Marson
2025-06-04
台积电 中国企业?帮你再简化简化 台积电是国企
又一家手机芯片大厂，抛弃三星，不要三星代工芯片了
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3ea81d43
2025-06-05
3ea81d43
哈哈，然后中国企业不接中国订单。
什么也没有了～
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060415362097711954&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","USJW.SI":"ALPHAB 3xLongSG261006","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","03145":"华夏亚洲高息股","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4141":"半导体产品","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY 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ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060415362097711954&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540032683","content_text":"大家记得不记得，在3nm工艺时，三星立了一个巨大的Flag，说要追上甚至超过台积电。为此，三星一是激进的采用了GAAFET晶体管技术，而台积电在3nm时，还采用的是老迈的FinFET晶体管技术。同时，三星还比台积电提前半年就量产3nm芯片，以此来显示自己的能力和实力，希望能够从台积电那里抢一点客户过来。不曾想，因为激进的做法，导致三星的3nm良率一直非常低，据称还不到20%，毕竟GAAFET晶体管技术，虽然更先进，但没这么简单，三星是第一个吃螃蟹的人，也要有做螃蟹夹手的准备。这么低的良率，意味着制造10颗芯片，有8颗是坏的，2颗才能用，这导致芯片成本提高N多，同时产能也非常小，毕竟80%的产能是废产能。更重要的是，三星的3nm工艺，实际上有点拉稀，因为其晶体管密度，只和台积电的5nm差不多，空有3nm之名，实际一塌糊涂。于是最后三星的合作伙伴高通转单了，英伟达转单了，连三星自己家的猎户座芯片，都不找三星代工，几乎就没有什么客户了。只有一家手机芯片厂依然在支持着三星，那就是谷歌，谷歌的Tensor处理器一直是三星代工。为何会一直找三星，原因有两点，一是谷歌的Tensor处理器中，有一部分是三星帮助设计的，另外三星和谷歌，是紧密合作关系，特别是谷歌的安卓系统，三星是最重要生态合作伙伴，毕竟三星是全球第一的安卓手机厂商。但是近日，有消息传出来，那就是谷歌的Tensor处理器也不找三星代工了。一方面是三星的良率实在是太低了，低到谷歌都受不了，不愿意再承受这个压力了。二是据称谷歌现在的Tensor处理器，已经不需要三星参与设计了，反而是谷歌要开始帮助三星去改进三星的猎户座Exynos芯片了，因为三星的Exynos芯片真不行了。所以谷歌也打算不和三星合作了，转单至台积电，毕竟台积电的良率高，晶体管密度高，性能更好。这对于三星芯片代工而言，就是一个麻烦事了，本来就没客户，现在连谷歌这个最后的手机客户，都要跑单了，三星怎么办？前几天传言称三星的芯片代工部门，或许要独立，就是为了更好的发展，现在看来，就算独立了，又能如何呢，先进工艺比不过台积电，成熟工艺比不过中国企业，根本就没法竞争啊。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":0.9,"GOOG":0.9,"GOOGL":0.9,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":6438,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":41,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":442807613350776,"commentId":"442807613350776","gmtCreate":1749130130504,"gmtModify":1749130134791,"authorId":4089541261634760,"author":{"id":4089541261634760,"idStr":"4089541261634760","authorId":4089541261634760,"name":"3ea81d43","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.11","exceedPercentage":"93.88%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":442474060390568,"objectIdStr":"442474060390568","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哈哈，然后中国企业不接中国订单。","text":"哈哈，然后中国企业不接中国订单。","html":"哈哈，然后中国企业不接中国订单。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/442474060390568"}
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