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心機之蛙
心機之蛙
·
11-27
这AI 怎么写着CEO 是基辛格
半导体大戏上演！Intel宣布全力支持罗维仁：台积电指控毫无根据
快科技11月27日消息，台积电已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。
半导体大戏上演！Intel宣布全力支持罗维仁：台积电指控毫无根据
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心機之蛙
心機之蛙
·
11-27
连名字都不写，搜谁家
台湾检方：对前台积电高管住所进行搜查，查获电脑等设备
台湾检方：对前台积电高管住所进行搜查，查获电脑等设备
台湾检方：对前台积电高管住所进行搜查，查获电脑等设备
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心機之蛙
心機之蛙
·
11-26
$英特尔(INTC)$
今天如此扛跌是有什么消息吗？
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心機之蛙
心機之蛙
·
11-25
遥遥领先呢？
形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企
所以，对于半导体企业的排行榜，大家都还是很在意的。而最后一名的恩智浦份额为2%，意味着大陆的半导体企业，没有一家能达到2%的份额的。英伟达最牛，一家就占到了27%的份额，而前10名中，中国仅一家企业上榜，份额大约只有3%，这一家企业还是台企，中国大陆更是没有一家企业上榜。
形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企
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心機之蛙
心機之蛙
·
11-10
$英特尔(INTC)$
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心機之蛙
心機之蛙
·
11-07
会不会马斯克买了英特尔股票才这样说的[微笑]
特斯拉将建一座晶圆厂
然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。
特斯拉将建一座晶圆厂
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心機之蛙
心機之蛙
·
11-07
$英特尔(INTC)$
其它家都止跌了，就你一个头往下串
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心機之蛙
心機之蛙
·
11-03
$英特尔(INTC)$
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心機之蛙
心機之蛙
·
10-27
$英特尔(INTC)$
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心機之蛙
心機之蛙
·
10-24
$英特尔(INTC)$
在过会儿可能都要红了，太惨了
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怎么写着CEO 是基辛格","listText":"这AI 怎么写着CEO 是基辛格","text":"这AI 怎么写着CEO 是基辛格","images":[{"img":"https://static.tigerbbs.com/af3c443db34c0a7c3c8a50b7654706f3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504707720151248","repostId":"2586213232","repostType":2,"repost":{"id":"2586213232","kind":"news","pubTimestamp":1764215830,"share":"https://www.laohu8.com/m/news/2586213232?lang=&edition=full","pubTime":"2025-11-27 11:57","market":"us","language":"zh","title":"半导体大戏上演！Intel宣布全力支持罗维仁：台积电指控毫无根据","url":"https://stock-news.laohu8.com/highlight/detail?id=2586213232","media":"快科技","summary":"快科技11月27日消息，台积电已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。","content":"<html><body><article><p>快科技11月27日消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。</p><p>台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动</p><p><strong>针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。</strong></p><p>陈立武在发给员工的备忘录中表示：“基于我们目前所知的一切，我们认为对罗维仁的指控毫无根据，他将继续得到我们的全力支持。”</p><p>其表示，作为Intel转型计划的一部分，公司已欢迎罗维仁回归——他此前曾在Intel任职 18 年，深耕晶圆制造技术研发，之后加入台积电并继续从事相关技术领域工作。</p><p><strong>Intel强调：“Intel有严格的政策和控制措施，严禁使用或转让任何第三方的机密信息或知识产权。”</strong></p><p>值得注意的是，这是IntelCEO首次在高管跳槽事件中明确提及罗维仁的名字，这意味着此次人事变动大概率已成定局。</p><img src=\"https://inews.gtimg.com/om_bt/Ow-RAOHXeX-emRZpjkyav0WKSatf933R0rLGin1k4T0bgAA/0\"/></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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127115927a4bd2d63&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月27日消息，台积电已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。陈立武在发给员工的备忘录中表示：“基于我们目前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127115927a4bd2d63&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0882747503.HKD":"UBS (LUX) 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17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>台湾检方：对前台积电高管住所进行搜查，查获电脑等设备</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4588":"碎股","BK4605":"半导体精选","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4529":"IDC概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4512":"苹果概念","BK4527":"明星科技股","BK4543":"AI","BK4585":"ETF&股票定投概念","INTC":"英特尔","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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今天如此扛跌是有什么消息吗？","text":"$英特尔(INTC)$ 今天如此扛跌是有什么消息吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/504023969276368","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"content":"emib适合大面积链接die的新品，台积电那套3d适合密度封装要求高的产品。业内除了amd可能害怕进展泄露。其他的服务器桌面应该最终都会属于ifs。 除非，台积电弄出领先市场工艺，不然pc服务器显卡 都要开始下坡。","text":"emib适合大面积链接die的新品，台积电那套3d适合密度封装要求高的产品。业内除了amd可能害怕进展泄露。其他的服务器桌面应该最终都会属于ifs。 除非，台积电弄出领先市场工艺，不然pc服务器显卡 都要开始下坡。","html":"emib适合大面积链接die的新品，台积电那套3d适合密度封装要求高的产品。业内除了amd可能害怕进展泄露。其他的服务器桌面应该最终都会属于ifs。 除非，台积电弄出领先市场工艺，不然pc服务器显卡 都要开始下坡。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503972599382912,"gmtCreate":1764074298953,"gmtModify":1764074301492,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"遥遥领先呢？","listText":"遥遥领先呢？","text":"遥遥领先呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503972599382912","repostId":"2585017452","repostType":2,"repost":{"id":"2585017452","kind":"news","pubTimestamp":1763974020,"share":"https://www.laohu8.com/m/news/2585017452?lang=&edition=full","pubTime":"2025-11-24 16:47","market":"us","language":"zh","title":"形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企","url":"https://stock-news.laohu8.com/highlight/detail?id=2585017452","media":"Ofweek光电信息网","summary":"所以，对于半导体企业的排行榜，大家都还是很在意的。而最后一名的恩智浦份额为2%，意味着大陆的半导体企业，没有一家能达到2%的份额的。英伟达最牛，一家就占到了27%的份额，而前10名中，中国仅一家企业上榜，份额大约只有3%，这一家企业还是台企，中国大陆更是没有一家企业上榜。","content":"<html><body><article><p>众所周知，芯片行业是门槛高，周期长，资金投入大，科技含量高的行业，所以对于这样的行业，一般都是赢者通吃，小企业压力山大。</p><p>举个例子来说，比如<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，他只要拿出营收的10%来投入，就是上千亿的研发资金，而一般的小企业，一年的营收可能还不到100亿，就拿他全部拿出来研发，也才100亿，不到英伟达的十分之一，能研究出什么高科技吗？</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202511/24111041453373.jpg\"/><p>当然，账肯定不是这么算的，但道理确实是这个道理，在芯片领域，以小博大的事例虽然也有，但非常少，芯片行业还是要靠持续的投入，大资金的股入，且坚持长时间的研发，才会有真正的表现和回报。</p><p>所以，对于半导体企业的排行榜，大家都还是很在意的。</p><p>因为榜单越靠前，代表着实力越强，而如果没有上榜，那么想短时间之内，表着突出的表现，其实是非常难的，需要更长时间的慢慢积累。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202511/24111043596033.png\"/><p>近日，随着各大半导体厂商们发布三季度的报表，有机构整理了一下2025年前三季度，各大半导体厂商们的营收情况，然后排出了前12名，这里包括IDM企业，Fabless企业，但不含纯晶圆代工企业，比如<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>等不入列入其中。</p><p>如上图所示，英伟达、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、intel、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、联发科、<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>排在前10名。再是<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>、<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>。</p><p>而最后一名的恩智浦份额为2%，意味着大陆的半导体企业，没有一家能达到2%的份额的。</p><p>英伟达最牛，一家就占到了27%的份额，而前10名中，中国仅一家企业上榜，份额大约只有3%，这一家企业还是台企，中国大陆更是没有一家企业上榜。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202511/24111043307061.jpg\"/><p>这意味着什么，估计大家都懂的，那就是在芯片领域，中国大陆的企业规模，和这些企业相比，还差的有一点远。</p><p>前面已经说过，芯片企业其实是看规模的，因为赢者通吃的可能性很大，小企业其实是难以拼得过大企业的，所以这也代表着国产半导体企业们，还有非常大的提升空间，和国外的这些巨头相比，我们还差的远。</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>形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企</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形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 16:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124165325977c28d3&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，芯片行业是门槛高，周期长，资金投入大，科技含量高的行业，所以对于这样的行业，一般都是赢者通吃，小企业压力山大。举个例子来说，比如英伟达，他只要拿出营收的10%来投入，就是上千亿的研发资金，而一般的小企业，一年的营收可能还不到100亿，就拿他全部拿出来研发，也才100亿，不到英伟达的十分之一，能研究出什么高科技吗？当然，账肯定不是这么算的，但道理确实是这个道理，在芯片领域，以小博大的事例...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124165325977c28d3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4543":"AI","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","TXN":"德州仪器","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","SMH":"半导体指数ETF-HOLDRs","MU":"美光科技","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","AVGO":"博通","BK4605":"半导体精选","SOXX":"iShares费城交易所半导体ETF","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","INTC":"英特尔","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124165325977c28d3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585017452","content_text":"众所周知，芯片行业是门槛高，周期长，资金投入大，科技含量高的行业，所以对于这样的行业，一般都是赢者通吃，小企业压力山大。举个例子来说，比如英伟达，他只要拿出营收的10%来投入，就是上千亿的研发资金，而一般的小企业，一年的营收可能还不到100亿，就拿他全部拿出来研发，也才100亿，不到英伟达的十分之一，能研究出什么高科技吗？当然，账肯定不是这么算的，但道理确实是这个道理，在芯片领域，以小博大的事例虽然也有，但非常少，芯片行业还是要靠持续的投入，大资金的股入，且坚持长时间的研发，才会有真正的表现和回报。所以，对于半导体企业的排行榜，大家都还是很在意的。因为榜单越靠前，代表着实力越强，而如果没有上榜，那么想短时间之内，表着突出的表现，其实是非常难的，需要更长时间的慢慢积累。近日，随着各大半导体厂商们发布三季度的报表，有机构整理了一下2025年前三季度，各大半导体厂商们的营收情况，然后排出了前12名，这里包括IDM企业，Fabless企业，但不含纯晶圆代工企业，比如台积电、中芯国际等不入列入其中。如上图所示，英伟达、三星、SK海力士、intel、高通、美光、博通、AMD、联发科、德州仪器排在前10名。再是英飞凌、恩智浦。而最后一名的恩智浦份额为2%，意味着大陆的半导体企业，没有一家能达到2%的份额的。英伟达最牛，一家就占到了27%的份额，而前10名中，中国仅一家企业上榜，份额大约只有3%，这一家企业还是台企，中国大陆更是没有一家企业上榜。这意味着什么，估计大家都懂的，那就是在芯片领域，中国大陆的企业规模，和这些企业相比，还差的有一点远。前面已经说过，芯片企业其实是看规模的，因为赢者通吃的可能性很大，小企业其实是难以拼得过大企业的，所以这也代表着国产半导体企业们，还有非常大的提升空间，和国外的这些巨头相比，我们还差的远。","news_type":1,"symbols_score_info":{"SOXX":0.6,"INTC":0.9,"SMH":0.6,"NVDA":0.9,"MU":0.9,"AMD":0.9,"TXN":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498537073045760,"gmtCreate":1762735670515,"gmtModify":1762735682362,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/83e4c1960e107d0bf0ce0f5bf2437154","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498537073045760","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":497568110489896,"gmtCreate":1762499961365,"gmtModify":1762499963850,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"会不会马斯克买了英特尔股票才这样说的[微笑] ","listText":"会不会马斯克买了英特尔股票才这样说的[微笑] ","text":"会不会马斯克买了英特尔股票才这样说的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/497568110489896","repostId":"2581028746","repostType":2,"repost":{"id":"2581028746","kind":"news","pubTimestamp":1762479870,"share":"https://www.laohu8.com/m/news/2581028746?lang=&edition=full","pubTime":"2025-11-07 09:44","market":"us","language":"zh","title":"特斯拉将建一座晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2581028746","media":"半导体行业观察","summary":"然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂<a href=\"https://laohu8.com/S/INTC\">英特尔</a>展开合作。消息公布后，英特尔闻讯大涨近4%。</p><p>马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。</p><p>然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。</p><p>马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”</p><p>马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”</p><p>马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。</p><p>马斯克还提及特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","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>特斯拉将建一座晶圆厂</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{ 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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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间 <a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","INTC":"英特尔","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US 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Intelligence AT Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581028746","content_text":"特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","news_type":1,"symbols_score_info":{"TSLA":1.5,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"可能是川普让他这么说的，毕竟政府入股","text":"可能是川普让他这么说的，毕竟政府入股","html":"可能是川普让他这么说的，毕竟政府入股"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"content":"今天收盘前都能保持绿的就是好样的了","text":"今天收盘前都能保持绿的就是好样的了","html":"今天收盘前都能保持绿的就是好样的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497347631054968,"gmtCreate":1762446046120,"gmtModify":1762446047773,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a 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