支那芯實現逆向超車,繞過ASML光刻技術 - 股票

By Franklin
at 2020-04-10T12:06
at 2020-04-10T12:06
Table of Contents
※ [本文轉錄自 Gossiping 看板 #1UZ-Qver ]
作者: shuhao233 (代課你先) 看板: Gossiping
標題: [爆卦] 支那芯實現逆向超車,繞過ASML光刻技術
時間: Fri Apr 10 11:23:35 2020
YO叔不好好上Ptt跑去中芯當洨精靈?
https://i.imgur.com/HU31xBS.jpg
競爭激烈的智能手機市場,帶動了相關科技技術的快速升級並大規模用在手機上,由於更叠
非常快,即使是新技術,它的成本也會快速降低。眾多的手機硬件升級中,處理器依舊是消
費者最關心的話題,全球能設計高端芯片的科技公司還是非常多的,比如蘋果,三星,華為
,高通,聯發科等,更高端的芯片就是電腦處理器了,最知名的有英特爾(Intel),AMD,
IBM等美國科技巨頭。
普通消費者對手機芯片比較關註,雖然全球有五大科技巨頭能研發出高端手機芯片,但只有
三星能自己生產芯片,而最大的芯片代工廠則是台積電,由於三星在同種芯片工藝下的進展
稍微慢了半年左右,因此蘋果直接把全部訂單給了台積電(TSMC),現在高通也把驍龍865
訂單給了TSMC進行生產。其實還有一家芯片代工企業能達到三星和台積電的水平,它就是真
正的國內企業中芯國際。
https://i.imgur.com/D13vZlt.jpg
高通,華為,蘋果都把自家的高端芯片交給台積電,而很多網友表示台積電不論如何都不會
斷供高通和蘋果,所以華為麒麟芯片還是比較讓國人關心的。之前外媒有報道美國科技巨頭
要把芯片生產技術授權率下調,目的就是讓台積電限制麒麟芯片生產,台積電回應稱高端工
藝技術基本全自主化。據悉華為已經將大量的14nm通信芯片訂單交給了中芯國際,余承東曾
說為了支持國內供應商發展,華為手機很多零件均是國產。
中芯國際的技術其實很先進,就是因為購買的荷蘭高端光刻機已經被斷供,所以長時間以來
三星和台積電進步非常快,而中芯才突破10nm並且沒能量產。然而就在近日,中芯國際突然
公布N+1工藝的芯片將於年底量產,這意味著即使沒有7nm光刻機,同樣能生產7nm芯片,這
意味著中芯成為全球第三家掌握10納米以下工藝的芯片企業。這個消息公布後,台積電顯然
急了,前有蘋果推遲A14芯片,後有中芯能量產7nm芯片,獨有的芯片生產優勢在慢慢消失。
目前ASML的EUV光刻機雖然已經推遲供應給中芯,但隨著新工藝技術和國產光刻機的升級,A
SML遲早要供應光刻機,到時候中芯基本就能和台積電站在同一條起跑線,再也不必擔心麒
麟等國產高端芯片的生產被限制。
一如土高爐練鋼和公社糞肥種西瓜一般大白菜的逆向超車? 用N+1個研究生用砂紙磨芯片?
--
作者: shuhao233 (代課你先) 看板: Gossiping
標題: [爆卦] 支那芯實現逆向超車,繞過ASML光刻技術
時間: Fri Apr 10 11:23:35 2020
YO叔不好好上Ptt跑去中芯當洨精靈?
https://i.imgur.com/HU31xBS.jpg
競爭激烈的智能手機市場,帶動了相關科技技術的快速升級並大規模用在手機上,由於更叠
非常快,即使是新技術,它的成本也會快速降低。眾多的手機硬件升級中,處理器依舊是消
費者最關心的話題,全球能設計高端芯片的科技公司還是非常多的,比如蘋果,三星,華為
,高通,聯發科等,更高端的芯片就是電腦處理器了,最知名的有英特爾(Intel),AMD,
IBM等美國科技巨頭。
普通消費者對手機芯片比較關註,雖然全球有五大科技巨頭能研發出高端手機芯片,但只有
三星能自己生產芯片,而最大的芯片代工廠則是台積電,由於三星在同種芯片工藝下的進展
稍微慢了半年左右,因此蘋果直接把全部訂單給了台積電(TSMC),現在高通也把驍龍865
訂單給了TSMC進行生產。其實還有一家芯片代工企業能達到三星和台積電的水平,它就是真
正的國內企業中芯國際。
https://i.imgur.com/D13vZlt.jpg
高通,華為,蘋果都把自家的高端芯片交給台積電,而很多網友表示台積電不論如何都不會
斷供高通和蘋果,所以華為麒麟芯片還是比較讓國人關心的。之前外媒有報道美國科技巨頭
要把芯片生產技術授權率下調,目的就是讓台積電限制麒麟芯片生產,台積電回應稱高端工
藝技術基本全自主化。據悉華為已經將大量的14nm通信芯片訂單交給了中芯國際,余承東曾
說為了支持國內供應商發展,華為手機很多零件均是國產。
中芯國際的技術其實很先進,就是因為購買的荷蘭高端光刻機已經被斷供,所以長時間以來
三星和台積電進步非常快,而中芯才突破10nm並且沒能量產。然而就在近日,中芯國際突然
公布N+1工藝的芯片將於年底量產,這意味著即使沒有7nm光刻機,同樣能生產7nm芯片,這
意味著中芯成為全球第三家掌握10納米以下工藝的芯片企業。這個消息公布後,台積電顯然
急了,前有蘋果推遲A14芯片,後有中芯能量產7nm芯片,獨有的芯片生產優勢在慢慢消失。
目前ASML的EUV光刻機雖然已經推遲供應給中芯,但隨著新工藝技術和國產光刻機的升級,A
SML遲早要供應光刻機,到時候中芯基本就能和台積電站在同一條起跑線,再也不必擔心麒
麟等國產高端芯片的生產被限制。
一如土高爐練鋼和公社糞肥種西瓜一般大白菜的逆向超車? 用N+1個研究生用砂紙磨芯片?
--
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