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06-06 11:31

$特斯拉(TSLA)$ 如果彻底闹掰的话，后续摩擦肯定很激烈。无论谁会占优，股价都会不利。

06-06 11:28

$特斯拉(TSLA)$ 只要马斯克和特朗普后续摩擦占优势就好

06-05 20:59

$特斯拉(TSLA)$ 机器人需要稀土材料的元器件，汽车也是。这一出口限制最受不了的国家竟然是日本。甚至是说买不到，及价格很高。

想在特斯拉推出机器人出租车前买入股票？你需要先了解这些

06-05 15:53

好像小米3纳米芯片依然离不开台积电

美国突然实施EDA断供博主：接下来台积电2nm只有苹果/高通/联发科

06-05 14:01

这样会被限制的，之前特斯拉在国内都禁止进去敏感地区。

大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？

06-05 04:08

真的能达到90%吗？是2nm的吗？

台积电2nm良率突破90%，美国厂将量产英伟达AI芯片

06-03

台积电老将出任三星副总裁挑战新技术牛牛牛

三星代工，聘请台积电21年老将

06-03

$台积电(TSM)$ 感觉木头姐在高点飘零

06-03

$台积电(TSM)$ 木头姐在高点卖了吗？

06-02

$台积电(TSM)$ 新思台积电英伟达……产业链遥遥领先！

06-02

‌$新思科技(SNPS)$ ‌股价在600美金比较合理

06-02

$英伟达(NVDA)$ 英伟达会收割中国AI芯片市场甚至是用低端芯片

06-02

$英伟达(NVDA)$ 巧妇难为无米之炊，如今做饭的炊具（EDA）也被禁用了。半导体产业遥遥领先世界

05-29

$新思科技(SNPS)$ 这股票总市值最起码值1200亿美金的

05-29

$台积电(TSM)$ 利空出完了没？低吸还不够吗？

05-28

台积电说话有底气，世界龙头牛牛牛！

台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划

05-28

台积电都发展到1.4纳米了

台积电：先进制程暂无需High NA EUV技术支持

05-28

$特斯拉(TSLA)$ 木头姐做多台积电，做空特斯拉估计目前已哭晕在厕所。

05-27

$拼多多(PDD)$ 即使市场疲软，拼多多吃的市场份额变大了，然而他付出了一些利润为代价。

05-27

$拼多多(PDD)$ 市场环境利好拼多多，业绩增长，战略调整，低端能活，高端也可以。

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Martin）表示，一旦远期市盈率超过50，甚至超过100，用收益来衡量估值就不再合理了。他指出，显然投资者正在越过特斯拉的核心电动车业务，转而关注其在自动驾驶汽车以及人形机器人“Optimus”方面的潜力。但若要支撑当前的估值水平，公司需要在未来5到10年里保持非常高的盈利增长率——例如年增速达到50%到70%。而这是一种极难长期维持的增长速度。</p><p>即便如此，特斯拉的估值依旧值得商榷。以微软和英伟达为例，这两家公司市值都增长至超过3万亿美元，但在其成长过程中从未有过如特斯拉目前这般高的估值倍数。</p><p>下图显示了自2010年以来，特斯拉、微软和英伟达这三家公司各自的历史远期市盈率走势图：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/250fa26709cfcbffb61d9fc4ba5b3306\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"510\"/></p><p>对于那些坚持持有特斯拉股票的投资者来说，在短期基本面乏力的情况下，关注技术面或许是更明智的做法。</p><p>不过，需要注意的是，随着特斯拉即将在美国德州奥斯汀推出机器人出租车服务，该股已接近“超买”区间。其相对强弱指数（RSI，一种衡量动量的指标）目前为62。通常，RSI超过70表明股票处于超买状态，除非有强劲且持续的动能支持，否则难以维持高位。据道琼斯市场数据，332美元是该股的20日移动平均线，是一个重要的短期技术位。Explosiveoptions.net的创始人兼首席期权分析师鲍勃·兰（Bob Lang）表示，股票通常会在短期内回测这一水平，因此在未回调到这一位置之前买入，风险较高。</p><p>然而，兰补充道，如果特斯拉的无人出租车计划未能获得市场积极回应，该股可能会跌破20日均线。</p><p>对于长期投资者而言，应跳脱短期波动的喧嚣，更应关注股价在何处获得支撑、买盘在哪里进场。Bob Lang指出，特斯拉股价的一个关键支撑位是220美元。</p><p>以下是特斯拉自1月以来的股价走势图，图中标记出大约220美元的价格区间——这一位置曾多次成为股价反弹的起点，说明买方在此进场形成了支撑：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0ed547ab35358580ff98409b10a53a2\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"547\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>想在特斯拉推出机器人出租车前买入股票？你需要先了解这些</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想在特斯拉推出机器人出租车前买入股票？你需要先了解这些\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-05 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管特斯拉（Tesla）的股价较历史最高收盘价下跌了约28%，但在过去一个月中已反弹近20%。随着公司预计于6月晚些时候推出机器人出租车服务（robotaxi），市场的兴奋情绪正在升温。然而，在过度沉浸于公司美好前景之前，投资者应先问问自己：这些新技术是否足以支撑特斯拉目前高得惊人的估值？</p><p>对一些特斯拉的忠实支持者来说，这个答案是肯定的。该股当前的远期市盈率约为153——这是衡量投资者愿意为公司每一美元的预期收益支付多少价格的指标。这个数字意味着投资者对特斯拉的增长前景抱有极高期望。作为对比，目前市值最大的两家公司——微软（Microsoft）的远期市盈率约为31，英伟达（Nvidia）的则约为28（据FactSet数据）。</p><p>但Globalt Investments的高级投资组合经理托马斯·马丁（Thomas Martin）表示，一旦远期市盈率超过50，甚至超过100，用收益来衡量估值就不再合理了。他指出，显然投资者正在越过特斯拉的核心电动车业务，转而关注其在自动驾驶汽车以及人形机器人“Optimus”方面的潜力。但若要支撑当前的估值水平，公司需要在未来5到10年里保持非常高的盈利增长率——例如年增速达到50%到70%。而这是一种极难长期维持的增长速度。</p><p>即便如此，特斯拉的估值依旧值得商榷。以微软和英伟达为例，这两家公司市值都增长至超过3万亿美元，但在其成长过程中从未有过如特斯拉目前这般高的估值倍数。</p><p>下图显示了自2010年以来，特斯拉、微软和英伟达这三家公司各自的历史远期市盈率走势图：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/250fa26709cfcbffb61d9fc4ba5b3306\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"510\"/></p><p>对于那些坚持持有特斯拉股票的投资者来说，在短期基本面乏力的情况下，关注技术面或许是更明智的做法。</p><p>不过，需要注意的是，随着特斯拉即将在美国德州奥斯汀推出机器人出租车服务，该股已接近“超买”区间。其相对强弱指数（RSI，一种衡量动量的指标）目前为62。通常，RSI超过70表明股票处于超买状态，除非有强劲且持续的动能支持，否则难以维持高位。据道琼斯市场数据，332美元是该股的20日移动平均线，是一个重要的短期技术位。Explosiveoptions.net的创始人兼首席期权分析师鲍勃·兰（Bob Lang）表示，股票通常会在短期内回测这一水平，因此在未回调到这一位置之前买入，风险较高。</p><p>然而，兰补充道，如果特斯拉的无人出租车计划未能获得市场积极回应，该股可能会跌破20日均线。</p><p>对于长期投资者而言，应跳脱短期波动的喧嚣，更应关注股价在何处获得支撑、买盘在哪里进场。Bob Lang指出，特斯拉股价的一个关键支撑位是220美元。</p><p>以下是特斯拉自1月以来的股价走势图，图中标记出大约220美元的价格区间——这一位置曾多次成为股价反弹的起点，说明买方在此进场形成了支撑：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0ed547ab35358580ff98409b10a53a2\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"547\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/48c460923c0f69c36e64e33287a84ff9","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145527415","content_text":"尽管特斯拉（Tesla）的股价较历史最高收盘价下跌了约28%，但在过去一个月中已反弹近20%。随着公司预计于6月晚些时候推出机器人出租车服务（robotaxi），市场的兴奋情绪正在升温。然而，在过度沉浸于公司美好前景之前，投资者应先问问自己：这些新技术是否足以支撑特斯拉目前高得惊人的估值？对一些特斯拉的忠实支持者来说，这个答案是肯定的。该股当前的远期市盈率约为153——这是衡量投资者愿意为公司每一美元的预期收益支付多少价格的指标。这个数字意味着投资者对特斯拉的增长前景抱有极高期望。作为对比，目前市值最大的两家公司——微软（Microsoft）的远期市盈率约为31，英伟达（Nvidia）的则约为28（据FactSet数据）。但Globalt Investments的高级投资组合经理托马斯·马丁（Thomas Martin）表示，一旦远期市盈率超过50，甚至超过100，用收益来衡量估值就不再合理了。他指出，显然投资者正在越过特斯拉的核心电动车业务，转而关注其在自动驾驶汽车以及人形机器人“Optimus”方面的潜力。但若要支撑当前的估值水平，公司需要在未来5到10年里保持非常高的盈利增长率——例如年增速达到50%到70%。而这是一种极难长期维持的增长速度。即便如此，特斯拉的估值依旧值得商榷。以微软和英伟达为例，这两家公司市值都增长至超过3万亿美元，但在其成长过程中从未有过如特斯拉目前这般高的估值倍数。下图显示了自2010年以来，特斯拉、微软和英伟达这三家公司各自的历史远期市盈率走势图：对于那些坚持持有特斯拉股票的投资者来说，在短期基本面乏力的情况下，关注技术面或许是更明智的做法。不过，需要注意的是，随着特斯拉即将在美国德州奥斯汀推出机器人出租车服务，该股已接近“超买”区间。其相对强弱指数（RSI，一种衡量动量的指标）目前为62。通常，RSI超过70表明股票处于超买状态，除非有强劲且持续的动能支持，否则难以维持高位。据道琼斯市场数据，332美元是该股的20日移动平均线，是一个重要的短期技术位。Explosiveoptions.net的创始人兼首席期权分析师鲍勃·兰（Bob Lang）表示，股票通常会在短期内回测这一水平，因此在未回调到这一位置之前买入，风险较高。然而，兰补充道，如果特斯拉的无人出租车计划未能获得市场积极回应，该股可能会跌破20日均线。对于长期投资者而言，应跳脱短期波动的喧嚣，更应关注股价在何处获得支撑、买盘在哪里进场。Bob Lang指出，特斯拉股价的一个关键支撑位是220美元。以下是特斯拉自1月以来的股价走势图，图中标记出大约220美元的价格区间——这一位置曾多次成为股价反弹的起点，说明买方在此进场形成了支撑：","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442727181635640,"gmtCreate":1749109985247,"gmtModify":1749109986972,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"好像小米3纳米芯片依然离不开台积电","listText":"好像小米3纳米芯片依然离不开台积电","text":"好像小米3纳米芯片依然离不开台积电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/442727181635640","repostId":"2541046862","repostType":2,"repost":{"id":"2541046862","kind":"news","pubTimestamp":1749104770,"share":"https://www.laohu8.com/m/news/2541046862?lang=&edition=full","pubTime":"2025-06-05 14:26","market":"us","language":"zh","title":"美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科","url":"https://stock-news.laohu8.com/highlight/detail?id=2541046862","media":"快科技","summary":"快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。","content":"<html><body><p>快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而<strong><a href=\"https://laohu8.com/S/TSM\">台积电</a>2nm就是GAAFET结构。</strong></p><p>他指出，在该禁令下，<strong>玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，</strong>玄戒O1也将是近几年唯一一次和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>/<a href=\"https://laohu8.com/S/QCOM\">高通</a>/联发科平起平坐的芯片。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_23/EBA234A708BE3AFCF8D5E415A7F4F7BE923DB0BA_size116_w600_h399.jpg\"/></p><p>值得注意的是，高通、联发科不受影响，<strong>未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。</strong></p><p>资料显示，EDA全称是Electronic Design Automation，中文名为电子设计自动化。</p><p>在半导体行业中，EDA包含了一系列从设计到制造的软件工具，涵盖了功能设计、布线、验证等环节，是芯片设计中不可或缺的重要组件，也是集成电路产业最上游、壁垒最高的部分，EDA也被称为“芯片之母”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_23/8C936DCDA9B353936DBEE3289E3D31F7124DDB09_size93_w600_h381.jpg\"/></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科</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美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8jwCvvL7yXX><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家...</p>\n\n<a href=\"https://tech.ifeng.com/c/8jwCvvL7yXX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       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Automation，中文名为电子设计自动化。在半导体行业中，EDA包含了一系列从设计到制造的软件工具，涵盖了功能设计、布线、验证等环节，是芯片设计中不可或缺的重要组件，也是集成电路产业最上游、壁垒最高的部分，EDA也被称为“芯片之母”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480130458915826","authorId":"3480130458915826","name":"zs 纸盒大魔王","avatar":"https://static.tigerbbs.com/b9c61c96b9829cbb8f3861b768a80bf4","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3480130458915826","idStr":"3480130458915826"},"content":"任何人 3 纳米都离不开","text":"任何人 3 纳米都离不开","html":"任何人 3 纳米都离不开"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442697568097144,"gmtCreate":1749103263985,"gmtModify":1749103265825,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"这样会被限制的，之前特斯拉在国内都禁止进去敏感地区。","listText":"这样会被限制的，之前特斯拉在国内都禁止进去敏感地区。","text":"这样会被限制的，之前特斯拉在国内都禁止进去敏感地区。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442697568097144","repostId":"2541014980","repostType":2,"repost":{"id":"2541014980","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1749094357,"share":"https://www.laohu8.com/m/news/2541014980?lang=&edition=full","pubTime":"2025-06-05 11:32","market":"us","language":"zh","title":"大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541014980","media":"华尔街见闻","summary":"大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。","content":"<html><head></head><body><blockquote><p>大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。</p></blockquote><p style=\"text-align: justify;\">在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。</p><p style=\"text-align: justify;\">摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超汽车市场规模，预计到2040年达到1万亿美元，2050年扩大至9万亿美元。</p><p style=\"text-align: justify;\">大摩认为，特斯拉不仅仅是电动汽车公司，其技术和产业布局使其有潜力成为低空经济和国防领域的核心参与者。特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在低空经济中占据竞争优势——无论是商用还是军用领域。</p><p style=\"text-align: justify;\">对投资者而言，这意味着需要重新评估特斯拉的长期价值主张和增长潜力，而不仅仅将其视为汽车制造商。</p><p style=\"text-align: justify;\"><strong>大摩分析师将特斯拉目标价定为410美元，同时指出公司进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。</strong></p><h2 id=\"id_3166444322\">乌克兰无人机攻击揭示战争新范式</h2><p style=\"text-align: justify;\">上周末，乌克兰发起了代号&#34;蜘蛛网行动&#34;的无人机袭击，向至少4个俄罗斯空军基地发射了117架无人机，据报道摧毁了数十架俄罗斯高价值战略飞机。这次攻击距离前线超过3,000英里，突显了AI无人机在现代战争中的战略价值。</p><p style=\"text-align: justify;\">大摩报告指出，当前AI和自动化技术正在改变战争规则：<strong>传统技术需要5人操作一架价值3000万美元的无人机，而采用AI技术后，1人可同时操作100架无人机，这种不对称能力可能会使全球传统国防预算重新分配。</strong></p><p style=\"text-align: justify;\">根据Pitchbook数据，美国风险投资支持的航空航天与国防公司今年已筹集近65亿美元新资本。</p><p style=\"text-align: justify;\">主要交易包括Saronic(6亿美元，估值40亿美元)、Shield AI(2.4亿美元，估值53亿美元)和True Anomaly(2.6亿美元，估值9.44亿美元)。其他值得注意的无人机私企包括Skydio(2024年11月估值25亿美元)和Zipline(2023年4月估值42亿美元)。</p><p style=\"text-align: justify;\">大摩预测，城市空中交通市场(Urban Air Mobility)将在2040年达到1万亿美元规模，到2050年扩大至9万亿美元。大摩分析师认为，单个电动垂直起降飞行器(eVTOL)能产生约15辆共享汽车的收入，表明这一市场的经济潜力远超传统汽车行业。</p><h2 id=\"id_3453767431\">特斯拉的核心竞争优势</h2><p style=\"text-align: justify;\">在乌克兰对俄罗斯发动无人机袭击当天，马斯克在社交平台X上对此评论称，无人机正在成为现代战争的关键工具。</p><blockquote><p style=\"text-align: justify;\">“无人机才是未来战场的主宰，而不是有人驾驶飞机。”</p></blockquote><p style=\"text-align: justify;\">据摩根士丹利，马斯克在特斯拉2025年第一季度财报电话会议上曾表示：&#34;任何无法自主制造无人机的国家注定会成为能够制造无人机国家的附庸国。而我们不能——美国目前无法自主制造无人机。好好想想这句话。”</p><p style=\"text-align: justify;\">大摩报告详细分析了特斯拉在航空和无人机领域的竞争优势：</p><blockquote><p style=\"text-align: justify;\"><strong>技术转移能力</strong>：制造、材料科学、导航/自主系统、电动机研发、电池存储、支持基础设施和机器人技术——特斯拉拥有一系列可应用于低空经济的相关技能。</p><p style=\"text-align: justify;\"><strong>Starlink作为低空经济的&#34;连接组织&#34;</strong>：过去三年乌克兰/俄罗斯局势表明，低延迟、可靠、有弹性/冗余的卫星通信在战场上进行基本到复杂操作的决定性作用。</p><p style=\"text-align: justify;\"><strong>自动驾驶技术转化</strong>：如果企业能在公共道路上实现汽车自动化，就能实现一切自动化。自动驾驶汽车科学的任何进步都会加速自主空中无人机的发展(反之亦然)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbce33c8c3a55b3e6a1959e299df5e6c\" title=\"\" tg-width=\"1404\" tg-height=\"976\"/></p></blockquote><p style=\"text-align: justify;\">摩根士丹利基于其全球eVTOL/城市空中交通模型运行了多种情景，分析特斯拉可能的市场份额和EBITDA利润率。</p><p style=\"text-align: justify;\"><strong>根据折现到现值的每股基础计算，分析师得出初步结果显示特斯拉进军航空市场的潜在价值在低端约每股100美元到高端约每股1000美元(甚至更多)。</strong></p><p style=\"text-align: justify;\">而摩根士丹利当前410美元的目标价并未包含特斯拉参与航空市场的任何估值。该目标价由五个部分组成：</p><blockquote><p style=\"text-align: justify;\">特斯拉核心汽车业务每股75美元(基于2030年470万辆产量)</p><p style=\"text-align: justify;\">网络服务每股160美元(基于2040年65%渗透率和每用户200美元ARPU)</p><p style=\"text-align: justify;\">特斯拉移动出行每股90美元</p><p style=\"text-align: justify;\">能源业务每股67美元</p><p style=\"text-align: justify;\">特斯拉作为第三方供应商每股17美元</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3748493><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748493\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3748493","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541014980","content_text":"大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超汽车市场规模，预计到2040年达到1万亿美元，2050年扩大至9万亿美元。大摩认为，特斯拉不仅仅是电动汽车公司，其技术和产业布局使其有潜力成为低空经济和国防领域的核心参与者。特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在低空经济中占据竞争优势——无论是商用还是军用领域。对投资者而言，这意味着需要重新评估特斯拉的长期价值主张和增长潜力，而不仅仅将其视为汽车制造商。大摩分析师将特斯拉目标价定为410美元，同时指出公司进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。乌克兰无人机攻击揭示战争新范式上周末，乌克兰发起了代号\"蜘蛛网行动\"的无人机袭击，向至少4个俄罗斯空军基地发射了117架无人机，据报道摧毁了数十架俄罗斯高价值战略飞机。这次攻击距离前线超过3,000英里，突显了AI无人机在现代战争中的战略价值。大摩报告指出，当前AI和自动化技术正在改变战争规则：传统技术需要5人操作一架价值3000万美元的无人机，而采用AI技术后，1人可同时操作100架无人机，这种不对称能力可能会使全球传统国防预算重新分配。根据Pitchbook数据，美国风险投资支持的航空航天与国防公司今年已筹集近65亿美元新资本。主要交易包括Saronic(6亿美元，估值40亿美元)、Shield AI(2.4亿美元，估值53亿美元)和True Anomaly(2.6亿美元，估值9.44亿美元)。其他值得注意的无人机私企包括Skydio(2024年11月估值25亿美元)和Zipline(2023年4月估值42亿美元)。大摩预测，城市空中交通市场(Urban Air Mobility)将在2040年达到1万亿美元规模，到2050年扩大至9万亿美元。大摩分析师认为，单个电动垂直起降飞行器(eVTOL)能产生约15辆共享汽车的收入，表明这一市场的经济潜力远超传统汽车行业。特斯拉的核心竞争优势在乌克兰对俄罗斯发动无人机袭击当天，马斯克在社交平台X上对此评论称，无人机正在成为现代战争的关键工具。“无人机才是未来战场的主宰，而不是有人驾驶飞机。”据摩根士丹利，马斯克在特斯拉2025年第一季度财报电话会议上曾表示：\"任何无法自主制造无人机的国家注定会成为能够制造无人机国家的附庸国。而我们不能——美国目前无法自主制造无人机。好好想想这句话。”大摩报告详细分析了特斯拉在航空和无人机领域的竞争优势：技术转移能力：制造、材料科学、导航/自主系统、电动机研发、电池存储、支持基础设施和机器人技术——特斯拉拥有一系列可应用于低空经济的相关技能。Starlink作为低空经济的\"连接组织\"：过去三年乌克兰/俄罗斯局势表明，低延迟、可靠、有弹性/冗余的卫星通信在战场上进行基本到复杂操作的决定性作用。自动驾驶技术转化：如果企业能在公共道路上实现汽车自动化，就能实现一切自动化。自动驾驶汽车科学的任何进步都会加速自主空中无人机的发展(反之亦然)。摩根士丹利基于其全球eVTOL/城市空中交通模型运行了多种情景，分析特斯拉可能的市场份额和EBITDA利润率。根据折现到现值的每股基础计算，分析师得出初步结果显示特斯拉进军航空市场的潜在价值在低端约每股100美元到高端约每股1000美元(甚至更多)。而摩根士丹利当前410美元的目标价并未包含特斯拉参与航空市场的任何估值。该目标价由五个部分组成：特斯拉核心汽车业务每股75美元(基于2030年470万辆产量)网络服务每股160美元(基于2040年65%渗透率和每用户200美元ARPU)特斯拉移动出行每股90美元能源业务每股67美元特斯拉作为第三方供应商每股17美元","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442553544749920,"gmtCreate":1749067701755,"gmtModify":1749073865297,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"真的能达到90%吗？是2nm的吗？","listText":"真的能达到90%吗？是2nm的吗？","text":"真的能达到90%吗？是2nm的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/442553544749920","repostId":"2540574260","repostType":2,"repost":{"id":"2540574260","kind":"news","pubTimestamp":1749030080,"share":"https://www.laohu8.com/m/news/2540574260?lang=&edition=full","pubTime":"2025-06-04 17:41","market":"us","language":"zh","title":"台积电2nm良率突破90%，美国厂将量产英伟达AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2540574260","media":"半导体投资联盟","summary":"苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。","content":"<html><body><article><img src=\"\"/><p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号</p><p><strong>更多重磅新闻，</strong><strong>请点击进入</strong><strong>爱集微小程序</strong><strong>阅读</strong></p><p><strong>或下载爱集微APP阅读</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604180340907v206oa24h7ig6fe\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604180343137v2061lh5r1oyeyj\"/><p>据报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的人工智能（AI）芯片预计将于2025年底在<a href=\"https://laohu8.com/S/TSM\">台积电</a>美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、AMD和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。</p><p>苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。</p><p>台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。</p><p>台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。</p><p>高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。</p><p>Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。</p><p>金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。</p><p>校对：赵月        责编：李梅</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>台积电2nm良率突破90%，美国厂将量产英伟达AI芯片</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电2nm良率突破90%，美国厂将量产英伟达AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b><strong>半导体投资联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540574260","content_text":"了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。校对：赵月        责编：李梅","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528806047540247","authorId":"3528806047540247","name":"Parko522","avatar":"https://static.tigerbbs.com/a854f45bbb08ca8279018f2abd565f6e","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3528806047540247","idStr":"3528806047540247"},"content":"我也是怀疑","text":"我也是怀疑","html":"我也是怀疑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442089586901088,"gmtCreate":1748955028295,"gmtModify":1748955029952,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"台积电老将出任三星副总裁挑战新技术牛牛牛","listText":"台积电老将出任三星副总裁挑战新技术牛牛牛","text":"台积电老将出任三星副总裁挑战新技术牛牛牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442089586901088","repostId":"2540722180","repostType":2,"repost":{"id":"2540722180","kind":"news","pubTimestamp":1748942062,"share":"https://www.laohu8.com/m/news/2540722180?lang=&edition=full","pubTime":"2025-06-03 17:14","market":"us","language":"zh","title":"三星代工，聘请台积电21年老将","url":"https://stock-news.laohu8.com/highlight/detail?id=2540722180","media":"天天IC","summary":"集微网·爱集微APP，各大主流应用商店均可下载台积电是全球最大的芯片代工企业，三星位居第二，但与台积电相差甚远。三星正全力追赶台积电，但短期内仍难以缩小技术差距，更不用说挑战其在全球芯片代工市场的主导地位。最新的投资对象是一位曾在台积电工作21年的前高管，她将负责三星在美国的代工业务。据报道，Margaret Han已被任命为三星执行副总裁，并将负责其在美国的代工业务。该工厂预计将于2026年底投产。","content":"<html><body><article><p>集微网·爱集微APP，各大主流应用商店均可下载</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球最大的芯片代工企业，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>位居第二，但与台积电相差甚远。三星正全力追赶台积电，但短期内仍难以缩小技术差距，更不用说挑战其在全球芯片代工市场的主导地位。</p><p>三星一直在大力投资设备和人力资源，以增强其在这一领域的优势。最新的投资对象是一位曾在台积电工作21年的前高管，她将负责三星在美国的代工业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603172053441v163g3cx26ylc1f\"/><p>据报道，Margaret Han已被任命为三星执行副总裁，并将负责其在美国的代工业务。Margaret Han在台积电工作二十多年，担任过销售、市场营销和业务拓展等多个职位。</p><p>她随后转投<a href=\"https://laohu8.com/S/INTC\">英特尔</a>，担任全球外部晶圆代工采购和供应商管理主管。如今，Margaret Han离开英特尔，加入三星，因为该公司的目标是成为美国领先的晶圆代工企业。</p><p>人们相信，Margaret Han的经验将有助于三星拓展其晶圆代工业务，赢得新客户，尤其是那些总部位于美国的主要芯片设计公司。</p><p>三星已承诺在得克萨斯州泰勒市投资370亿美元建设新的芯片制造工厂，其中包括先进的4nm和2nm工艺节点。该工厂预计将于2026年底投产。</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>三星代工，聘请台积电21年老将</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三星代工，聘请台积电21年老将\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 17:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603172136a4980296&s=b><strong>天天IC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网·爱集微APP，各大主流应用商店均可下载台积电是全球最大的芯片代工企业，三星位居第二，但与台积电相差甚远。三星正全力追赶台积电，但短期内仍难以缩小技术差距，更不用说挑战其在全球芯片代工市场的主导地位。三星一直在大力投资设备和人力资源，以增强其在这一领域的优势。最新的投资对象是一位曾在台积电工作21年的前高管，她将负责三星在美国的代工业务。据报道，Margaret Han已被任命为三星执行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603172136a4980296&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603172136a4980296&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540722180","content_text":"集微网·爱集微APP，各大主流应用商店均可下载台积电是全球最大的芯片代工企业，三星位居第二，但与台积电相差甚远。三星正全力追赶台积电，但短期内仍难以缩小技术差距，更不用说挑战其在全球芯片代工市场的主导地位。三星一直在大力投资设备和人力资源，以增强其在这一领域的优势。最新的投资对象是一位曾在台积电工作21年的前高管，她将负责三星在美国的代工业务。据报道，Margaret Han已被任命为三星执行副总裁，并将负责其在美国的代工业务。Margaret Han在台积电工作二十多年，担任过销售、市场营销和业务拓展等多个职位。她随后转投英特尔，担任全球外部晶圆代工采购和供应商管理主管。如今，Margaret Han离开英特尔，加入三星，因为该公司的目标是成为美国领先的晶圆代工企业。人们相信，Margaret Han的经验将有助于三星拓展其晶圆代工业务，赢得新客户，尤其是那些总部位于美国的主要芯片设计公司。三星已承诺在得克萨斯州泰勒市投资370亿美元建设新的芯片制造工厂，其中包括先进的4nm和2nm工艺节点。该工厂预计将于2026年底投产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441912498278872,"gmtCreate":1748926992170,"gmtModify":1748926993189,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 感觉木头姐在高点飘零","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 感觉木头姐在高点飘零","text":"$台积电(TSM)$ 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英伟达会收割中国AI芯片市场甚至是用低端芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441537522422624","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441537383178600,"gmtCreate":1748835806097,"gmtModify":1748835807256,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 巧妇难为无米之炊，如今做饭的炊具（EDA）也被禁用了。半导体产业遥遥领先世界","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 巧妇难为无米之炊，如今做饭的炊具（EDA）也被禁用了。半导体产业遥遥领先世界","text":"$英伟达(NVDA)$ 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这股票总市值最起码值1200亿美金的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440261376991376","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440148274189096,"gmtCreate":1748496984192,"gmtModify":1748496985459,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空出完了没？低吸还不够吗？","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空出完了没？低吸还不够吗？","text":"$台积电(TSM)$ 利空出完了没？低吸还不够吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440148274189096","isVote":1,"tweetType":1,"viewCount":4524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439914247270640,"gmtCreate":1748421720928,"gmtModify":1748421722717,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"台积电说话有底气，世界龙头牛牛牛！","listText":"台积电说话有底气，世界龙头牛牛牛！","text":"台积电说话有底气，世界龙头牛牛牛！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439914247270640","repostId":"2538450884","repostType":2,"repost":{"id":"2538450884","kind":"highlight","pubTimestamp":1748410629,"share":"https://www.laohu8.com/m/news/2538450884?lang=&edition=full","pubTime":"2025-05-28 13:37","market":"us","language":"zh","title":"台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2538450884","media":"IT之家","summary":"威胁美国在半导体产业的领导地位。","content":"<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>呼吁美国商务部豁免芯片进口关税，警告加征关税可能削弱其 1650 亿美元（约 1.19 万亿元人民币）亚利桑那州扩建计划，并威胁美国在半导体产业的领导地位。</p><p>台媒 CNA 于 5 月 23 日报道，台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出，加征关税将抑制下游需求，并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于 5 月 5 日提交的函件中，该函件系针对美国商务部就潜在贸易措施征询意见期间所递交。</p><p>台积电表示，终端产品因关税导致价格上涨将抑制芯片需求，从而削弱亚利桑那州产业集群的经济价值。该公司要求“在美国拥有重大半导体产能”的企业继续享有进口海外设备和材料的免税通道，因其中许多物资在美国本土无法获取。</p><p>IT之家注意到，台积电在亚利桑那州凤凰城的 650 亿美元（现汇率约合 4674.98 亿元人民币）投资项目目前包含 3 座晶圆厂：首座已开始量产，专攻 4nm 节点；第二座即将竣工，将提供 3nm、2nm 产能，预计 2028 年开始生产；第三座于上月破土动工，瞄准 2nm 及更先进制程。</p><p>今年 3 月，台积电宣布在亚利桑那州追加 1000 亿美元（现汇率约合 7192.28 亿元人民币）投资，计划再建三座晶圆厂、两座先进封装厂和一个研发中心，总投资额累计 1650 亿美元（现汇率约合 1.19 万亿元人民币）。</p><p>据台积电提交的文件披露，当六座晶圆厂全部投产后，亚利桑那州基地每月可生产 10 万片晶圆，约占台积电 2nm 及更先进制程预计产能的 30%。该公司还预估其美国项目将带动 2000 亿美元（现汇率约合 1.44 万亿元人民币）的间接经济活动，创造数万个就业岗位。文件强调，这些经济收益的实现有赖于可预期的免税供应链体系。</p>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-28 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/05/28133750707852.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电呼吁美国商务部豁免芯片进口关税，警告加征关税可能削弱其 1650 亿美元（约 1.19 万亿元人民币）亚利桑那州扩建计划，并威胁美国在半导体产业的领导地位。台媒 CNA 于 5 月 23 日报道，台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出，加征关税将抑制下游需求，并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/05/28133750707852.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2025/05/28133750707852.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538450884","content_text":"台积电呼吁美国商务部豁免芯片进口关税，警告加征关税可能削弱其 1650 亿美元（约 1.19 万亿元人民币）亚利桑那州扩建计划，并威胁美国在半导体产业的领导地位。台媒 CNA 于 5 月 23 日报道，台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出，加征关税将抑制下游需求，并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于 5 月 5 日提交的函件中，该函件系针对美国商务部就潜在贸易措施征询意见期间所递交。台积电表示，终端产品因关税导致价格上涨将抑制芯片需求，从而削弱亚利桑那州产业集群的经济价值。该公司要求“在美国拥有重大半导体产能”的企业继续享有进口海外设备和材料的免税通道，因其中许多物资在美国本土无法获取。IT之家注意到，台积电在亚利桑那州凤凰城的 650 亿美元（现汇率约合 4674.98 亿元人民币）投资项目目前包含 3 座晶圆厂：首座已开始量产，专攻 4nm 节点；第二座即将竣工，将提供 3nm、2nm 产能，预计 2028 年开始生产；第三座于上月破土动工，瞄准 2nm 及更先进制程。今年 3 月，台积电宣布在亚利桑那州追加 1000 亿美元（现汇率约合 7192.28 亿元人民币）投资，计划再建三座晶圆厂、两座先进封装厂和一个研发中心，总投资额累计 1650 亿美元（现汇率约合 1.19 万亿元人民币）。据台积电提交的文件披露，当六座晶圆厂全部投产后，亚利桑那州基地每月可生产 10 万片晶圆，约占台积电 2nm 及更先进制程预计产能的 30%。该公司还预估其美国项目将带动 2000 亿美元（现汇率约合 1.44 万亿元人民币）的间接经济活动，创造数万个就业岗位。文件强调，这些经济收益的实现有赖于可预期的免税供应链体系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439911975367248,"gmtCreate":1748421585774,"gmtModify":1748421587563,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"台积电都发展到1.4纳米了","listText":"台积电都发展到1.4纳米了","text":"台积电都发展到1.4纳米了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439911975367248","repostId":"2538449650","repostType":2,"repost":{"id":"2538449650","kind":"news","pubTimestamp":1748413322,"share":"https://www.laohu8.com/m/news/2538449650?lang=&edition=full","pubTime":"2025-05-28 14:22","market":"us","language":"zh","title":"台积电：先进制程暂无需High NA EUV技术支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2538449650","media":"DoNews","summary":"在荷兰阿姆斯特丹举行的2025年技术论坛欧洲场中，台积电资深副总经理张晓强表示，公司目前暂无为先进制程导入High NA EUV的计划。他指出，最新公布的1.4nm级逻辑制程A14即便未采用High NA EUV图案化设备，性能提升依然显著。","content":"<html><body><article><p>在荷兰阿姆斯特丹举行的2025年技术论坛欧洲场中，<a href=\"https://laohu8.com/S/TSM\">台积电</a>资深副总经理张晓强表示，公司目前暂无为先进制程导入High NA EUV的计划。他指出，最新公布的1.4nm级逻辑制程A14即便未采用High NA EUV图案化设备，性能提升依然显著。</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>台积电：先进制程暂无需High NA EUV技术支持</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电：先进制程暂无需High NA EUV技术支持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-28 14:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052814251797681e1f&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在荷兰阿姆斯特丹举行的2025年技术论坛欧洲场中，台积电资深副总经理张晓强表示，公司目前暂无为先进制程导入High NA EUV的计划。他指出，最新公布的1.4nm级逻辑制程A14即便未采用High NA EUV图案化设备，性能提升依然显著。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052814251797681e1f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4526":"热门中概股","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","03145":"华夏亚洲高息股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES 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EUV图案化设备，性能提升依然显著。","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439798267196280,"gmtCreate":1748401071508,"gmtModify":1748401072893,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 木头姐做多台积电，做空特斯拉估计目前已哭晕在厕所。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 木头姐做多台积电，做空特斯拉估计目前已哭晕在厕所。","text":"$特斯拉(TSLA)$ 木头姐做多台积电，做空特斯拉估计目前已哭晕在厕所。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/439798267196280","isVote":1,"tweetType":1,"viewCount":2994,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4123069873910010","authorId":"4123069873910010","name":"心态哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4123069873910010","idStr":"4123069873910010"},"content":"木头姐特斯拉忠实粉丝，一直在做多特斯拉","text":"木头姐特斯拉忠实粉丝，一直在做多特斯拉","html":"木头姐特斯拉忠实粉丝，一直在做多特斯拉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439617174803336,"gmtCreate":1748357053092,"gmtModify":1748357054553,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"<a 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市场环境利好拼多多，业绩增长，战略调整，低端能活，高端也可以。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439598081888824","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442727181635640,"gmtCreate":1749109985247,"gmtModify":1749109986972,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"好像小米3纳米芯片依然离不开台积电","listText":"好像小米3纳米芯片依然离不开台积电","text":"好像小米3纳米芯片依然离不开台积电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/442727181635640","repostId":"2541046862","repostType":2,"repost":{"id":"2541046862","kind":"news","pubTimestamp":1749104770,"share":"https://www.laohu8.com/m/news/2541046862?lang=&edition=full","pubTime":"2025-06-05 14:26","market":"us","language":"zh","title":"美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科","url":"https://stock-news.laohu8.com/highlight/detail?id=2541046862","media":"快科技","summary":"快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。","content":"<html><body><p>快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而<strong><a href=\"https://laohu8.com/S/TSM\">台积电</a>2nm就是GAAFET结构。</strong></p><p>他指出，在该禁令下，<strong>玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，</strong>玄戒O1也将是近几年唯一一次和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>/<a href=\"https://laohu8.com/S/QCOM\">高通</a>/联发科平起平坐的芯片。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_23/EBA234A708BE3AFCF8D5E415A7F4F7BE923DB0BA_size116_w600_h399.jpg\"/></p><p>值得注意的是，高通、联发科不受影响，<strong>未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。</strong></p><p>资料显示，EDA全称是Electronic Design Automation，中文名为电子设计自动化。</p><p>在半导体行业中，EDA包含了一系列从设计到制造的软件工具，涵盖了功能设计、布线、验证等环节，是芯片设计中不可或缺的重要组件，也是集成电路产业最上游、壁垒最高的部分，EDA也被称为“芯片之母”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_23/8C936DCDA9B353936DBEE3289E3D31F7124DDB09_size93_w600_h381.jpg\"/></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科</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美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8jwCvvL7yXX><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家...</p>\n\n<a href=\"https://tech.ifeng.com/c/8jwCvvL7yXX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       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Automation，中文名为电子设计自动化。在半导体行业中，EDA包含了一系列从设计到制造的软件工具，涵盖了功能设计、布线、验证等环节，是芯片设计中不可或缺的重要组件，也是集成电路产业最上游、壁垒最高的部分，EDA也被称为“芯片之母”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480130458915826","authorId":"3480130458915826","name":"zs 纸盒大魔王","avatar":"https://static.tigerbbs.com/b9c61c96b9829cbb8f3861b768a80bf4","crmLevel":6,"crmLevelSwitch":1,"idStr":"3480130458915826","authorIdStr":"3480130458915826"},"content":"任何人 3 纳米都离不开","text":"任何人 3 纳米都离不开","html":"任何人 3 纳米都离不开"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443016257934032,"gmtCreate":1749180688734,"gmtModify":1749180690016,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 如果彻底闹掰的话，后续摩擦肯定很激烈。无论谁会占优，股价都会不利。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 如果彻底闹掰的话，后续摩擦肯定很激烈。无论谁会占优，股价都会不利。","text":"$特斯拉(TSLA)$ 如果彻底闹掰的话，后续摩擦肯定很激烈。无论谁会占优，股价都会不利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/443016257934032","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431405920100824,"gmtCreate":1746345440883,"gmtModify":1746345442399,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 美政府限制英伟达产品出口中国，这对其盈利肯定受影响就看Q2季报啦！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 美政府限制英伟达产品出口中国，这对其盈利肯定受影响就看Q2季报啦！","text":"$英伟达(NVDA)$ 美政府限制英伟达产品出口中国，这对其盈利肯定受影响就看Q2季报啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/431405920100824","isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"刚收到消息，华为已研制出能替代英伟达H20芯片的产品，将在5月份进入大批量生产，算法胜过H20，川普首先害死了美国企业。","text":"刚收到消息，华为已研制出能替代英伟达H20芯片的产品，将在5月份进入大批量生产，算法胜过H20，川普首先害死了美国企业。","html":"刚收到消息，华为已研制出能替代英伟达H20芯片的产品，将在5月份进入大批量生产，算法胜过H20，川普首先害死了美国企业。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442553544749920,"gmtCreate":1749067701755,"gmtModify":1749073865297,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"真的能达到90%吗？是2nm的吗？","listText":"真的能达到90%吗？是2nm的吗？","text":"真的能达到90%吗？是2nm的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/442553544749920","repostId":"2540574260","repostType":2,"repost":{"id":"2540574260","kind":"news","pubTimestamp":1749030080,"share":"https://www.laohu8.com/m/news/2540574260?lang=&edition=full","pubTime":"2025-06-04 17:41","market":"us","language":"zh","title":"台积电2nm良率突破90%，美国厂将量产英伟达AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2540574260","media":"半导体投资联盟","summary":"苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。","content":"<html><body><article><img src=\"\"/><p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号</p><p><strong>更多重磅新闻，</strong><strong>请点击进入</strong><strong>爱集微小程序</strong><strong>阅读</strong></p><p><strong>或下载爱集微APP阅读</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604180340907v206oa24h7ig6fe\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604180343137v2061lh5r1oyeyj\"/><p>据报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的人工智能（AI）芯片预计将于2025年底在<a href=\"https://laohu8.com/S/TSM\">台积电</a>美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、AMD和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。</p><p>苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。</p><p>台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。</p><p>台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。</p><p>高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。</p><p>Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。</p><p>金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。</p><p>校对：赵月        责编：李梅</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>台积电2nm良率突破90%，美国厂将量产英伟达AI芯片</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电2nm良率突破90%，美国厂将量产英伟达AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b><strong>半导体投资联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540574260","content_text":"了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。校对：赵月        责编：李梅","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528806047540247","authorId":"3528806047540247","name":"Parko522","avatar":"https://static.tigerbbs.com/a854f45bbb08ca8279018f2abd565f6e","crmLevel":5,"crmLevelSwitch":1,"idStr":"3528806047540247","authorIdStr":"3528806047540247"},"content":"我也是怀疑","text":"我也是怀疑","html":"我也是怀疑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431134987952744,"gmtCreate":1746279296134,"gmtModify":1746280162723,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 周一能不能涨20个点？","listText":"<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$&nbsp;</a><v-v 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 即使市场疲软，拼多多吃的市场份额变大了，然而他付出了一些利润为代价。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 即使市场疲软，拼多多吃的市场份额变大了，然而他付出了一些利润为代价。","text":"$拼多多(PDD)$ 即使市场疲软，拼多多吃的市场份额变大了，然而他付出了一些利润为代价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439617174803336","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431389824299864,"gmtCreate":1746341900457,"gmtModify":1746341901931,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 可口可乐复权累计下目前已上涨67万倍","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 可口可乐复权累计下目前已上涨67万倍","text":"$纳斯达克(.IXIC)$ 可口可乐复权累计下目前已上涨67万倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/431389824299864","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549413686001459","authorId":"3549413686001459","name":"我的新昵称呢","avatar":"https://static.tigerbbs.com/7edb8531d256fc9e76be7bbfd1628886","crmLevel":6,"crmLevelSwitch":0,"idStr":"3549413686001459","authorIdStr":"3549413686001459"},"content":"他最近10年只涨了一倍，和七姐妹比垫底都垫不了吧","text":"他最近10年只涨了一倍，和七姐妹比垫底都垫不了吧","html":"他最近10年只涨了一倍，和七姐妹比垫底都垫不了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441537383178600,"gmtCreate":1748835806097,"gmtModify":1748835807256,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空出完了没？低吸还不够吗？","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空出完了没？低吸还不够吗？","text":"$台积电(TSM)$ 利空出完了没？低吸还不够吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440148274189096","isVote":1,"tweetType":1,"viewCount":4524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439914247270640,"gmtCreate":1748421720928,"gmtModify":1748421722717,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"台积电说话有底气，世界龙头牛牛牛！","listText":"台积电说话有底气，世界龙头牛牛牛！","text":"台积电说话有底气，世界龙头牛牛牛！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439914247270640","repostId":"2538450884","repostType":2,"repost":{"id":"2538450884","kind":"highlight","pubTimestamp":1748410629,"share":"https://www.laohu8.com/m/news/2538450884?lang=&edition=full","pubTime":"2025-05-28 13:37","market":"us","language":"zh","title":"台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2538450884","media":"IT之家","summary":"威胁美国在半导体产业的领导地位。","content":"<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>呼吁美国商务部豁免芯片进口关税，警告加征关税可能削弱其 1650 亿美元（约 1.19 万亿元人民币）亚利桑那州扩建计划，并威胁美国在半导体产业的领导地位。</p><p>台媒 CNA 于 5 月 23 日报道，台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出，加征关税将抑制下游需求，并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于 5 月 5 日提交的函件中，该函件系针对美国商务部就潜在贸易措施征询意见期间所递交。</p><p>台积电表示，终端产品因关税导致价格上涨将抑制芯片需求，从而削弱亚利桑那州产业集群的经济价值。该公司要求“在美国拥有重大半导体产能”的企业继续享有进口海外设备和材料的免税通道，因其中许多物资在美国本土无法获取。</p><p>IT之家注意到，台积电在亚利桑那州凤凰城的 650 亿美元（现汇率约合 4674.98 亿元人民币）投资项目目前包含 3 座晶圆厂：首座已开始量产，专攻 4nm 节点；第二座即将竣工，将提供 3nm、2nm 产能，预计 2028 年开始生产；第三座于上月破土动工，瞄准 2nm 及更先进制程。</p><p>今年 3 月，台积电宣布在亚利桑那州追加 1000 亿美元（现汇率约合 7192.28 亿元人民币）投资，计划再建三座晶圆厂、两座先进封装厂和一个研发中心，总投资额累计 1650 亿美元（现汇率约合 1.19 万亿元人民币）。</p><p>据台积电提交的文件披露，当六座晶圆厂全部投产后，亚利桑那州基地每月可生产 10 万片晶圆，约占台积电 2nm 及更先进制程预计产能的 30%。该公司还预估其美国项目将带动 2000 亿美元（现汇率约合 1.44 万亿元人民币）的间接经济活动，创造数万个就业岗位。文件强调，这些经济收益的实现有赖于可预期的免税供应链体系。</p>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电警告：芯片关税可能削弱其在美国1650亿美的元投资计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-28 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/05/28133750707852.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电呼吁美国商务部豁免芯片进口关税，警告加征关税可能削弱其 1650 亿美元（约 1.19 万亿元人民币）亚利桑那州扩建计划，并威胁美国在半导体产业的领导地位。台媒 CNA 于 5 月 23 日报道，台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出，加征关税将抑制下游需求，并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/05/28133750707852.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2025/05/28133750707852.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538450884","content_text":"台积电呼吁美国商务部豁免芯片进口关税，警告加征关税可能削弱其 1650 亿美元（约 1.19 万亿元人民币）亚利桑那州扩建计划，并威胁美国在半导体产业的领导地位。台媒 CNA 于 5 月 23 日报道，台积电已要求美国商务部将半导体进口排除在《贸易扩展法》第 232 条款新关税清单之外。该公司指出，加征关税将抑制下游需求，并“危及美国当前在该领域的主导地位”。这一诉求体现在台积电亚利桑那州子公司于 5 月 5 日提交的函件中，该函件系针对美国商务部就潜在贸易措施征询意见期间所递交。台积电表示，终端产品因关税导致价格上涨将抑制芯片需求，从而削弱亚利桑那州产业集群的经济价值。该公司要求“在美国拥有重大半导体产能”的企业继续享有进口海外设备和材料的免税通道，因其中许多物资在美国本土无法获取。IT之家注意到，台积电在亚利桑那州凤凰城的 650 亿美元（现汇率约合 4674.98 亿元人民币）投资项目目前包含 3 座晶圆厂：首座已开始量产，专攻 4nm 节点；第二座即将竣工，将提供 3nm、2nm 产能，预计 2028 年开始生产；第三座于上月破土动工，瞄准 2nm 及更先进制程。今年 3 月，台积电宣布在亚利桑那州追加 1000 亿美元（现汇率约合 7192.28 亿元人民币）投资，计划再建三座晶圆厂、两座先进封装厂和一个研发中心，总投资额累计 1650 亿美元（现汇率约合 1.19 万亿元人民币）。据台积电提交的文件披露，当六座晶圆厂全部投产后，亚利桑那州基地每月可生产 10 万片晶圆，约占台积电 2nm 及更先进制程预计产能的 30%。该公司还预估其美国项目将带动 2000 亿美元（现汇率约合 1.44 万亿元人民币）的间接经济活动，创造数万个就业岗位。文件强调，这些经济收益的实现有赖于可预期的免税供应链体系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439911975367248,"gmtCreate":1748421585774,"gmtModify":1748421587563,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"台积电都发展到1.4纳米了","listText":"台积电都发展到1.4纳米了","text":"台积电都发展到1.4纳米了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439911975367248","repostId":"2538449650","repostType":2,"repost":{"id":"2538449650","kind":"news","pubTimestamp":1748413322,"share":"https://www.laohu8.com/m/news/2538449650?lang=&edition=full","pubTime":"2025-05-28 14:22","market":"us","language":"zh","title":"台积电：先进制程暂无需High NA EUV技术支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2538449650","media":"DoNews","summary":"在荷兰阿姆斯特丹举行的2025年技术论坛欧洲场中，台积电资深副总经理张晓强表示，公司目前暂无为先进制程导入High NA EUV的计划。他指出，最新公布的1.4nm级逻辑制程A14即便未采用High NA EUV图案化设备，性能提升依然显著。","content":"<html><body><article><p>在荷兰阿姆斯特丹举行的2025年技术论坛欧洲场中，<a href=\"https://laohu8.com/S/TSM\">台积电</a>资深副总经理张晓强表示，公司目前暂无为先进制程导入High NA EUV的计划。他指出，最新公布的1.4nm级逻辑制程A14即便未采用High NA EUV图案化设备，性能提升依然显著。</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>台积电：先进制程暂无需High NA EUV技术支持</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052814251797681e1f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4526":"热门中概股","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","03145":"华夏亚洲高息股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES 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