[得意] 舔狗_老虎社区_美港股上老虎

[得意] 舔狗

示好美国台积电2nm工艺被传放弃国产半导体设备及材料

台积电此举主要还是为了迎合美国的政策，2nm工艺会首先在新竹的工厂生产，之后是高雄工厂，但2028年就会转移到美国生产，而美国此前公布的政策是拿美国补贴的厂商不能购买、使用外国实体的不合格设备。台积电表示，公司的全球采购策略，是透过完善的风险管理系统及与供应商紧密的伙伴关系，持续开发多源供应方案、建立多元的全球供应商。

示好美国台积电2nm工艺被传放弃国产半导体设备及材料

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":471483505766560,"tweetId":"471483505766560","gmtCreate":1756151112140,"gmtModify":1756157551701,"author":{"id":4135678816599370,"idStr":"4135678816599370","authorId":4135678816599370,"authorIdStr":"4135678816599370","name":"阿布_3645","avatar":"https://static.tigerbbs.com/d162ec1ff5aba036bc7b40d5a6366330","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p><span>[得意]&nbsp;</span> 舔狗<br></p></body></html>","htmlText":"<html><head></head><body><p><span>[得意]&nbsp;</span> 舔狗<br></p></body></html>","text":"[得意] 舔狗","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/471483505766560","repostId":2562240275,"repostType":2,"repost":{"id":"2562240275","kind":"news","pubTimestamp":1756131081,"share":"https://www.laohu8.com/m/news/2562240275?lang=&edition=full","pubTime":"2025-08-25 22:11","market":"us","language":"zh","title":"示好美国 台积电2nm工艺被传放弃国产半导体设备及材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2562240275","media":"快科技","summary":"台积电此举主要还是为了迎合美国的政策，2nm工艺会首先在新竹的工厂生产，之后是高雄工厂，但2028年就会转移到美国生产，而美国此前公布的政策是拿美国补贴的厂商不能购买、使用外国实体的不合格设备。台积电表示，公司的全球采购策略，是透过完善的风险管理系统及与供应商紧密的伙伴关系，持续开发多源供应方案、建立多元的全球供应商。","content":"<html><body><article><p>快科技8月25日消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>今年将量产2nm工艺，这也是台积电首次使用GAA结构晶体管技术，将进一步巩固台积电在先进工艺上的垄断地位。</p><p>从这一代工艺开始，台积电还有个重要变化，<strong>那就是将淘汰国内的半导体设备及材料，这意味着2nm及未来的A16、A14工艺将只会使用美国、日本、欧洲、韩国等地区的设备。</strong></p><p>具体受影响的国产设备到也不算多，国内目前能够满足7nm以下先进工艺的设备要么还在研发中，要么还没厂商有实力切入，台积电用到的设备也主要是<a href=\"https://laohu8.com/S/688380\">中微半导</a>体的刻蚀机，还有一家被中资收购的美国厂商Mattson Technology，也主要是生产刻蚀、去胶、热处理等设备。</p><p>除了半导体设备，台积电还在审查半导体材料的产地，不过2nm工艺这个级别中也没什么国产厂商能够供应台积电，大硅片、EUV光刻胶、特种气体等主要还是来自国外厂商。</p><p>台积电此举主要还是为了迎合美国的政策，2nm工艺会首先在新竹的工厂生产，之后是高雄工厂，<strong>但2028年就会转移到美国生产，而美国此前公布的政策是拿美国补贴的厂商不能购买、使用外国实体的不合格设备。</strong></p><p>针对这一传闻，台积电公司今天也做出了回应，不过依然是那句话——不评论市场传闻。</p><p>台积电表示，公司的全球采购策略，是透过完善的风险管理系统及与供应商紧密的伙伴关系，持续开发多源供应方案、建立多元的全球供应商。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250825221434029d206of6u392r2lu\"/></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>示好美国 台积电2nm工艺被传放弃国产半导体设备及材料</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示好美国 台积电2nm工艺被传放弃国产半导体设备及材料\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 22:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825221856975fef8f&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月25日消息，台积电今年将量产2nm工艺，这也是台积电首次使用GAA结构晶体管技术，将进一步巩固台积电在先进工艺上的垄断地位。从这一代工艺开始，台积电还有个重要变化，那就是将淘汰国内的半导体设备及材料，这意味着2nm及未来的A16、A14工艺将只会使用美国、日本、欧洲、韩国等地区的设备。具体受影响的国产设备到也不算多，国内目前能够满足7nm以下先进工艺的设备要么还在研发中，要么还没厂商有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825221856975fef8f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4141":"半导体产品","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4505":"高瓴资本持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","03145":"华夏亚洲高息股","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","TSM":"台积电","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825221856975fef8f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2562240275","content_text":"快科技8月25日消息，台积电今年将量产2nm工艺，这也是台积电首次使用GAA结构晶体管技术，将进一步巩固台积电在先进工艺上的垄断地位。从这一代工艺开始，台积电还有个重要变化，那就是将淘汰国内的半导体设备及材料，这意味着2nm及未来的A16、A14工艺将只会使用美国、日本、欧洲、韩国等地区的设备。具体受影响的国产设备到也不算多，国内目前能够满足7nm以下先进工艺的设备要么还在研发中，要么还没厂商有实力切入，台积电用到的设备也主要是中微半导体的刻蚀机，还有一家被中资收购的美国厂商Mattson Technology，也主要是生产刻蚀、去胶、热处理等设备。除了半导体设备，台积电还在审查半导体材料的产地，不过2nm工艺这个级别中也没什么国产厂商能够供应台积电，大硅片、EUV光刻胶、特种气体等主要还是来自国外厂商。台积电此举主要还是为了迎合美国的政策，2nm工艺会首先在新竹的工厂生产，之后是高雄工厂，但2028年就会转移到美国生产，而美国此前公布的政策是拿美国补贴的厂商不能购买、使用外国实体的不合格设备。针对这一传闻，台积电公司今天也做出了回应，不过依然是那句话——不评论市场传闻。台积电表示，公司的全球采购策略，是透过完善的风险管理系统及与供应商紧密的伙伴关系，持续开发多源供应方案、建立多元的全球供应商。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":13,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

示好美国 台积电2nm工艺被传放弃国产半导体设备及材料

评论

热议股票

示好美国台积电2nm工艺被传放弃国产半导体设备及材料