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Jason_Tsai

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2020-11-20

$AMD(AMD)$ AMD YES

2020-11-20

$逸仙电商(YSG)$ 看来明天会有一波爆炒。

2020-11-19

长期看5nm产能肯定是不够了，没有了华为，会有其他替代品，不会因为没有华为就不买手机了，整体市场需求是不会改变的，作者数学没学好。

麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b><strong>天极网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&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":{"AMD":"美国超微公司","AAPL":"苹果","EWT":"台湾ETF-iShares 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href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> AMD YES","text":"$AMD(AMD)$ AMD YES","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390561281","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390624665,"gmtCreate":1605791641057,"gmtModify":1703839620938,"author":{"id":"3568292935144631","authorId":"3568292935144631","name":"Jason_Tsai","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568292935144631","idStr":"3568292935144631"},"themes":[],"htmlText":"长期看5nm产能肯定是不够了，没有了华为，会有其他替代品，不会因为没有华为就不买手机了，整体市场需求是不会改变的，作者数学没学好。","listText":"长期看5nm产能肯定是不够了，没有了华为，会有其他替代品，不会因为没有华为就不买手机了，整体市场需求是不会改变的，作者数学没学好。","text":"长期看5nm产能肯定是不够了，没有了华为，会有其他替代品，不会因为没有华为就不买手机了，整体市场需求是不会改变的，作者数学没学好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390624665","repostId":"2084426472","repostType":2,"repost":{"id":"2084426472","kind":"news","pubTimestamp":1605778888,"share":"https://www.laohu8.com/m/news/2084426472?lang=&edition=full","pubTime":"2020-11-19 17:41","market":"us","language":"zh","title":"麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场","url":"https://stock-news.laohu8.com/highlight/detail?id=2084426472","media":"天极网","summary":"由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。","content":"<html><body><article><p>由于美国的制裁，<a href=\"https://laohu8.com/S/TSM\">台积电</a>在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14和M1也无法让台积电5nm产能满载。</p><p>据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201119193117441v246vbvlnfzz4ab\"/><p>事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。</p><p>此外，<a href=\"https://laohu8.com/S/AMD\">AMD</a>的Zen4处理器明年也会采用台积电5nm工艺，但产能不多，导致台积电5nm工艺明年的产能利用率也只有85-90%。</p><p>根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。可以说华为空出来的产能其它的厂商一时半会儿是填补不完的，这也让台积电损失不小。</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>麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场</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麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-19 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b><strong>天极网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&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":{"AMD":"美国超微公司","AAPL":"苹果","EWT":"台湾ETF-iShares MSCI","TSM":"台积电","09086":"华夏纳指-U","03145":"华夏亚洲高息股","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084426472","content_text":"由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。此外，AMD的Zen4处理器明年也会采用台积电5nm工艺，但产能不多，导致台积电5nm工艺明年的产能利用率也只有85-90%。根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。可以说华为空出来的产能其它的厂商一时半会儿是填补不完的，这也让台积电损失不小。","news_type":1,"symbols_score_info":{"03086":0.6,"03145":0.6,"09086":0.6,"AAPL":1,"AMD":1,"EWT":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}