台積電 7nm 訂單交貨時間需時六個月 - 股票

By Valerie
at 2019-09-19T10:22
at 2019-09-19T10:22
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://news.xfastest.com/amd/69792/tsmc-7nm-lt-6months/
2.原文內容:
台積電 7nm 訂單交貨時間需時六個月,或導致影響 AMD 相關產品的供應
作為在晶圓代工行業世界領先的台積電,目前所推出的 7nm 製程想必受到許多 IC 設計
大廠的選用,以最新的 7nm+ EUV 製程來說,最知名的大客戶就屬 Apple 的 A13 Bionic
,另外 AMD 也預計將在 Zen3 微架構採用台積電 7nm+ EUV 製程。
而在 DUV 版本的 7nm 製程當然也是獲得相當大量的訂單,以目前十分熱門的 AMD
Ryzen 三代 CPU 來說,就是採用 TSMC DUV 版本的 7nm 製程。另外如 AMD NAVI 架構的
顯示卡、華為麒麟 980 等等的高端晶片也都採用此製程進行生產。因此在訂單量如此龐
大的情況下,目前已傳出相關產品需要 6 個月的交期,自然有可能影響到 AMD Zen 3 的
產品推出與供應。
不僅僅是 7nm 與 7nm+,就連台積電的 16 與 12nm 的產能也面臨供不應求的狀況,因此
台積電可以說是把握著全世界高階晶片生產的命脈。
3.心得/評論:
※必需填寫滿20字
原本的交貨時間是二個月,現在大增三倍變成6個月
不過最近台積電的毛利不高
為什麼不漲個價就好了?
--
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