英特爾執行長:2023年委台積電生產CPU - 股票
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By Candice
at 2021-03-24T15:27
at 2021-03-24T15:27
Table of Contents
這不4很煎蛋嗎
牙膏廠現在投入7奈米廠擴建,2023年接代工單
2023年 GG都在量產3奈米要邁入2奈米了,
牙膏7奈米落後GG 3奈米足足一個世代,
牙膏7奈米良率好不好又是另一個議題
怎麼看都是高階cpu製程給GG 3奈米代工,
中低階+其他廠商成熟製程訂單給牙膏廠來做
(同時也可練兵先進製程)
以後5G、物聯網、太空行業等等都需要大量的晶片,
晶片需求也不是全部都需要最先進製程,
以現在全球的晶片產能根本就沒辦法支應,
建廠也是需要一兩年時間,不是說建就能幾個月內建好並生產
現在牙膏建廠最主要目的並不是要跟GG去拼晶圓製造龍頭地位,
而是想要練技術,以及未來非先進製程晶片能提供美國自我供應,
這裡面包含基本國安需求以及其他行業的晶片供應來源太倚重亞洲(被晶片短缺問題嚇到,現在不建廠,以後晶片供需失衡會越來越嚴重)
GG 7奈米、5奈米、3奈米的扎實經驗累積,不是牙膏或三爽跳過一兩個世代後隨隨便便就能追上der
-----
Sent from JPTT on my iPhone
--
牙膏廠現在投入7奈米廠擴建,2023年接代工單
2023年 GG都在量產3奈米要邁入2奈米了,
牙膏7奈米落後GG 3奈米足足一個世代,
牙膏7奈米良率好不好又是另一個議題
怎麼看都是高階cpu製程給GG 3奈米代工,
中低階+其他廠商成熟製程訂單給牙膏廠來做
(同時也可練兵先進製程)
以後5G、物聯網、太空行業等等都需要大量的晶片,
晶片需求也不是全部都需要最先進製程,
以現在全球的晶片產能根本就沒辦法支應,
建廠也是需要一兩年時間,不是說建就能幾個月內建好並生產
現在牙膏建廠最主要目的並不是要跟GG去拼晶圓製造龍頭地位,
而是想要練技術,以及未來非先進製程晶片能提供美國自我供應,
這裡面包含基本國安需求以及其他行業的晶片供應來源太倚重亞洲(被晶片短缺問題嚇到,現在不建廠,以後晶片供需失衡會越來越嚴重)
GG 7奈米、5奈米、3奈米的扎實經驗累積,不是牙膏或三爽跳過一兩個世代後隨隨便便就能追上der
-----
Sent from JPTT on my iPhone
--
Tags:
股票
All Comments
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By Thomas
at 2021-03-28T06:58
at 2021-03-28T06:58
硬幹 GG 3nm
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By Kristin
at 2021-03-29T23:53
at 2021-03-29T23:53
忽略掉Intel也有提到2023要提高委外的部分
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By Hazel
at 2021-04-01T16:25
at 2021-04-01T16:25
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By Gary
at 2021-04-06T06:00
at 2021-04-06T06:00
單的需求,只蓋兩座這些需求可能都還滿足不了
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By Iris
at 2021-04-10T23:36
at 2021-04-10T23:36
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at 2021-04-12T05:40
at 2021-04-12T05:40
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at 2021-04-12T21:37
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at 2021-04-15T02:33
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By Belly
at 2021-04-16T12:10
at 2021-04-16T12:10
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By Odelette
at 2021-04-20T16:52
at 2021-04-20T16:52
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By Irma
at 2021-04-22T10:24
at 2021-04-22T10:24
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By Victoria
at 2021-04-27T05:35
at 2021-04-27T05:35
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By Dora
at 2021-04-28T02:33
at 2021-04-28T02:33
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By Irma
at 2021-04-29T16:04
at 2021-04-29T16:04
比價
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By Irma
at 2021-04-29T22:48
at 2021-04-29T22:48
進製程贏不了,但還能用補助來練製程,也不怕缺貨會
全部產品停擺
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By Oscar
at 2021-05-04T18:04
at 2021-05-04T18:04
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at 2021-05-06T17:59
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at 2021-05-09T12:09
at 2021-05-09T12:09
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By Tom
at 2021-05-12T19:31
at 2021-05-12T19:31
不知看客是誰傻
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at 2021-05-16T07:59
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By Erin
at 2021-05-17T02:28
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