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【太平洋科技-每日观点&资讯】(2025-10-10)
远峰电子· 2025-10-09 11:30
行情速递 ①主板领涨,旭光电子(+10.03%)/视觉中国(+10.02%)/深科技(+10.01%)/竞业达(+10.01%)/通 富微电(+10.01%)/ ②创业板领涨,信维通信(+14.73%)/安联锐视(+13.79%)/国瓷材料(+11.56%)/ ③科创板领涨,灿芯股份(+20.00%)/中望软件(+20.00%)/燕东微(+18.48%)/ ④活跃子行业,SW安防设备(+5.98%)/SW集成电路封测(+4.69%)/ 国内新闻 ①半导体投资联盟,据海关总署统计,2024年我国半导体设备进口总额 470.66亿美元/从日本进口额143.00亿美元/占比30.4%/2025年1-6月份/ 日本进口额为63.99亿美元/同比下降2.9%/6月份进口额为11.58亿美元/同 比上升9.5%/环比增长35.8%/ ① 云里物里,发布关于取得发明专利证书的公告/公司近日获得国家知识产 权局颁发的1件发明专利证书/发明名称/数据的加密方法、装置、终端设备和 计算机可读存储介质/ ②东软载波,发布关于全资子公司取得发明专利证书的公告/专利名称/无源 蜂鸣器控制集成电路/本发明提供一种集成化无源蜂鸣器控制集成 ...
台积电2nm实现量产!
国芯网· 2025-10-04 06:02
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 10月4日消息,据台媒报道,台积电近日拜访高雄市政府,赠送台积电高雄P1厂试量产12吋的2纳米芯片。他说,相信以台积电现在P1到P5厂的2纳米先进 制程,全球最先进的制程就落在高雄。 陈其迈表示,当他收到台积电高雄厂的第一片2纳米芯片时,真的是百感交集,因为,高市府团队过去的不眠不休,包括有时候晚上打电话给相关领导, 让其忍受他不断的骚扰,因此,看到第一片量产的芯片,我们真的是非常的感动。 陈其迈表示,台积电从到高雄投资设厂,到现在的试量产,进度比他们的预期更超前,相信以现在P1到P5的2纳米的先进制程,高雄将是全球最先进制程 的聚落。 陈其迈希望,高雄能够持续完善整个半导体的S廊带,包括先进的设备或者是材料,整个生态系能够串联大南方,以高雄为整个先进制程的枢纽,未来也 将能带动高雄在AI算力,或者是在半导体上下游产业链,形成更强韧的生态系 。 不过,据报道,台积电2nm制程价格相比3nm至少上涨50%,而末代3nmCPU价格已较前代上涨约20%。供应链推估,采用2nm制程的旗舰芯片单价可能上 看280美元。 值得关注的是,存储芯片巨头三星、SK海力士等厂商 ...
台积电2纳米试产成功
半导体行业观察· 2025-10-04 02:14
公众号记得加星标⭐️,第一时间看推送不会错过。 来源: 内容翻译自ctee,谢谢 据报道,台积电近日曾经拜访高雄市政府,赠送高市政府台积电高雄P1厂试量产12吋的2纳米芯片。他说,相信 以台积电现在P1到P5厂的2纳米先进制程,全球最先进的制程就落在高雄。 *免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行业观察对该 观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。 END 今天是《半导体行业观察》为您分享的第 41 84 期内容,欢迎关注。 推荐阅读 加星标⭐️第一时间看推送,小号防走丢 求点赞 求分享 求推荐 陈其迈表示,当他收到台积电高雄厂的第一片2纳米芯片时,真的是百感交集,因为,高市府团队过去的不眠不 休,包括有时候晚上打电话给相关领导,让其忍受他不断的骚扰,因此,看到第一片量产的芯片,我们真的是非 常的感动。 陈其迈表示,台积电从到高雄投资设厂,到现在的试量产,进度比他们的预期更超前,相信以现在P1到P5的2纳 米的先进制程,高雄将是全球最先进制程的聚落。 陈其迈希望,高雄能够持续完善整个半导体的S廊带,包括先进的设备或者是材料, ...
抢单大战…传三星2纳米砍价 挖台积墙脚
Jing Ji Ri Bao· 2025-09-28 23:23
半导体迈入二纳米制程世代之际,业界传出,三星近期喊出二纳米报价每片两万美元(约台币六十万 元),低于台积电牌价三万美元(约台币九十万元),相当于打六七折抢市,争取英伟达、高通、特斯 拉等下单,要挖台积电墙脚。 台积电二纳米将如期于下半年量产,手握苹果、超微、联发科、高通等大客户订单,应用领域涵盖智慧 手机芯片和电脑中央处理器(CPU)等高速运算领域。三星目前二纳米仅供自家手机处理器使用,业 界分析,三星为放大经济规模,二纳米降价抢单,希望能争取台积电主要客户上门分散投片。 相关降价消息并未获得三星证实。业界分析,台积电二纳米将迈入量产,产能供不应求,先前已传出要 涨价,如今三星逆势发动价格战,开出降价第一枪,再次点燃先进制程抢单大战战火。 ...
三星传发动2纳米价格战 权王三优势
Jing Ji Ri Bao· 2025-09-28 23:23
台积电向来不公开制程良率确切数字,但董事长魏哲家已于法说会公开表态,强调从目前客户采用意愿 来看,客户对台积电2纳米需求将会超越前一代制程。 供货稳定也是台积电一大优势。业界指出,台积电2纳米是其单一制程中,有最多厂区生产的节点,横 跨台湾新竹宝山与高雄四个主要晶圆厂区,今年底月产能约4万片。为满足市场对下一代高效能芯片日 益增长的需求,台积电持续扩充2纳米产能,预计到2026年,2纳米月产能目标将达10万片,提供客户稳 定的产能。 第三个优势是不与客户竞争。台积电一直以来的核心优势在于其"纯晶圆代工"的商业模式,专注于制造 服务,赢得客户的信任。 三星传发动2纳米价格战,要挖台积电墙脚,业界认为,台积电(2330)拥有技术/良率冠同业、供货 稳定、不与客户竞争等三优势,三星短期内要靠低价撼动台积电的领先地位,"难度非常高"。 就良率来看,业界传出,台积电2纳米初始良率已达64%至66%,而SRAM(合格芯片比例)更突破九 成,显示量产前景相当乐观。 ...
三星2纳米砍价三成…争取英伟达、高通、特斯拉下单
Jing Ji Ri Bao· 2025-09-28 23:23
半导体迈入2纳米制程世代之际,业界传出,三星近期喊出2纳米报价每片2万美元(约新台币60万 元),比台积电(2330)牌价3万美元(约新台币90万元)便宜33%,相当于打六七折抢市,争取英伟 达、高通、特斯拉等大厂下单,要挖台积电墙脚。 特斯拉已于7月宣布,与三星签署价值22.8兆韩元(约165亿美元、新台币5,000亿元)的长期芯片供应合 约,将透过三星第二代2纳米制程,生产特斯拉AI6芯片,用于全自动驾驶(FSD)系统与资料中心,这 笔订单被外界视为三星试图借助新制程,在高速运算领域PK台积电的关键一役。 另外,三星也积极布建美国2纳米产能,预计明年底月产能将达1.6万至1.7万片,争取更多美系客户下 单。 面对三星来势汹汹,台积电2纳米将如期在2025下半年进入量产。台积电先前透露,2纳米量产曲线与3 纳米相似,在持续强化的策略下,台积电也推出2纳米家族延伸的N2P制程技术,具备更佳的效能及功 耗优势,为智慧手机高速运算应用提供支持,预计2026下半年量产。 台积电2纳米将如期于下半年量产,手握苹果、超微、联发科、高通等大客户订单,涵盖智慧手机芯片 和电脑中央处理器(CPU)等高速运算领域。三星目前2纳 ...
印度豪掷180亿美元角逐全球芯片竞赛 半导体雄心面临多重考验
智通财经网· 2025-09-23 07:10
2022年,该国还调整了战略,不再仅向制造28纳米及以下芯片的工厂提供优厚激励。对于芯片而言,尺 寸越小性能越高,能效也更好。通过在同一空间容纳更多晶体管,这些芯片可应用于先进人工智能和量 子计算等新技术。但由于这种做法无助于印度发展新兴半导体产业,新德里现在为所有制造工厂(无论 芯片尺寸)以及芯片测试和封装项目承担50%的成本。 来自中国台湾和英国的晶圆厂,以及来自美国和韩国的半导体封装公司都表示有兴趣支持印度的半导体 计划。埃泽尔称:"印度政府已拿出慷慨激励措施吸引半导体制造商",但他强调"这类投资不可能永远 持续"。 漫漫长路 智通财经APP注意到,印度志在成为全球芯片产业的重要参与者,但面临的挑战十分严峻:行业竞争激 烈,且在先进芯片制造竞赛中印度属于后来者。 2022年,当美国限制向中国出口先进人工智能芯片以遏制北京获取尖端技术时,全球半导体自主竞赛拉 开序幕。这对印度而言是一个机遇:该国希望减少对进口的依赖,为战略领域保障芯片供应,并从转移 出中国的全球电子市场中分得更大份额。 印度是全球最大的电子产品消费国之一,但本土芯片产业几乎空白,在全球供应链中扮演的角色微乎其 微。新德里政府的"半导体使命 ...
半导体与半导体生产设备行业周报、月报:英伟达新一代芯片预计26年出货,台积电预计Q4量产2nm-20250901
Guoyuan Securities· 2025-09-01 14:16
Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor and semiconductor equipment industry [5] Core Insights - The semiconductor industry is experiencing fluctuations in stock performance, with overseas AI chip indices declining by 1.44% while domestic AI chip indices increased by 11.3% during the week of August 25 to August 31, 2025 [1][10] - Significant growth is anticipated in the global smart medical market, with a projected CAGR of 12.8% from 2024 to 2030, driven by advancements in wearable technology such as smartwatches [2][23] - The DRAM revenue for major players in Q2 2025 is reported as follows: SK Hynix at $12.2 billion, Samsung at $9.6 billion, and Micron at $7.1 billion, with SK Hynix expected to maintain its lead in DRAM revenue [2][24] Market Indices - The overseas AI chip index saw a decline of 1.44% this week, with notable drops from Marvell (13.88%) and AMD (3.06%), while domestic AI chip index rose by 11.3% [1][10] - The server ODM index decreased by 0.4%, with Quanta experiencing a significant drop of 6.13% [1][10] - The storage chip index increased by 4.6%, led by Dongxin's 28.47% rise [1][10] - The power semiconductor index rose by 5.5%, indicating positive momentum in this segment [1][10] Major Events - The Ministry of Industry and Information Technology in China has issued guidelines aiming for over 10 million satellite communication users by 2030, promoting the large-scale application of mobile direct satellite services [3][37] - Tesla's humanoid robot, Optimus, is being trained using a pure vision approach, aligning with its autonomous driving technology strategy [3][39] - Horizon's revenue for the first half of 2025 reached 1.567 billion yuan, marking a 67.6% year-on-year increase, with significant market share in ADAS and autonomous driving solutions [3][29]
可怕的台积电,传涨价
半导体芯闻· 2025-09-01 10:27
Core Viewpoint - The semiconductor foundry industry is experiencing a significant revenue increase driven by strong demand for advanced chips, particularly in AI and high-performance computing, with TSMC leading the market with a record revenue and market share [2][7]. Group 1: Industry Overview - In Q2, the overall revenue of the top ten global foundries exceeded $41.7 billion, marking a 14.6% quarter-over-quarter increase, the highest record to date [2]. - TSMC's revenue reached $30.24 billion in Q2, with an 18.5% quarter-over-quarter growth, achieving a market share of 70.2% [2]. - The growth in the foundry sector is attributed to seasonal demand for new products, particularly in smartphones and PCs, as well as AI GPU platforms [2]. Group 2: Company Performance - Samsung's foundry business reported nearly $3.16 billion in revenue for Q2, a 9.2% increase, maintaining a 7.3% market share [3]. - SMIC's revenue slightly decreased by 1.7% to approximately $2.21 billion in Q2, with a market share of 5.1% [3]. - UMC's revenue grew by 8.2% to $1.9 billion in Q2, with a market share of 4.4% [3]. - GlobalFoundries saw a 6.5% revenue increase to nearly $1.69 billion in Q2, holding a 3.9% market share [3]. Group 3: Pricing Trends - TSMC has announced a price increase of 5-10% for advanced chips, including 5nm to 2nm processes, due to rising demand and currency fluctuations [7]. - The price adjustments are aimed at maintaining profit margins amid increasing operational costs and demand from major clients like NVIDIA and Apple [7].
美国又迎来一家2nm晶圆厂
半导体行业观察· 2025-09-01 01:17
Core Viewpoint - Samsung is resuming investments in its Taylor factory in the U.S. to enhance its semiconductor manufacturing capabilities, particularly focusing on 2nm technology, driven by demand from American clients and the "Made in America" initiative [2][3]. Investment and Production Plans - Samsung plans to deploy personnel at the Taylor factory starting in September, with new equipment being integrated for 2nm production [2][3]. - The company aims to establish a production line for 2nm chips, with an expected monthly capacity of 16,000 to 17,000 12-inch wafers by the end of next year [4][5]. - A significant contract with Tesla worth approximately 22.8 trillion KRW (around $196 billion) has been signed, which will involve producing AI chips for Tesla over an eight-year period [3]. Competitive Landscape - The competition for the next-generation 2nm semiconductor market is intensifying, with TSMC and Samsung preparing for mass production [7]. - TSMC has begun receiving orders for its 2nm process and is expected to start production in the second half of this year, while Samsung plans to begin production in late 2025 [7][8]. - TSMC currently holds a dominant market share of 67.6%, while Samsung's market share is at 7.7%, indicating a significant gap that Samsung aims to close [8][9]. Technological Advancements - Samsung is focusing on improving the yield and stability of its 2nm process, building on its experience with the 3nm process, which faced initial yield challenges [8][9]. - The anticipated demand for 2nm technology is expected to surpass that of the previous 3nm generation, driven by applications in smartphones and high-performance computing [8]. Strategic Moves - To attract top technology clients, Samsung has appointed former TSMC executive Margaret Han to lead its U.S. foundry business [9]. - The company is also enhancing its sales efforts towards major tech firms like Nvidia, Apple, Qualcomm, and AMD to expand its business at the Taylor factory [5][9].