顺便说一下，我们将有史以来第一次在美国大规模生产地球上最先进制程的芯片，与美国工人们一起开启生产。”雷蒙多在宣布补贴之前的一次简报会上告诉记者。台积电计划于2025年在中国台湾的芯片工厂率先生产2nm芯片。1712575124(1).png拜登政府的筹码——美国商务部正在分配390亿美元的芯片法案拨款英特尔此前已斩获高达补贴!“芯片制造回流美国”步伐迅速加快在美国政府《芯片法案》推出近2年后，老牌芯片巨头英特尔(INTC.US)3月份宣布获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。据了解，英特尔所获得的补贴支持来自于2022年拜登政府所出台的《芯片法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，将美国打造为芯片制造强国，实现拜登政府所期望的“芯片高端制造业回流美国”，英特尔目前可谓是“制造业回流美国”这一背景下的最大受益者。台积电正式获得高额补贴，则标志着拜登政府2022年推动并通过的《芯片法案》推动美国芯片制造业发展的另一个重要里程碑，即来自国外的芯片公司也有望获得高额补贴。补贴台积电赴美建厂可谓是该计划下宣布的规模最大的补贴项目之一，该计划拨出390亿美元的直接拨款补助，加上高达价值750亿美元的特殊贷款和担保，以说服芯片公司在未来将生产线陆续转移至美国进行建厂。英特尔已经签署了一项近200亿美元补助和贷款的初步协议，而来自韩国的芯片制造商三星电子(Samsung Electronics)预计将获得超过60亿美元的补助。美国商务部还向制造老一代芯片的公司给予部分补助支持，同时预计将在未来几周内宣布向美国存储巨头美光科技(MU.US)提供数十亿美元的一揽子在美工厂建造计划。自拜登上任以来，来自全球范围的芯片公司已宣布在美国投资超过2000亿美元，投资份额最大的领域集中在台积电以及三星等芯片制造商，其中最大的集群出现在亚利桑那州、得克萨斯州以及纽约州。周一公布的协议是在美国商务部和台积电进行了数月的谈判之后所达成。按照市场份额计算，台积电目前是全球市场份额最大的合同芯片代工厂。台积电董事长Mark Liu在一份声明中表示:“《芯片法案》所提供的资金将为台积电提供进行这项前所未有的投资的重大机遇，并为我们在美国提供最先进芯片制造技术的代工服务。”台积电在凤凰城的工作给拜登带来了更多的政治风险。拜登在2020年以大约1万票的优势在亚利桑那州击败了美国前总统唐纳德·特朗普(Donald Trump)，目前正寻求在这个竞争激烈的州再次获胜，以帮助确保拜登实现连任。虽然在亚利桑那州的投资是在特朗普执政的最后一年启动，但台积电在该州的项目与拜登重振美国制造业的竞选信息越来越紧密地联系在一起。芯片产能亟需扩大，尤其是AI芯片产能远远跟不上需求据了解，美国亚利桑那州已经从芯片法案中获得了一些最大规模的补贴，除了几十个供应链倡议外，英特尔还进行了大规模扩张。雷蒙多表示，台积电获得的拨款包括5000万美元的资金，用于培训当地工人，并将创造高达6000个高科技制造业工作岗位和2万多个建筑工作岗位。据另一名高级政府官员称，该项目预计还将受益于美国投资税收抵免。台积电的美国建厂计划可谓经历挫折，包括与工会持续数月的冲突，导致第一家工厂的建设推迟。第二家工厂目前计划于2028年开始生产3nm，以及部分2nm芯片，此前由于市场状况和美国政府支持水平的不确定性，该工厂从2026年推迟到2028年。此外，至少有一家台积电的核心设备与原材料供应商以劳动力困难为由，取消了计划中的亚利桑那州项目。台积电可能需要几个月的时间才能收到任何承诺的资金援助，因为该公司将进入尽职调查期，然后才能达成最终的、有约束力的协议。然后，美国政府提供的这笔资金将根据建设和生产基准发放，如果台积电没有履行相关的协议，这笔资金有可能会被收回。台积电在日本和德国还有其他正在进行的国际工厂建设项目。台积电今年为第一座熊本芯片制造厂举行了开业仪式，日本政府为其提供了高额补贴。英特尔CEO帕特·盖尔辛格(Pat Gelsinger)和有着“ChatGPT之父”称号的OpenAI CEO奥尔特曼近日在美国加州圣何塞会议中心进行对话，双方强调世界势必将需要更多AI芯片以及更大规模的芯片产能。奥尔特曼在会议上表示：“事实的核心是，我们认为世界将需要更多芯片用于AI算力。这将需要全球在很多方面进行投资，这些投资规模可能超出我们的想象范围。我们现在还没有掌握足够的数据。”在当下盖尔辛格称之为“芯经济(Siliconomy)”的浪潮中，他表示英特尔将利用市场未来对AI芯片以及其他芯片的狂热需求，来重新夺回英特尔在芯片制造领域的领袖地位。盖尔辛格表示，英特尔愿意为任何公司代工芯片，其中也包括长期竞争对手英伟达与AMD，他还强调未来将为微软量产高性能AI芯片。盖尔辛格预测，到2030年，英特尔将主要通过满足对AI芯片的庞大需求，使其芯片代工业务达到全球第二规模，其规模可能仅略输于代工之王台积电。当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此，而AI芯片制程主要集中于5nm以及以下的先进制程。根据市场研究机构Gartner最新预测，到2024年AI芯片市场规模将较上一年增长 25.6%，达到671亿美元，预计到2027年，AI芯片市场规模预计将是2023年规模的两倍以上，达到1194亿美元。知名市场研究机构Precedence Research近期发布的AI芯片市场规模预测报告显示，预计到2032年涵盖CPU、GPU、ASIC以及FPGA等类型AI芯片市场规模将从2023年的约219亿美元激增至2274.8亿美元，2023-2032年复合增速接近30%。1709033887(1).png“台积电之父” 张忠谋近日在台积电位于日本的第一家芯片制造工厂成立的开业仪式上表示，根据他与全球顶级芯片公司高管们的探讨，目前全球对于包括AI芯片在内的芯片产能需求无比庞大。张忠谋表示：“这些顶级芯片公司几乎都在谈论，他们需要我们在全球建立更多的芯片制造工厂，需求不是几万片或几十万片晶圆，而是三座、五座甚至是十座大型的芯片厂。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291763350384848,"gmtCreate":1712257175175,"gmtModify":1712277028254,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548935819940174","idStr":"3548935819940174"},"themes":[],"htmlText":"已大量抄底","listText":"已大量抄底","text":"已大量抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291763350384848","repostId":"2424351694","repostType":2,"repost":{"id":"2424351694","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1712216727,"share":"https://www.laohu8.com/m/news/2424351694?lang=&edition=full","pubTime":"2024-04-04 15:45","market":"us","language":"zh","title":"台积电震后积极恢复芯片生产，分析师预测产能状况乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2424351694","media":"智通财经APP","summary":"为苹果和英伟达提供先进芯片的台积电表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。台积电生产汽车芯片的子公司先锋国际半导体公司称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。","content":"<html><head></head><body><p>4月4日，随着中国台湾开始从 25 年来最严重的地震中恢复过来，当地半导体行业正在迅速恢复运作。为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)提供先进芯片的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。</p><p>台积电在一份声明中称：“包括所有极紫外光刻工具在内，我们的关键设备未遭受损害。” 该公司表示，尽管某些设施的少量工具受损，但正动用一切可用资源确保全面恢复。</p><p>据了解，该公司最昂贵的设备是荷兰<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)生产的极紫外线机器，这些设备用于制造最新款iPhone的处理器，以及英伟达用于训练像ChatGPT等人工智能模型的芯片。</p><p>此外，中国台湾另一家较小的芯片制造商<a href=\"https://laohu8.com/S/UMC\">联电</a>(UMC.US)也表示将重启正常运营和出货，地震对其运营的影响不大。联电在新竹和台南的一些工厂暂停了部分机器运作，并撤离了某些设施。</p><p>台积电生产汽车芯片的子公司先锋国际半导体公司(Vanguard International Semiconductor Corp.)称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。</p><p><strong>台积电震后快速恢复，分析师乐观态度升温</strong></p><p>据悉从台积电到联电，再到日月光半导体，这些来自中国台湾的芯片制造公司所生产的芯片覆盖全球80%左右的消费电子，绝大多数用于PC、iPhone系列智能手机，甚至部分应用于电动汽车以及高性能计算，这些芯片基本上都由中国台湾芯片公司进行生产和封装。</p><p>不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。一次轻微的地震带来的刻蚀、沉积薄膜等制造误差和瑕疵非常有可能毁掉一整个硅片，进而有可能毁掉一条需要众多高端制造设备共同参与的5nm以及以下先进制程芯片生产线。</p><p>并且更加值得注意的是，对于拥有更高逻辑密度，更复杂电路设计，以及对芯片制造设备更高的功率和精准度要求的AI芯片来说，设备暂停运作以及硅片损毁对于AI芯片短期产能的影响可能要大得多。</p><p>此前有媒体爆料称，由于英伟达H100、H200以及B200系列AI 芯片订单数量无比庞大，加之AMD MI300系列订单同样火爆，基于台积电3nm、4nm以及5nm先进制程的先进封装产能已全线满载。</p><p>因此，在一些分析人士看来，中国台湾这次地震也给这家全球最大规模的5nm及以下先进制程芯片制造商的生产计划带来不确定性，尤其是当前全球企业需求最为旺盛的AI芯片短期供应前景蒙上阴霾，供不应求之势可能升级。</p><p>其中，分析师Bum Ki Son和Brian Tan在地震后不久写道:“一些高端芯片需要在真空状态下连续几周全天候无缝运行。”“中国台湾北部工业区的停产可能意味着一些正在生产的高端芯片可能会受到影响。”</p><p>不过，这些分析师对损失的评估很快变得更加乐观。</p><p>花旗集团的分析师表示，台积电的业务受到的影响应该是“可控的”，同时，<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>金融集团的分析师也表示，负面影响应该是“有限的”。</p><p>他们写道：“值得庆幸的是，灾难发生后建筑规范得到了完全修订，即使在震中，伤害也看起来有限。”</p></body></html>","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>台积电震后积极恢复芯片生产，分析师预测产能状况乐观</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{ 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}\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台积电震后积极恢复芯片生产，分析师预测产能状况乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2024-04-04 15:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月4日，随着中国台湾开始从 25 年来最严重的地震中恢复过来，当地半导体行业正在迅速恢复运作。为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)提供先进芯片的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。</p><p>台积电在一份声明中称：“包括所有极紫外光刻工具在内，我们的关键设备未遭受损害。” 该公司表示，尽管某些设施的少量工具受损，但正动用一切可用资源确保全面恢复。</p><p>据了解，该公司最昂贵的设备是荷兰<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)生产的极紫外线机器，这些设备用于制造最新款iPhone的处理器，以及英伟达用于训练像ChatGPT等人工智能模型的芯片。</p><p>此外，中国台湾另一家较小的芯片制造商<a href=\"https://laohu8.com/S/UMC\">联电</a>(UMC.US)也表示将重启正常运营和出货，地震对其运营的影响不大。联电在新竹和台南的一些工厂暂停了部分机器运作，并撤离了某些设施。</p><p>台积电生产汽车芯片的子公司先锋国际半导体公司(Vanguard International Semiconductor Corp.)称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。</p><p><strong>台积电震后快速恢复，分析师乐观态度升温</strong></p><p>据悉从台积电到联电，再到日月光半导体，这些来自中国台湾的芯片制造公司所生产的芯片覆盖全球80%左右的消费电子，绝大多数用于PC、iPhone系列智能手机，甚至部分应用于电动汽车以及高性能计算，这些芯片基本上都由中国台湾芯片公司进行生产和封装。</p><p>不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。一次轻微的地震带来的刻蚀、沉积薄膜等制造误差和瑕疵非常有可能毁掉一整个硅片，进而有可能毁掉一条需要众多高端制造设备共同参与的5nm以及以下先进制程芯片生产线。</p><p>并且更加值得注意的是，对于拥有更高逻辑密度，更复杂电路设计，以及对芯片制造设备更高的功率和精准度要求的AI芯片来说，设备暂停运作以及硅片损毁对于AI芯片短期产能的影响可能要大得多。</p><p>此前有媒体爆料称，由于英伟达H100、H200以及B200系列AI 芯片订单数量无比庞大，加之AMD MI300系列订单同样火爆，基于台积电3nm、4nm以及5nm先进制程的先进封装产能已全线满载。</p><p>因此，在一些分析人士看来，中国台湾这次地震也给这家全球最大规模的5nm及以下先进制程芯片制造商的生产计划带来不确定性，尤其是当前全球企业需求最为旺盛的AI芯片短期供应前景蒙上阴霾，供不应求之势可能升级。</p><p>其中，分析师Bum Ki Son和Brian Tan在地震后不久写道:“一些高端芯片需要在真空状态下连续几周全天候无缝运行。”“中国台湾北部工业区的停产可能意味着一些正在生产的高端芯片可能会受到影响。”</p><p>不过，这些分析师对损失的评估很快变得更加乐观。</p><p>花旗集团的分析师表示，台积电的业务受到的影响应该是“可控的”，同时，<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>金融集团的分析师也表示，负面影响应该是“有限的”。</p><p>他们写道：“值得庆幸的是，灾难发生后建筑规范得到了完全修订，即使在震中，伤害也看起来有限。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4512":"苹果概念","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0792757196.USD":"TEMPLETON 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ACC","BK4527":"明星科技股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","TSM":"台积电","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024040415270887dda3f3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424351694","content_text":"4月4日，随着中国台湾开始从 25 年来最严重的地震中恢复过来，当地半导体行业正在迅速恢复运作。为苹果(AAPL.US)和英伟达(NVDA.US)提供先进芯片的台积电(TSM.US)表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。台积电在一份声明中称：“包括所有极紫外光刻工具在内，我们的关键设备未遭受损害。” 该公司表示，尽管某些设施的少量工具受损，但正动用一切可用资源确保全面恢复。据了解，该公司最昂贵的设备是荷兰阿斯麦(ASML.US)生产的极紫外线机器，这些设备用于制造最新款iPhone的处理器，以及英伟达用于训练像ChatGPT等人工智能模型的芯片。此外，中国台湾另一家较小的芯片制造商联电(UMC.US)也表示将重启正常运营和出货，地震对其运营的影响不大。联电在新竹和台南的一些工厂暂停了部分机器运作，并撤离了某些设施。台积电生产汽车芯片的子公司先锋国际半导体公司(Vanguard International Semiconductor Corp.)称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。台积电震后快速恢复，分析师乐观态度升温据悉从台积电到联电，再到日月光半导体，这些来自中国台湾的芯片制造公司所生产的芯片覆盖全球80%左右的消费电子，绝大多数用于PC、iPhone系列智能手机，甚至部分应用于电动汽车以及高性能计算，这些芯片基本上都由中国台湾芯片公司进行生产和封装。不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。一次轻微的地震带来的刻蚀、沉积薄膜等制造误差和瑕疵非常有可能毁掉一整个硅片，进而有可能毁掉一条需要众多高端制造设备共同参与的5nm以及以下先进制程芯片生产线。并且更加值得注意的是，对于拥有更高逻辑密度，更复杂电路设计，以及对芯片制造设备更高的功率和精准度要求的AI芯片来说，设备暂停运作以及硅片损毁对于AI芯片短期产能的影响可能要大得多。此前有媒体爆料称，由于英伟达H100、H200以及B200系列AI 芯片订单数量无比庞大，加之AMD MI300系列订单同样火爆，基于台积电3nm、4nm以及5nm先进制程的先进封装产能已全线满载。因此，在一些分析人士看来，中国台湾这次地震也给这家全球最大规模的5nm及以下先进制程芯片制造商的生产计划带来不确定性，尤其是当前全球企业需求最为旺盛的AI芯片短期供应前景蒙上阴霾，供不应求之势可能升级。其中，分析师Bum Ki Son和Brian Tan在地震后不久写道:“一些高端芯片需要在真空状态下连续几周全天候无缝运行。”“中国台湾北部工业区的停产可能意味着一些正在生产的高端芯片可能会受到影响。”不过，这些分析师对损失的评估很快变得更加乐观。花旗集团的分析师表示，台积电的业务受到的影响应该是“可控的”，同时，杰富瑞金融集团的分析师也表示，负面影响应该是“有限的”。他们写道：“值得庆幸的是，灾难发生后建筑规范得到了完全修订，即使在震中，伤害也看起来有限。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":294186867331144,"gmtCreate":1712845989201,"gmtModify":1712847084592,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548935819940174","authorIdStr":"3548935819940174"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。","text":"$拼多多(PDD)$ 在经济下行的时候我才理解拼多多为什么一路向上，当人没有钱的时候或许考虑的不是真假而是这个低价可以满足我的生存所需。大平台或许有真的但是穷人消费不起是根本吧。在监管直下或许有质量差有假货但是我都吃泡面了和我讲什么真假品牌质量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294186867331144","isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295710046839112,"gmtCreate":1713203803064,"gmtModify":1713220183109,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548935819940174","authorIdStr":"3548935819940174"},"themes":[],"htmlText":"Pdd本质上是个好票，适合慢慢在低价格慢慢抄底。","listText":"Pdd本质上是个好票，适合慢慢在低价格慢慢抄底。","text":"Pdd本质上是个好票，适合慢慢在低价格慢慢抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295710046839112","repostId":"2426456504","repostType":2,"repost":{"id":"2426456504","pubTimestamp":1712737200,"share":"https://www.laohu8.com/m/news/2426456504?lang=&edition=full","pubTime":"2024-04-10 16:20","market":"fut","language":"en","title":"3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2426456504","media":"Motley Fool","summary":"Amazon is a great growth stock, but you may want to consider these promising e-commerce stocks for even better long-term returns.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Amazon is the most valuable e-commerce business in the world, with its market cap hovering around $2 trillion.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>But in recent years, three stocks have generated better returns for investors.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>One thing these stocks all have in common: They're based outside the U.S.</div>\n</li>\n</ul><div><p><strong>Amazon </strong><span>(AMZN<span> 0.26%</span>)</span> has been a top growth stock to own for years. Its massive e-commerce business has helped send its valuation to around $2 trillion today, making it among the largest companies in the world.</p><p>And so you might be surprised to learn that over the past five years, it has not been the best e-commerce stock to own. It's not even in the top three. Three e-commerce stocks that have been better buys than Amazon are <strong>PDD Holdings </strong><span>(PDD<span> 2.96%</span>)</span>, <strong>Shopify </strong><span>(SHOP<span> 0.73%</span>)</span>, and <strong><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </strong><span>(MELI<span> 0.43%</span>)</span>.</p><h2><span>1. PDD Holdings</span></h2><p><span>You may not be familiar with PDD Holdings, but you're likely to know Temu. PDD Holdings owns Temu and the e-commerce site's rising popularity in recent years is one of the reasons PDD Holdings has been doing so well. As one of the most popular e-commerce apps in the U.S., Temu is even driving away shoppers from dollar stores. With cheap products, free delivery, and the ability to do returns on most items within 90 days, it has become an ideal option for frugal shoppers looking to save money.</span></p><div><app :collapse_on_load=\"false\" :instrument_id=\"340295\" :show_benchmark_compare=\"false\" amount_change=\"3.48\" average_volume=\"8,690,320\" company_name=\"PDD Holdings\" current_price=\"121.10\" daily_high=\"121.14\" daily_low=\"118.00\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"152.99\" fifty_two_week_low=\"59.67\" gross_margin=\"63.03\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PDD.png\" market_cap=\"$161B\" pe_ratio=\"21.09\" percent_change=\"2.96\" symbol=\"PDD\" volume=\"8,905\"></app></div><p><span>PDD Holdings released its latest quarterly numbers last month, and they were impressive. Revenue for the last three months of 2023 totaled $12.5 billion and grew at a rate of 123% year over year. Its net income of $3.3 billion increased by 146% from the same period a year ago.</span></p><p><span>With such incredible growth, it's easy to see why PDD Holdings has been one of the hottest Chinese stocks to own. In five years, the stock rose 440%, while Amazon's gains during that time frame are a more modest 102%. </span></p><div><div></div></div><p><span>At 21 times its trailing earnings, PDD Holdings still makes for a reasonably priced growth stock to own right now.</span></p><h2><span>2. Shopify</span></h2><p><span>Canadian-based e-commerce company Shopify has also been a growth machine over the years. It helps people sell products and services online, and it makes creating an online shop easy, even for people with limited technical skills. The ease in helping people sell not just locally but internationally has enabled merchants to grow their sales significant through Shopify's platform.</span></p><div><app :collapse_on_load=\"false\" :instrument_id=\"335227\" :show_benchmark_compare=\"false\" amount_change=\"0.54\" average_volume=\"9,422,353\" company_name=\"Shopify\" current_price=\"74.92\" daily_high=\"75.08\" daily_low=\"73.50\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"91.57\" fifty_two_week_low=\"45.11\" gross_margin=\"50.18\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SHOP.png\" market_cap=\"$96B\" pe_ratio=\"832.44\" percent_change=\"0.73\" symbol=\"SHOP\" volume=\"1,859\"></app></div><p><span>From just $2.9 billion in sales in 2020 to $7.1 billion this past year, the company's performance has been impressive. The one drawback that has investors hesitant about the business is that Shopify's bottom line isn't all that great. In the past two years, it has incurred an operating loss. Much like with other tech businesses, Shopify overestimated pandemic-fueled growth trends, and has now had to retreat and cut costs to improve its earnings.</span></p><p><span>The company did report an operating profit in its two most recent quarters, but the stock could perform even better if management can improve the bottom line. </span></p><div><div></div></div><p><span>In five years, Shopify's stock surged 280%. Given its limited profits, the stock's valuation could look extreme -- it trades at more than 750 times its trailing earnings. But if you're willing to be patient with the business as it continues to right-size operations and improve its bottom line, this can be another excellent stock to hold for the long term.</span></p><h2><span>3. MercadoLibre</span></h2><p>Often referred to as the \"Amazon of Latin America,\" MercadoLibre is another promising e-commerce stock that has generated impressive returns. Focused on the Latin American markets, the company is in 18 countries, including Argentina, Brazil, and Mexico. It also has more than 100 million unique active users. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"216568\" :show_benchmark_compare=\"false\" amount_change=\"6.43\" average_volume=\"391,746\" company_name=\"MercadoLibre\" current_price=\"1495.01\" daily_high=\"1503.00\" daily_low=\"1478.62\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"1825.00\" fifty_two_week_low=\"1063.02\" gross_margin=\"49.79\" logo=\"https://g.foolcdn.com/art/companylogos/mark/MELI.png\" market_cap=\"$76B\" pe_ratio=\"76.04\" percent_change=\"0.43\" symbol=\"MELI\" volume=\"2\"></app></div><p>Like Amazon, the company also has a subscription service, Meli+, which is similar to Amazon Prime. Through Meli+, users can get free shipping and access to video and music streaming services. </p><p>MercadoLibre is coming off a great year in 2023, with net revenue rising by 37% to $14.5 billion. Net income of $987 million also doubled from the $482 million that the company reported a year earlier.</p><div><div></div></div><p>In five years, the stock has climbed 196%, as it too has been an Amazon-beating investment during that time frame. But at 77 times earnings, MercadoLibre's valuation may be a bit high. If, however, you're willing to buy and hold, the stock may still be a tenable investment, given the opportunities in Latin America, and it's a great way to diversify your portfolio.</p><div></div></div></body></html>","source":"fool_stock","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>3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years</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; 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}\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\">\n3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 16:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/10/3-e-commerce-stocks-that-have-outperformed-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is the most valuable e-commerce business in the world, with its market cap hovering around $2 trillion.\n\n\n\n\n\n\n\nBut in recent years, three stocks have generated better returns for investors.\n\n\n\n...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/10/3-e-commerce-stocks-that-have-outperformed-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F772090%2Fa-person-shopping-online.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0823426308.USD":"法巴中国股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","AMZN":"亚马逊","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0051755006.USD":"摩根大通中国A (dist)","BK4566":"资本集团","SG9999014674.SGD":"Nikko AM All China Equity A SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0359201612.USD":"贝莱德中国基金A2","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4579":"人工智能","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","SHOP":"Shopify Inc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4561":"索罗斯持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0048580855.USD":"富达大中华区A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4548":"巴美列捷福持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD"},"source_url":"https://www.fool.com/investing/2024/04/10/3-e-commerce-stocks-that-have-outperformed-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426456504","content_text":"Amazon is the most valuable e-commerce business in the world, with its market cap hovering around $2 trillion.\n\n\n\n\n\n\n\nBut in recent years, three stocks have generated better returns for investors.\n\n\n\n\n\n\n\nOne thing these stocks all have in common: They're based outside the U.S.\n\nAmazon (AMZN 0.26%) has been a top growth stock to own for years. Its massive e-commerce business has helped send its valuation to around $2 trillion today, making it among the largest companies in the world.And so you might be surprised to learn that over the past five years, it has not been the best e-commerce stock to own. It's not even in the top three. Three e-commerce stocks that have been better buys than Amazon are PDD Holdings (PDD 2.96%), Shopify (SHOP 0.73%), and MercadoLibre (MELI 0.43%).1. PDD HoldingsYou may not be familiar with PDD Holdings, but you're likely to know Temu. PDD Holdings owns Temu and the e-commerce site's rising popularity in recent years is one of the reasons PDD Holdings has been doing so well. As one of the most popular e-commerce apps in the U.S., Temu is even driving away shoppers from dollar stores. With cheap products, free delivery, and the ability to do returns on most items within 90 days, it has become an ideal option for frugal shoppers looking to save money.PDD Holdings released its latest quarterly numbers last month, and they were impressive. Revenue for the last three months of 2023 totaled $12.5 billion and grew at a rate of 123% year over year. Its net income of $3.3 billion increased by 146% from the same period a year ago.With such incredible growth, it's easy to see why PDD Holdings has been one of the hottest Chinese stocks to own. In five years, the stock rose 440%, while Amazon's gains during that time frame are a more modest 102%. At 21 times its trailing earnings, PDD Holdings still makes for a reasonably priced growth stock to own right now.2. ShopifyCanadian-based e-commerce company Shopify has also been a growth machine over the years. It helps people sell products and services online, and it makes creating an online shop easy, even for people with limited technical skills. The ease in helping people sell not just locally but internationally has enabled merchants to grow their sales significant through Shopify's platform.From just $2.9 billion in sales in 2020 to $7.1 billion this past year, the company's performance has been impressive. The one drawback that has investors hesitant about the business is that Shopify's bottom line isn't all that great. In the past two years, it has incurred an operating loss. Much like with other tech businesses, Shopify overestimated pandemic-fueled growth trends, and has now had to retreat and cut costs to improve its earnings.The company did report an operating profit in its two most recent quarters, but the stock could perform even better if management can improve the bottom line. In five years, Shopify's stock surged 280%. Given its limited profits, the stock's valuation could look extreme -- it trades at more than 750 times its trailing earnings. But if you're willing to be patient with the business as it continues to right-size operations and improve its bottom line, this can be another excellent stock to hold for the long term.3. MercadoLibreOften referred to as the \"Amazon of Latin America,\" MercadoLibre is another promising e-commerce stock that has generated impressive returns. Focused on the Latin American markets, the company is in 18 countries, including Argentina, Brazil, and Mexico. It also has more than 100 million unique active users. Like Amazon, the company also has a subscription service, Meli+, which is similar to Amazon Prime. Through Meli+, users can get free shipping and access to video and music streaming services. MercadoLibre is coming off a great year in 2023, with net revenue rising by 37% to $14.5 billion. Net income of $987 million also doubled from the $482 million that the company reported a year earlier.In five years, the stock has climbed 196%, as it too has been an Amazon-beating investment during that time frame. But at 77 times earnings, MercadoLibre's valuation may be a bit high. If, however, you're willing to buy and hold, the stock may still be a tenable investment, given the opportunities in Latin America, and it's a great way to diversify your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117898403856,"gmtCreate":1712581579818,"gmtModify":1712582391722,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548935819940174","authorIdStr":"3548935819940174"},"themes":[],"htmlText":"起飞了","listText":"起飞了","text":"起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117898403856","repostId":"1155148601","repostType":2,"repost":{"id":"1155148601","pubTimestamp":1712567544,"share":"https://www.laohu8.com/m/news/1155148601?lang=&edition=full","pubTime":"2024-04-08 17:12","market":"us","language":"zh","title":"“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持","url":"https://stock-news.laohu8.com/highlight/detail?id=1155148601","media":"智通财经网","summary":"台积电同意在亚利桑那州建造第三座晶圆厂。","content":"<html><head></head><body><p>周一，台积电盘前跳涨超1%。<strong>美国政府计划向有着“全球代工之王”称号的台积电提供高达66亿美元的直接拨款补助以及至多50亿美元的贷款，支持这家全球最大的芯片制造商在美国亚利桑那州建立5nm以及以下的先进制程芯片工厂，</strong>以帮助全球最顶级芯片制造商在美国建造更多的芯片工厂进而扩大产能，<strong>最终目的则在于将美国打造为芯片制造强国，加速实现拜登政府所期望的“芯片制造回流美国”。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1234a31f82b2e06f3d0118572b504854\" title=\"\" tg-width=\"1406\" tg-height=\"641\"/></p><p style=\"text-align: justify;\">此前美国芯片制造巨头英特尔已获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。</p><p style=\"text-align: justify;\">根据美国政府周一宣布的初步协议，<strong>台积电将在亚利桑那州最大城市凤凰城建设第三家大型芯片工厂，此前在该州宣布建造的第一家以及第二家大型芯片工厂预计将分别于2025年和2028年进行大规模投产</strong>。台积电乃美国科技巨头苹果公司(AAPL.US)、英伟达(NVDA.US)以及AMD(AMD.US)等芯片设计巨头们的最核心芯片代工厂，美国政府的该补贴计划总计将支持台积电在这三家美国芯片工厂的投资超过650亿美元。</p><p style=\"text-align: justify;\">据了解，台积电在美国的第三个芯片制造基地将采用下一代2nm级别的工艺技术，并计划在2030年前投入运营。美国商务部长吉娜·雷蒙多表示，2nm级别的芯片对包括人工智能在内的新兴技术以及军事技术至关重要。台积电在美国亚利桑那州的第一以及第二家芯片厂则专注于5nm以及以下的先进制程芯片，预计将集中于3nm先进制程。</p><p style=\"text-align: justify;\">“顺便说一下，我们将有史以来第一次在美国大规模生产地球上最先进制程的芯片，与美国工人们一起开启生产。”雷蒙多在宣布补贴之前的一次简报会上告诉记者。台积电计划于2025年在中国台湾的芯片工厂率先生产2nm芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ee991be624d0d12d8923a9b806309e\" alt=\"1712575124(1).png\" title=\"1712575124(1).png\" tg-width=\"771\" tg-height=\"517\"/><span>1712575124(1).png</span></p><p style=\"text-align: center;\"><strong>拜登政府的筹码——美国商务部正在分配390亿美元的芯片法案拨款</strong></p><p style=\"text-align: justify;\"><strong>英特尔此前已斩获高达补贴!“芯片制造回流美国”步伐迅速加快</strong></p><p style=\"text-align: justify;\">在美国政府《芯片法案》推出近2年后，<strong>老牌芯片巨头英特尔(INTC.US)3月份宣布获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。据了解，英特尔所获得的补贴支持来自于2022年拜登政府所出台的《芯片法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，将美国打造为芯片制造强国，实现拜登政府所期望的“芯片高端制造业回流美国”，英特尔目前可谓是“制造业回流美国”这一背景下的最大受益者。</strong></p><p style=\"text-align: justify;\"><strong>台积电正式获得高额补贴，则标志着拜登政府2022年推动并通过的《芯片法案》推动美国芯片制造业发展的另一个重要里程碑，即来自国外的芯片公司也有望获得高额补贴</strong>。补贴台积电赴美建厂可谓是该计划下宣布的规模最大的补贴项目之一，该计划拨出390亿美元的直接拨款补助，加上高达价值750亿美元的特殊贷款和担保，以说服芯片公司在未来将生产线陆续转移至美国进行建厂。</p><p style=\"text-align: justify;\">英特尔已经签署了一项近200亿美元补助和贷款的初步协议，而来自韩国的芯片制造商三星电子(Samsung Electronics)预计将获得超过60亿美元的补助。美国商务部还向制造老一代芯片的公司给予部分补助支持，同时预计将在未来几周内宣布向美国存储巨头美光科技(MU.US)提供数十亿美元的一揽子在美工厂建造计划。</p><p style=\"text-align: justify;\"><strong>自拜登上任以来，来自全球范围的芯片公司已宣布在美国投资超过2000亿美元，投资份额最大的领域集中在台积电以及三星等芯片制造商，其中最大的集群出现在亚利桑那州、得克萨斯州以及纽约州。周一公布的协议是在美国商务部和台积电进行了数月的谈判之后所达成。按照市场份额计算，台积电目前是全球市场份额最大的合同芯片代工厂。</strong></p><p style=\"text-align: justify;\">台积电董事长Mark Liu在一份声明中表示:“《芯片法案》所提供的资金将为台积电提供进行这项前所未有的投资的重大机遇，并为我们在美国提供最先进芯片制造技术的代工服务。”</p><p style=\"text-align: justify;\">台积电在凤凰城的工作给拜登带来了更多的政治风险。拜登在2020年以大约1万票的优势在亚利桑那州击败了美国前总统唐纳德·特朗普(Donald Trump)，目前正寻求在这个竞争激烈的州再次获胜，以帮助确保拜登实现连任。虽然在亚利桑那州的投资是在特朗普执政的最后一年启动，但台积电在该州的项目与拜登重振美国制造业的竞选信息越来越紧密地联系在一起。</p><p style=\"text-align: justify;\"><strong>芯片产能亟需扩大，尤其是AI芯片产能远远跟不上需求</strong></p><p style=\"text-align: justify;\">据了解，美国亚利桑那州已经从芯片法案中获得了一些最大规模的补贴，除了几十个供应链倡议外，英特尔还进行了大规模扩张。雷蒙多表示，台积电获得的拨款包括5000万美元的资金，用于培训当地工人，并将创造高达6000个高科技制造业工作岗位和2万多个建筑工作岗位。</p><p style=\"text-align: justify;\">据另一名高级政府官员称，该项目预计还将受益于美国投资税收抵免。</p><p style=\"text-align: justify;\">台积电的美国建厂计划可谓经历挫折，包括与工会持续数月的冲突，导致第一家工厂的建设推迟。第二家工厂目前计划于2028年开始生产3nm，以及部分2nm芯片，此前由于市场状况和美国政府支持水平的不确定性，该工厂从2026年推迟到2028年。此外，至少有一家台积电的核心设备与原材料供应商以劳动力困难为由，取消了计划中的亚利桑那州项目。</p><p style=\"text-align: justify;\"><strong>台积电可能需要几个月的时间才能收到任何承诺的资金援助，因为该公司将进入尽职调查期，然后才能达成最终的、有约束力的协议。然后，美国政府提供的这笔资金将根据建设和生产基准发放，如果台积电没有履行相关的协议，这笔资金有可能会被收回。</strong></p><p style=\"text-align: justify;\">台积电在日本和德国还有其他正在进行的国际工厂建设项目。台积电今年为第一座熊本芯片制造厂举行了开业仪式，日本政府为其提供了高额补贴。</p><p style=\"text-align: justify;\">英特尔CEO帕特·盖尔辛格(Pat Gelsinger)和有着“ChatGPT之父”称号的OpenAI CEO奥尔特曼近日在美国加州圣何塞会议中心进行对话，<strong>双方强调世界势必将需要更多AI芯片以及更大规模的芯片产能。</strong></p><p style=\"text-align: justify;\">奥尔特曼在会议上表示：“事实的核心是，我们认为世界将需要更多芯片用于AI算力。这将需要全球在很多方面进行投资，这些投资规模可能超出我们的想象范围。我们现在还没有掌握足够的数据。”</p><p style=\"text-align: justify;\">在当下盖尔辛格称之为“芯经济(Siliconomy)”的浪潮中，他表示英特尔将利用市场未来对AI芯片以及其他芯片的狂热需求，来重新夺回英特尔在芯片制造领域的领袖地位。盖尔辛格表示，英特尔愿意为任何公司代工芯片，其中也包括长期竞争对手英伟达与AMD，他还强调未来将为微软量产高性能AI芯片。盖尔辛格预测，到2030年，英特尔将主要通过满足对AI芯片的庞大需求，使其芯片代工业务达到全球第二规模，其规模可能仅略输于代工之王台积电。</p><p style=\"text-align: justify;\"><strong>当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此，而AI芯片制程主要集中于5nm以及以下的先进制程。</strong>根据市场研究机构Gartner最新预测，<strong>到2024年AI芯片市场规模将较上一年增长 25.6%，达到671亿美元，预计到2027年，AI芯片市场规模预计将是2023年规模的两倍以上，达到1194亿美元。知名市场研究机构Precedence Research近期发布的AI芯片市场规模预测报告显示，预计到2032年涵盖CPU、GPU、ASIC以及FPGA等类型AI芯片市场规模将从2023年的约219亿美元激增至2274.8亿美元，2023-2032年复合增速接近30%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/127641924e78c7b01981ef16aca6523a\" alt=\"1709033887(1).png\" title=\"1709033887(1).png\" tg-width=\"736\" tg-height=\"409\"/><span>1709033887(1).png</span></p><p style=\"text-align: justify;\">“台积电之父” 张忠谋近日在台积电位于日本的第一家芯片制造工厂成立的开业仪式上表示，根据他与全球顶级芯片公司高管们的探讨，目前全球对于包括AI芯片在内的芯片产能需求无比庞大。张忠谋表示：“这些顶级芯片公司几乎都在谈论，他们需要我们在全球建立更多的芯片制造工厂，需求不是几万片或几十万片晶圆，而是三座、五座甚至是十座大型的芯片厂。”</p></body></html>","source":"highlight_zhitongcaijin","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>“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持</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“芯片制造回流美国”进程加快！台积电“赴美建厂”获116亿美元资金支持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-08 17:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1099547.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，台积电盘前跳涨超1%。美国政府计划向有着“全球代工之王”称号的台积电提供高达66亿美元的直接拨款补助以及至多50亿美元的贷款，支持这家全球最大的芯片制造商在美国亚利桑那州建立5nm以及以下的先进制程芯片工厂，以帮助全球最顶级芯片制造商在美国建造更多的芯片工厂进而扩大产能，最终目的则在于将美国打造为芯片制造强国，加速实现拜登政府所期望的“芯片制造回流美国”。此前美国芯片制造巨头英特尔已获得高达...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1099547.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zhitongcaijing.com/content/detail/1099547.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1155148601","content_text":"周一，台积电盘前跳涨超1%。美国政府计划向有着“全球代工之王”称号的台积电提供高达66亿美元的直接拨款补助以及至多50亿美元的贷款，支持这家全球最大的芯片制造商在美国亚利桑那州建立5nm以及以下的先进制程芯片工厂，以帮助全球最顶级芯片制造商在美国建造更多的芯片工厂进而扩大产能，最终目的则在于将美国打造为芯片制造强国，加速实现拜登政府所期望的“芯片制造回流美国”。此前美国芯片制造巨头英特尔已获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。根据美国政府周一宣布的初步协议，台积电将在亚利桑那州最大城市凤凰城建设第三家大型芯片工厂，此前在该州宣布建造的第一家以及第二家大型芯片工厂预计将分别于2025年和2028年进行大规模投产。台积电乃美国科技巨头苹果公司(AAPL.US)、英伟达(NVDA.US)以及AMD(AMD.US)等芯片设计巨头们的最核心芯片代工厂，美国政府的该补贴计划总计将支持台积电在这三家美国芯片工厂的投资超过650亿美元。据了解，台积电在美国的第三个芯片制造基地将采用下一代2nm级别的工艺技术，并计划在2030年前投入运营。美国商务部长吉娜·雷蒙多表示，2nm级别的芯片对包括人工智能在内的新兴技术以及军事技术至关重要。台积电在美国亚利桑那州的第一以及第二家芯片厂则专注于5nm以及以下的先进制程芯片，预计将集中于3nm先进制程。“顺便说一下，我们将有史以来第一次在美国大规模生产地球上最先进制程的芯片，与美国工人们一起开启生产。”雷蒙多在宣布补贴之前的一次简报会上告诉记者。台积电计划于2025年在中国台湾的芯片工厂率先生产2nm芯片。1712575124(1).png拜登政府的筹码——美国商务部正在分配390亿美元的芯片法案拨款英特尔此前已斩获高达补贴!“芯片制造回流美国”步伐迅速加快在美国政府《芯片法案》推出近2年后，老牌芯片巨头英特尔(INTC.US)3月份宣布获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持。据了解，英特尔所获得的补贴支持来自于2022年拜登政府所出台的《芯片法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，将美国打造为芯片制造强国，实现拜登政府所期望的“芯片高端制造业回流美国”，英特尔目前可谓是“制造业回流美国”这一背景下的最大受益者。台积电正式获得高额补贴，则标志着拜登政府2022年推动并通过的《芯片法案》推动美国芯片制造业发展的另一个重要里程碑，即来自国外的芯片公司也有望获得高额补贴。补贴台积电赴美建厂可谓是该计划下宣布的规模最大的补贴项目之一，该计划拨出390亿美元的直接拨款补助，加上高达价值750亿美元的特殊贷款和担保，以说服芯片公司在未来将生产线陆续转移至美国进行建厂。英特尔已经签署了一项近200亿美元补助和贷款的初步协议，而来自韩国的芯片制造商三星电子(Samsung Electronics)预计将获得超过60亿美元的补助。美国商务部还向制造老一代芯片的公司给予部分补助支持，同时预计将在未来几周内宣布向美国存储巨头美光科技(MU.US)提供数十亿美元的一揽子在美工厂建造计划。自拜登上任以来，来自全球范围的芯片公司已宣布在美国投资超过2000亿美元，投资份额最大的领域集中在台积电以及三星等芯片制造商，其中最大的集群出现在亚利桑那州、得克萨斯州以及纽约州。周一公布的协议是在美国商务部和台积电进行了数月的谈判之后所达成。按照市场份额计算，台积电目前是全球市场份额最大的合同芯片代工厂。台积电董事长Mark Liu在一份声明中表示:“《芯片法案》所提供的资金将为台积电提供进行这项前所未有的投资的重大机遇，并为我们在美国提供最先进芯片制造技术的代工服务。”台积电在凤凰城的工作给拜登带来了更多的政治风险。拜登在2020年以大约1万票的优势在亚利桑那州击败了美国前总统唐纳德·特朗普(Donald Trump)，目前正寻求在这个竞争激烈的州再次获胜，以帮助确保拜登实现连任。虽然在亚利桑那州的投资是在特朗普执政的最后一年启动，但台积电在该州的项目与拜登重振美国制造业的竞选信息越来越紧密地联系在一起。芯片产能亟需扩大，尤其是AI芯片产能远远跟不上需求据了解，美国亚利桑那州已经从芯片法案中获得了一些最大规模的补贴，除了几十个供应链倡议外，英特尔还进行了大规模扩张。雷蒙多表示，台积电获得的拨款包括5000万美元的资金，用于培训当地工人，并将创造高达6000个高科技制造业工作岗位和2万多个建筑工作岗位。据另一名高级政府官员称，该项目预计还将受益于美国投资税收抵免。台积电的美国建厂计划可谓经历挫折，包括与工会持续数月的冲突，导致第一家工厂的建设推迟。第二家工厂目前计划于2028年开始生产3nm，以及部分2nm芯片，此前由于市场状况和美国政府支持水平的不确定性，该工厂从2026年推迟到2028年。此外，至少有一家台积电的核心设备与原材料供应商以劳动力困难为由，取消了计划中的亚利桑那州项目。台积电可能需要几个月的时间才能收到任何承诺的资金援助，因为该公司将进入尽职调查期，然后才能达成最终的、有约束力的协议。然后，美国政府提供的这笔资金将根据建设和生产基准发放，如果台积电没有履行相关的协议，这笔资金有可能会被收回。台积电在日本和德国还有其他正在进行的国际工厂建设项目。台积电今年为第一座熊本芯片制造厂举行了开业仪式，日本政府为其提供了高额补贴。英特尔CEO帕特·盖尔辛格(Pat Gelsinger)和有着“ChatGPT之父”称号的OpenAI CEO奥尔特曼近日在美国加州圣何塞会议中心进行对话，双方强调世界势必将需要更多AI芯片以及更大规模的芯片产能。奥尔特曼在会议上表示：“事实的核心是，我们认为世界将需要更多芯片用于AI算力。这将需要全球在很多方面进行投资，这些投资规模可能超出我们的想象范围。我们现在还没有掌握足够的数据。”在当下盖尔辛格称之为“芯经济(Siliconomy)”的浪潮中，他表示英特尔将利用市场未来对AI芯片以及其他芯片的狂热需求，来重新夺回英特尔在芯片制造领域的领袖地位。盖尔辛格表示，英特尔愿意为任何公司代工芯片，其中也包括长期竞争对手英伟达与AMD，他还强调未来将为微软量产高性能AI芯片。盖尔辛格预测，到2030年，英特尔将主要通过满足对AI芯片的庞大需求，使其芯片代工业务达到全球第二规模，其规模可能仅略输于代工之王台积电。当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此，而AI芯片制程主要集中于5nm以及以下的先进制程。根据市场研究机构Gartner最新预测，到2024年AI芯片市场规模将较上一年增长 25.6%，达到671亿美元，预计到2027年，AI芯片市场规模预计将是2023年规模的两倍以上，达到1194亿美元。知名市场研究机构Precedence Research近期发布的AI芯片市场规模预测报告显示，预计到2032年涵盖CPU、GPU、ASIC以及FPGA等类型AI芯片市场规模将从2023年的约219亿美元激增至2274.8亿美元，2023-2032年复合增速接近30%。1709033887(1).png“台积电之父” 张忠谋近日在台积电位于日本的第一家芯片制造工厂成立的开业仪式上表示，根据他与全球顶级芯片公司高管们的探讨，目前全球对于包括AI芯片在内的芯片产能需求无比庞大。张忠谋表示：“这些顶级芯片公司几乎都在谈论，他们需要我们在全球建立更多的芯片制造工厂，需求不是几万片或几十万片晶圆，而是三座、五座甚至是十座大型的芯片厂。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291763350384848,"gmtCreate":1712257175175,"gmtModify":1712277028254,"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548935819940174","authorIdStr":"3548935819940174"},"themes":[],"htmlText":"已大量抄底","listText":"已大量抄底","text":"已大量抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291763350384848","repostId":"2424351694","repostType":2,"repost":{"id":"2424351694","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1712216727,"share":"https://www.laohu8.com/m/news/2424351694?lang=&edition=full","pubTime":"2024-04-04 15:45","market":"us","language":"zh","title":"台积电震后积极恢复芯片生产，分析师预测产能状况乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2424351694","media":"智通财经APP","summary":"为苹果和英伟达提供先进芯片的台积电表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。台积电生产汽车芯片的子公司先锋国际半导体公司称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。","content":"<html><head></head><body><p>4月4日，随着中国台湾开始从 25 年来最严重的地震中恢复过来，当地半导体行业正在迅速恢复运作。为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)提供先进芯片的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。</p><p>台积电在一份声明中称：“包括所有极紫外光刻工具在内，我们的关键设备未遭受损害。” 该公司表示，尽管某些设施的少量工具受损，但正动用一切可用资源确保全面恢复。</p><p>据了解，该公司最昂贵的设备是荷兰<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)生产的极紫外线机器，这些设备用于制造最新款iPhone的处理器，以及英伟达用于训练像ChatGPT等人工智能模型的芯片。</p><p>此外，中国台湾另一家较小的芯片制造商<a href=\"https://laohu8.com/S/UMC\">联电</a>(UMC.US)也表示将重启正常运营和出货，地震对其运营的影响不大。联电在新竹和台南的一些工厂暂停了部分机器运作，并撤离了某些设施。</p><p>台积电生产汽车芯片的子公司先锋国际半导体公司(Vanguard International Semiconductor Corp.)称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。</p><p><strong>台积电震后快速恢复，分析师乐观态度升温</strong></p><p>据悉从台积电到联电，再到日月光半导体，这些来自中国台湾的芯片制造公司所生产的芯片覆盖全球80%左右的消费电子，绝大多数用于PC、iPhone系列智能手机，甚至部分应用于电动汽车以及高性能计算，这些芯片基本上都由中国台湾芯片公司进行生产和封装。</p><p>不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。一次轻微的地震带来的刻蚀、沉积薄膜等制造误差和瑕疵非常有可能毁掉一整个硅片，进而有可能毁掉一条需要众多高端制造设备共同参与的5nm以及以下先进制程芯片生产线。</p><p>并且更加值得注意的是，对于拥有更高逻辑密度，更复杂电路设计，以及对芯片制造设备更高的功率和精准度要求的AI芯片来说，设备暂停运作以及硅片损毁对于AI芯片短期产能的影响可能要大得多。</p><p>此前有媒体爆料称，由于英伟达H100、H200以及B200系列AI 芯片订单数量无比庞大，加之AMD MI300系列订单同样火爆，基于台积电3nm、4nm以及5nm先进制程的先进封装产能已全线满载。</p><p>因此，在一些分析人士看来，中国台湾这次地震也给这家全球最大规模的5nm及以下先进制程芯片制造商的生产计划带来不确定性，尤其是当前全球企业需求最为旺盛的AI芯片短期供应前景蒙上阴霾，供不应求之势可能升级。</p><p>其中，分析师Bum Ki Son和Brian Tan在地震后不久写道:“一些高端芯片需要在真空状态下连续几周全天候无缝运行。”“中国台湾北部工业区的停产可能意味着一些正在生产的高端芯片可能会受到影响。”</p><p>不过，这些分析师对损失的评估很快变得更加乐观。</p><p>花旗集团的分析师表示，台积电的业务受到的影响应该是“可控的”，同时，<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>金融集团的分析师也表示，负面影响应该是“有限的”。</p><p>他们写道：“值得庆幸的是，灾难发生后建筑规范得到了完全修订，即使在震中，伤害也看起来有限。”</p></body></html>","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>台积电震后积极恢复芯片生产，分析师预测产能状况乐观</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{ 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}\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台积电震后积极恢复芯片生产，分析师预测产能状况乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2024-04-04 15:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月4日，随着中国台湾开始从 25 年来最严重的地震中恢复过来，当地半导体行业正在迅速恢复运作。为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)提供先进芯片的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)表示，虽然部分厂区的少数设备受损并影响部分产线生产，主要机台包含所有极紫外光刻设备皆无受损。台积电在震后10小时内已将约70%至80%的机器重新投入运作。</p><p>台积电在一份声明中称：“包括所有极紫外光刻工具在内，我们的关键设备未遭受损害。” 该公司表示，尽管某些设施的少量工具受损，但正动用一切可用资源确保全面恢复。</p><p>据了解，该公司最昂贵的设备是荷兰<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)生产的极紫外线机器，这些设备用于制造最新款iPhone的处理器，以及英伟达用于训练像ChatGPT等人工智能模型的芯片。</p><p>此外，中国台湾另一家较小的芯片制造商<a href=\"https://laohu8.com/S/UMC\">联电</a>(UMC.US)也表示将重启正常运营和出货，地震对其运营的影响不大。联电在新竹和台南的一些工厂暂停了部分机器运作，并撤离了某些设施。</p><p>台积电生产汽车芯片的子公司先锋国际半导体公司(Vanguard International Semiconductor Corp.)称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。</p><p><strong>台积电震后快速恢复，分析师乐观态度升温</strong></p><p>据悉从台积电到联电，再到日月光半导体，这些来自中国台湾的芯片制造公司所生产的芯片覆盖全球80%左右的消费电子，绝大多数用于PC、iPhone系列智能手机，甚至部分应用于电动汽车以及高性能计算，这些芯片基本上都由中国台湾芯片公司进行生产和封装。</p><p>不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。一次轻微的地震带来的刻蚀、沉积薄膜等制造误差和瑕疵非常有可能毁掉一整个硅片，进而有可能毁掉一条需要众多高端制造设备共同参与的5nm以及以下先进制程芯片生产线。</p><p>并且更加值得注意的是，对于拥有更高逻辑密度，更复杂电路设计，以及对芯片制造设备更高的功率和精准度要求的AI芯片来说，设备暂停运作以及硅片损毁对于AI芯片短期产能的影响可能要大得多。</p><p>此前有媒体爆料称，由于英伟达H100、H200以及B200系列AI 芯片订单数量无比庞大，加之AMD MI300系列订单同样火爆，基于台积电3nm、4nm以及5nm先进制程的先进封装产能已全线满载。</p><p>因此，在一些分析人士看来，中国台湾这次地震也给这家全球最大规模的5nm及以下先进制程芯片制造商的生产计划带来不确定性，尤其是当前全球企业需求最为旺盛的AI芯片短期供应前景蒙上阴霾，供不应求之势可能升级。</p><p>其中，分析师Bum Ki Son和Brian Tan在地震后不久写道:“一些高端芯片需要在真空状态下连续几周全天候无缝运行。”“中国台湾北部工业区的停产可能意味着一些正在生产的高端芯片可能会受到影响。”</p><p>不过，这些分析师对损失的评估很快变得更加乐观。</p><p>花旗集团的分析师表示，台积电的业务受到的影响应该是“可控的”，同时，<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>金融集团的分析师也表示，负面影响应该是“有限的”。</p><p>他们写道：“值得庆幸的是，灾难发生后建筑规范得到了完全修订，即使在震中，伤害也看起来有限。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4512":"苹果概念","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0792757196.USD":"TEMPLETON 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Corp.)称，其约80%的机器已在周四中午之前重新启动，并正逐步恢复生产。台积电震后快速恢复，分析师乐观态度升温据悉从台积电到联电，再到日月光半导体，这些来自中国台湾的芯片制造公司所生产的芯片覆盖全球80%左右的消费电子，绝大多数用于PC、iPhone系列智能手机，甚至部分应用于电动汽车以及高性能计算，这些芯片基本上都由中国台湾芯片公司进行生产和封装。不仅如此，台积电的芯片生产线，即使是最轻微的震动也容易受到剧烈影响。一次轻微的地震带来的刻蚀、沉积薄膜等制造误差和瑕疵非常有可能毁掉一整个硅片，进而有可能毁掉一条需要众多高端制造设备共同参与的5nm以及以下先进制程芯片生产线。并且更加值得注意的是，对于拥有更高逻辑密度，更复杂电路设计，以及对芯片制造设备更高的功率和精准度要求的AI芯片来说，设备暂停运作以及硅片损毁对于AI芯片短期产能的影响可能要大得多。此前有媒体爆料称，由于英伟达H100、H200以及B200系列AI 芯片订单数量无比庞大，加之AMD MI300系列订单同样火爆，基于台积电3nm、4nm以及5nm先进制程的先进封装产能已全线满载。因此，在一些分析人士看来，中国台湾这次地震也给这家全球最大规模的5nm及以下先进制程芯片制造商的生产计划带来不确定性，尤其是当前全球企业需求最为旺盛的AI芯片短期供应前景蒙上阴霾，供不应求之势可能升级。其中，分析师Bum Ki Son和Brian Tan在地震后不久写道:“一些高端芯片需要在真空状态下连续几周全天候无缝运行。”“中国台湾北部工业区的停产可能意味着一些正在生产的高端芯片可能会受到影响。”不过，这些分析师对损失的评估很快变得更加乐观。花旗集团的分析师表示，台积电的业务受到的影响应该是“可控的”，同时，杰富瑞金融集团的分析师也表示，负面影响应该是“有限的”。他们写道：“值得庆幸的是，灾难发生后建筑规范得到了完全修订，即使在震中，伤害也看起来有限。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}