5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能_老虎社区_美港股上老虎

5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能

快科技2022-01-10

2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币...

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。

JuJulo
·2022-01-10
Nvda TSM 加油
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2202221989?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","is_english":false,"pubTime":"2022-01-10 13:32","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2202221989","market":"us","top_or_hot":-1,"title":"5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能","media":"快科技","content":"<div>\n<p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能</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\">\n5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 13:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b\">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":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b","article_id":"2202221989","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2202221989","pubTimestamp":1641792720,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMD":"美国超微公司","AAPL":"苹果","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","NVDA":"英伟达","BK4507":"流媒体概念","BK4505":"高瓴资本持仓","BK4512":"苹果概念","TSM":"台积电","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓"},"translate_title":"The 5nm/3nm process is too popular. AMD, Apple, NVIDIA, etc. have invested heavily in booking TSMC's production capacity","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"AAPL":1,"TWmain":1,"TSM":0.6,"NVDA":0.6},"content_text":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。在支付预付款的客户中，苹果、AMD、NVIDIA、高通等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","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":[{"id":694381432,"gmtCreate":1641819359240,"gmtModify":1641819359327,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Nvda TSM 加油","listText":"Nvda TSM 加油","text":"Nvda TSM 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694381432","repostId":2202221989,"repostType":2,"repost":{"id":"2202221989","pubTimestamp":1641792720,"share":"https://www.laohu8.com/m/news/2202221989?lang=&edition=full","pubTime":"2022-01-10 13:32","market":"us","language":"zh","title":"5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2202221989","media":"快科技","summary":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","content":"<html><body><article><p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为香饽饽，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。</p><p>据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。</p><p>在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。</p><p>在支付预付款的客户中，苹果、AMD、NVIDIA、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。</p><p>AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。</p><p>NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。</p><p>至于高通这边，这两年的主力代工也是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。</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>5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能</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\">\n5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 13:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"BK4141":"半导体产品","BK4505":"高瓴资本持仓","AMD":"美国超微公司","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","TSM":"台积电","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4559":"巴菲特持仓","AAPL":"苹果","BK4501":"段永平概念","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2202221989","content_text":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。在支付预付款的客户中，苹果、AMD、NVIDIA、高通等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}