晶圆代工市场23Q3：台积电领先扩大，英特尔IFS首度进入前十

IT 商业新闻网2023-12-11

晶圆代工市场于2023年第三季度再掀波澜，TrendForce发布的报告揭示了前十大晶圆代工业者的最新动向。台积电继续扩大领先地位，而英特尔IFS首次跻身前十，为整个行业带来新的格局。　　台积电：领先优势更进一步　　在整个晶圆代工市场中，台积电的表现可圈可点。第三季度，台积电的营收环比增长10.2%，达到172.5亿美元。尤其值得注意的是，3nm工艺的占比达到6%，而整体先进制程（7nm含以下...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2390356431?lang=zh_CN&edition=full","thumbnail":"http://www.itxinwen.com/uploadfile/2023/1211/thumb_205_0_20231211083653241.png","is_english":false,"pubTime":"2023-12-11 20:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2390356431","market":"us","top_or_hot":-1,"title":"晶圆代工市场23Q3：台积电领先扩大，英特尔IFS首度进入前十","media":"IT 商业新闻网","content":"<div>\n<p>晶圆代工市场于2023年第三季度再掀波澜，TrendForce发布的报告揭示了前十大晶圆代工业者的最新动向。台积电继续扩大领先地位，而英特尔IFS首次跻身前十，为整个行业带来新的格局。\n　　台积电：领先优势更进一步\n　　在整个晶圆代工市场中，台积电的表现可圈可点。第三季度，台积电的营收环比增长10.2%，达到172.5亿美元。尤其值得注意的是，3nm工艺的占比达到6%，而整体先进制程（7nm含以下...</p>\n\n<a href=\"http://www.itxinwen.com/24hour/20231211/140529.html\">网页链接</a>\n\n</div>\n","source":"itxinwen_highlight","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>晶圆代工市场23Q3：台积电领先扩大，英特尔IFS首度进入前十</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晶圆代工市场23Q3：台积电领先扩大，英特尔IFS首度进入前十\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 20:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.itxinwen.com/24hour/20231211/140529.html><strong>IT 商业新闻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>晶圆代工市场于2023年第三季度再掀波澜，TrendForce发布的报告揭示了前十大晶圆代工业者的最新动向。台积电继续扩大领先地位，而英特尔IFS首次跻身前十，为整个行业带来新的格局。\n　　台积电：领先优势更进一步\n　　在整个晶圆代工市场中，台积电的表现可圈可点。第三季度，台积电的营收环比增长10.2%，达到172.5亿美元。尤其值得注意的是，3nm工艺的占比达到6%，而整体先进制程（7nm含以下...</p>\n\n<a href=\"http://www.itxinwen.com/24hour/20231211/140529.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4512","symbol_name":"苹果概念","start_time":0,"source_url":"http://www.itxinwen.com/24hour/20231211/140529.html","article_id":"2390356431","we_media_id":null,"thumbnails":["http://www.itxinwen.com/uploadfile/2023/1211/thumb_205_0_20231211083653241.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2390356431","pubTimestamp":1702298140,"sourceInfo":{"source_id":"itxinwen_highlight","name":"IT 商业新闻网"},"weMediaInfo":null,"summary":"晶圆代工市场于2023年第三季度再掀波澜，TrendForce发布的报告揭示了前十大晶圆代工业者的最新动向。台积电继续扩大领先...","collect":0,"end_time":0,"defaultTopTitle":"itxinwen.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4512":"苹果概念","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4591":"室温超导概念","BK4529":"IDC概念","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4585":"ETF&股票定投概念","TSM":"台积电","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4534":"瑞士信贷持仓","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","03145":"华夏亚洲高息股","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4575":"芯片概念","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0300738605.USD":"TEMPLETON EMERG MKTS SMALLER CO \"A\" INC","BK4535":"淡马锡持仓","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","IFS":"Intercorp Financial Services Inc.","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","INTC":"英特尔","BK4588":"碎股","BK4141":"半导体产品","BK4526":"热门中概股","BK4503":"景林资产持仓","LU0300738514.USD":"TEMPLETON EMERG MKTS SMALLER CO \"A\"(USD) ACC","BK4207":"综合性银行","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"translate_title":"Wafer foundry market 23Q3: TSMC leads and expands, and Intel IFS enters the top ten for the first time","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"IFS":1,"INTC":1,"03145":0.6},"content_text":"晶圆代工市场于2023年第三季度再掀波澜，TrendForce发布的报告揭示了前十大晶圆代工业者的最新动向。台积电继续扩大领先地位，而英特尔IFS首次跻身前十，为整个行业带来新的格局。\n　　台积电：领先优势更进一步\n　　在整个晶圆代工市场中，台积电的表现可圈可点。第三季度，台积电的营收环比增长10.2%，达到172.5亿美元。尤其值得注意的是，3nm工艺的占比达到6%，而整体先进制程（7nm含以下）的营收占比已经接近六成。\n　　三星：5G订单助力增长\n　　三星在第三季度取得了显著的增长，主要得益于高通中低端5G AP SoC以及5G mode订单的提升。再加上成熟的28nm OLED DDI等订单的支持，三星代工业务第三季度营收达36.9亿美元，环比增长14.1%。\n　　格芯：稳定的表现\n　　格芯在第三季度晶圆代工市场中表现稳定，晶圆出货和平均销售单价持平于第二季，营收约为18.5亿美元。\n　　联电：急单支撑下小幅下跌\n　　联电尽管得到了急单的支撑，但整体晶圆出货仍然小幅下跌。第三季度的营收环比减少1.7%，达到约18亿美元。其中，28/22nm的营收季增近一成，占比上升至32%。\n　　中芯国际：急单推动增长\n　　中芯国际在第三季度受益于智能手机等相关急单，营收环比增长3.8%，达到16.2亿美元。在中国本土采购和中国手机品牌订单激增的推动下，中国客户的收入份额大幅上升至84%。\n　　英特尔IFS：首次跻身前十\n　　值得一提的是，英特尔代工业务IFS在第三季度首次跻身前十。得益于下半年笔记本电脑的季节性因素以及自身先进制程的贡献，其营收环比增长约34.1%，达到约3.1亿美元。\n　　综合来看，晶圆代工市场23Q3报告展现了台积电不断扩大领先地位的趋势，同时也见证了英特尔IFS首次进入前十，为整个行业带来新的发展可能性。各大代工商在5G、先进工艺等方面的表现都值得业界深入关注。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2390356431"}