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JackX
JackX
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2021-09-02
?♂️
Is TSMC's price increase an attempt to "take advantage of the situation"?
憋了十几年的台积电，最终还是决定涨价了。以16/12nm为分界线，16/12nm以下的高端制程价格上涨10%，成熟制程价格上涨15～20％，明年第一季开始生效。 “芯片荒”的大背景下，台积电公布上述决
Is TSMC's price increase an attempt to "take advantage of the situation"?
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2021-03-09
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1.2 billion to buy lithography? With domestically produced 7nm chips secured, SMIC has begun its "breakthrough" plan.
12亿买光刻机，国产7nm芯片稳了中芯国际的技术目前已经比较先进，如果光刻机到后势必会加速下一个制程。按照1.2亿美元的价格，中芯国际此次支付12亿美元将有可能购买10台EUV光刻机，看来财大气粗的中芯国际要准备大干一场了，国产7nm芯片稳了。总结中芯国际斥资12亿美元购买光刻机，可以缓解国内芯片进口的困局，但是目前最先进的5nm制程工艺芯片仍然无法生产，麒麟9000芯片的困局始终无法打破。
1.2 billion to buy lithography? With domestically produced 7nm chips secured, SMIC has begun its "breakthrough" plan.
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12:56","market":"us","language":"zh","title":"Is TSMC's price increase an attempt to \"take advantage of the situation\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154913810","media":"科工力量","summary":"憋了十几年的台积电，最终还是决定涨价了。以16/12nm为分界线，16/12nm以下的高端制程价格上涨10%，成熟制程价格上涨15～20％，明年第一季开始生效。\n“芯片荒”的大背景下，台积电公布上述决","content":"<p>After holding back for over a decade, TSMC has finally decided to raise prices. With 16/12nm as the dividing line, the price of high-end processes below 16/12nm will increase by 10%, and the price of mature processes will increase by 15-20%, effective from the first quarter of next year.</p><p>Against the backdrop of a \"chip shortage,\" TSMC's announcement of the above decision has clearly added fuel to the anxious market. However, TSMC's decision to raise prices was not to \"take advantage of the situation,\" but rather a choice it had to make under pressure from multiple parties.</p><p>The industry trend is bound to rise.</p><p>When it comes to rising electronic component prices, many people think of manufacturers controlling production capacity and regulating market expectations to achieve better revenue. Floods, power outages, and fires all seem to be legitimate reasons for capacity reduction and product price increases. Compared to these common price increase tactics, TSMC appears to be extremely restrained.</p><p>According to Chinese internet news records, TSMC's earliest price increase was in 2004. According to a report by Zhongguancun Technology, the products that increased in price at the time were 250nm, 180nm, and 150nm process products, with a price increase of 10%.</p><p>The slowdown in competition caused by the maturity of the process is the main reason for the price adjustment. Although these chips had already been adopted by manufacturers such as Nvidia, ATI, and Texas Instruments to make mainstream electronic products at the time. However, for upstream manufacturers, overly stable OEM prices cannot fully unleash their production capacity.<b>In order to improve production efficiency and further expand the market, a reasonable price increase has become an inevitable choice.</b></p><p>TSMC later raised prices across the board in 2008. The industry's mainstream manufacturing processes are also entering the double-digit era of 65nm and 32nm. Correspondingly, R&D expenditures have also risen. Chen Junsheng, then Vice President of Global Business and Marketing at TSMC, pointed out:</p><p>\"Based on the capital required for the 250nm process, the capital required for the 65nm process may be 10 times that of the 250nm process; if it is the 32nm process, it may be nearly 14 times that of the 250nm micron process.\"</p><p>New manufacturing processes require technological breakthroughs, and the cost remains high. Older products that can be mass-produced will inevitably have lower prices. TSMC therefore raised its prices for mature processes below 130nm.<b>This price increase in 2008 marked the first time in TSMC's history that it had publicly announced a price increase.</b></p><p>It can be seen that whether it's mobilizing production capacity or supporting research and development. TSMC's price increases are very conservative and restrained compared to the rest of the industry. The external stance is also to explain the advantages and disadvantages to customers, discuss them, and cooperate with both parties to address market fluctuations following the temporary price increase.</p><p>In fact, compared with its peers, TSMC's price increases were a step behind. From the second half of last year to the beginning of this year, companies such as GlobalFoundries, PSMC, SMIC, and UMC all issued price increase notices. Liu Peizhen of the Taiwan Institute of Economic Research also stated at a press conference surveying economic trends: \"The price increase of 8-inch wafer fabs by manufacturers such as UMC, World Advanced, and Power Supply & Mechanical Power has reached 50% compared to last year, and the price increase of 12-inch fabs has reached 30%.\"</p><p>With competitors raising prices, TSMC can only follow the trend and maintain the company's subsequent production through appropriate price increases.</p><p>Trapped both internally and externally, prices have no choice but to rise.</p><p>However, TSMC also has its own ideas in this \"price hike wave\". One idea is to maintain one's gross profit margin.</p><p>For giants in the upstream chip industry, high gross profit margins are the norm. In 2020, Intel's gross profit margin reached 56%, while Qualcomm's gross profit margin reached 60% thanks to its patents. As a contract manufacturer, TSMC once had a gross profit margin of over 50%. However, judging from the financial report for the second quarter of this year, the gross profit margin was only around 50%, a decrease of 3% compared to last year.</p><p><b>Investors are clearly not satisfied with such data.</b>Morgan Stanley analyst Charlie Chan pointed out in response to the financial report data that TSMC's gross profit margin could drop below 50% as early as next year. Regarding TSMC's future development, he delivered a heavy blow:</p><p>\"In the post-Moore era, costs are becoming too expensive, and TSMC will have to increase capital expenditures and bear the cost of declining profit margins in order to maintain the trend of large-scale chip manufacturing.\" Faced with investors lowering their expectations, TSMC is also trying to find ways to remedy the situation. Raising the prices of all ex-factory products becomes the fastest way to boost gross profit margins and maintain high market expectations.</p><p>In addition to maintaining gross profit margins, TSMC is also facing a globalization transformation in its production and operations.</p><p>In May of this year, TSMC began construction on its branch factory in Arizona, USA. Despite the long-standing drought problem in the area, which is not conducive to chip production. The cost of building cleanrooms in the area reached as high as $50 billion, far exceeding TSMC's budget. TSMC still chose to rent 5,000 containers to move the entire cleanroom factory at its headquarters to its US branch.</p><p>In addition to the US branch under construction, TSMC may also build a branch in Dresden, Germany, for automotive chips, competing with manufacturers such as Bosch and GlobalFoundries for market share. The Japanese government is also inviting TSMC to establish a semiconductor manufacturing joint venture, with TSMC contributing 50% and Sony and Denso contributing the remaining shares, which will also address the demand for automotive chips.</p><p><b>It can be seen that TSMC's factory building strategy has changed from the original \"mainly focusing on Taiwan\" to the current \"global expansion\".</b>The large number of projects under construction has brought enormous cost pressure to TSMC. TSMC's long-term goals include cost recovery in addition to maintaining profitability and driving research and development. To address cost pressures, price increases are an inevitable trend.</p><p>Even excluding business operations, TSMC's situation is not optimistic from the perspective of industry data alone. Taking upstream polysilicon as an example, the price rose from 80,000 yuan to 200,000 yuan, an increase of 150%. Correspondingly, the prices of metals such as copper also surged. It is clearly unrealistic to demand that TSMC produce at original prices. After TSMC raised prices, silicon wafer manufacturers like Universal Crystal actually eased their revenue pressure.</p><p>TSMC, facing pressure both internally and externally, has made price increases inevitable.</p><p>How far can it go after the price increase?</p><p>After TSMC raised prices, cost pressures have been passed on to downstream industries.</p><p>Taking Apple's products as an example, the news of TSMC's price increase is likely to affect the production of subsequent products. The corresponding industry panic even led domestic media to report that \"the iPhone 13 has increased in price due to TSMC,\" completely disregarding the fact that the phone has already been mass-produced.</p><p>This panic is clearly a direct manifestation of the IC industry's \"price increase anxiety\". As a direct customer of upstream contract manufacturers, TSMC's price increases have caused their production costs to surge. However, the current product scale of the IC industry cannot fully meet the ever-changing industry needs.<b>If chip product prices continue to fluctuate, the path for the IC industry will become even more difficult.</b></p><p>For TSMC, the main driver of the price increase, this price increase is comparable to previous ones. The lack of excellent performance backing also makes its market adjustment unconvincing. The purpose of this price increase is not for production and research and development. Instead, it maintains a basic gross profit margin at the corporate financial report level.<b>For TSMC, this not only proves that the company's business profitability has declined, but is also likely to disappoint investors' expectations.</b>Given TSMC's current position as the number one company in Asia by market capitalization, this is clearly not good news.</p><p>Once the chip manufacturing process reaches 10nm, the technical difficulty of new product development will increase exponentially. TSMC, which relies on wafer foundries, does not currently possess a sufficiently high technological moat like Qualcomm and Intel.<b>TSMC's global factory renovation strategy has also caused the company to abandon the cost control solutions established by mainland China and fall into the red ocean of global production capacity competition.</b>If TSMC cannot break through the deadlock in chip technology, no amount of price increases will be a drop in the bucket.</p><p>TSMC's price increases have become a form of \"blackmail\" by the industry and investors against TSMC. How far can TSMC go after being \"hijacked\"? Only they themselves know.</p>","source":"lsy1630558208345","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>Is TSMC's price increase an attempt to \"take advantage of the situation\"?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs TSMC's price increase an attempt to \"take advantage of the situation\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">科工力量</strong><span class=\"h-time small\">2021-09-02 12:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After holding back for over a decade, TSMC has finally decided to raise prices. With 16/12nm as the dividing line, the price of high-end processes below 16/12nm will increase by 10%, and the price of mature processes will increase by 15-20%, effective from the first quarter of next year.</p><p>Against the backdrop of a \"chip shortage,\" TSMC's announcement of the above decision has clearly added fuel to the anxious market. However, TSMC's decision to raise prices was not to \"take advantage of the situation,\" but rather a choice it had to make under pressure from multiple parties.</p><p>The industry trend is bound to rise.</p><p>When it comes to rising electronic component prices, many people think of manufacturers controlling production capacity and regulating market expectations to achieve better revenue. Floods, power outages, and fires all seem to be legitimate reasons for capacity reduction and product price increases. Compared to these common price increase tactics, TSMC appears to be extremely restrained.</p><p>According to Chinese internet news records, TSMC's earliest price increase was in 2004. According to a report by Zhongguancun Technology, the products that increased in price at the time were 250nm, 180nm, and 150nm process products, with a price increase of 10%.</p><p>The slowdown in competition caused by the maturity of the process is the main reason for the price adjustment. Although these chips had already been adopted by manufacturers such as Nvidia, ATI, and Texas Instruments to make mainstream electronic products at the time. However, for upstream manufacturers, overly stable OEM prices cannot fully unleash their production capacity.<b>In order to improve production efficiency and further expand the market, a reasonable price increase has become an inevitable choice.</b></p><p>TSMC later raised prices across the board in 2008. The industry's mainstream manufacturing processes are also entering the double-digit era of 65nm and 32nm. Correspondingly, R&D expenditures have also risen. Chen Junsheng, then Vice President of Global Business and Marketing at TSMC, pointed out:</p><p>\"Based on the capital required for the 250nm process, the capital required for the 65nm process may be 10 times that of the 250nm process; if it is the 32nm process, it may be nearly 14 times that of the 250nm micron process.\"</p><p>New manufacturing processes require technological breakthroughs, and the cost remains high. Older products that can be mass-produced will inevitably have lower prices. TSMC therefore raised its prices for mature processes below 130nm.<b>This price increase in 2008 marked the first time in TSMC's history that it had publicly announced a price increase.</b></p><p>It can be seen that whether it's mobilizing production capacity or supporting research and development. TSMC's price increases are very conservative and restrained compared to the rest of the industry. The external stance is also to explain the advantages and disadvantages to customers, discuss them, and cooperate with both parties to address market fluctuations following the temporary price increase.</p><p>In fact, compared with its peers, TSMC's price increases were a step behind. From the second half of last year to the beginning of this year, companies such as GlobalFoundries, PSMC, SMIC, and UMC all issued price increase notices. Liu Peizhen of the Taiwan Institute of Economic Research also stated at a press conference surveying economic trends: \"The price increase of 8-inch wafer fabs by manufacturers such as UMC, World Advanced, and Power Supply & Mechanical Power has reached 50% compared to last year, and the price increase of 12-inch fabs has reached 30%.\"</p><p>With competitors raising prices, TSMC can only follow the trend and maintain the company's subsequent production through appropriate price increases.</p><p>Trapped both internally and externally, prices have no choice but to rise.</p><p>However, TSMC also has its own ideas in this \"price hike wave\". One idea is to maintain one's gross profit margin.</p><p>For giants in the upstream chip industry, high gross profit margins are the norm. In 2020, Intel's gross profit margin reached 56%, while Qualcomm's gross profit margin reached 60% thanks to its patents. As a contract manufacturer, TSMC once had a gross profit margin of over 50%. However, judging from the financial report for the second quarter of this year, the gross profit margin was only around 50%, a decrease of 3% compared to last year.</p><p><b>Investors are clearly not satisfied with such data.</b>Morgan Stanley analyst Charlie Chan pointed out in response to the financial report data that TSMC's gross profit margin could drop below 50% as early as next year. Regarding TSMC's future development, he delivered a heavy blow:</p><p>\"In the post-Moore era, costs are becoming too expensive, and TSMC will have to increase capital expenditures and bear the cost of declining profit margins in order to maintain the trend of large-scale chip manufacturing.\" Faced with investors lowering their expectations, TSMC is also trying to find ways to remedy the situation. Raising the prices of all ex-factory products becomes the fastest way to boost gross profit margins and maintain high market expectations.</p><p>In addition to maintaining gross profit margins, TSMC is also facing a globalization transformation in its production and operations.</p><p>In May of this year, TSMC began construction on its branch factory in Arizona, USA. Despite the long-standing drought problem in the area, which is not conducive to chip production. The cost of building cleanrooms in the area reached as high as $50 billion, far exceeding TSMC's budget. TSMC still chose to rent 5,000 containers to move the entire cleanroom factory at its headquarters to its US branch.</p><p>In addition to the US branch under construction, TSMC may also build a branch in Dresden, Germany, for automotive chips, competing with manufacturers such as Bosch and GlobalFoundries for market share. The Japanese government is also inviting TSMC to establish a semiconductor manufacturing joint venture, with TSMC contributing 50% and Sony and Denso contributing the remaining shares, which will also address the demand for automotive chips.</p><p><b>It can be seen that TSMC's factory building strategy has changed from the original \"mainly focusing on Taiwan\" to the current \"global expansion\".</b>The large number of projects under construction has brought enormous cost pressure to TSMC. TSMC's long-term goals include cost recovery in addition to maintaining profitability and driving research and development. To address cost pressures, price increases are an inevitable trend.</p><p>Even excluding business operations, TSMC's situation is not optimistic from the perspective of industry data alone. Taking upstream polysilicon as an example, the price rose from 80,000 yuan to 200,000 yuan, an increase of 150%. Correspondingly, the prices of metals such as copper also surged. It is clearly unrealistic to demand that TSMC produce at original prices. After TSMC raised prices, silicon wafer manufacturers like Universal Crystal actually eased their revenue pressure.</p><p>TSMC, facing pressure both internally and externally, has made price increases inevitable.</p><p>How far can it go after the price increase?</p><p>After TSMC raised prices, cost pressures have been passed on to downstream industries.</p><p>Taking Apple's products as an example, the news of TSMC's price increase is likely to affect the production of subsequent products. The corresponding industry panic even led domestic media to report that \"the iPhone 13 has increased in price due to TSMC,\" completely disregarding the fact that the phone has already been mass-produced.</p><p>This panic is clearly a direct manifestation of the IC industry's \"price increase anxiety\". As a direct customer of upstream contract manufacturers, TSMC's price increases have caused their production costs to surge. However, the current product scale of the IC industry cannot fully meet the ever-changing industry needs.<b>If chip product prices continue to fluctuate, the path for the IC industry will become even more difficult.</b></p><p>For TSMC, the main driver of the price increase, this price increase is comparable to previous ones. The lack of excellent performance backing also makes its market adjustment unconvincing. The purpose of this price increase is not for production and research and development. Instead, it maintains a basic gross profit margin at the corporate financial report level.<b>For TSMC, this not only proves that the company's business profitability has declined, but is also likely to disappoint investors' expectations.</b>Given TSMC's current position as the number one company in Asia by market capitalization, this is clearly not good news.</p><p>Once the chip manufacturing process reaches 10nm, the technical difficulty of new product development will increase exponentially. TSMC, which relies on wafer foundries, does not currently possess a sufficiently high technological moat like Qualcomm and Intel.<b>TSMC's global factory renovation strategy has also caused the company to abandon the cost control solutions established by mainland China and fall into the red ocean of global production capacity competition.</b>If TSMC cannot break through the deadlock in chip technology, no amount of price increases will be a drop in the bucket.</p><p>TSMC's price increases have become a form of \"blackmail\" by the industry and investors against TSMC. How far can TSMC go after being \"hijacked\"? Only they themselves know.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzI0MzAzNjk2Nw==&mid=2651666364&idx=1&sn=42aa48acdd2f12e26f31724dc84b350a&chksm=f28ab1f4c5fd38e2eb517fd4fb953c5c94b883c7b537fd58f62ddeb5e66dcd625d4620b6f4aa&mpshare=1&scene=1&srcid=0902JFItAi0KaH7Xk2rp36dZ&sharer_sharetime=1630549601836&sharer_shareid=e54202e50f3fc9a41cea2b00b19b9989&version=3.1.12.70057&platform=mac#rd\">科工力量</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI0MzAzNjk2Nw==&mid=2651666364&idx=1&sn=42aa48acdd2f12e26f31724dc84b350a&chksm=f28ab1f4c5fd38e2eb517fd4fb953c5c94b883c7b537fd58f62ddeb5e66dcd625d4620b6f4aa&mpshare=1&scene=1&srcid=0902JFItAi0KaH7Xk2rp36dZ&sharer_sharetime=1630549601836&sharer_shareid=e54202e50f3fc9a41cea2b00b19b9989&version=3.1.12.70057&platform=mac#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154913810","content_text":"憋了十几年的台积电，最终还是决定涨价了。以16/12nm为分界线，16/12nm以下的高端制程价格上涨10%，成熟制程价格上涨15～20％，明年第一季开始生效。\n“芯片荒”的大背景下，台积电公布上述决定，显然给焦虑的市场又加了一把火。然而台积电决定下场涨价，却并非“趁火打劫”，而是多方压力下不得不做出的选择。\n行业大势，不能不涨\n提到电子器件涨价，不少人想到的是厂家控制产能、调控市场预期，达到更好的营收。洪水、停电、火灾，似乎都是产能缩减，产品涨价的合理理由。与这些常见的涨价套路相比，台积电就显得极为克制。\n查询中文互联网资讯记录，台积电最早的一次提价是2004年。根据中关村科技的报道，当时的涨价产品是250nm、180nm和150nm制程产品，涨价幅度也是10%。\n工艺成熟造成竞争减缓，是调价的主要原因。尽管这些芯片在当时已经被Nvidia、ATI、德州仪器等厂商采用，制作主流电子产品。可对于上游厂商而言，过于稳定的代工价格，无法完全释放代工厂产能。为了提高生产效率，进一步开拓市场，合理涨价就成了必然选择。\n台积电后来全线涨价，还是在2008年。行业的主流制程，也开始进入65nm和32nm的两位数时代。对应研发开支也是水涨船高。台积电时任全球业务暨营销副总经理陈俊圣就指出：\n“以250nm制程投入需要资金为基础，到了65nm制程，需要资金可能是250nm制程的10倍；若是到了32nm制程，则可能是250nm微米制程将近14倍。”\n需要技术攻关的新制程，成本居高不下。可批量生产的老产品，价格必然走低。台积电因此针对130nm以下的成熟制程调涨报价。2008年的这次涨价，也是台积电有史以来第1次对外宣布调涨报价。\n可以看出，不论调动产能，还是反哺研发。台积电的涨价，在整个行业中相比起来十分保守克制。对外的姿态也是与客户申明利弊，大家商量着来，双方配合过渡涨价后的市场波动。\n实际上，与同行相比，台积电的涨价还慢了一步。从去年下半年到今年年初，像格芯（GlobalFoundries）、PSMC、SMIC和联华电子都曾发出涨价通知。中国台湾经济研究院刘佩真也在景气动向调查记者会上表示：“联电、世界先进、力积电等厂商8英寸晶圆厂价格涨幅相较去年高达50%、12英寸厂涨幅达30%。”\n眼看竞争对手涨价，台积电也只能跟着趋势走，通过适当的涨幅，维持公司的后续生产。\n内外受困，不得不涨\n不过这次的“涨价大潮”中，台积电也有自己的想法。想法之一，就是维持自己的毛利率。\n芯片上游行业的巨头，高毛利率是常态。2020年，英特尔毛利率达到56%，高通依靠专利，毛利率达到60%。作为代工厂的台积电，尽管毛利率也曾达到50%以上。但是从今年第二季度的财报来看，毛利率仅仅达到50%上下，相比去年下降3%。\n这样的数据，投资人显然不会满意。摩根士丹利分析师Charlie Chan就针对财报数据指出，台积电的毛利率，最早可能在明年降至50%以下。针对台积电的后续发展，他更是给出了一记重锤：\n\n “在后摩尔时代，成本正变得过于昂贵，而台积电将不得不提升资本支出，承受利润率下降的代价，以保持芯片制造的规模化趋势。”\n\n面对投资者调低预期，台积电也在想办法补救。将出厂产品全线涨价，也就成了拉升毛利率，维持市场高期望的最快选择。\n除了维持毛利率，台积电在生产经营层面，还面临着全球化的转型。\n今年5月份，台积电在美国亚利桑那的分厂开工建设。尽管当地长期面临干旱问题，不利于芯片生产。当地修建无尘室的费用高达500亿美元，更是远远超出台积电的预算。台积电还是选择租用5000个集装箱，将总部的无尘室整厂搬运至美国分厂。\n不光是正在建设的美国分厂，针对汽车芯片，台积电也可能在德国德累斯顿建设分厂，与博世、格芯等厂商共同争抢市场蛋糕。日本政府也在邀请台积电设立半导体制造合资公司，台积电将出资50%，剩余份额由索尼和电装出资，解决的也是汽车芯片的需求。\n可以看出，台积电的建厂策略，从原有的“宝岛为主”变成了现在的“全球开花”。大量的项目建设，为台积电带来了巨大的成本压力。台积电的长期目标，也在维持盈利和推动研发的基础上，加上了一条成本回收。为了解决成本压力，涨价也是大势所趋。\n去掉企业经营因素，单从产业数据来看，台积电局势也并不乐观。仅以上游的硅料为例，价格就从8万元上涨到20万元，涨幅达到150%。对应的铜等金属价格也出现暴涨。要求台积电按照原价生产，显然不现实。台积电涨价之后，像是环球晶这样的硅晶圆厂商，反而缓解了营收压力。\n内外受压的台积电，涨价已经变成了必然。\n涨价之后，能走多远\n台积电涨价后，成本压力已经传递给了下游产业。\n以苹果旗下产品为例，台积电涨价消息放出后，很可能影响到后续产品的生产。对应的行业恐慌，甚至让国内媒体传出了“iPhone 13因台积电涨价”的消息，全然不顾这款手机已经大量生产的现实。\n这种恐慌情绪，显然是IC行业“涨价焦虑”的直观表现。作为上游代工厂的直接客户，台积电的涨价让他们的生产成本激增。可IC行业的现有产品规模，不可能彻底满足持续变化的行业需求。如果芯片行业产品价格持续波动，IC行业的路会更难走。\n对于涨价主导方台积电，这次涨价与以往相比。没有优秀的业绩背书，也让它的市场调整缺乏说服力。这次涨价的目的，并非针对生产和研发。而是在企业财报层面，维持基本的毛利率。对于台积电而言，不但证明了公司业务盈利能力下降，更有可能让投资者的预期落空。以目前台积电亚洲市值第一的地位来看，这显然不是好消息。\n芯片制程进入10nm之后，新产品开发的技术难度会指数性上升。依靠晶圆代工发家的台积电，目前并不像高通和英特尔一样，拥有足够高的技术护城河。台积电全球修厂的布局，也让企业抛弃依靠大陆建立的成本控制方案，陷入了全球产能斗争的红海中。如果台积电无法在芯片技术层面破局，再多的涨价也是杯水车薪。\n台积电的涨价，已经变成了行业和投资者对台积电的“绑架”。被“绑架”的台积电还能走多远？只有他们自己清楚。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323040909,"gmtCreate":1615292733601,"gmtModify":1704780696198,"author":{"id":"3572086617341548","authorId":"3572086617341548","name":"JackX","avatar":"https://static.tigerbbs.com/ae341a02e364f810cd6857a78c4f8bc5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572086617341548","idStr":"3572086617341548"},"themes":[],"title":"","htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323040909","repostId":"2118644643","repostType":4,"repost":{"id":"2118644643","kind":"news","pubTimestamp":1615291593,"share":"https://ttm.financial/m/news/2118644643?lang=en_US&edition=fundamental","pubTime":"2021-03-09 20:06","market":"us","language":"zh","title":"1.2 billion to buy lithography? With domestically produced 7nm chips secured, SMIC has begun its \"breakthrough\" plan.","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644643","media":"手机电脑高手","summary":"12亿买光刻机，国产7nm芯片稳了中芯国际的技术目前已经比较先进，如果光刻机到后势必会加速下一个制程。按照1.2亿美元的价格，中芯国际此次支付12亿美元将有可能购买10台EUV光刻机，看来财大气粗的中芯国际要准备大干一场了，国产7nm芯片稳了。总结中芯国际斥资12亿美元购买光刻机，可以缓解国内芯片进口的困局，但是目前最先进的5nm制程工艺芯片仍然无法生产，麒麟9000芯片的困局始终无法打破。","content":"<p><html><body><article>Chips are the primary productive force and the lifeblood of a country. The mobile phones, televisions, and computers we use daily all rely on chips. Therefore, in the age of technology, mastering the most advanced chip production and manufacturing technologies will give us absolute influence in this field, and the United States is one of them. To break free from the US monopoly in the technology sector, workers in China's chip industry are making continuous efforts.<a href=\"https://laohu8.com/S/SMI\">SMIC</a>They were willing to spend $1.202 billion to buy lithography.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202056019d246urr20wu9297\"/>chip manufacturing</p><p>Among the many chip development companies in China,<a href=\"https://laohu8.com/S/688981\">SMIC</a>It represents the highest level of chip production in China.<a href=\"https://laohu8.com/S/00981\">SMIC</a>Its chip production capacity has reached world-class levels, ranking among the top five in the global chip industry. Among them, the 14nm chip was officially mass-produced as early as 2019, and its \"N+1 process technology\" is comparable to that of 7nm.</p><p>How difficult is it to produce 7nm chips?</p><p>Many of us are already using the iPhone 12 with the A14 chip and the Huawei Mate 40 with the Kirin 9000 chip. Both phones use a 5nm process, and even...<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Exynos 1080,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The Snapdragon 888 also uses a 5nm process chip. In contrast, just how difficult is it to produce a 7nm process chip?</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202101833d2464xeiqovowya\"/>wafer</p><p>There are tens of millions of companies worldwide with chip design capabilities, but very few truly possess chip manufacturing technology. Among these chip companies, those with advanced technology are extremely rare. Currently, the main companies with 5nm chip manufacturing capabilities are...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>And Samsung, even those that have always been proud of their chip manufacturing capabilities.<a href=\"https://laohu8.com/S/INTC\">Intel</a>It has been stuck on the 14nm process for many years and has never made an inch of progress.</p><p>Intel's \"toothpaste-like\" development has aroused dissatisfaction among countless users in the tech industry, resulting in a painful loss.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>This important customer, in order to get rid of the negative impact of Intel chips and reduce production costs, used its self-developed M1 chip in many computer products such as the MacBook released by Apple in 2020, which was definitely a huge loss for Intel.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202103673d2468h81rvhcx0l\"/>Intel chip</p><p>SMIC, like Intel, has encountered the same predicament. There is a huge watershed between 14nm and 7nm processes, which is why Intel has not made a breakthrough for so many years.</p><p>Mastering chip manufacturing technology allows you to seize the future.</p><p>Since 2019, my country has experienced an unprecedented \"chip crisis,\" with Huawei's Kirin chips suffering a supply disruption, while the demand for domestically produced chips has been increasing day by day. In 2010, my country's total chip imports reached US$350 billion, ranking first in the domestic single-product import price list.</p><p>Chips are not only the lifeblood of mobile phones, televisions, and computers, but also the lifeblood of various...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The products provide computing power, and the demand for consumer-grade chips is increasing day by day. Cars, smart wearable devices, and various smart devices in the home have entered ordinary people's homes. Consumer-grade chips do not have very high requirements for process technology, but the demand is high.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202104348d2466uxusgx13lq\"/>Data released by SMIC in Q4 2020</p><p>According to data released by SMIC in the fourth quarter of 2020, shipments of 14/28nm process chips accounted for 5%, while shipments of 40/45nm and 55/65nm process chips accounted for nearly 50%. This shows that the market has a higher demand for chips with lower precision and more mature technology.</p><p>Following the Kirin chip incident, Huawei has also established its own chip production line, which will start with the 45nm process and carry out the 28nm process with partners. Many netizens believe that the starting point is too low, but I personally think that Huawei's spirit of taking things step by step is worth learning from.</p><p>Buying lithography for 1.2 billion yuan secures domestically produced 7nm chips.</p><p>SMIC's technology is already quite advanced, and if lithography arrives, it will inevitably accelerate the next manufacturing process. SMIC CEO Zhao Mengsong once said. SMIC has now invested $1.202 billion in a partnership with Dutch manufacturer lithography.<a href=\"https://laohu8.com/S/ASML\">Asma</a>With ASML signing the purchase agreement, the development of China's chip industry will be greatly enhanced.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105172d246nok05cpuwfk\"/>Back in 2018, SMIC spent $120 million to order an EUV lithography from ASML, but due to export license issues, it was rejected by the Dutch authorities, and the lithography could not be delivered for a long time. Based on a price of $120 million, SMIC's $1.2 billion payment could potentially purchase 10 EUV lithography chips. It seems that SMIC, with its deep pockets, is preparing to go all out, and its domestically produced 7nm chips are secure.</p><p>SMIC begins its \"breakthrough\" plan</p><p>China's chip manufacturing industry has always been scarce. Domestic technology companies have long relied on chip manufacturers such as TSMC and Samsung for their chip production. If one day they become unhappy and stop producing for us, our products will face a huge crisis. Therefore, mastering chip manufacturing technology and having high-end chip production equipment are the keys to getting out of this situation. SMIC's order of such a large quantity of lithography at once seems to be preparing for domestic production and manufacturing.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105697d246jn1f7rwyp64\"/>SMIC</p><p>SMIC has mastered the chip manufacturing process from 90nm to 14nm, and will now go further to produce chips using the 7nm process. Whether it is the Kirin 980 or the Dimensity 1000+, SMIC is fully capable of OEM manufacturing, and the production of domestic consumer chips is no problem. After SMIC obtains the 7nm lithography, it will greatly reduce the import volume of domestic chips and lower the production costs of domestic technology companies.</p><p>sum up</p><p>SMIC's $1.2 billion acquisition of lithography can alleviate the predicament of domestic chip imports, but the most advanced 5nm process chips are still unable to be produced, and the predicament of the Kirin 9000 chip has never been broken. This is a huge test for both SMIC and Huawei.</p><p>Although Huawei possesses the design capabilities for 5nm process technology, it still lacks the manufacturing capabilities. Chip manufacturing is a massive undertaking, and production in lithography cannot be accomplished overnight. To produce 5nm or even more advanced chips, we can only continue to purchase more sophisticated lithography.</p><p>What are your thoughts on SMIC's 1.2 billion yuan acquisition of lithography? Do you think this 1.2 billion will alleviate domestic demand for chips?</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>1.2 billion to buy lithography? With domestically produced 7nm chips secured, SMIC has begun its \"breakthrough\" plan.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\n1.2 billion to buy lithography? With domestically produced 7nm chips secured, SMIC has begun its \"breakthrough\" plan.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">手机电脑高手</strong><span class=\"h-time small\">2021-03-09 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Chips are the primary productive force and the lifeblood of a country. The mobile phones, televisions, and computers we use daily all rely on chips. Therefore, in the age of technology, mastering the most advanced chip production and manufacturing technologies will give us absolute influence in this field, and the United States is one of them. To break free from the US monopoly in the technology sector, workers in China's chip industry are making continuous efforts.<a href=\"https://laohu8.com/S/SMI\">SMIC</a>They were willing to spend $1.202 billion to buy lithography.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202056019d246urr20wu9297\"/>chip manufacturing</p><p>Among the many chip development companies in China,<a href=\"https://laohu8.com/S/688981\">SMIC</a>It represents the highest level of chip production in China.<a href=\"https://laohu8.com/S/00981\">SMIC</a>Its chip production capacity has reached world-class levels, ranking among the top five in the global chip industry. Among them, the 14nm chip was officially mass-produced as early as 2019, and its \"N+1 process technology\" is comparable to that of 7nm.</p><p>How difficult is it to produce 7nm chips?</p><p>Many of us are already using the iPhone 12 with the A14 chip and the Huawei Mate 40 with the Kirin 9000 chip. Both phones use a 5nm process, and even...<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Exynos 1080,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The Snapdragon 888 also uses a 5nm process chip. In contrast, just how difficult is it to produce a 7nm process chip?</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202101833d2464xeiqovowya\"/>wafer</p><p>There are tens of millions of companies worldwide with chip design capabilities, but very few truly possess chip manufacturing technology. Among these chip companies, those with advanced technology are extremely rare. Currently, the main companies with 5nm chip manufacturing capabilities are...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>And Samsung, even those that have always been proud of their chip manufacturing capabilities.<a href=\"https://laohu8.com/S/INTC\">Intel</a>It has been stuck on the 14nm process for many years and has never made an inch of progress.</p><p>Intel's \"toothpaste-like\" development has aroused dissatisfaction among countless users in the tech industry, resulting in a painful loss.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>This important customer, in order to get rid of the negative impact of Intel chips and reduce production costs, used its self-developed M1 chip in many computer products such as the MacBook released by Apple in 2020, which was definitely a huge loss for Intel.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202103673d2468h81rvhcx0l\"/>Intel chip</p><p>SMIC, like Intel, has encountered the same predicament. There is a huge watershed between 14nm and 7nm processes, which is why Intel has not made a breakthrough for so many years.</p><p>Mastering chip manufacturing technology allows you to seize the future.</p><p>Since 2019, my country has experienced an unprecedented \"chip crisis,\" with Huawei's Kirin chips suffering a supply disruption, while the demand for domestically produced chips has been increasing day by day. In 2010, my country's total chip imports reached US$350 billion, ranking first in the domestic single-product import price list.</p><p>Chips are not only the lifeblood of mobile phones, televisions, and computers, but also the lifeblood of various...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The products provide computing power, and the demand for consumer-grade chips is increasing day by day. Cars, smart wearable devices, and various smart devices in the home have entered ordinary people's homes. Consumer-grade chips do not have very high requirements for process technology, but the demand is high.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202104348d2466uxusgx13lq\"/>Data released by SMIC in Q4 2020</p><p>According to data released by SMIC in the fourth quarter of 2020, shipments of 14/28nm process chips accounted for 5%, while shipments of 40/45nm and 55/65nm process chips accounted for nearly 50%. This shows that the market has a higher demand for chips with lower precision and more mature technology.</p><p>Following the Kirin chip incident, Huawei has also established its own chip production line, which will start with the 45nm process and carry out the 28nm process with partners. Many netizens believe that the starting point is too low, but I personally think that Huawei's spirit of taking things step by step is worth learning from.</p><p>Buying lithography for 1.2 billion yuan secures domestically produced 7nm chips.</p><p>SMIC's technology is already quite advanced, and if lithography arrives, it will inevitably accelerate the next manufacturing process. SMIC CEO Zhao Mengsong once said. SMIC has now invested $1.202 billion in a partnership with Dutch manufacturer lithography.<a href=\"https://laohu8.com/S/ASML\">Asma</a>With ASML signing the purchase agreement, the development of China's chip industry will be greatly enhanced.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105172d246nok05cpuwfk\"/>Back in 2018, SMIC spent $120 million to order an EUV lithography from ASML, but due to export license issues, it was rejected by the Dutch authorities, and the lithography could not be delivered for a long time. Based on a price of $120 million, SMIC's $1.2 billion payment could potentially purchase 10 EUV lithography chips. It seems that SMIC, with its deep pockets, is preparing to go all out, and its domestically produced 7nm chips are secure.</p><p>SMIC begins its \"breakthrough\" plan</p><p>China's chip manufacturing industry has always been scarce. Domestic technology companies have long relied on chip manufacturers such as TSMC and Samsung for their chip production. If one day they become unhappy and stop producing for us, our products will face a huge crisis. Therefore, mastering chip manufacturing technology and having high-end chip production equipment are the keys to getting out of this situation. SMIC's order of such a large quantity of lithography at once seems to be preparing for domestic production and manufacturing.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105697d246jn1f7rwyp64\"/>SMIC</p><p>SMIC has mastered the chip manufacturing process from 90nm to 14nm, and will now go further to produce chips using the 7nm process. Whether it is the Kirin 980 or the Dimensity 1000+, SMIC is fully capable of OEM manufacturing, and the production of domestic consumer chips is no problem. After SMIC obtains the 7nm lithography, it will greatly reduce the import volume of domestic chips and lower the production costs of domestic technology companies.</p><p>sum up</p><p>SMIC's $1.2 billion acquisition of lithography can alleviate the predicament of domestic chip imports, but the most advanced 5nm process chips are still unable to be produced, and the predicament of the Kirin 9000 chip has never been broken. This is a huge test for both SMIC and Huawei.</p><p>Although Huawei possesses the design capabilities for 5nm process technology, it still lacks the manufacturing capabilities. Chip manufacturing is a massive undertaking, and production in lithography cannot be accomplished overnight. To produce 5nm or even more advanced chips, we can only continue to purchase more sophisticated lithography.</p><p>What are your thoughts on SMIC's 1.2 billion yuan acquisition of lithography? Do you think this 1.2 billion will alleviate domestic demand for chips?</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=nesSN202103092021067dcc9a4e&s=b\">手机电脑高手</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"159813":"芯片","688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103092021067dcc9a4e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2118644643","content_text":"芯片是第一生产力，是一个国家的命脉，我们日常使用的手机、电视和电脑都离不开芯片的支持，因此在科技时代掌握了最先进的芯片生产和制造技术将会在此领域拥有绝对的话语权，美国就是其中之一。为了摆脱美国在科技领域的垄断，中国芯片领域的工作者正在不断的努力，而 中芯国际 不惜耗资12.02亿美元购买光刻机。芯片生产国内众多的芯片开发公司中，中芯国际代表了国内最高的芯片生产水准，中芯国际的芯片生产能力已经达到了世界级水准，在世界芯片领域的排行中已经能够跻身前五，其中14nm芯片早在2019年已经正式量产，其攻克的“N+1制程工艺”技术已经堪比7nm工艺制成。7nm芯片生产有多难？我们很多人已经用上了搭载A14芯片的iPhone12和搭载麒麟9000芯片的华为Mate40，这两款手机的芯片均采用了5nm制程工艺，甚至三星Exynos 1080、高通骁龙888也同样用上了5nm工艺芯片，反观生产7nm工艺芯片究竟有多难？晶圆全球拥有芯片设计能力的公司何止千万，而真正拥有芯片生产技术的公司却寥若星辰，而在这些芯片公司中拥有先进技术的企业更是凤毛麟角，目前拥有5nm芯片生产能力的公司主要是台积电和三星，就连一直在芯片制造能力上引以为傲的英特尔也已经停留在14nm工艺上多年，始终没有寸进。英特尔“挤牙膏”式的发展引起无数科技界的用户的不满，也因此痛失了苹果这个重要的客户，为了摆脱英特尔芯片带来的负面影响，降低生产成本，苹果公司2020年发布的MacBook等众多电脑产品均采用了自研的M1芯片，这对于英特尔来说绝对是一个巨大的损失。英特尔芯片中芯国际也像英特尔一样遭遇了同样的困境，14nm和7nm工艺之间就是一条巨大的分水岭，这也是英特尔这么多年来一直没有突破的原因。掌握芯片生产技术就能把握未来从2019年开始，我国经历了史无前例的“芯片危机”，华为麒麟芯片遭遇断供，国产芯片的需求量却与日俱增，2010年我国芯片进口总金额可达3500亿美元位居国内单品进口价格榜首。芯片不仅是手机、电视和电脑的命脉，更为各种智能产品提供了运算能力，消费级芯片的需求与日俱增，汽车、智能穿戴设备以及家中各种智能设备走进了寻常百姓家，消费级芯片对于工艺技术要求并不算太高，但是在于需求量大。中芯国际2020年第四季度发布的数据据中芯国际2020年第四季度发布的数据来看：14/28nm工艺芯片出货量占比为5%，40/45nm和55/65nm工艺芯片出货量占比接近50%。由此可见，市场对于精度低，技术更成熟的芯片的需求量更高。华为麒麟芯片事件之后，也建立了自己芯片生产线，此芯片生产线将从45nm制程工艺开始发展，并与合作商开展了28nm制程工艺。不少网友认为起点太低，但是个人认为华为一步一步稳扎稳打的精神值得我们学习。12亿买光刻机，国产7nm芯片稳了中芯国际的技术目前已经比较先进，如果光刻机到后势必会加速下一个制程。中芯国际首席执行官赵孟松曾表示。如今中芯国际斥资12.02亿美元与荷兰光刻机制造商阿斯麦（ASML）签订购买单，中国芯片行业的发展将会如虎添翼。早在2018年中芯国际就曾花费1.2亿美元向ASML订购了一台EUV光刻机，奈何因为出口许可证的原因，遭到了荷兰官方的拒绝，这台光刻机也迟迟无法交付。按照1.2亿美元的价格，中芯国际此次支付12亿美元将有可能购买10台EUV光刻机，看来财大气粗的中芯国际要准备大干一场了，国产7nm芯片稳了。中芯国际开始“破局”计划中国芯片生产行业一直匮乏，国内科技企业的芯片生产长期依赖于台积电和三星等芯片代工厂商，一旦哪一天他们不开心了不再为我们生产，我们的产品将于面临巨大的危机，因此掌握芯片制造技术，拥有高端芯片生产设备才是摆脱这种局面的关键，中芯国际一次性订购如此之多数量的光刻机看来是在为国内生产代工做准备。中芯国际中芯国际已经掌握了从90nm到14nm的芯片制造生产工艺，如今将更进一步生产出7nm工艺制程的芯片，无论是麒麟980还是天玑1000+，中芯国际已经完全能进行代工，国内消费级芯片的生产也不在话下，中芯国际获得7nm光刻机之后将会极大程度的降低国内芯片的进口量，降低国内科技企业的生产成本。总结中芯国际斥资12亿美元购买光刻机，可以缓解国内芯片进口的困局，但是目前最先进的5nm制程工艺芯片仍然无法生产，麒麟9000芯片的困局始终无法打破。这对于中芯国际和华为来说都是一个巨大的考验。华为虽然拥有5nm制程工艺的设计能力，但是仍然没有制造能力，而芯片制造是一个庞大的工程，光刻机的生产也并非一朝一夕，想要生产出5nm甚至更先进的芯片，我们就只能继续购买更精密的光刻机。对于中芯国际花费12亿购买光刻机你怎么看？你认为这12亿缓解国内对芯片的需求？","news_type":1,"symbols_score_info":{"159813":1,"688981":1,"SMI":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}