2nm工艺

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美股异动|台积电股价飙升创历史新高 投资者信心倍增
Xin Lang Cai Jing· 2025-10-01 22:48
来源:市场资讯 (来源:美股情报站) 同时,市场研究机构对晶圆代工行业的分析显示,台积电以71%的市场份额继续领跑。其成功得益于 3nm工艺的快速推进、4/5nm工艺在AI GPU领域的高产能利用率,以及CoWoS先进封装技术的扩展。预 计未来几年,先进制程的需求将持续增长,尤其是在5G、人工智能和物联网等领域不断扩大的背景 下,对高性能芯片的需求推动了市场的扩展。 美国政府可能实施新的半导体关税政策,这将对半导体品牌厂商施加压力,然而对于在美设厂的企业如 台积电,却可能带来利好。设厂企业不仅能够获得与客户协商的更多筹码,还可能在税收政策上受益, 这无疑为台积电持续在美国扩展产能提供了新机遇。 此外,OpenAI首席执行官Sam Altman访问台积电,显示出对公司合作的重视。会谈内容聚焦于OpenAI 自研芯片的代工生产细节,这表明台积电将在未来的AI芯片生产中扮演重要角色。 综合这些因素分析,台积电在技术创新、市场份额提升以及国际合作中的多方面优势,使其未来在半导 体行业的前景非常看好。投资者可以关注台积电在先进制程和国际合作项目中的进展,这将为其股价提 供持续上涨的动力。 台积电(TSM)自10月1日起 ...
三星联手英特尔,大战台积电?
半导体芯闻· 2025-08-28 09:55
Group 1 - Samsung Electronics is considering a strategic investment in Intel to strengthen its foundry business and compete against TSMC in advanced chip manufacturing [2] - Intel holds a significant advantage in advanced packaging technology, particularly with its 18A process utilizing hybrid bonding, which is crucial for higher density and efficient chip designs [2] - Samsung's chairman has been actively seeking partnerships in the U.S., indicating that collaboration with Intel could accelerate Samsung's ambitions in the packaging sector [2] Group 2 - The situation has become more complex following the announcement of the U.S. government acquiring nearly 10% of Intel, making it the largest shareholder and raising concerns about potential favoritism towards Intel [3] - Analysts suggest that Samsung may face challenges in securing U.S. customers for its Texas factory due to the U.S. government's support for Intel, potentially leading to lost orders [3] - Both Samsung and Intel are racing to advance their next-generation process nodes, with Samsung preparing to launch a 2nm process while Intel is advancing its 18A process [3] Group 3 - Samsung has recently regained interest from Qualcomm and signed a long-term supply agreement with Tesla for AI5 semiconductors until 2033 [3] - The establishment of multiple alliances among major players is becoming a norm in the industry, and even a slight reduction in TSMC's lead could attract more global customers to Samsung and Intel [3] - Lower foundry prices are expected to benefit end consumers by reducing costs in final products [4]
曝三星1.4nm推迟至2028年!
国芯网· 2025-06-25 13:50
Core Viewpoint - Samsung has postponed the construction of its 1.4nm test line, originally scheduled for Q2 this year, with investments now expected to be delayed until the end of this year or early next year. This may push the mass production timeline for the 1.4nm process to around 2028 due to a sluggish market in the foundry business [1]. Group 1: Investment and Production Plans - Samsung's foundry division reported a loss of approximately 2 trillion KRW in Q1, leading to a reduction in its annual equipment investment plan from about 10 trillion KRW to around 5 trillion KRW [1]. - The company is shifting its focus to strengthening internal structures and concentrating resources on the 2nm process, which is expected to begin mass production by the end of this year [1]. - The Samsung System LSI division is planning to use the 2nm process for the upcoming "Exynos 2600" application processor, which is set to be released by the end of the year, potentially increasing the likelihood of successful mass production [1]. Group 2: Market Strategy - Samsung is actively seeking orders from major North American tech companies, including Tesla and Qualcomm, for its 2nm process [2]. - There are considerations to deploy the 2nm process at the newly constructed factory in Taylor, Texas, indicating a need to accelerate the development of this technology [3].
三星2nm工艺进入最后测试阶段
news flash· 2025-05-13 03:01
Core Insights - Samsung's foundry has entered the final stage of performance testing for its 2nm process technology, with test subjects including NVIDIA GPUs and Qualcomm application processors [1] Group 1 - Samsung's foundry is currently testing its 2nm technology, indicating advancements in semiconductor manufacturing capabilities [1] - The performance tests are focused on high-profile clients such as NVIDIA and Qualcomm, which may lead to significant partnerships and contracts in the future [1]
三星启动1nm工艺研发
国芯网· 2025-04-10 04:35
Core Viewpoint - Samsung Electronics is accelerating the development of 1nm wafer fabrication technology to create a competitive advantage, as it currently lags behind TSMC in the 2nm and 3nm processes [1][2]. Group 1: Samsung's Development Plans - Samsung has initiated the development of 1nm technology, selecting researchers from its 2nm projects to form a dedicated team [1]. - The company aims to mass-produce 1.4nm technology by 2027, with plans for 1nm production set for after 2029 [1]. - The development of 1nm technology requires new design concepts and the introduction of next-generation equipment, such as High-NA EUV lithography machines [1]. Group 2: Competitive Landscape - TSMC announced plans to start production of 1.6nm technology in the second half of 2026, bridging the gap between 1.4nm and 2nm processes [2]. - This move by TSMC is seen as a response to the rapidly changing demands of the AI semiconductor market [2].