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城市隐者

城市隐者

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IP属地：中国澳门

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2021-03-26

美国没有资格审计我们，中国人不吃这一套！

中概股大跌，会产生哪些蝴蝶效应

2021-03-25

我对＂金融投資報＂的评价下调为C－（骗子级）

抱歉，原内容已删除

2021-03-25

难道普通股就不是债，你故意糊弄人吗？

抱歉，原内容已删除

2021-03-24

换一个CEO就能解决问题，之前的那位难道就没想过？

抱歉，原内容已删除

2021-03-24

赶紧提价啊

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2021-03-19

当年我大清一口气挑战十一国，何等气魄，今天？算了吧。当年我大清无论胜败，洋人第一个要求就是：买我的、买我的！今天，无论胜败，洋人第一个反应是：不卖了！

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2021-03-17

我认为不应该加企业税，反而应该减。只能加年收入在某个界线之上的人群的所得税。这会让企业减少派息，把更多钱再投资。

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2021-03-08

请问受哪个外围市场拖累？火星？

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2021-03-06

如果台湾回归祖国，祖国又还是这个制度，台积电立马就会被制裁至死。求你了，大半夜的别吓我……

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2021-03-05

原来阿斯麦不是欧美企业，是国企。

中芯国际与阿斯麦签订购买单将突破欧美卡脖管制

2021-03-03

老天，去年二月澳门封关半个月，期间几乎没有赌收啊，同比当然上升啦！

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2021-03-01

晶圆和5nm有什么关系？

快讯｜台积电5nm晶圆产能提升利好产业链相关企业

2021-03-01

卡个鬼，专门建一座发电厂给它！钦此

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2021-02-26

关于上次为什么没有通胀的说法似乎有道理

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2021-02-26

不行！给我上战狼！

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2021-02-26

中芯投资500亿美元还是人民币？

500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？

2021-02-23

环球时报的文章最好不要看

抱歉，原内容已删除

2021-02-23

瞎扯！我没查到阿斯麦的股票东里有台积电

芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭

2021-02-18

一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！

抱歉，原内容已删除

2021-02-12

现在才说是不是太迟了点？还是故意的？

Has Taiwan Semiconductor Manufacturing Company (TSM) Outpaced Other Computer and Technology Stocks This Year?

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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中概股大跌，会产生哪些蝴蝶效应\n</h2>\n\n<h4 class=\"meta\">\n\n2021-03-25 15:09 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8ef645b47a3549fad0987737e86dbd4","relate_stocks":{"IQ":"爱奇艺","LI":"理想汽车","TME":"腾讯音乐","BEKE":"贝壳","VIPS":"唯品会","XPEV":"小鹏汽车","BILI":"哔哩哔哩","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118741472","content_text":"3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在一日内蒸发315亿人民币。\n中概股的大跌源于美国证券交易委员会（SEC）发布最新通告。公告显示，目前SEC已通过临时修正，以执行《外国公司责任法案》（HFCA Act）对上市公司信息披露的要求。\n这则法案最早要追述到2020年5月。该法案主要包含两项内容：1。如果外国公司连续三年未能通过美国公众公司会计监督委员会（PCAOB）的审计，将被禁止在美国任何交易所上市；2。上市公司需披露自己与该国政府的关系。\n根据上述两项条款，万商天勤律师事务所高级合伙人黄颢律师解释称，这一法案对中概股影响主要集中在两类企业。其一是在美上市的政府控制的国有企业将会受到影响，第二类是在美上市是民营企业。但是后者如果使用美国会计准则，则影响较为有限。但是不可否认，此次美国SEC正式通告，意味着在美上市的中概股将面临更大的退市压力。\n根据Wind数据统计，目前在美上市的中概股以科技、消费及医疗为主，共计272家。根据港交所的最新原则，在美中概股回归上市需符合以下两点要求中的其中一点：其一为市值大于400亿港元，其二为市值大于100亿港元且当期收入超过10亿港元。\n自2020年《外国公司问责法案》在美国国会通过后，在美上市中概股纷纷选择香港二次上市。截止今年3月24日，已经先后有13家中概股成功在香港二次上市。其中包括京东（9618.HK、JD.O）、网易（9999.HK、NTES.O）、百度集团（9888.HK、BIDU.O）等等。\n图片来源：WIND、界面新闻研究部\n但是黄颢认为，中概股的二次上市并不完全是为了该则法案。“在港二次上市本就有再融资的行为，符合上市公司自身的利益。如果公司足够市场化且组合美国会计准则，目前不需要对该则法案过于担忧。”\n事实上，中概股二次上市后，大部分公司市场表现良好。包括百济神州、再鼎医药等二次上市的个股，股价均较发行价上涨了超过80%。\n但是不可否认，在经历了2020年的“牛市”，在美股上市的中概股的估值已经“不忍直视”。目前哔哩哔哩市值接近2200亿元人民币，虽然公司的营收规模持续向好，但是依然还处于亏损状态；而拼多多（PDD.O）的市值高达9930亿元，同样处于亏损状态。如果使用市销率进行估值，拼多多的市销率也高达20倍，远超合理估值水平。此外，长视频领域长期无法走出商业模式的爱奇艺即使大跌之后，市值也高达1180亿元，但是其亏损已经超过了6年，且短期也并无盈利的可能。\n虽说这些新经济代表了未来，但是远超合理的估值水平，意味着中概股的泡沫可能即将到达溢出的水平。","news_type":1,"symbols_score_info":{"BEKE":0.9,"BILI":0.9,"IQ":0.9,"LI":0.9,"NIO":0.9,"TME":0.9,"VIPS":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358651852,"gmtCreate":1616686981476,"gmtModify":1616686981476,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"我对＂金融投資報＂的评价下调为C－（骗子级）","listText":"我对＂金融投資報＂的评价下调为C－（骗子级）","text":"我对＂金融投資報＂的评价下调为C－（骗子级）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358651852","repostId":"2122412703","repostType":2,"isVote":1,"tweetType":1,"viewCount":3737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358653592,"gmtCreate":1616686900816,"gmtModify":1616686900816,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"难道普通股就不是债，你故意糊弄人吗？","listText":"难道普通股就不是债，你故意糊弄人吗？","text":"难道普通股就不是债，你故意糊弄人吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358653592","repostId":"2122412703","repostType":2,"isVote":1,"tweetType":1,"viewCount":3276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351968281,"gmtCreate":1616554083343,"gmtModify":1616554083343,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"换一个CEO就能解决问题，之前的那位难道就没想过？","listText":"换一个CEO就能解决问题，之前的那位难道就没想过？","text":"换一个CEO就能解决问题，之前的那位难道就没想过？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351968281","repostId":"2121430548","repostType":2,"isVote":1,"tweetType":1,"viewCount":3384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353719082,"gmtCreate":1616530362846,"gmtModify":1616530362846,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"赶紧提价啊","listText":"赶紧提价啊","text":"赶紧提价啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353719082","repostId":"2121051451","repostType":2,"isVote":1,"tweetType":1,"viewCount":3272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350358401,"gmtCreate":1616162417003,"gmtModify":1616162417003,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"当年我大清一口气挑战十一国，何等气魄，今天？算了吧。当年我大清无论胜败，洋人第一个要求就是：买我的、买我的！今天，无论胜败，洋人第一个反应是：不卖了！","listText":"当年我大清一口气挑战十一国，何等气魄，今天？算了吧。当年我大清无论胜败，洋人第一个要求就是：买我的、买我的！今天，无论胜败，洋人第一个反应是：不卖了！","text":"当年我大清一口气挑战十一国，何等气魄，今天？算了吧。当年我大清无论胜败，洋人第一个要求就是：买我的、买我的！今天，无论胜败，洋人第一个反应是：不卖了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repost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16:52","market":"us","language":"zh","title":"中芯国际与阿斯麦签订购买单 将突破欧美卡脖管制","url":"https://stock-news.laohu8.com/highlight/detail?id=2116576383","media":"中华网","summary":"金融界网3月3日消息 中芯国际 发布公告称，公司根据批量采购协议已于2020年3月16日至2021年3月2日的12个月期间就购买阿斯麦产品与阿斯麦集团签订购买单，阿斯麦购买单的总代价为12亿美元。中芯国际与阿斯麦签订购买单在上海建有一座300mm晶圆厂、一座200mm晶圆厂和一座实际控股的300mm先进製程晶圆合资厂；在北京建有一座300mm晶圆厂和一座控股的300mm晶圆厂；在天津和深圳各建有一座200mm晶圆厂；在江阴有一座控股的300mm凸块加工合资厂。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/JRJC\">金融界</a>网3月3日消息 <a href=\"https://laohu8.com/S/SMI\">中芯国际</a> 发布公告称，公司根据批量采购协议已于2020年3月16日至2021年3月2日的12个月期间就购买<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>产品与阿斯麦集团签订购买单，阿斯麦购买单的总代价为12亿美元。</p><p>公告称，公司及其附属公司共同构成世界领先的集成电路晶圆代工企业之一，也是中国内地技术最先进全面、配套最完善、规模最大、跨国经营的集成电路製造企业，提供0.35微米到14纳米不同技术节点的晶圆代工与技术服务。</p><p>本集团总部位於中国上海，拥有全球化的製造和服务基地。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210304165915312d1737yvxd3ariyh\"/><p><a href=\"https://laohu8.com/S/688981\">中芯国际</a>与阿斯麦签订购买单</p><p>在上海建有一座300mm晶圆厂、一座200mm晶圆厂和一座实际控股的300mm先进製程晶圆合资厂；在北京建有一座300mm晶圆厂和一座控股的300mm晶圆厂；在天津和深圳各建有一座200mm晶圆厂；在江阴有一座控股的300mm凸块加工合资厂。</p><p>本集团还在美国、欧洲、日本和中国台湾地区设立行销办事处、提供客户服务，同时在中国香港设立了代表处。</p><p>ASMLHoldingN.V.是在荷兰註册成立的公司，并在阿姆斯特丹泛欧交易所和纳斯达克上市。ASMLHoldingN.V.為半导体业的全球领先供应商之一，向全球芯片製造商提供硬件、软件及服务。</p><p>阿斯麦香港和阿斯麦上海是ASMLHoldingN.V.的附属公司。</p><p>值得注意的是，对于这项12亿美元订单包含的产品、机器型号，公司尚未公布。而不同类型的设备，对于<a href=\"https://laohu8.com/S/00981\">中芯国际</a>研发生产能力的推进有很大不同，究竟是能解决高端芯片、还是中低端芯片的扩产，尚未可知。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中芯国际与阿斯麦签订购买单 将突破欧美卡脖管制</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中芯国际与阿斯麦签订购买单 将突破欧美卡脖管制\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 16:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103041659157a4a4199&s=b><strong>中华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网3月3日消息 中芯国际 发布公告称，公司根据批量采购协议已于2020年3月16日至2021年3月2日的12个月期间就购买阿斯麦产品与阿斯麦集团签订购买单，阿斯麦购买单的总代价为12亿美元。公告称，公司及其附属公司共同构成世界领先的集成电路晶圆代工企业之一，也是中国内地技术最先进全面、配套最完善、规模最大、跨国经营的集成电路製造企业，提供0.35微米到14纳米不同技术节点的晶圆代工与技术服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103041659157a4a4199&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/94cb9700f3f29d04bf8b12518f8d575f","relate_stocks":{"688981":"中芯国际","ASML":"阿斯麦","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF","03165":"华夏欧优股对冲"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103041659157a4a4199&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116576383","content_text":"金融界网3月3日消息 中芯国际 发布公告称，公司根据批量采购协议已于2020年3月16日至2021年3月2日的12个月期间就购买阿斯麦产品与阿斯麦集团签订购买单，阿斯麦购买单的总代价为12亿美元。公告称，公司及其附属公司共同构成世界领先的集成电路晶圆代工企业之一，也是中国内地技术最先进全面、配套最完善、规模最大、跨国经营的集成电路製造企业，提供0.35微米到14纳米不同技术节点的晶圆代工与技术服务。本集团总部位於中国上海，拥有全球化的製造和服务基地。中芯国际与阿斯麦签订购买单在上海建有一座300mm晶圆厂、一座200mm晶圆厂和一座实际控股的300mm先进製程晶圆合资厂；在北京建有一座300mm晶圆厂和一座控股的300mm晶圆厂；在天津和深圳各建有一座200mm晶圆厂；在江阴有一座控股的300mm凸块加工合资厂。本集团还在美国、欧洲、日本和中国台湾地区设立行销办事处、提供客户服务，同时在中国香港设立了代表处。ASMLHoldingN.V.是在荷兰註册成立的公司，并在阿姆斯特丹泛欧交易所和纳斯达克上市。ASMLHoldingN.V.為半导体业的全球领先供应商之一，向全球芯片製造商提供硬件、软件及服务。阿斯麦香港和阿斯麦上海是ASMLHoldingN.V.的附属公司。值得注意的是，对于这项12亿美元订单包含的产品、机器型号，公司尚未公布。而不同类型的设备，对于中芯国际研发生产能力的推进有很大不同，究竟是能解决高端芯片、还是中低端芯片的扩产，尚未可知。","news_type":1,"symbols_score_info":{"688981":1,"00981":1,"03165":0.6,"ASML":1,"SMI":1}},"isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365646731,"gmtCreate":1614738937823,"gmtModify":1703480502477,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"老天，去年二月澳门封关半个月，期间几乎没有赌收啊，同比当然上升啦！","listText":"老天，去年二月澳门封关半个月，期间几乎没有赌收啊，同比当然上升啦！","text":"老天，去年二月澳门封关半个月，期间几乎没有赌收啊，同比当然上升啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365646731","repostId":"2116533497","repostType":2,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362835176,"gmtCreate":1614611658995,"gmtModify":1703478897051,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"晶圆和5nm有什么关系？","listText":"晶圆和5nm有什么关系？","text":"晶圆和5nm有什么关系？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362835176","repostId":"2114379432","repostType":2,"repost":{"id":"2114379432","kind":"news","pubTimestamp":1614331980,"share":"https://www.laohu8.com/m/news/2114379432?lang=&edition=full","pubTime":"2021-02-26 17:33","market":"us","language":"zh","title":"快讯｜台积电5nm晶圆产能提升 利好产业链相关企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2114379432","media":"财经网","summary":"财经网科技2月26日讯，据媒体报道，今年上半年台积电5nm晶圆的月产能将从9万片提升到10.5万片，下半年进一步提升到12万片，增产幅度达到33%左右。就目前掌握的资料，苹果年内应该还会发布第二代5nm处理器A15，M1的升级版（M1X、M2）等，AMD Zen4大概率会在今年登场，但也有消息称AMD或会先一步拿出6nm工艺的Zen3+产品过渡。","content":"<div>\n<p>财经网科技2月26日讯，据媒体报道，今年上半年台积电5nm晶圆的月产能将从9万片提升到10.5万片，下半年进一步提升到12万片，增产幅度达到33%左右。就目前掌握的资料，苹果年内应该还会发布第二代5nm处理器A15，M1的升级版（M1X、M2）等，AMD Zen4大概率会在今年登场，但也有消息称AMD或会先一步拿出6nm工艺的Zen3+产品过渡。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022617351579b4b181&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快讯｜台积电5nm晶圆产能提升 利好产业链相关企业</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快讯｜台积电5nm晶圆产能提升 利好产业链相关企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 17:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022617351579b4b181&s=b><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财经网科技2月26日讯，据媒体报道，今年上半年台积电5nm晶圆的月产能将从9万片提升到10.5万片，下半年进一步提升到12万片，增产幅度达到33%左右。就目前掌握的资料，苹果年内应该还会发布第二代5nm处理器A15，M1的升级版（M1X、M2）等，AMD Zen4大概率会在今年登场，但也有消息称AMD或会先一步拿出6nm工艺的Zen3+产品过渡。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022617351579b4b181&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022617351579b4b181&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2114379432","content_text":"财经网科技2月26日讯，据媒体报道，今年上半年台积电5nm晶圆的月产能将从9万片提升到10.5万片，下半年进一步提升到12万片，增产幅度达到33%左右。就目前掌握的资料，苹果年内应该还会发布第二代5nm处理器A15，M1的升级版（M1X、M2）等，AMD Zen4大概率会在今年登场，但也有消息称AMD或会先一步拿出6nm工艺的Zen3+产品过渡。","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362839554,"gmtCreate":1614611418278,"gmtModify":1703478889566,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"卡个鬼，专门建一座发电厂给它！钦此","listText":"卡个鬼，专门建一座发电厂给它！钦此","text":"卡个鬼，专门建一座发电厂给它！钦此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362839554","repostId":"2114008753","repostType":2,"isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368496483,"gmtCreate":1614345026442,"gmtModify":1703476667744,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"关于上次为什么没有通胀的说法似乎有道理","listText":"关于上次为什么没有通胀的说法似乎有道理","text":"关于上次为什么没有通胀的说法似乎有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368496483","repostId":"1140861561","repostType":4,"isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368499679,"gmtCreate":1614344580291,"gmtModify":1703476662247,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"不行！给我上战狼！","listText":"不行！给我上战狼！","text":"不行！给我上战狼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368499679","repostId":"1112611622","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368375794,"gmtCreate":1614296894718,"gmtModify":1703475934075,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"中芯投资500亿美元还是人民币？","listText":"中芯投资500亿美元还是人民币？","text":"中芯投资500亿美元还是人民币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368375794","repostId":"2114312159","repostType":2,"repost":{"id":"2114312159","kind":"news","pubTimestamp":1614234261,"share":"https://www.laohu8.com/m/news/2114312159?lang=&edition=full","pubTime":"2021-02-25 14:24","market":"us","language":"zh","title":"500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2114312159","media":"大嘴猴侃科技","summary":"但就在这个关键时刻，中国芯片巨头传来好消息，斥资500亿元，产能可媲美台积电了？中国芯片巨头传来好消息这家中国巨头的名字叫做中芯国际，相信大家都非常熟悉，因为中芯一直是国内最大的芯片代工厂商，业务和台积电没有太大的区别。正因于此，才会有人表示，如今中芯的产能可媲美台积电了？写在最后不管怎样，中芯国际都可以说是国内芯片制造行业的典型代表，它传来的好消息就是国产芯片的好消息。","content":"<html><body><article><p>缺芯问题日益严峻</p><p>从去年下半年开始，全球范围内很多公司或工厂就曝出了缺芯的问题，由于相关芯片供应不足，导致它们不得不减产甚至是停产，造成了一系列不良的后果。而进入到2021年之后，缺芯问题日益严峻，就连某些世界知名的大企业也难以幸免，这股“风暴”必须要引起重视。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173527285v235pdkmthrshx4\"/><p>大家都知道，芯片是当代最核心的科学技术之一，不仅决定了半导体行业的发展前途，还深深地影响着各行各业，具有不可代替的重要意义。但可惜的是，放眼全球，能生产出芯片的企业并不多，它们为整个市场提供了最基本的供应保障，绝对不能出问题。</p><p>举个简单的例子，<a href=\"https://laohu8.com/S/TSM\">台积电</a>是目前最大最先进的芯片代工厂，每年都能拿走芯片代工市场一半以上的订单，比其它代工厂加起来还要多。此外，台积电的工艺技术也是最先进的，不仅生产出了10亿颗7nm芯片，还率先实现了5nm芯片的量产，就连3nm也在计划之中。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173528073v235p31bu39cbap\"/><p>因此，纵观整个半导体行业，台积电的客户实力都可以说是最强大的，无论是一众美企巨头，还是别的一些小公司，都仰仗台积电的芯片供应。</p><p>然而就如今的情况来看，台积电的处境并不是很客观，其产能提升没有想象中那么大，无法保证每个客户的订单都能够顺利完成。这样一来，那些得不到芯片供应的公司自然会出现缺芯的问题，而且这还只是台积电一家芯片代工厂带来的影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173534166v235i0sw9uitujk\"/><p>再算上其它的代工厂，它们的实力连台积电都赶不上，肯定也保障不了客户的芯片供应。如此一来，缺芯就变成了一个普遍的现象，一时间也没有太好的解决办法。但就在这个关键时刻，中国芯片巨头传来好消息，斥资500亿元，产能可媲美台积电了？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173535265v2358s7wf5bn0am\"/><p>中国芯片巨头传来好消息</p><p>这家中国巨头的名字叫做<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>，相信大家都非常熟悉，因为中芯一直是国内最大的芯片代工厂商，业务和台积电没有太大的区别。根据最新排名显示，在全球芯片代工市场，台积电第一，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第二，而中芯则被排在了第五位，也算得上是名列前茅。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173535503v2357n4n2yvzml8\"/><p>虽然就整体水平和客户实力而言，中芯离台积电还有一定的差距，但是随着缺芯问题的日渐加剧，台积电逐渐自顾不暇，而这对于中芯来说，却是一次难得的机会。据了解，为了提高产能并突破到更先进的工艺技术，中芯投资了整整500亿元，增设了两家工厂。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173536140v235wmvodkl4vni\"/><p>工厂越多就代表着芯片的产能越高，所以中芯的投资是非常有道理的，可以帮助国内减轻缺芯带来的不利影响。据悉，近日<a href=\"https://laohu8.com/S/688981\">中芯国际</a>传来好消息，新开设的两家工厂已经提上了日程，预计在2024年就能正式投入使用，实现每月10万片的晶圆产能不是梦！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173537005v235yiptkyvhkxw\"/><p>正因于此，才会有人表示，如今中芯的产能可媲美台积电了？虽然这样说还有点为时过早，毕竟中芯的工厂还未建成，但有一点可以肯定的是，中芯对于扩充芯片产能的投资一点都不含糊，在这方面已经赶得上台积电了。</p><p>不仅如此，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>的工艺技术也在不断地向前进步，无论是N+1工艺还是独特的生产模式，都在向台积电看齐。据了解，其实中芯国际的极限制程并不是7nm，而是5nm甚至是3nm芯片，只是由于缺少EUV光刻机，导致无法实现量产而已。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173537991v2352dabrajgr6i\"/><p>写在最后</p><p>不管怎样，中芯国际都可以说是国内芯片制造行业的典型代表，它传来的好消息就是国产芯片的好消息。希望将来中芯国际能成长为像台积电这样的顶级代工巨头，到时候国内的芯片供应就不需要借助其它厂商了，中芯也能获得更好的发展。</p><p>对此，你们怎么看呢？欢迎留言和转发。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 14:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102251735407b57c5cd&s=b><strong>大嘴猴侃科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>缺芯问题日益严峻从去年下半年开始，全球范围内很多公司或工厂就曝出了缺芯的问题，由于相关芯片供应不足，导致它们不得不减产甚至是停产，造成了一系列不良的后果。而进入到2021年之后，缺芯问题日益严峻，就连某些世界知名的大企业也难以幸免，这股“风暴”必须要引起重视。大家都知道，芯片是当代最核心的科学技术之一，不仅决定了半导体行业的发展前途，还深深地影响着各行各业，具有不可代替的重要意义。但可惜的是，放眼...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102251735407b57c5cd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102251735407b57c5cd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2114312159","content_text":"缺芯问题日益严峻从去年下半年开始，全球范围内很多公司或工厂就曝出了缺芯的问题，由于相关芯片供应不足，导致它们不得不减产甚至是停产，造成了一系列不良的后果。而进入到2021年之后，缺芯问题日益严峻，就连某些世界知名的大企业也难以幸免，这股“风暴”必须要引起重视。大家都知道，芯片是当代最核心的科学技术之一，不仅决定了半导体行业的发展前途，还深深地影响着各行各业，具有不可代替的重要意义。但可惜的是，放眼全球，能生产出芯片的企业并不多，它们为整个市场提供了最基本的供应保障，绝对不能出问题。举个简单的例子，台积电是目前最大最先进的芯片代工厂，每年都能拿走芯片代工市场一半以上的订单，比其它代工厂加起来还要多。此外，台积电的工艺技术也是最先进的，不仅生产出了10亿颗7nm芯片，还率先实现了5nm芯片的量产，就连3nm也在计划之中。因此，纵观整个半导体行业，台积电的客户实力都可以说是最强大的，无论是一众美企巨头，还是别的一些小公司，都仰仗台积电的芯片供应。然而就如今的情况来看，台积电的处境并不是很客观，其产能提升没有想象中那么大，无法保证每个客户的订单都能够顺利完成。这样一来，那些得不到芯片供应的公司自然会出现缺芯的问题，而且这还只是台积电一家芯片代工厂带来的影响。再算上其它的代工厂，它们的实力连台积电都赶不上，肯定也保障不了客户的芯片供应。如此一来，缺芯就变成了一个普遍的现象，一时间也没有太好的解决办法。但就在这个关键时刻，中国芯片巨头传来好消息，斥资500亿元，产能可媲美台积电了？中国芯片巨头传来好消息这家中国巨头的名字叫做中芯国际，相信大家都非常熟悉，因为中芯一直是国内最大的芯片代工厂商，业务和台积电没有太大的区别。根据最新排名显示，在全球芯片代工市场，台积电第一，三星第二，而中芯则被排在了第五位，也算得上是名列前茅。虽然就整体水平和客户实力而言，中芯离台积电还有一定的差距，但是随着缺芯问题的日渐加剧，台积电逐渐自顾不暇，而这对于中芯来说，却是一次难得的机会。据了解，为了提高产能并突破到更先进的工艺技术，中芯投资了整整500亿元，增设了两家工厂。工厂越多就代表着芯片的产能越高，所以中芯的投资是非常有道理的，可以帮助国内减轻缺芯带来的不利影响。据悉，近日中芯国际传来好消息，新开设的两家工厂已经提上了日程，预计在2024年就能正式投入使用，实现每月10万片的晶圆产能不是梦！正因于此，才会有人表示，如今中芯的产能可媲美台积电了？虽然这样说还有点为时过早，毕竟中芯的工厂还未建成，但有一点可以肯定的是，中芯对于扩充芯片产能的投资一点都不含糊，在这方面已经赶得上台积电了。不仅如此，中芯国际的工艺技术也在不断地向前进步，无论是N+1工艺还是独特的生产模式，都在向台积电看齐。据了解，其实中芯国际的极限制程并不是7nm，而是5nm甚至是3nm芯片，只是由于缺少EUV光刻机，导致无法实现量产而已。写在最后不管怎样，中芯国际都可以说是国内芯片制造行业的典型代表，它传来的好消息就是国产芯片的好消息。希望将来中芯国际能成长为像台积电这样的顶级代工巨头，到时候国内的芯片供应就不需要借助其它厂商了，中芯也能获得更好的发展。对此，你们怎么看呢？欢迎留言和转发。","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369833138,"gmtCreate":1614014908624,"gmtModify":1614014908624,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"环球时报的文章最好不要看","listText":"环球时报的文章最好不要看","text":"环球时报的文章最好不要看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369833138","repostId":"2112687847","repostType":2,"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369896951,"gmtCreate":1614013691373,"gmtModify":1614013691373,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"瞎扯！我没查到阿斯麦的股票东里有台积电","listText":"瞎扯！我没查到阿斯麦的股票东里有台积电","text":"瞎扯！我没查到阿斯麦的股票东里有台积电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369896951","repostId":"2113806293","repostType":2,"repost":{"id":"2113806293","kind":"news","pubTimestamp":1613972931,"share":"https://www.laohu8.com/m/news/2113806293?lang=&edition=full","pubTime":"2021-02-22 13:48","market":"us","language":"zh","title":"芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭","url":"https://stock-news.laohu8.com/highlight/detail?id=2113806293","media":"嗅侃","summary":"芯片制造领域内，目前有两大巨大巨头，一个是台积电，一个是三星，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不成熟翻车了。","content":"<html><body><article><p>芯片制造领域内，目前有两大巨大巨头，一个是<a href=\"https://laohu8.com/S/TSM\">台积电</a>，一个是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。</p><p>数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。</p><p>一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不成熟翻车了。‘</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232343556v235ybktlkxb0sb\"/><p>尽管如此，三星仍没有放弃超越台积电的想法，2020年再次实施计划。</p><p>一方面是因为美国修改规则，另外一方面是因为三星手机业务萎靡不振，半导体业务成为三星营收的主要贡献者。</p><p>于是，三星动作频频，宣布将投资千亿美元，预计在2030年之前赶超台积电，成为芯片制造领域内领先者。</p><p>另外，三星还宣布全面开放晶圆代工业务，争夺更多芯片订单，提高市场份额的同时，还能加速技术发展，毕竟芯片生产制造技术需要大量的数据支撑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232343999v235lz4x1pngrt8\"/><p>还有就是，三星深知要想发展先进工艺，必须要拥有更多的先进光刻机，所以李在镕亲自前往ASML协商购买更多EUV光刻机，并表达了想要优先获得下一代EUV光刻机的想法。</p><p>最主要的是，三星为了在订单方面超越台积电，其已经计划在美国投资170亿美元建设3nm的芯片生产线，与台积电在美国争夺订单。</p><p>但没有想到的是，台积电突然官宣新消息，情况是这样的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232344489v235ut32chb6ocb\"/><p><strong>在固态芯片国际会议上，台积电刘德音正式对外表示，3nm芯片将会在今年下半年试产，2022年量产，同时，3nm的芯片发展超越了预期，一切都能够按照预期、节点发展。</strong></p><p>而这一消息的宣布，让芯片巨头三星始料未及。</p><p>因为三星计划在2022年量产3nm制程的芯片，但三星始终都没有给出明确的时间点。</p><p>如今，台积电将在今年下半年试产3nm芯片，这意味着台积电在3nm芯片上将再次领先于三星。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232345191v2350q6xiohpyr0\"/><p>另外，台积电在3nm芯片上，依旧是采用FinFET架构，将GAA技术留在2nm等芯片，但三星则直接采用GAA技术制造3nm芯片。</p><p>从技术角度上，台积电还是处于领先地位，FinFET架构更为成熟，能够更好的保证良品率，尽管GAA是新技术，也是未来趋势，但就目前而言，其还面临不少的不确定性。</p><p>也正是因为如此，才说芯片巨头始料未及。</p><p><strong>超车成天方夜谭</strong></p><p>三星一直都想超越台积电成为第一，但就目前来看，三星超车成天方夜谭，原因有三点。</p><p>首先，三星研发投入不如台积电。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232345734v235bbhcwf7bt16\"/><p>三星宣布在未来10年投资千亿美元到芯片领域内，但台积电仅在2020年底就投资151亿美元发展新工艺，又将2021年的资本支出提升到280亿美元。</p><p>从数字上看，台积电在芯片方面的投资是远高于三星的。</p><p>其次，三星是全产业链，而台积电则专注芯片制造。</p><p>据悉，三星落后台积电，很大一部分原因就是因为三星要全面兼顾，不能将有限的资金集中在一方面，其不仅要兼顾芯片研发，还要兼顾芯片制造。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232346344v235akz4opwjif7\"/><p>但台积电只需要专注芯片制造就行了，所以其能够更快地实现技术突破，而<a href=\"https://laohu8.com/S/INTC\">英特尔</a>落后，也是因为其需要兼顾芯片研发、制造等。</p><p>最后，三星在EUV光刻机数量方面落后，而台积电2021年底将安装超50台EUV光刻机，三星可能在30台左右。</p><p>另外，台积电是ASML的最大股东，ASML的光刻机自然优先供应台积电，三星要想在光刻机设备方面领先是难以实现的，所以三星超车成天方夜谭。</p><p>对于三星和台积电，你们怎么看，欢迎留言、点赞、分享。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭</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芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022223234879b4309b&s=b><strong>嗅侃</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片制造领域内，目前有两大巨大巨头，一个是台积电，一个是三星，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022223234879b4309b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022223234879b4309b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2113806293","content_text":"芯片制造领域内，目前有两大巨大巨头，一个是台积电，一个是三星，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不成熟翻车了。‘尽管如此，三星仍没有放弃超越台积电的想法，2020年再次实施计划。一方面是因为美国修改规则，另外一方面是因为三星手机业务萎靡不振，半导体业务成为三星营收的主要贡献者。于是，三星动作频频，宣布将投资千亿美元，预计在2030年之前赶超台积电，成为芯片制造领域内领先者。另外，三星还宣布全面开放晶圆代工业务，争夺更多芯片订单，提高市场份额的同时，还能加速技术发展，毕竟芯片生产制造技术需要大量的数据支撑。还有就是，三星深知要想发展先进工艺，必须要拥有更多的先进光刻机，所以李在镕亲自前往ASML协商购买更多EUV光刻机，并表达了想要优先获得下一代EUV光刻机的想法。最主要的是，三星为了在订单方面超越台积电，其已经计划在美国投资170亿美元建设3nm的芯片生产线，与台积电在美国争夺订单。但没有想到的是，台积电突然官宣新消息，情况是这样的。在固态芯片国际会议上，台积电刘德音正式对外表示，3nm芯片将会在今年下半年试产，2022年量产，同时，3nm的芯片发展超越了预期，一切都能够按照预期、节点发展。而这一消息的宣布，让芯片巨头三星始料未及。因为三星计划在2022年量产3nm制程的芯片，但三星始终都没有给出明确的时间点。如今，台积电将在今年下半年试产3nm芯片，这意味着台积电在3nm芯片上将再次领先于三星。另外，台积电在3nm芯片上，依旧是采用FinFET架构，将GAA技术留在2nm等芯片，但三星则直接采用GAA技术制造3nm芯片。从技术角度上，台积电还是处于领先地位，FinFET架构更为成熟，能够更好的保证良品率，尽管GAA是新技术，也是未来趋势，但就目前而言，其还面临不少的不确定性。也正是因为如此，才说芯片巨头始料未及。超车成天方夜谭三星一直都想超越台积电成为第一，但就目前来看，三星超车成天方夜谭，原因有三点。首先，三星研发投入不如台积电。三星宣布在未来10年投资千亿美元到芯片领域内，但台积电仅在2020年底就投资151亿美元发展新工艺，又将2021年的资本支出提升到280亿美元。从数字上看，台积电在芯片方面的投资是远高于三星的。其次，三星是全产业链，而台积电则专注芯片制造。据悉，三星落后台积电，很大一部分原因就是因为三星要全面兼顾，不能将有限的资金集中在一方面，其不仅要兼顾芯片研发，还要兼顾芯片制造。但台积电只需要专注芯片制造就行了，所以其能够更快地实现技术突破，而英特尔落后，也是因为其需要兼顾芯片研发、制造等。最后，三星在EUV光刻机数量方面落后，而台积电2021年底将安装超50台EUV光刻机，三星可能在30台左右。另外，台积电是ASML的最大股东，ASML的光刻机自然优先供应台积电，三星要想在光刻机设备方面领先是难以实现的，所以三星超车成天方夜谭。对于三星和台积电，你们怎么看，欢迎留言、点赞、分享。","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":3638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384138464,"gmtCreate":1613623586658,"gmtModify":1613623586658,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！","listText":"一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！","text":"一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384138464","repostId":"2112350148","repostType":2,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388574894,"gmtCreate":1613067781618,"gmtModify":1703769220331,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453159538137953","authorIdStr":"3453159538137953"},"themes":[],"htmlText":"现在才说是不是太迟了点？还是故意的？","listText":"现在才说是不是太迟了点？还是故意的？","text":"现在才说是不是太迟了点？还是故意的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388574894","repostId":"2110026243","repostType":2,"repost":{"id":"2110026243","kind":"news","pubTimestamp":1613061004,"share":"https://www.laohu8.com/m/news/2110026243?lang=&edition=full","pubTime":"2021-02-12 00:30","market":"us","language":"en","title":"Has Taiwan Semiconductor Manufacturing Company (TSM) Outpaced Other Computer and Technology Stocks This Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=2110026243","media":"Zacks","summary":"Investors focused on the Computer and Technology space have likely heard of Taiwan Semiconductor Man","content":"<html><body><p>Investors focused on the Computer and Technology space have likely heard of Taiwan Semiconductor Manufacturing Company (TSM), but is the stock performing well in comparison to the rest of its sector peers? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.</p>\n<p>Taiwan Semiconductor Manufacturing Company is a member of the Computer and Technology sector. This group includes 631 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.</p>\n<p>The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next <a href=\"https://laohu8.com/S/AONE\">one</a> to three months. TSM is currently sporting a Zacks Rank of #2 (Buy).</p>\n<p>Over the past 90 days, the Zacks Consensus Estimate for TSM's full-year earnings has moved 9.41% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.</p>\n<p>Based on the latest available data, TSM has gained about 22.61% so far this year. Meanwhile, the Computer and Technology sector has returned an average of 10.21% on a year-to-date basis. This means that Taiwan Semiconductor Manufacturing Company is performing better than its sector in terms of year-to-date returns.</p>\n<p>Looking more specifically, TSM belongs to the Semiconductor - Circuit Foundry industry, a group that includes 1 individual stocks and currently sits at #4 in the Zacks Industry Rank. On average, stocks in this group have gained 22.61% this year, meaning that TSM is performing on par in terms of year-to-date returns.</p>\n<p>Going forward, investors interested in Computer and Technology stocks should continue to pay close attention to TSM as it looks to continue its solid performance.</p>\n<br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n<br/> \n<br/>\nTo read this article on Zacks.com click here.</body></html>","source":"yahoofinance","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>Has Taiwan Semiconductor Manufacturing Company (TSM) Outpaced Other Computer and Technology Stocks This Year?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHas Taiwan Semiconductor Manufacturing Company (TSM) Outpaced Other Computer and Technology Stocks This Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 00:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-163004842.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors focused on the Computer and Technology space have likely heard of Taiwan Semiconductor Manufacturing Company (TSM), but is the stock performing well in comparison to the rest of its sector ...</p>\n\n<a href=\"https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-163004842.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/0hxLqfjYVq3.yjMAVUJdzw--~B/aD03NDU7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/UPInF06X6fJkTqeimnpZuQ--~B/aD03NDU7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/078b2d95159d12a337f09f2519ff10ba","relate_stocks":{"TSM":"台积电","03145":"华夏亚洲高息股"},"source_url":"https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-163004842.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2110026243","content_text":"Investors focused on the Computer and Technology space have likely heard of Taiwan Semiconductor Manufacturing Company (TSM), but is the stock performing well in comparison to the rest of its sector peers? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.\nTaiwan Semiconductor Manufacturing Company is a member of the Computer and Technology sector. This group includes 631 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.\nThe Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. TSM is currently sporting a Zacks Rank of #2 (Buy).\nOver the past 90 days, the Zacks Consensus Estimate for TSM's full-year earnings has moved 9.41% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.\nBased on the latest available data, TSM has gained about 22.61% so far this year. Meanwhile, the Computer and Technology sector has returned an average of 10.21% on a year-to-date basis. This means that Taiwan Semiconductor Manufacturing Company is performing better than its sector in terms of year-to-date returns.\nLooking more specifically, TSM belongs to the Semiconductor - Circuit Foundry industry, a group that includes 1 individual stocks and currently sits at #4 in the Zacks Industry Rank. On average, stocks in this group have gained 22.61% this year, meaning that TSM is performing on par in terms of year-to-date returns.\nGoing forward, investors interested in Computer and Technology stocks should continue to pay close attention to TSM as it looks to continue its solid performance.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n \n\nTo read this article on Zacks.com click here.","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":367441494,"gmtCreate":1614962900218,"gmtModify":1703483743786,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"如果台湾回归祖国，祖国又还是这个制度，台积电立马就会被制裁至死。求你了，大半夜的别吓我……","listText":"如果台湾回归祖国，祖国又还是这个制度，台积电立马就会被制裁至死。求你了，大半夜的别吓我……","text":"如果台湾回归祖国，祖国又还是这个制度，台积电立马就会被制裁至死。求你了，大半夜的别吓我……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/367441494","repostId":"2117881466","repostType":2,"repost":{"id":"2117881466","kind":"news","pubTimestamp":1614911691,"share":"https://www.laohu8.com/m/news/2117881466?lang=&edition=full","pubTime":"2021-03-05 10:34","market":"us","language":"zh","title":"买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm","url":"https://stock-news.laohu8.com/highlight/detail?id=2117881466","media":"腾讯新闻","summary":"2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，台积电和三星就已经开始针对3nm工艺展开角逐。显然，在3nm工艺的量产上，中国芯片代工巨头再一次赶超三星。例如此次，该公司早在2020年，就提前为2021年的生产计划一口气买下了13台EUV光刻机。要知道，ASML的EUV光刻机，年产量不过二十多台。还有消息称，为了获得更多数量的EUV光刻机，三星还曾向ASML施压。故而，三星能否拥有足够数量的EUV光刻机，将成为GAA 3nm工艺是否能够顺利量产的关键。","content":"<html><body><article><p>2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>就已经开始针对3nm工艺展开角逐。</p><p>而且，根据官方透露，双方预计量产3nm芯片的时间都在2022年。不过，前段时间台积电宣布了最新消息，<strong>公司3nm工艺的研发进度超出预期，有望提前实现量产。</strong></p><p>此消息一出，让笔者不禁为三星捏了把汗。毕竟这位韩国巨头为了赶超台积电已经筹谋已久，甚至决定在3nm工艺的量产上使用最新的GAA技术。</p><p>没想到，台积电的全球霸主地位比想象中还要牢固，技术实力更是相当强悍。</p><p>就在公布研发进度超出预期后不久，外媒又传来新消息。</p><p>3月2日，外媒MacRumors报道，<strong>DigTimes援引一份报告显示，台积电有望在2021年下半年开始风险性试产3nm制造工艺。</strong></p><p>届时，台积电的3nm工艺产能将达到3万片。<strong>受<a href=\"https://laohu8.com/S/AAPL\">苹果</a>提前交付订单的影响，台积电还计划在2020年，将3nm工艺的月产能提升至5.5万片，以满足客户的需求。</strong></p><p>显然，在3nm工艺的量产上，中国芯片代工巨头再一次赶超三星。</p><p>而台积电之所以几乎每一次都能在先进制作工艺的量产上稳稳领先一众竞争对手，除了在技术上的沉淀和积累之外，还要得益于台积电的充分准备。</p><p>例如此次，<strong>该公司早在</strong><strong>2020年，就提前为2021年的生产计划一口气买下了13台EUV光刻机。为此，台积电花费的金额预计至少是120亿元。</strong></p><p>要知道，ASML的EUV光刻机，年产量不过二十多台。台积电一次性就买下近半数的产能，绝非一般企业能做到。</p><p>这是因为，台积电既是ASML的大客户，同时又是这家荷兰光刻机制造巨头的股东之一。</p><p>虽说三星同样是ASML的股东，但该公司却没能抢过台积电。还有消息称，为了获得更多数量的EUV光刻机，三星还曾向ASML施压。</p><p>可见，三星的EUV光刻机拥有量急需扩充，尤其是在该公司决定将GAA新技术应用到3nm工艺上的情况下。</p><p>笔者了解到，<strong>虽然</strong><strong>GAA新技术相比传统的FinFET工艺，能够更为精准地控制跨通道电流，并且缩小芯片面积。但这一新技术毕竟是第一次应用，成熟度太低，而且对量产要求较高。</strong></p><p>故而，三星能否拥有足够数量的EUV光刻机，将成为GAA 3nm工艺是否能够顺利量产的关键。</p><p>文/谛林 审核/子扬 校正/知秋</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n买下13台EUV光刻机，中国芯片巨头领先三星，2022年量产3nm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103051039267d3839e4&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，台积电和三星就已经开始针对3nm工艺展开角逐。而且，根据官方透露，双方预计量产3nm芯片的时间都在2022年。不过，前段时间台积电宣布了最新消息，公司3nm工艺的研发进度超出预期，有望提前实现量产。此消息一出，让笔者不禁为三星捏了把汗。毕竟这位韩国巨头为了赶超台积电已经筹谋已久，甚至决定在3nm工艺的量产上使用最新的GAA技术。没想到，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103051039267d3839e4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdebdfe62273ac806dc3a657b1ca6182","relate_stocks":{"SMSN.UK":"三星","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103051039267d3839e4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2117881466","content_text":"2020年下半年，5nm芯片刚刚成为手机处理器市场主流时，台积电和三星就已经开始针对3nm工艺展开角逐。而且，根据官方透露，双方预计量产3nm芯片的时间都在2022年。不过，前段时间台积电宣布了最新消息，公司3nm工艺的研发进度超出预期，有望提前实现量产。此消息一出，让笔者不禁为三星捏了把汗。毕竟这位韩国巨头为了赶超台积电已经筹谋已久，甚至决定在3nm工艺的量产上使用最新的GAA技术。没想到，台积电的全球霸主地位比想象中还要牢固，技术实力更是相当强悍。就在公布研发进度超出预期后不久，外媒又传来新消息。3月2日，外媒MacRumors报道，DigTimes援引一份报告显示，台积电有望在2021年下半年开始风险性试产3nm制造工艺。届时，台积电的3nm工艺产能将达到3万片。受苹果提前交付订单的影响，台积电还计划在2020年，将3nm工艺的月产能提升至5.5万片，以满足客户的需求。显然，在3nm工艺的量产上，中国芯片代工巨头再一次赶超三星。而台积电之所以几乎每一次都能在先进制作工艺的量产上稳稳领先一众竞争对手，除了在技术上的沉淀和积累之外，还要得益于台积电的充分准备。例如此次，该公司早在2020年，就提前为2021年的生产计划一口气买下了13台EUV光刻机。为此，台积电花费的金额预计至少是120亿元。要知道，ASML的EUV光刻机，年产量不过二十多台。台积电一次性就买下近半数的产能，绝非一般企业能做到。这是因为，台积电既是ASML的大客户，同时又是这家荷兰光刻机制造巨头的股东之一。虽说三星同样是ASML的股东，但该公司却没能抢过台积电。还有消息称，为了获得更多数量的EUV光刻机，三星还曾向ASML施压。可见，三星的EUV光刻机拥有量急需扩充，尤其是在该公司决定将GAA新技术应用到3nm工艺上的情况下。笔者了解到，虽然GAA新技术相比传统的FinFET工艺，能够更为精准地控制跨通道电流，并且缩小芯片面积。但这一新技术毕竟是第一次应用，成熟度太低，而且对量产要求较高。故而，三星能否拥有足够数量的EUV光刻机，将成为GAA 3nm工艺是否能够顺利量产的关键。文/谛林 审核/子扬 校正/知秋","news_type":1,"symbols_score_info":{"SMSN.UK":1,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":7264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440047170502757","authorId":"3440047170502757","name":"accelerate","avatar":"https://static.tigerbbs.com/d4c4fe2b5d189b0a66a7ad4dd28a7fc8","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3440047170502757","idStr":"3440047170502757"},"content":"真到那时候就要搬总部了，好多公司近两年总部分部都从香港转移到新加坡等地了","text":"真到那时候就要搬总部了，好多公司近两年总部分部都从香港转移到新加坡等地了","html":"真到那时候就要搬总部了，好多公司近两年总部分部都从香港转移到新加坡等地了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320712099,"gmtCreate":1615176705711,"gmtModify":1703485230256,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"请问受哪个外围市场拖累？火星？","listText":"请问受哪个外围市场拖累？火星？","text":"请问受哪个外围市场拖累？火星？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320712099","repostId":"1131171227","repostType":4,"isVote":1,"tweetType":1,"viewCount":2918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358294288,"gmtCreate":1616691699244,"gmtModify":1616691699244,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"美国没有资格审计我们，中国人不吃这一套！","listText":"美国没有资格审计我们，中国人不吃这一套！","text":"美国没有资格审计我们，中国人不吃这一套！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358294288","repostId":"1118741472","repostType":4,"repost":{"id":"1118741472","kind":"news","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1616656195,"share":"https://www.laohu8.com/m/news/1118741472?lang=&edition=full","pubTime":"2021-03-25 15:09","market":"us","language":"zh","title":"中概股大跌，会产生哪些蝴蝶效应","url":"https://stock-news.laohu8.com/highlight/detail?id=1118741472","media":"界面新闻","summary":"目前SEC已通过临时修正，以执行《外国公司责任法案》对上市公司信息披露的要求。","content":"<div>\n<p>3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>中概股大跌，会产生哪些蝴蝶效应</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中概股大跌，会产生哪些蝴蝶效应\n</h2>\n\n<h4 class=\"meta\">\n\n2021-03-25 15:09 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8ef645b47a3549fad0987737e86dbd4","relate_stocks":{"IQ":"爱奇艺","LI":"理想汽车","TME":"腾讯音乐","BEKE":"贝壳","VIPS":"唯品会","XPEV":"小鹏汽车","BILI":"哔哩哔哩","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118741472","content_text":"3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在一日内蒸发315亿人民币。\n中概股的大跌源于美国证券交易委员会（SEC）发布最新通告。公告显示，目前SEC已通过临时修正，以执行《外国公司责任法案》（HFCA Act）对上市公司信息披露的要求。\n这则法案最早要追述到2020年5月。该法案主要包含两项内容：1。如果外国公司连续三年未能通过美国公众公司会计监督委员会（PCAOB）的审计，将被禁止在美国任何交易所上市；2。上市公司需披露自己与该国政府的关系。\n根据上述两项条款，万商天勤律师事务所高级合伙人黄颢律师解释称，这一法案对中概股影响主要集中在两类企业。其一是在美上市的政府控制的国有企业将会受到影响，第二类是在美上市是民营企业。但是后者如果使用美国会计准则，则影响较为有限。但是不可否认，此次美国SEC正式通告，意味着在美上市的中概股将面临更大的退市压力。\n根据Wind数据统计，目前在美上市的中概股以科技、消费及医疗为主，共计272家。根据港交所的最新原则，在美中概股回归上市需符合以下两点要求中的其中一点：其一为市值大于400亿港元，其二为市值大于100亿港元且当期收入超过10亿港元。\n自2020年《外国公司问责法案》在美国国会通过后，在美上市中概股纷纷选择香港二次上市。截止今年3月24日，已经先后有13家中概股成功在香港二次上市。其中包括京东（9618.HK、JD.O）、网易（9999.HK、NTES.O）、百度集团（9888.HK、BIDU.O）等等。\n图片来源：WIND、界面新闻研究部\n但是黄颢认为，中概股的二次上市并不完全是为了该则法案。“在港二次上市本就有再融资的行为，符合上市公司自身的利益。如果公司足够市场化且组合美国会计准则，目前不需要对该则法案过于担忧。”\n事实上，中概股二次上市后，大部分公司市场表现良好。包括百济神州、再鼎医药等二次上市的个股，股价均较发行价上涨了超过80%。\n但是不可否认，在经历了2020年的“牛市”，在美股上市的中概股的估值已经“不忍直视”。目前哔哩哔哩市值接近2200亿元人民币，虽然公司的营收规模持续向好，但是依然还处于亏损状态；而拼多多（PDD.O）的市值高达9930亿元，同样处于亏损状态。如果使用市销率进行估值，拼多多的市销率也高达20倍，远超合理估值水平。此外，长视频领域长期无法走出商业模式的爱奇艺即使大跌之后，市值也高达1180亿元，但是其亏损已经超过了6年，且短期也并无盈利的可能。\n虽说这些新经济代表了未来，但是远超合理的估值水平，意味着中概股的泡沫可能即将到达溢出的水平。","news_type":1,"symbols_score_info":{"BEKE":0.9,"BILI":0.9,"IQ":0.9,"LI":0.9,"NIO":0.9,"TME":0.9,"VIPS":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368499679,"gmtCreate":1614344580291,"gmtModify":1703476662247,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"不行！给我上战狼！","listText":"不行！给我上战狼！","text":"不行！给我上战狼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368499679","repostId":"1112611622","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369833138,"gmtCreate":1614014908624,"gmtModify":1614014908624,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"环球时报的文章最好不要看","listText":"环球时报的文章最好不要看","text":"环球时报的文章最好不要看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369833138","repostId":"2112687847","repostType":2,"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369896951,"gmtCreate":1614013691373,"gmtModify":1614013691373,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"瞎扯！我没查到阿斯麦的股票东里有台积电","listText":"瞎扯！我没查到阿斯麦的股票东里有台积电","text":"瞎扯！我没查到阿斯麦的股票东里有台积电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369896951","repostId":"2113806293","repostType":2,"repost":{"id":"2113806293","kind":"news","pubTimestamp":1613972931,"share":"https://www.laohu8.com/m/news/2113806293?lang=&edition=full","pubTime":"2021-02-22 13:48","market":"us","language":"zh","title":"芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭","url":"https://stock-news.laohu8.com/highlight/detail?id=2113806293","media":"嗅侃","summary":"芯片制造领域内，目前有两大巨大巨头，一个是台积电，一个是三星，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不成熟翻车了。","content":"<html><body><article><p>芯片制造领域内，目前有两大巨大巨头，一个是<a href=\"https://laohu8.com/S/TSM\">台积电</a>，一个是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，因为这两者都能够量产7nm以下制程的芯片，也是唯二两家。</p><p>数据显示，由于台积电仅做晶圆代工业务，其拿下了全球超过50%的芯片代工订单，而三星拥有整个芯片产业链，此前也没有全面开放晶圆代工业务，仅拿下了18%的市场份额。</p><p>一直以来，三星都想超越台积电成为第一，所以其早就挖取了台积电的梁孟松，比台积电早量产了14nm制程的芯片，结果却因为技术不成熟翻车了。‘</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232343556v235ybktlkxb0sb\"/><p>尽管如此，三星仍没有放弃超越台积电的想法，2020年再次实施计划。</p><p>一方面是因为美国修改规则，另外一方面是因为三星手机业务萎靡不振，半导体业务成为三星营收的主要贡献者。</p><p>于是，三星动作频频，宣布将投资千亿美元，预计在2030年之前赶超台积电，成为芯片制造领域内领先者。</p><p>另外，三星还宣布全面开放晶圆代工业务，争夺更多芯片订单，提高市场份额的同时，还能加速技术发展，毕竟芯片生产制造技术需要大量的数据支撑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232343999v235lz4x1pngrt8\"/><p>还有就是，三星深知要想发展先进工艺，必须要拥有更多的先进光刻机，所以李在镕亲自前往ASML协商购买更多EUV光刻机，并表达了想要优先获得下一代EUV光刻机的想法。</p><p>最主要的是，三星为了在订单方面超越台积电，其已经计划在美国投资170亿美元建设3nm的芯片生产线，与台积电在美国争夺订单。</p><p>但没有想到的是，台积电突然官宣新消息，情况是这样的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232344489v235ut32chb6ocb\"/><p><strong>在固态芯片国际会议上，台积电刘德音正式对外表示，3nm芯片将会在今年下半年试产，2022年量产，同时，3nm的芯片发展超越了预期，一切都能够按照预期、节点发展。</strong></p><p>而这一消息的宣布，让芯片巨头三星始料未及。</p><p>因为三星计划在2022年量产3nm制程的芯片，但三星始终都没有给出明确的时间点。</p><p>如今，台积电将在今年下半年试产3nm芯片，这意味着台积电在3nm芯片上将再次领先于三星。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232345191v2350q6xiohpyr0\"/><p>另外，台积电在3nm芯片上，依旧是采用FinFET架构，将GAA技术留在2nm等芯片，但三星则直接采用GAA技术制造3nm芯片。</p><p>从技术角度上，台积电还是处于领先地位，FinFET架构更为成熟，能够更好的保证良品率，尽管GAA是新技术，也是未来趋势，但就目前而言，其还面临不少的不确定性。</p><p>也正是因为如此，才说芯片巨头始料未及。</p><p><strong>超车成天方夜谭</strong></p><p>三星一直都想超越台积电成为第一，但就目前来看，三星超车成天方夜谭，原因有三点。</p><p>首先，三星研发投入不如台积电。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232345734v235bbhcwf7bt16\"/><p>三星宣布在未来10年投资千亿美元到芯片领域内，但台积电仅在2020年底就投资151亿美元发展新工艺，又将2021年的资本支出提升到280亿美元。</p><p>从数字上看，台积电在芯片方面的投资是远高于三星的。</p><p>其次，三星是全产业链，而台积电则专注芯片制造。</p><p>据悉，三星落后台积电，很大一部分原因就是因为三星要全面兼顾，不能将有限的资金集中在一方面，其不仅要兼顾芯片研发，还要兼顾芯片制造。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210222232346344v235akz4opwjif7\"/><p>但台积电只需要专注芯片制造就行了，所以其能够更快地实现技术突破，而<a href=\"https://laohu8.com/S/INTC\">英特尔</a>落后，也是因为其需要兼顾芯片研发、制造等。</p><p>最后，三星在EUV光刻机数量方面落后，而台积电2021年底将安装超50台EUV光刻机，三星可能在30台左右。</p><p>另外，台积电是ASML的最大股东，ASML的光刻机自然优先供应台积电，三星要想在光刻机设备方面领先是难以实现的，所以三星超车成天方夜谭。</p><p>对于三星和台积电，你们怎么看，欢迎留言、点赞、分享。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片巨头始料未及，台积电官宣新消息，超车成天方夜谭</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022223234879b4309b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","EWT":"台湾ETF-iShares 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.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快讯｜台积电5nm晶圆产能提升 利好产业链相关企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 17:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022617351579b4b181&s=b><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财经网科技2月26日讯，据媒体报道，今年上半年台积电5nm晶圆的月产能将从9万片提升到10.5万片，下半年进一步提升到12万片，增产幅度达到33%左右。就目前掌握的资料，苹果年内应该还会发布第二代5nm处理器A15，M1的升级版（M1X、M2）等，AMD Zen4大概率会在今年登场，但也有消息称AMD或会先一步拿出6nm工艺的Zen3+产品过渡。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022617351579b4b181&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares 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Zen4大概率会在今年登场，但也有消息称AMD或会先一步拿出6nm工艺的Zen3+产品过渡。","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362839554,"gmtCreate":1614611418278,"gmtModify":1703478889566,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"卡个鬼，专门建一座发电厂给它！钦此","listText":"卡个鬼，专门建一座发电厂给它！钦此","text":"卡个鬼，专门建一座发电厂给它！钦此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362839554","repostId":"2114008753","repostType":2,"isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368496483,"gmtCreate":1614345026442,"gmtModify":1703476667744,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"关于上次为什么没有通胀的说法似乎有道理","listText":"关于上次为什么没有通胀的说法似乎有道理","text":"关于上次为什么没有通胀的说法似乎有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368496483","repostId":"1140861561","repostType":4,"isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368375794,"gmtCreate":1614296894718,"gmtModify":1703475934075,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"中芯投资500亿美元还是人民币？","listText":"中芯投资500亿美元还是人民币？","text":"中芯投资500亿美元还是人民币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368375794","repostId":"2114312159","repostType":2,"repost":{"id":"2114312159","kind":"news","pubTimestamp":1614234261,"share":"https://www.laohu8.com/m/news/2114312159?lang=&edition=full","pubTime":"2021-02-25 14:24","market":"us","language":"zh","title":"500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2114312159","media":"大嘴猴侃科技","summary":"但就在这个关键时刻，中国芯片巨头传来好消息，斥资500亿元，产能可媲美台积电了？中国芯片巨头传来好消息这家中国巨头的名字叫做中芯国际，相信大家都非常熟悉，因为中芯一直是国内最大的芯片代工厂商，业务和台积电没有太大的区别。正因于此，才会有人表示，如今中芯的产能可媲美台积电了？写在最后不管怎样，中芯国际都可以说是国内芯片制造行业的典型代表，它传来的好消息就是国产芯片的好消息。","content":"<html><body><article><p>缺芯问题日益严峻</p><p>从去年下半年开始，全球范围内很多公司或工厂就曝出了缺芯的问题，由于相关芯片供应不足，导致它们不得不减产甚至是停产，造成了一系列不良的后果。而进入到2021年之后，缺芯问题日益严峻，就连某些世界知名的大企业也难以幸免，这股“风暴”必须要引起重视。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173527285v235pdkmthrshx4\"/><p>大家都知道，芯片是当代最核心的科学技术之一，不仅决定了半导体行业的发展前途，还深深地影响着各行各业，具有不可代替的重要意义。但可惜的是，放眼全球，能生产出芯片的企业并不多，它们为整个市场提供了最基本的供应保障，绝对不能出问题。</p><p>举个简单的例子，<a href=\"https://laohu8.com/S/TSM\">台积电</a>是目前最大最先进的芯片代工厂，每年都能拿走芯片代工市场一半以上的订单，比其它代工厂加起来还要多。此外，台积电的工艺技术也是最先进的，不仅生产出了10亿颗7nm芯片，还率先实现了5nm芯片的量产，就连3nm也在计划之中。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173528073v235p31bu39cbap\"/><p>因此，纵观整个半导体行业，台积电的客户实力都可以说是最强大的，无论是一众美企巨头，还是别的一些小公司，都仰仗台积电的芯片供应。</p><p>然而就如今的情况来看，台积电的处境并不是很客观，其产能提升没有想象中那么大，无法保证每个客户的订单都能够顺利完成。这样一来，那些得不到芯片供应的公司自然会出现缺芯的问题，而且这还只是台积电一家芯片代工厂带来的影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173534166v235i0sw9uitujk\"/><p>再算上其它的代工厂，它们的实力连台积电都赶不上，肯定也保障不了客户的芯片供应。如此一来，缺芯就变成了一个普遍的现象，一时间也没有太好的解决办法。但就在这个关键时刻，中国芯片巨头传来好消息，斥资500亿元，产能可媲美台积电了？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173535265v2358s7wf5bn0am\"/><p>中国芯片巨头传来好消息</p><p>这家中国巨头的名字叫做<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>，相信大家都非常熟悉，因为中芯一直是国内最大的芯片代工厂商，业务和台积电没有太大的区别。根据最新排名显示，在全球芯片代工市场，台积电第一，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第二，而中芯则被排在了第五位，也算得上是名列前茅。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173535503v2357n4n2yvzml8\"/><p>虽然就整体水平和客户实力而言，中芯离台积电还有一定的差距，但是随着缺芯问题的日渐加剧，台积电逐渐自顾不暇，而这对于中芯来说，却是一次难得的机会。据了解，为了提高产能并突破到更先进的工艺技术，中芯投资了整整500亿元，增设了两家工厂。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173536140v235wmvodkl4vni\"/><p>工厂越多就代表着芯片的产能越高，所以中芯的投资是非常有道理的，可以帮助国内减轻缺芯带来的不利影响。据悉，近日<a href=\"https://laohu8.com/S/688981\">中芯国际</a>传来好消息，新开设的两家工厂已经提上了日程，预计在2024年就能正式投入使用，实现每月10万片的晶圆产能不是梦！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173537005v235yiptkyvhkxw\"/><p>正因于此，才会有人表示，如今中芯的产能可媲美台积电了？虽然这样说还有点为时过早，毕竟中芯的工厂还未建成，但有一点可以肯定的是，中芯对于扩充芯片产能的投资一点都不含糊，在这方面已经赶得上台积电了。</p><p>不仅如此，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>的工艺技术也在不断地向前进步，无论是N+1工艺还是独特的生产模式，都在向台积电看齐。据了解，其实中芯国际的极限制程并不是7nm，而是5nm甚至是3nm芯片，只是由于缺少EUV光刻机，导致无法实现量产而已。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210225173537991v2352dabrajgr6i\"/><p>写在最后</p><p>不管怎样，中芯国际都可以说是国内芯片制造行业的典型代表，它传来的好消息就是国产芯片的好消息。希望将来中芯国际能成长为像台积电这样的顶级代工巨头，到时候国内的芯片供应就不需要借助其它厂商了，中芯也能获得更好的发展。</p><p>对此，你们怎么看呢？欢迎留言和转发。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n500亿元！中国芯片巨头传来好消息，产能可媲美台积电了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 14:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102251735407b57c5cd&s=b><strong>大嘴猴侃科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>缺芯问题日益严峻从去年下半年开始，全球范围内很多公司或工厂就曝出了缺芯的问题，由于相关芯片供应不足，导致它们不得不减产甚至是停产，造成了一系列不良的后果。而进入到2021年之后，缺芯问题日益严峻，就连某些世界知名的大企业也难以幸免，这股“风暴”必须要引起重视。大家都知道，芯片是当代最核心的科学技术之一，不仅决定了半导体行业的发展前途，还深深地影响着各行各业，具有不可代替的重要意义。但可惜的是，放眼...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102251735407b57c5cd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102251735407b57c5cd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2114312159","content_text":"缺芯问题日益严峻从去年下半年开始，全球范围内很多公司或工厂就曝出了缺芯的问题，由于相关芯片供应不足，导致它们不得不减产甚至是停产，造成了一系列不良的后果。而进入到2021年之后，缺芯问题日益严峻，就连某些世界知名的大企业也难以幸免，这股“风暴”必须要引起重视。大家都知道，芯片是当代最核心的科学技术之一，不仅决定了半导体行业的发展前途，还深深地影响着各行各业，具有不可代替的重要意义。但可惜的是，放眼全球，能生产出芯片的企业并不多，它们为整个市场提供了最基本的供应保障，绝对不能出问题。举个简单的例子，台积电是目前最大最先进的芯片代工厂，每年都能拿走芯片代工市场一半以上的订单，比其它代工厂加起来还要多。此外，台积电的工艺技术也是最先进的，不仅生产出了10亿颗7nm芯片，还率先实现了5nm芯片的量产，就连3nm也在计划之中。因此，纵观整个半导体行业，台积电的客户实力都可以说是最强大的，无论是一众美企巨头，还是别的一些小公司，都仰仗台积电的芯片供应。然而就如今的情况来看，台积电的处境并不是很客观，其产能提升没有想象中那么大，无法保证每个客户的订单都能够顺利完成。这样一来，那些得不到芯片供应的公司自然会出现缺芯的问题，而且这还只是台积电一家芯片代工厂带来的影响。再算上其它的代工厂，它们的实力连台积电都赶不上，肯定也保障不了客户的芯片供应。如此一来，缺芯就变成了一个普遍的现象，一时间也没有太好的解决办法。但就在这个关键时刻，中国芯片巨头传来好消息，斥资500亿元，产能可媲美台积电了？中国芯片巨头传来好消息这家中国巨头的名字叫做中芯国际，相信大家都非常熟悉，因为中芯一直是国内最大的芯片代工厂商，业务和台积电没有太大的区别。根据最新排名显示，在全球芯片代工市场，台积电第一，三星第二，而中芯则被排在了第五位，也算得上是名列前茅。虽然就整体水平和客户实力而言，中芯离台积电还有一定的差距，但是随着缺芯问题的日渐加剧，台积电逐渐自顾不暇，而这对于中芯来说，却是一次难得的机会。据了解，为了提高产能并突破到更先进的工艺技术，中芯投资了整整500亿元，增设了两家工厂。工厂越多就代表着芯片的产能越高，所以中芯的投资是非常有道理的，可以帮助国内减轻缺芯带来的不利影响。据悉，近日中芯国际传来好消息，新开设的两家工厂已经提上了日程，预计在2024年就能正式投入使用，实现每月10万片的晶圆产能不是梦！正因于此，才会有人表示，如今中芯的产能可媲美台积电了？虽然这样说还有点为时过早，毕竟中芯的工厂还未建成，但有一点可以肯定的是，中芯对于扩充芯片产能的投资一点都不含糊，在这方面已经赶得上台积电了。不仅如此，中芯国际的工艺技术也在不断地向前进步，无论是N+1工艺还是独特的生产模式，都在向台积电看齐。据了解，其实中芯国际的极限制程并不是7nm，而是5nm甚至是3nm芯片，只是由于缺少EUV光刻机，导致无法实现量产而已。写在最后不管怎样，中芯国际都可以说是国内芯片制造行业的典型代表，它传来的好消息就是国产芯片的好消息。希望将来中芯国际能成长为像台积电这样的顶级代工巨头，到时候国内的芯片供应就不需要借助其它厂商了，中芯也能获得更好的发展。对此，你们怎么看呢？欢迎留言和转发。","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384138464,"gmtCreate":1613623586658,"gmtModify":1613623586658,"author":{"id":"3453159538137953","authorId":"3453159538137953","name":"城市隐者","avatar":"https://static.laohu8.com/4e98610ace60d43d993c4e944f6cb3e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3453159538137953","idStr":"3453159538137953"},"themes":[],"htmlText":"一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！","listText":"一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！","text":"一毛錢的一盒雞蛋、幾分錢的一斤蔬菜、一元錢的甜瓜……不信！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384138464","repostId":"2112350148","repostType":2,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}