专家：中芯国际能追上台积电，靠这三个条件

快科技2025-01-20

快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，中芯国际可以追上台积电。在王国辉看来，芯片制造目前在很大程度上是资本支出游戏，单个代工厂的成本通常高达100亿美元。中芯国际拥有所需的资金，并且还得到了中国政府的支持。此外，中芯国际还可以拥有足够的工程人才，要知道每年中国培养500万理工科相关毕业生。更关键的一点就是，中芯国际无需尝试开拓西方市场就可以...

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美股小小学生
2025-01-20
美股小小学生
国产euv两年内可以实用，中芯追上美积电只是第一步，然后是高端芯片白菜价，碾压所有对手

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href=https://tech.ifeng.com/c/8gI6ebOO3VV><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，中芯国际可以追上台积电。在王国辉看来，芯片制造目前在很大程度上是资本支出游戏，单个代工厂的成本通常高达100亿美元。中芯国际拥有所需的资金，并且还得到了中国政府的支持。此外，中芯国际还可以拥有足够的工程人才，要知道每年中国培养500万理工科相关毕业生。更关键的一点就是，中芯国际无需尝试开拓西方市场就可以...</p>\n\n<a 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conditions","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1,"03145":0.6,"00981":1,"TSM":1},"content_text":"快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，中芯国际可以追上台积电。在王国辉看来，芯片制造目前在很大程度上是资本支出游戏，单个代工厂的成本通常高达100亿美元。中芯国际拥有所需的资金，并且还得到了中国政府的支持。此外，中芯国际还可以拥有足够的工程人才，要知道每年中国培养500万理工科相关毕业生。更关键的一点就是，中芯国际无需尝试开拓西方市场就可以实现规模经济。最后，对于中芯国际面临的技术瓶颈，王国辉承认，中国目前确实无法获得ASML的EUV光刻机，而这些设备是在尖端节点上生产芯片所需的。然而，他随后指出，只需要一家中国公司成功开发出国产EUV光刻机，那么“芯片战争就会结束”。简单来说就三个条件：资金、人才和市场让中芯国际可以追上台积电。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":394627335446928,"gmtCreate":1737365572466,"gmtModify":1737365574484,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3471640751615859","idStr":"3471640751615859"},"htmlText":"国产euv两年内可以实用，中芯追上美积电只是第一步，然后是高端芯片白菜价，碾压所有对手","listText":"国产euv两年内可以实用，中芯追上美积电只是第一步，然后是高端芯片白菜价，碾压所有对手","text":"国产euv两年内可以实用，中芯追上美积电只是第一步，然后是高端芯片白菜价，碾压所有对手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394627335446928","repostId":2504815412,"repostType":2,"repost":{"id":"2504815412","kind":"news","pubTimestamp":1737335215,"share":"https://www.laohu8.com/m/news/2504815412?lang=zh_CN&edition=full","pubTime":"2025-01-20 09:06","market":"sh","language":"zh","title":"专家：中芯国际能追上台积电，靠这三个条件","url":"https://stock-news.laohu8.com/highlight/detail?id=2504815412","media":"快科技","summary":"快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，中芯国际可以追上台积电。中芯国际拥有所需的资金，并且还得到了中国政府的支持。最后，对于中芯国际面临的技术瓶颈，王国辉承认，中国目前确实无法获得ASML的EUV光刻机，而这些设备是在尖端节点上生产芯片所需的。简单来说就三个条件：资金、人才和市场让中芯国际可以追上台积电。","content":"<html><body><p>快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>可以追上<a href=\"https://laohu8.com/S/TSM\">台积电</a>。</p><p>在王国辉看来，芯片制造目前在很大程度上是资本支出游戏，单个代工厂的成本通常高达100亿美元。<a href=\"https://laohu8.com/S/00981\">中芯国际</a>拥有所需的资金，并且还得到了中国政府的支持。</p><p>此外，中芯国际还可以拥有足够的工程人才，要知道每年中国培养500万理工科相关毕业生。</p><p>更关键的一点就是，中芯国际无需尝试开拓西方市场就可以实现规模经济。</p><p>最后，对于中芯国际面临的技术瓶颈，王国辉承认，中国目前确实无法获得ASML的EUV光刻机，而这些设备是在尖端节点上生产芯片所需的。</p><p><strong>然而，他随后指出，只需要一家中国公司成功开发出国产EUV光刻机，那么“芯片战争就会结束”。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2025_04/3E3A08DBE6FE7D3162AFCDAAF4902DA58D27E57F_size247_w600_h399.jpg\"/></p><p><strong>简单来说就三个条件：资金、人才和市场让中芯国际可以追上台积电</strong>。</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>专家：中芯国际能追上台积电，靠这三个条件</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专家：中芯国际能追上台积电，靠这三个条件\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-20 09:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8gI6ebOO3VV><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，中芯国际可以追上台积电。在王国辉看来，芯片制造目前在很大程度上是资本支出游戏，单个代工厂的成本通常高达100亿美元。中芯国际拥有所需的资金，并且还得到了中国政府的支持。此外，中芯国际还可以拥有足够的工程人才，要知道每年中国培养500万理工科相关毕业生。更关键的一点就是，中芯国际无需尝试开拓西方市场就可以...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gI6ebOO3VV\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://x0.ifengimg.com/ucms/2025_04/E6989FB275D26D2A541A426DBF5844B3E960DA29_size83_w600_h337.jpg","relate_stocks":{"688981":"中芯国际","BK4526":"热门中概股","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK4141":"半导体产品","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  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INNOVATORS \"C\" (GBP) ACC"},"source_url":"https://tech.ifeng.com/c/8gI6ebOO3VV","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504815412","content_text":"快科技1月20日消息，近日新加坡毕盛资产管理的创始人兼联席首席投资官王国辉接受媒体采访时表示，中芯国际可以追上台积电。在王国辉看来，芯片制造目前在很大程度上是资本支出游戏，单个代工厂的成本通常高达100亿美元。中芯国际拥有所需的资金，并且还得到了中国政府的支持。此外，中芯国际还可以拥有足够的工程人才，要知道每年中国培养500万理工科相关毕业生。更关键的一点就是，中芯国际无需尝试开拓西方市场就可以实现规模经济。最后，对于中芯国际面临的技术瓶颈，王国辉承认，中国目前确实无法获得ASML的EUV光刻机，而这些设备是在尖端节点上生产芯片所需的。然而，他随后指出，只需要一家中国公司成功开发出国产EUV光刻机，那么“芯片战争就会结束”。简单来说就三个条件：资金、人才和市场让中芯国际可以追上台积电。","news_type":1,"symbols_score_info":{"688981":1,"03145":0.6,"00981":1,"TSM":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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