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ijonny
2020-11-20
笑死人了, AMD的显卡都缺货,你说产能不足....
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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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 <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":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
