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2021-07-31
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2021-07-13
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2021-08-04
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2021-08-02
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2021-07-30
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2021-07-31
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2021-07-30
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2021-07-28
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2021-07-23
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2021-07-23
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2021-07-29
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2021-07-23
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2021-07-20
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2021-07-22
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2021-07-13
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2021-07-13
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ի 追踪AI行业和技术动态,这里更快一步!关注我们,回复“今天”,更多大新闻等你来发现","home_visible":1,"media_name":"量子位","id":"1099700113","head_image":"https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80"},"pubTimestamp":1630114454,"share":"https://ttm.financial/m/news/2162073849?lang=&edition=full_marsco","pubTime":"2021-08-28 09:34","market":"hk","language":"zh","title":"iPhone 13注定便宜不了,台积电已提前背锅","url":"https://stock-news.laohu8.com/highlight/detail?id=2162073849","media":"量子位","summary":"梦晨 发自 凹非寺量子位 报道 | 公众号 QbitAIiPhone13马上就要发售之际,台积电突然宣布芯片涨价。最新消息,台积电计划将7nm及以下先进制程芯片涨价10%,成熟制程芯片涨价20%。目前,苹果是台积电最大的客户之一,iPhone系列所用的芯片正是由台积电代工生产。不少外媒预测,将在9月发布的iPhone13系列价格可能随之上涨。台积电二季度公布的净销售额为133亿美元,净利润48亿美元,净利润率达36%。但预计第三季度情况进一步恶化,影响恐怕会蔓延至iPhone生产线。","content":"<html><body><p>iPhone13马上就要发售之际,<a href=\"https://laohu8.com/S/TSM\">台积电</a>突然宣布<b>芯片涨价</b>。</p>\n<p>最新消息,<a href=\"https://laohu8.com/S/TSM\">台积电</a>计划将7nm及以下先进制程芯片涨价<b>10%</b>,成熟制程芯片涨价<b>20%</b>。</p>\n<p>对于已经接到通知的客户,涨价<b>立即生效</b>。</p>\n<p>消息一出,关于即将要到来的新款iPhone价格猜测也甚嚣尘上。</p>\n<p>目前,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是台积电最大的客户之一,iPhone系列所用的芯片正是由台积电代工生产。</p>\n<p>不少外媒预测,将在9月发布的iPhone13系列价格可能随之上涨。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-height=\"450\" tg-width=\"800\"/><a href=\"https://laohu8.com/S/AAPL\">苹果</a>和台积电发言人都没有就此事发表评论。</p>\n<h2>台积电为什么涨价?</h2>\n<p>在8月初,台积电就宣布80nm制程的LCD驱动芯片将涨价20%,这一次更是各产品线价格全面上涨。</p>\n<p>据华尔街日报分析,台积电涨价的原因有双重目的。</p>\n<p><b>短期来看</b>,全球芯片短缺的背景下,价格上涨会压低需求,防止有客户超额预定。</p>\n<p>从而为真正需要芯片、别无选择的客户保留供应量。</p>\n<p><b>长期来看</b>,涨价提高收入可以帮助台积电投建新的产能。</p>\n<p>台积电二季度公布的净销售额为133亿美元,净利润48亿美元,净利润率达36%。</p>\n<p>但要投入的更多。</p>\n<p>台积电将在未来3年投入1000亿美元用于新建工厂和研发,是过去3年投入的两倍之多。</p>\n<p>已经确定的有南京28nm晶圆厂扩产,在美国亚利桑那州投资120亿建厂,以及在日本熊本县开设日本首家芯片工厂。</p>\n<p>除了成熟的产线,台积电3nm制程也将于明年下半年进入量产,2nm制程会在2024年后量产,这种先进制程的投资金额和研发难度都会呈指数级上升。</p>\n<h2>苹果怎么说?</h2>\n<p>7月底时苹果CEO库克称,此前芯片短缺问题严重性低于预期,主要影响到了Mac与iPad的生产,导致上季营收减少了30亿-40亿美元。</p>\n<p>但预计第三季度情况进一步恶化,影响恐怕会蔓延至iPhone生产线。</p>\n<p>不管怎么说,按苹果的传统会在9月份召开发布会。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-height=\"608\" tg-width=\"1080\"/>最新传言是9月14日开发布会,9月17日开始接受预定,9月24日发货。</p>\n<p>时间也很近了,到底涨不涨价马上就会揭晓。</p>\n<p>参考链接:[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>iPhone 13注定便宜不了,台积电已提前背锅</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\">\niPhone 13注定便宜不了,台积电已提前背锅\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700113\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">量子位 </p>\n<p class=\"h-time\">2021-08-28 09:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>iPhone13马上就要发售之际,<a href=\"https://laohu8.com/S/TSM\">台积电</a>突然宣布<b>芯片涨价</b>。</p>\n<p>最新消息,<a href=\"https://laohu8.com/S/TSM\">台积电</a>计划将7nm及以下先进制程芯片涨价<b>10%</b>,成熟制程芯片涨价<b>20%</b>。</p>\n<p>对于已经接到通知的客户,涨价<b>立即生效</b>。</p>\n<p>消息一出,关于即将要到来的新款iPhone价格猜测也甚嚣尘上。</p>\n<p>目前,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是台积电最大的客户之一,iPhone系列所用的芯片正是由台积电代工生产。</p>\n<p>不少外媒预测,将在9月发布的iPhone13系列价格可能随之上涨。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-height=\"450\" tg-width=\"800\"/><a href=\"https://laohu8.com/S/AAPL\">苹果</a>和台积电发言人都没有就此事发表评论。</p>\n<h2>台积电为什么涨价?</h2>\n<p>在8月初,台积电就宣布80nm制程的LCD驱动芯片将涨价20%,这一次更是各产品线价格全面上涨。</p>\n<p>据华尔街日报分析,台积电涨价的原因有双重目的。</p>\n<p><b>短期来看</b>,全球芯片短缺的背景下,价格上涨会压低需求,防止有客户超额预定。</p>\n<p>从而为真正需要芯片、别无选择的客户保留供应量。</p>\n<p><b>长期来看</b>,涨价提高收入可以帮助台积电投建新的产能。</p>\n<p>台积电二季度公布的净销售额为133亿美元,净利润48亿美元,净利润率达36%。</p>\n<p>但要投入的更多。</p>\n<p>台积电将在未来3年投入1000亿美元用于新建工厂和研发,是过去3年投入的两倍之多。</p>\n<p>已经确定的有南京28nm晶圆厂扩产,在美国亚利桑那州投资120亿建厂,以及在日本熊本县开设日本首家芯片工厂。</p>\n<p>除了成熟的产线,台积电3nm制程也将于明年下半年进入量产,2nm制程会在2024年后量产,这种先进制程的投资金额和研发难度都会呈指数级上升。</p>\n<h2>苹果怎么说?</h2>\n<p>7月底时苹果CEO库克称,此前芯片短缺问题严重性低于预期,主要影响到了Mac与iPad的生产,导致上季营收减少了30亿-40亿美元。</p>\n<p>但预计第三季度情况进一步恶化,影响恐怕会蔓延至iPhone生产线。</p>\n<p>不管怎么说,按苹果的传统会在9月份召开发布会。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-height=\"608\" tg-width=\"1080\"/>最新传言是9月14日开发布会,9月17日开始接受预定,9月24日发货。</p>\n<p>时间也很近了,到底涨不涨价马上就会揭晓。</p>\n<p>参考链接:[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a","relate_stocks":{"03145":"华夏亚洲高息股","AAPL":"苹果","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162073849","content_text":"iPhone13马上就要发售之际,台积电突然宣布芯片涨价。\n最新消息,台积电计划将7nm及以下先进制程芯片涨价10%,成熟制程芯片涨价20%。\n对于已经接到通知的客户,涨价立即生效。\n消息一出,关于即将要到来的新款iPhone价格猜测也甚嚣尘上。\n目前,苹果是台积电最大的客户之一,iPhone系列所用的芯片正是由台积电代工生产。\n不少外媒预测,将在9月发布的iPhone13系列价格可能随之上涨。苹果和台积电发言人都没有就此事发表评论。\n台积电为什么涨价?\n在8月初,台积电就宣布80nm制程的LCD驱动芯片将涨价20%,这一次更是各产品线价格全面上涨。\n据华尔街日报分析,台积电涨价的原因有双重目的。\n短期来看,全球芯片短缺的背景下,价格上涨会压低需求,防止有客户超额预定。\n从而为真正需要芯片、别无选择的客户保留供应量。\n长期来看,涨价提高收入可以帮助台积电投建新的产能。\n台积电二季度公布的净销售额为133亿美元,净利润48亿美元,净利润率达36%。\n但要投入的更多。\n台积电将在未来3年投入1000亿美元用于新建工厂和研发,是过去3年投入的两倍之多。\n已经确定的有南京28nm晶圆厂扩产,在美国亚利桑那州投资120亿建厂,以及在日本熊本县开设日本首家芯片工厂。\n除了成熟的产线,台积电3nm制程也将于明年下半年进入量产,2nm制程会在2024年后量产,这种先进制程的投资金额和研发难度都会呈指数级上升。\n苹果怎么说?\n7月底时苹果CEO库克称,此前芯片短缺问题严重性低于预期,主要影响到了Mac与iPad的生产,导致上季营收减少了30亿-40亿美元。\n但预计第三季度情况进一步恶化,影响恐怕会蔓延至iPhone生产线。\n不管怎么说,按苹果的传统会在9月份召开发布会。最新传言是9月14日开发布会,9月17日开始接受预定,9月24日发货。\n时间也很近了,到底涨不涨价马上就会揭晓。\n参考链接:[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838455911,"gmtCreate":1629425524633,"gmtModify":1676530036713,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088785672346910","authorIdStr":"4088785672346910"},"themes":[],"htmlText":"gogogog","listText":"gogogog","text":"gogogog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838455911","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895736843,"gmtCreate":1628772301582,"gmtModify":1676529848980,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088785672346910","authorIdStr":"4088785672346910"},"themes":[],"htmlText":"GOOD","listText":"GOOD","text":"GOOD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895736843","repostId":"2158253396","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890471435,"gmtCreate":1628130856527,"gmtModify":1703501799145,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088785672346910","authorIdStr":"4088785672346910"},"themes":[],"htmlText":"<a 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