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超超boy
超超boy
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2020-05-20
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Does SMIC use US equipment? Will it also be impossible to OEM for Huawei?
众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示
Does SMIC use US equipment? Will it also be impossible to OEM for Huawei?
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超超boy
超超boy
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2020-03-05
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超超boy
超超boy
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2020-02-11
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Atlassian財報前瞻：Altalssian能否不負衆望，“一路狂奔”？
@美股研究社：
1. Atlassian這家公司是幹什麼的？$Atlassian Corporation PLC(TEAM)$ 成立於2002年，以幫助軟件團隊更好地協作。他們幫助開發者參與軟件創新等非開發團隊協作。其產品服務於各種類型和規模的隊伍，在幾乎每一個行業，從軟件和技術團隊，以IT和服務隊伍，從銷售和營銷隊伍，人力資源，財務和法律小組。他們的產品包括JIRA團隊規劃和項目管理，合流團隊內容創建和共享，HipChat團隊信息和通信，爲到位桶團隊代碼共享和管理，JIRA服務檯團隊服務和支持的應用程序。2.Atlassian的股票代碼是什麼？Atlassian在納斯達克交易的股票代碼是“TEAM”。3.上個季度Atlassian的收入如何？Atlassian於2019年10月17日發佈了季度盈利數據。該公司公佈的季度每股收益爲0.28美元，比分析師預期的0.24美元高出0.04美元。這家公司上季度盈利3.634億美元，而分析師的預期爲3.5179億美元。Atlassian的淨利潤率爲負24.95%，股本回報率爲2.76%。該公司本季度收入同比增長36.0%。去年同期，該公司每股收益爲0.20美元。4.Atalssian的下一個財報日是什麼時候？Atlassian計劃在2020年1月23日星期四發佈下一個季度財報。5.Atlassian對下一季度的收益發布了什麼指導方針？10月17日，星期四，Atlassian發佈了關於其2020財年盈利指引的最新信息。該公司在此期間的每股收益爲1.00美元，而湯森路透(ThomsonReuters)的普遍預期爲1.01美元。該公司發佈了15.5億至15.74億美元的收入指引，而普遍預期的收入爲15.5億美元。6.華爾街分析
Atlassian財報前瞻：Altalssian能否不負衆望，“一路狂奔”？
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","listText":"Mark ","text":"Mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/959597220","repostId":"2036112096","repostType":2,"repost":{"id":"2036112096","kind":"news","pubTimestamp":1589947395,"share":"https://ttm.financial/m/news/2036112096?lang=en_US&edition=fundamental","pubTime":"2020-05-20 12:03","market":"hk","language":"zh","title":"Does SMIC use US equipment? Will it also be impossible to OEM for Huawei?","url":"https://stock-news.laohu8.com/highlight/detail?id=2036112096","media":"互联网乱侃秀","summary":"众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示","content":"<p><html><body><article>As we all know, due to the escalation of the US chip ban against Huawei, there have been recent concerns about<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Or the news that Huawei's foundry chips can't be given is fermented online, and TSMC recently said that it has not suspended Huawei's orders and continues to take orders. It can be seen that things are far less repetitive than everyone said.</p><p>Of course, some people say that whether TSMC can take orders or not, the most reliable thing is<a href=\"https://laohu8.com/S/00981\">SMIC</a>After all, it is an enterprise in mainland China, and it does not use American equipment, so it can be OEM for Huawei at any time.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9838331483/0\"/>So does SMIC use American equipment? It is very clear to tell you that it has been used, and there are quite a few. Because according to the announcement disclosed by SMIC in March, it has been shown that the purchase from Panlin (LAM),<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>and Tokyo Electronics' equipment orders were USD 600 million, USD 540 million and USD 550 million respectively, with a large purchase amount.</p><p>Among them, Panlin and Applied Materials are American companies, TSMC and SMIC are their customers, and even many chip foundry companies around the world are their customers, which can't be avoided, because these two manufacturers are the world's first and fourth largest semiconductor equipment manufacturers, with leading technologies in the fields of deposition, etching, ion implantation, CMP, glue leveling and development, especially advanced process equipment. Basically, no manufacturer can replace these two enterprises.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9242402661/0\"/>Therefore, if the ban is fully upgraded, SMIC is actually within the limited scope. It depends on whether SMIC will abide by this rule.</p><p>However, judging from the current situation, SMIC should be able to OEM Huawei. The reason is that what the United States wants to cut off is actually Huawei's supply of advanced chips, and it doesn't care too much about backward chips.</p><p>SMIC's current technology is 14nm, which is TSMC's technology four years ago. The mobile phone chips produced by this technology, and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Compared with the chip, it is not competitive, so the United States won't care.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9370047594/0\"/>Of course, without 14nm, where does 7nm and 5nm come from? The road comes out step by step. According to the online statement, SMIC is currently expanding its production capacity, which has increased many times, and a large amount of its production capacity is occupied by Huawei, and even 6-7 Chengdu is prepared for HiSilicon.</p><p>I believe that with the increase of orders, the development of SMIC will be faster and faster, so it will be faster and faster to catch up with the top international technology. At that time, you won't have to be afraid of being stuck by others, what do you think?</p><p></article></body></html></p>","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>Does SMIC use US equipment? 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Will it also be impossible to OEM for Huawei?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">互联网乱侃秀</strong><span class=\"h-time small\">2020-05-20 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>As we all know, due to the escalation of the US chip ban against Huawei, there have been recent concerns about<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Or the news that Huawei's foundry chips can't be given is fermented online, and TSMC recently said that it has not suspended Huawei's orders and continues to take orders. It can be seen that things are far less repetitive than everyone said.</p><p>Of course, some people say that whether TSMC can take orders or not, the most reliable thing is<a href=\"https://laohu8.com/S/00981\">SMIC</a>After all, it is an enterprise in mainland China, and it does not use American equipment, so it can be OEM for Huawei at any time.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9838331483/0\"/>So does SMIC use American equipment? It is very clear to tell you that it has been used, and there are quite a few. Because according to the announcement disclosed by SMIC in March, it has been shown that the purchase from Panlin (LAM),<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>and Tokyo Electronics' equipment orders were USD 600 million, USD 540 million and USD 550 million respectively, with a large purchase amount.</p><p>Among them, Panlin and Applied Materials are American companies, TSMC and SMIC are their customers, and even many chip foundry companies around the world are their customers, which can't be avoided, because these two manufacturers are the world's first and fourth largest semiconductor equipment manufacturers, with leading technologies in the fields of deposition, etching, ion implantation, CMP, glue leveling and development, especially advanced process equipment. Basically, no manufacturer can replace these two enterprises.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9242402661/0\"/>Therefore, if the ban is fully upgraded, SMIC is actually within the limited scope. It depends on whether SMIC will abide by this rule.</p><p>However, judging from the current situation, SMIC should be able to OEM Huawei. The reason is that what the United States wants to cut off is actually Huawei's supply of advanced chips, and it doesn't care too much about backward chips.</p><p>SMIC's current technology is 14nm, which is TSMC's technology four years ago. The mobile phone chips produced by this technology, and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Compared with the chip, it is not competitive, so the United States won't care.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9370047594/0\"/>Of course, without 14nm, where does 7nm and 5nm come from? The road comes out step by step. According to the online statement, SMIC is currently expanding its production capacity, which has increased many times, and a large amount of its production capacity is occupied by Huawei, and even 6-7 Chengdu is prepared for HiSilicon.</p><p>I believe that with the increase of orders, the development of SMIC will be faster and faster, so it will be faster and faster to catch up with the top international technology. At that time, you won't have to be afraid of being stuck by others, what do you think?</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b\">互联网乱侃秀</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce88d7c500914d5edde5f4ccbc6959f5","relate_stocks":{"00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2036112096","content_text":"众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示，不管台积电能不能接单，最靠谱的还是中芯国际，毕竟是中国大陆的企业，又没有使用美国的设备，所以是随时都可以给华为代工的。那么中芯国际有没有使用美国的设备？很明确的告诉你，使用了，并且还不少。因为按照中芯国际在3月份披露的公告，就已经显示出来了，采购了来自泛林（LAM）、应用材料、东京电子的设备订单，分别为6亿美元、5.4亿美元、5.5亿美元，采购金额较大。其中泛林、应用材料就是美国的公司，台积电、中芯国际都是其客户，甚至全球众多的芯片代工企业都其客户，绕不开，因为这两家厂商是全球第一、第四大半导体设备厂商，在沉积、刻蚀、离子注入、CMP、匀胶显影等领域技术领先，尤其先进制程设备，基本没有厂商可以替代这两家企业。所以说，如果禁令全面升级，中芯国际其实也是在受限定的范围之内的，就看中芯国际会不会遵守这个规则了。不过从当前的情况来看，中芯国际应该是可以给华为代工的，原因是因为美国想切断的其实是华为的先进芯片供应，对于落后的芯片，并不会太在乎。中芯国际目前掌握的技术才是14nm，是台积电4年前的技术，这种技术生产出来的手机芯片，和高通的芯片相比，是没有什么竞争力的，所以美国不会在乎。当然，没有14nm，哪来的7nm、5nm，路是一步一步走出来的。按照网上的说法，目前中芯国际在扩充产能，增加了好多倍，并且大量的产能都被华为占了，甚至有6-7成都是为海思准备。相信随着订单增加，中芯国际的发展也会越来越快，那么追上国际顶尖的技术也就越来越快，到时候就不用怕被别人卡脖子了，你觉得呢？","news_type":1,"symbols_score_info":{"00981":1}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":983724438,"gmtCreate":1583418998824,"gmtModify":1705290498598,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485478007035143","authorIdStr":"3485478007035143"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/983724438","repostId":"1103695417","repostType":4,"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914277110,"gmtCreate":1581382210130,"gmtModify":1705426010886,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485478007035143","authorIdStr":"3485478007035143"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914277110","repostId":"916336390","repostType":1,"repost":{"id":916336390,"gmtCreate":1579229457610,"gmtModify":1705421576039,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"Atlassian財報前瞻：Altalssian能否不負衆望，“一路狂奔”？","htmlText":"1. Atlassian這家公司是幹什麼的？<a target=\"_blank\" href=\"https://laohu8.com/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> 成立於2002年，以幫助軟件團隊更好地協作。他們幫助開發者參與軟件創新等非開發團隊協作。其產品服務於各種類型和規模的隊伍，在幾乎每一個行業，從軟件和技術團隊，以IT和服務隊伍，從銷售和營銷隊伍，人力資源，財務和法律小組。他們的產品包括JIRA團隊規劃和項目管理，合流團隊內容創建和共享，HipChat團隊信息和通信，爲到位桶團隊代碼共享和管理，JIRA服務檯團隊服務和支持的應用程序。2.Atlassian的股票代碼是什麼？Atlassian在納斯達克交易的股票代碼是“TEAM”。3.上個季度Atlassian的收入如何？Atlassian於2019年10月17日發佈了季度盈利數據。該公司公佈的季度每股收益爲0.28美元，比分析師預期的0.24美元高出0.04美元。這家公司上季度盈利3.634億美元，而分析師的預期爲3.5179億美元。Atlassian的淨利潤率爲負24.95%，股本回報率爲2.76%。該公司本季度收入同比增長36.0%。去年同期，該公司每股收益爲0.20美元。4.Atalssian的下一個財報日是什麼時候？Atlassian計劃在2020年1月23日星期四發佈下一個季度財報。5.Atlassian對下一季度的收益發布了什麼指導方針？10月17日，星期四，Atlassian發佈了關於其2020財年盈利指引的最新信息。該公司在此期間的每股收益爲1.00美元，而湯森路透(ThomsonReuters)的普遍預期爲1.01美元。該公司發佈了15.5億至15.74億美元的收入指引，而普遍預期的收入爲15.5億美元。6.華爾街分析","listText":"1. Atlassian這家公司是幹什麼的？<a target=\"_blank\" href=\"https://laohu8.com/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> 成立於2002年，以幫助軟件團隊更好地協作。他們幫助開發者參與軟件創新等非開發團隊協作。其產品服務於各種類型和規模的隊伍，在幾乎每一個行業，從軟件和技術團隊，以IT和服務隊伍，從銷售和營銷隊伍，人力資源，財務和法律小組。他們的產品包括JIRA團隊規劃和項目管理，合流團隊內容創建和共享，HipChat團隊信息和通信，爲到位桶團隊代碼共享和管理，JIRA服務檯團隊服務和支持的應用程序。2.Atlassian的股票代碼是什麼？Atlassian在納斯達克交易的股票代碼是“TEAM”。3.上個季度Atlassian的收入如何？Atlassian於2019年10月17日發佈了季度盈利數據。該公司公佈的季度每股收益爲0.28美元，比分析師預期的0.24美元高出0.04美元。這家公司上季度盈利3.634億美元，而分析師的預期爲3.5179億美元。Atlassian的淨利潤率爲負24.95%，股本回報率爲2.76%。該公司本季度收入同比增長36.0%。去年同期，該公司每股收益爲0.20美元。4.Atalssian的下一個財報日是什麼時候？Atlassian計劃在2020年1月23日星期四發佈下一個季度財報。5.Atlassian對下一季度的收益發布了什麼指導方針？10月17日，星期四，Atlassian發佈了關於其2020財年盈利指引的最新信息。該公司在此期間的每股收益爲1.00美元，而湯森路透(ThomsonReuters)的普遍預期爲1.01美元。該公司發佈了15.5億至15.74億美元的收入指引，而普遍預期的收入爲15.5億美元。6.華爾街分析","text":"1. Atlassian這家公司是幹什麼的？$Atlassian Corporation PLC(TEAM)$ 成立於2002年，以幫助軟件團隊更好地協作。他們幫助開發者參與軟件創新等非開發團隊協作。其產品服務於各種類型和規模的隊伍，在幾乎每一個行業，從軟件和技術團隊，以IT和服務隊伍，從銷售和營銷隊伍，人力資源，財務和法律小組。他們的產品包括JIRA團隊規劃和項目管理，合流團隊內容創建和共享，HipChat團隊信息和通信，爲到位桶團隊代碼共享和管理，JIRA服務檯團隊服務和支持的應用程序。2.Atlassian的股票代碼是什麼？Atlassian在納斯達克交易的股票代碼是“TEAM”。3.上個季度Atlassian的收入如何？Atlassian於2019年10月17日發佈了季度盈利數據。該公司公佈的季度每股收益爲0.28美元，比分析師預期的0.24美元高出0.04美元。這家公司上季度盈利3.634億美元，而分析師的預期爲3.5179億美元。Atlassian的淨利潤率爲負24.95%，股本回報率爲2.76%。該公司本季度收入同比增長36.0%。去年同期，該公司每股收益爲0.20美元。4.Atalssian的下一個財報日是什麼時候？Atlassian計劃在2020年1月23日星期四發佈下一個季度財報。5.Atlassian對下一季度的收益發布了什麼指導方針？10月17日，星期四，Atlassian發佈了關於其2020財年盈利指引的最新信息。該公司在此期間的每股收益爲1.00美元，而湯森路透(ThomsonReuters)的普遍預期爲1.01美元。該公司發佈了15.5億至15.74億美元的收入指引，而普遍預期的收入爲15.5億美元。6.華爾街分析","images":[{"img":"https://static.tigerbbs.com/001d43ffc5c9a1dfaeeadc609c173455"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/916336390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}