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

快科技06-05

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...

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精彩评论

一割
06-05
一割
好像小米3纳米芯片依然离不开台积电
- 一割:
  好多手机都用上了3纳米，而且很热销，中美关系缓和利好很多
- 炒股买炸鸡:
  任何人 3 纳米都离不开

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supply cut-off Blogger: Next, TSMC will only have Apple/Qualcomm/MediaTek in 2nm","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"03145":0.6,"TSM":1,"MACW.SI":0.6,"QCOM":1},"content_text":"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。资料显示，EDA全称是Electronic Design 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14:26","market":"hk","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":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","AAPL":"苹果","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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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,"symbols_score_info":{"AAPL":1,"03145":0.6,"TSM":1,"MACW.SI":0.6,"QCOM":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":443159694004432,"gmtCreate":1749216300719,"gmtModify":1749218033477,"authorId":4207235655169200,"author":{"id":4207235655169200,"idStr":"4207235655169200","authorId":4207235655169200,"name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":442727181635640,"type":1,"supId":443142499263296,"prevId":0,"content":"好多手机都用上了3纳米，而且很热销，中美关系缓和利好很多","text":"好多手机都用上了3纳米，而且很热销，中美关系缓和利好很多","html":"好多手机都用上了3纳米，而且很热销，中美关系缓和利好很多"},{"id":443142499263296,"gmtCreate":1749211866756,"gmtModify":1749216123047,"authorId":3480130458915826,"author":{"id":3480130458915826,"idStr":"3480130458915826","authorId":3480130458915826,"name":"炒股买炸鸡","avatar":"https://static.tigerbbs.com/b9c61c96b9829cbb8f3861b768a80bf4","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":442727181635640,"type":1,"supId":0,"prevId":0,"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"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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":"4.35.11","shortVersion":"4.35.11","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/2541046862","isCrawlerRequest":true}

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

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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