突破2纳米，日本芯片崛起，台积电不再一家独大

Ofweek光电信息网2025-02-08

外媒报道指日本的Rapidus公司已确认2纳米工艺研发成功，今年4月试产，明年就将量产，量产时间几乎与台积电同步，如此一来台积电在先进工艺方面的垄断优势将被打破。据悉Rapidus这次相当大手笔，一次过筹建两条生产线，采购了10台2纳米EUV光刻机，可以看出日本方面从一开始就计划大规模量产，力求在全球芯片制造市场分羹。当下全球芯片代工市场已基本由台积电一家独大，过去数年三星曾拥有与台积电较量的实力...

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linhaifeng
2025-02-08
linhaifeng
垃圾信息，垃圾发布

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company","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1},"content_text":"外媒报道指日本的Rapidus公司已确认2纳米工艺研发成功，今年4月试产，明年就将量产，量产时间几乎与台积电同步，如此一来台积电在先进工艺方面的垄断优势将被打破。据悉Rapidus这次相当大手笔，一次过筹建两条生产线，采购了10台2纳米EUV光刻机，可以看出日本方面从一开始就计划大规模量产，力求在全球芯片制造市场分羹。当下全球芯片代工市场已基本由台积电一家独大，过去数年三星曾拥有与台积电较量的实力，但是随着高通将订单从三星转移到台积电，全球芯片行业都认识到三星在芯片代工市场已无法与台积电较量，普遍认为三星在7纳米以下工艺的晶体管密度都不如台积电。三星在7纳米以下工艺落败，导致三星在芯片代工市场的份额迅速从两成左右跌至一成以下，也是2024年全球前十大芯片代工企业中唯一下跌的企业，更导致三星不得不大举缩减芯片产能，特别是5纳米和3纳米工艺产能缩减三成以上。如今日本Rapidus公司传出2纳米工艺研发进展顺利，也就意味着在2纳米工艺上，Rapidus公司将成为唯一可以与台积电较量的芯片代工企业，这将给台积电带来较大的压力，特别是美国芯片企业将非常欢迎日本进入芯片代工行业。美国曾意图扶持Intel发展芯片代工，但是Intel在2纳米工艺上研发进展缓慢，发展芯片代工业务还导致Intel亏损了数百亿美元，这已导致Intel的CEO基辛格被迫退休，如今Intel正在寻找新的CEO，它能否顺利研发2纳米工艺已面临巨大变数。由于三星没能制衡台积电，Intel又无法挑战台积电，台积电如今底气十足，在去年大幅涨价之后，今年继续进一步涨价，作为台积电大客户的美国芯片（美国芯片为台积电贡献七成收入）已失去了议价权，只能接受台积电的涨价要求。如此情况下，美国芯片行业当然欢迎Rapidus公司发展先进工艺，如此将有助于美国芯片迫使台积电降价，避免台积电持续收割美国芯片，毕竟一直受制于台积电让美国芯片相当难受。对日本芯片来说，这也是千载难逢的机会，1990年代及之前，日本芯片曾占有全球芯片市场五成市场份额，但是在美国的打压之下，中国台湾和韩国的芯片产业才迎来了发展机会，中国台湾发展起芯片代工，而韩国则占领存储芯片市场，日本芯片到如今占全球芯片市场的份额大约只剩下一成左右的份额。日本芯片仍然有一定的积累，在芯片设备和芯片材料方面，日本占据较大的市场份额，这些技术积累让它能迅速崛起，如今美国需要它制衡台积电，日本芯片行业当然要抓住机会。不过2纳米工艺的技术研发难度非常大，三星和台积电从7纳米、5纳米到3纳米一直在较量，最终失败，日本芯片是否能如它所言迅速打破2纳米工艺仍然值得观察，毕竟日本芯片迅速在如此先进的技术上取得突破，还是存在许多困难的。","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":401387034431664,"gmtCreate":1739002662135,"gmtModify":1739003314349,"author":{"id":"3507266227390625","authorId":"3507266227390625","name":"linhaifeng","avatar":"https://static.tigerbbs.com/5a0e88c8b063cf5c0d3ac617b2a2178a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3507266227390625","idStr":"3507266227390625"},"htmlText":"垃圾信息，垃圾发布","listText":"垃圾信息，垃圾发布","text":"垃圾信息，垃圾发布","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401387034431664","repostId":2509870440,"repostType":2,"repost":{"id":"2509870440","kind":"news","pubTimestamp":1738979820,"share":"https://www.laohu8.com/m/news/2509870440?lang=zh_CN&edition=full","pubTime":"2025-02-08 09:57","market":"us","language":"zh","title":"突破2纳米，日本芯片崛起，台积电不再一家独大","url":"https://stock-news.laohu8.com/highlight/detail?id=2509870440","media":"Ofweek光电信息网","summary":"外媒报道指日本的Rapidus公司已确认2纳米工艺研发成功，今年4月试产，明年就将量产，量产时间几乎与台积电同步，如此一来台积电在先进工艺方面的垄断优势将被打破。如今日本Rapidus公司传出2纳米工艺研发进展顺利，也就意味着在2纳米工艺上，Rapidus公司将成为唯一可以与台积电较量的芯片代工企业，这将给台积电带来较大的压力，特别是美国芯片企业将非常欢迎日本进入芯片代工行业。","content":"<html><body><article><p>外媒报道指日本的Rapidus公司已确认2纳米工艺研发成功，今年4月试产，明年就将量产，量产时间几乎与<a href=\"https://laohu8.com/S/TSM\">台积电</a>同步，如此一来台积电在先进工艺方面的垄断优势将被打破。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250208100141505d1528cv5qr9slt8\"/><p>据悉Rapidus这次相当大手笔，一次过筹建两条生产线，采购了10台2纳米EUV光刻机，可以看出日本方面从一开始就计划大规模量产，力求在全球芯片制造市场分羹。</p><p>当下全球芯片代工市场已基本由台积电一家独大，过去数年<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>曾拥有与台积电较量的实力，但是随着<a href=\"https://laohu8.com/S/QCOM\">高通</a>将订单从三星转移到台积电，全球芯片行业都认识到三星在芯片代工市场已无法与台积电较量，普遍认为三星在7纳米以下工艺的晶体管密度都不如台积电。</p><p>三星在7纳米以下工艺落败，导致三星在芯片代工市场的份额迅速从两成左右跌至一成以下，也是2024年全球前十大芯片代工企业中唯一下跌的企业，更导致三星不得不大举缩减芯片产能，特别是5纳米和3纳米工艺产能缩减三成以上。</p><p>如今日本Rapidus公司传出2纳米工艺研发进展顺利，也就意味着在2纳米工艺上，Rapidus公司将成为唯一可以与台积电较量的芯片代工企业，这将给台积电带来较大的压力，特别是美国芯片企业将非常欢迎日本进入芯片代工行业。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250208100142880d152rcb18hqz4dr\"/><p>美国曾意图扶持Intel发展芯片代工，但是Intel在2纳米工艺上研发进展缓慢，发展芯片代工业务还导致Intel亏损了<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元，这已导致Intel的CEO基辛格被迫退休，如今Intel正在寻找新的CEO，它能否顺利研发2纳米工艺已面临巨大变数。</p><p>由于三星没能制衡台积电，Intel又无法挑战台积电，台积电如今底气十足，在去年大幅涨价之后，今年继续进一步涨价，作为台积电大客户的美国芯片（美国芯片为台积电贡献七成收入）已失去了议价权，只能接受台积电的涨价要求。</p><p>如此情况下，美国芯片行业当然欢迎Rapidus公司发展先进工艺，如此将有助于美国芯片迫使台积电降价，避免台积电持续收割美国芯片，毕竟一直受制于台积电让美国芯片相当难受。</p><p>对日本芯片来说，这也是千载难逢的机会，1990年代及之前，日本芯片曾占有全球芯片市场五成市场份额，但是在美国的打压之下，中国台湾和韩国的芯片产业才迎来了发展机会，中国台湾发展起芯片代工，而韩国则占领存储芯片市场，日本芯片到如今占全球芯片市场的份额大约只剩下一成左右的份额。</p><p>日本芯片仍然有一定的积累，在芯片设备和芯片材料方面，日本占据较大的市场份额，这些技术积累让它能迅速崛起，如今美国需要它制衡台积电，日本芯片行业当然要抓住机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250208100144466d152q3dsnhtj3uu\"/><p>不过2纳米工艺的技术研发难度非常大，三星和台积电从7纳米、5纳米到3纳米一直在较量，最终失败，日本芯片是否能如它所言迅速打破2纳米工艺仍然值得观察，毕竟日本芯片迅速在如此先进的技术上取得突破，还是存在许多困难的。</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>突破2纳米，日本芯片崛起，台积电不再一家独大</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n突破2纳米，日本芯片崛起，台积电不再一家独大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-08 09:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250208100152961bb02f&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外媒报道指日本的Rapidus公司已确认2纳米工艺研发成功，今年4月试产，明年就将量产，量产时间几乎与台积电同步，如此一来台积电在先进工艺方面的垄断优势将被打破。据悉Rapidus这次相当大手笔，一次过筹建两条生产线，采购了10台2纳米EUV光刻机，可以看出日本方面从一开始就计划大规模量产，力求在全球芯片制造市场分羹。当下全球芯片代工市场已基本由台积电一家独大，过去数年三星曾拥有与台积电较量的实力...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250208100152961bb02f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","BK4505":"高瓴资本持仓","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","03145":"华夏亚洲高息股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250208100152961bb02f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2509870440","content_text":"外媒报道指日本的Rapidus公司已确认2纳米工艺研发成功，今年4月试产，明年就将量产，量产时间几乎与台积电同步，如此一来台积电在先进工艺方面的垄断优势将被打破。据悉Rapidus这次相当大手笔，一次过筹建两条生产线，采购了10台2纳米EUV光刻机，可以看出日本方面从一开始就计划大规模量产，力求在全球芯片制造市场分羹。当下全球芯片代工市场已基本由台积电一家独大，过去数年三星曾拥有与台积电较量的实力，但是随着高通将订单从三星转移到台积电，全球芯片行业都认识到三星在芯片代工市场已无法与台积电较量，普遍认为三星在7纳米以下工艺的晶体管密度都不如台积电。三星在7纳米以下工艺落败，导致三星在芯片代工市场的份额迅速从两成左右跌至一成以下，也是2024年全球前十大芯片代工企业中唯一下跌的企业，更导致三星不得不大举缩减芯片产能，特别是5纳米和3纳米工艺产能缩减三成以上。如今日本Rapidus公司传出2纳米工艺研发进展顺利，也就意味着在2纳米工艺上，Rapidus公司将成为唯一可以与台积电较量的芯片代工企业，这将给台积电带来较大的压力，特别是美国芯片企业将非常欢迎日本进入芯片代工行业。美国曾意图扶持Intel发展芯片代工，但是Intel在2纳米工艺上研发进展缓慢，发展芯片代工业务还导致Intel亏损了数百亿美元，这已导致Intel的CEO基辛格被迫退休，如今Intel正在寻找新的CEO，它能否顺利研发2纳米工艺已面临巨大变数。由于三星没能制衡台积电，Intel又无法挑战台积电，台积电如今底气十足，在去年大幅涨价之后，今年继续进一步涨价，作为台积电大客户的美国芯片（美国芯片为台积电贡献七成收入）已失去了议价权，只能接受台积电的涨价要求。如此情况下，美国芯片行业当然欢迎Rapidus公司发展先进工艺，如此将有助于美国芯片迫使台积电降价，避免台积电持续收割美国芯片，毕竟一直受制于台积电让美国芯片相当难受。对日本芯片来说，这也是千载难逢的机会，1990年代及之前，日本芯片曾占有全球芯片市场五成市场份额，但是在美国的打压之下，中国台湾和韩国的芯片产业才迎来了发展机会，中国台湾发展起芯片代工，而韩国则占领存储芯片市场，日本芯片到如今占全球芯片市场的份额大约只剩下一成左右的份额。日本芯片仍然有一定的积累，在芯片设备和芯片材料方面，日本占据较大的市场份额，这些技术积累让它能迅速崛起，如今美国需要它制衡台积电，日本芯片行业当然要抓住机会。不过2纳米工艺的技术研发难度非常大，三星和台积电从7纳米、5纳米到3纳米一直在较量，最终失败，日本芯片是否能如它所言迅速打破2纳米工艺仍然值得观察，毕竟日本芯片迅速在如此先进的技术上取得突破，还是存在许多困难的。","news_type":1,"symbols_score_info":{"03145":0.6,"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 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