1.8不是比2更先进_老虎社区_美港股上老虎

2025-04-03

1.8不是比2更先进吗？谈不上落后啊。而是台积电并没有压倒性优势啊。

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。

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"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":420290431590984,"tweetId":"420290431590984","gmtCreate":1743640712833,"gmtModify":1743640714306,"author":{"id":3454593056597338,"idStr":"3454593056597338","authorId":3454593056597338,"authorIdStr":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>1.8不是比2更先进吗？谈不上落后啊。而是台积电并没有压倒性优势啊。</p></body></html>","htmlText":"<html><head></head><body><p>1.8不是比2更先进吗？谈不上落后啊。而是台积电并没有压倒性优势啊。</p></body></html>","text":"1.8不是比2更先进吗？谈不上落后啊。而是台积电并没有压倒性优势啊。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/420290431590984","repostId":2524210865,"repostType":2,"repost":{"id":"2524210865","kind":"news","pubTimestamp":1743558455,"share":"https://www.laohu8.com/m/news/2524210865?lang=zh_CN&edition=full","pubTime":"2025-04-02 09:47","market":"us","language":"zh","title":"Intel怎么追！台积电完美搞定2nm 扭头就冲向1.4nm","url":"https://stock-news.laohu8.com/highlight/detail?id=2524210865","media":"快科技","summary":"现在，台积电已经顺利完成了2nm试产阶段，良率超过60％，从而正式进入量产准备阶段。台积电宝山P2工厂已经在为1.4nm工艺做内部准备，并取得了重大突破，但具体情况暂时不详。最近，台积电甚至已经明确通知供应链，可以开始准备1.4nm工艺相关的设备了。业界预计，台积电有望在2027年开始1.4nm工艺的风险性试产，2028年火力全开。在Intel的定义中，18A等效于竞品的1.8nm级别。","content":"<html><body><article><p>快科技4月2日消息，如今的<a href=\"https://laohu8.com/S/TSM\">台积电</a>，真是把新的制程工艺变得似乎易如反掌！</p><p>早在今年初，就有报道陈，台积电2nm工艺试产进度远超预期，乐观预计位于新竹宝山、高雄的两座旗舰级工厂可在年底每月产出8万块晶圆。</p><p>现在，台积电已经顺利完成了2nm试产阶段，良率超过60％，从而正式进入量产准备阶段。</p><p>目前，台积电2nm已经开始承接客户订单，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、AMD、Intel、<a href=\"https://laohu8.com/S/AVGO\">博通</a>等客户正在争相排队，其中宝山工厂的首批产能全部供给苹果，高雄工厂负责其他客户。</p><p>紧接着，台积电就马不停蹄地投入了下一代1.4nm工艺的相关工作。</p><p>台积电宝山P2(Fab20)工厂已经在为1.4nm工艺做内部准备，并取得了重大突破，但具体情况暂时不详。</p><p>最近，台积电甚至已经明确通知供应链，可以开始准备1.4nm工艺相关的设备了。</p><p>宝山P2被视为台积电先进工艺的试验田，一旦进展顺利，P3、P4工厂也会加入其中，Fab 25工厂也可能会在1.4nm工艺上扮演重要角色。</p><p>业界预计，台积电有望在2027年开始1.4nm工艺的风险性试产，2028年火力全开。</p><p>PS：Intel刚刚再次确认，Intel 18A工艺将在下半年量产，首发产品是代号Panther Lake的下一代酷睿Ultra 300系列。</p><p>在Intel的定义中，18A等效于竞品的1.8nm级别。</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>Intel怎么追！台积电完美搞定2nm 扭头就冲向1.4nm</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\">\nIntel怎么追！台积电完美搞定2nm 扭头就冲向1.4nm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-02 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250402094737a44aa8fd&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月2日消息，如今的台积电，真是把新的制程工艺变得似乎易如反掌！早在今年初，就有报道陈，台积电2nm工艺试产进度远超预期，乐观预计位于新竹宝山、高雄的两座旗舰级工厂可在年底每月产出8万块晶圆。现在，台积电已经顺利完成了2nm试产阶段，良率超过60％，从而正式进入量产准备阶段。目前，台积电2nm已经开始承接客户订单，苹果、AMD、Intel、博通等客户正在争相排队，其中宝山工厂的首批产能全部...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250402094737a44aa8fd&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":{"BK4581":"高盛持仓","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4512":"苹果概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","INTC":"英特尔","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","03145":"华夏亚洲高息股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","TSM":"台积电","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4505":"高瓴资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4579":"人工智能","BK4529":"IDC概念","BK4588":"碎股","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4503":"景林资产持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4543":"AI","BK4527":"明星科技股","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250402094737a44aa8fd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2524210865","content_text":"快科技4月2日消息，如今的台积电，真是把新的制程工艺变得似乎易如反掌！早在今年初，就有报道陈，台积电2nm工艺试产进度远超预期，乐观预计位于新竹宝山、高雄的两座旗舰级工厂可在年底每月产出8万块晶圆。现在，台积电已经顺利完成了2nm试产阶段，良率超过60％，从而正式进入量产准备阶段。目前，台积电2nm已经开始承接客户订单，苹果、AMD、Intel、博通等客户正在争相排队，其中宝山工厂的首批产能全部供给苹果，高雄工厂负责其他客户。紧接着，台积电就马不停蹄地投入了下一代1.4nm工艺的相关工作。台积电宝山P2(Fab20)工厂已经在为1.4nm工艺做内部准备，并取得了重大突破，但具体情况暂时不详。最近，台积电甚至已经明确通知供应链，可以开始准备1.4nm工艺相关的设备了。宝山P2被视为台积电先进工艺的试验田，一旦进展顺利，P3、P4工厂也会加入其中，Fab 25工厂也可能会在1.4nm工艺上扮演重要角色。业界预计，台积电有望在2027年开始1.4nm工艺的风险性试产，2028年火力全开。PS：Intel刚刚再次确认，Intel 18A工艺将在下半年量产，首发产品是代号Panther Lake的下一代酷睿Ultra 300系列。在Intel的定义中，18A等效于竞品的1.8nm级别。","news_type":1,"symbols_score_info":{"INTC":1,"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":486,"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":61,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/420290431590984"}