台積電與記憶體 - 股票

By Rebecca
at 2020-07-29T23:28
at 2020-07-29T23:28
Table of Contents
台積電現在好像打遍天下無敵手 但其實他有個軟肋在
台積電的隱憂就在記憶體 此話何解? 因為台積電不做記憶體的生意 (毛利太低)
而在未來 AI 與 5G 市場上,
大量的數據吞吐量使得 CPU 與 記憶體是直接採用 3D IC 的方式作整合
要在晶圓層級作整合,還是垂直整合廠才做得好。
三星有自己的 CPU 製造與記憶體製造廠,
Intel 有自己的 CPU 製造與 高層數快閃記憶體堆疊技術
台積電之前想補這塊而與海力士合作 但之後因故停止 且台積電的記憶體專利遠輸前兩家
我們可以說 在未來得某個奇點發生時刻 大量 CPU 與 記憶體需要做堆疊整合之時
就是台積電落隊伍的時刻 現在放空台積電還不是時候 但那個時刻也不會太遠
※ 引述《howardcb (不買最省!)》之銘言:
: 三星挾著手機、面板、記憶體的資源與台積電周旋,如果說
: 韓國有設下專利障礙,那為什麼中國製造的Dram跟Nand就能
: 大大方方的擴大市佔?
: 不懂GG怎麼這麼宅心仁厚,三星處處針對GG,拿面板記憶體
: 賺的錢跟GG對打晶圓代工,根本沒在怕燒錢,如果GG願意賣
: 標準化記憶體,應該是小菜一疊吧,在三星賺大錢的地方製
: 造競爭,削弱對手,才是對自己最有利的,GG為什麼多年來
: 都這麼好心腸呢?
: 話說,GG的mram發展得怎樣了,跟愛普的AIM如何,將來有辦
: 法讓三星吃大便嗎?
--
台積電的隱憂就在記憶體 此話何解? 因為台積電不做記憶體的生意 (毛利太低)
而在未來 AI 與 5G 市場上,
大量的數據吞吐量使得 CPU 與 記憶體是直接採用 3D IC 的方式作整合
要在晶圓層級作整合,還是垂直整合廠才做得好。
三星有自己的 CPU 製造與記憶體製造廠,
Intel 有自己的 CPU 製造與 高層數快閃記憶體堆疊技術
台積電之前想補這塊而與海力士合作 但之後因故停止 且台積電的記憶體專利遠輸前兩家
我們可以說 在未來得某個奇點發生時刻 大量 CPU 與 記憶體需要做堆疊整合之時
就是台積電落隊伍的時刻 現在放空台積電還不是時候 但那個時刻也不會太遠
※ 引述《howardcb (不買最省!)》之銘言:
: 三星挾著手機、面板、記憶體的資源與台積電周旋,如果說
: 韓國有設下專利障礙,那為什麼中國製造的Dram跟Nand就能
: 大大方方的擴大市佔?
: 不懂GG怎麼這麼宅心仁厚,三星處處針對GG,拿面板記憶體
: 賺的錢跟GG對打晶圓代工,根本沒在怕燒錢,如果GG願意賣
: 標準化記憶體,應該是小菜一疊吧,在三星賺大錢的地方製
: 造競爭,削弱對手,才是對自己最有利的,GG為什麼多年來
: 都這麼好心腸呢?
: 話說,GG的mram發展得怎樣了,跟愛普的AIM如何,將來有辦
: 法讓三星吃大便嗎?
--
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