这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子

腾讯新闻2021-03-21

原标题：这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子来源：腾讯新闻现在中芯国际最牛的不是500亿、153亿分别投向北京、深圳，疯狂地扩充12英寸晶圆产能，最大限度地缓解全球最紧缺的28nm及以上芯片供应，而是为解决全球芯片危机提供一个更直观、更靠谱的预期。比提供这一预期更牛的是中芯国际继台积电、三星之后全球第一个抢占了从成熟制程切换到先进制程的制高点。这不手机（平板/高性能PC）...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

乐_0966
2021-03-21
乐_0966
Awesome

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2121497441?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","is_english":false,"pubTime":"2021-03-21 16:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2121497441","market":"us","top_or_hot":-1,"title":"这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子","media":"腾讯新闻","content":"<div>\n<p>原标题：这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子 来源：腾讯新闻现在中芯国际最牛的不是500亿、153亿分别投向北京、深圳，疯狂地扩充12英寸晶圆产能，最大限度地缓解全球最紧缺的28nm及以上芯片供应，而是为解决全球芯片危机提供一个更直观、更靠谱的预期。比提供这一预期更牛的是中芯国际继台积电、三星之后全球第一个抢占了从成熟制程切换到先进制程的制高点。这不手机（平板/高性能PC）...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-03-21/doc-ikknscsi9144225.shtml\">Source Link</a>\n\n</div>\n","source":"sina_symbol","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-21 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-03-21/doc-ikknscsi9144225.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子 来源：腾讯新闻现在中芯国际最牛的不是500亿、153亿分别投向北京、深圳，疯狂地扩充12英寸晶圆产能，最大限度地缓解全球最紧缺的28nm及以上芯片供应，而是为解决全球芯片危机提供一个更直观、更靠谱的预期。比提供这一预期更牛的是中芯国际继台积电、三星之后全球第一个抢占了从成熟制程切换到先进制程的制高点。这不手机（平板/高性能PC）...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-03-21/doc-ikknscsi9144225.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"688981","symbol_name":"中芯国际","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-03-21/doc-ikknscsi9144225.shtml","article_id":"2121497441","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c"],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-03-21/doc-ikknscsi9144225.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2121497441","pubTimestamp":1616315821,"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"比提供这一预期更牛的是中芯国际继台积电、三星之后全球第一个抢占了从成熟制程切换到先进制程的制高点。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF","00981":"中芯国际"},"translate_title":"This time I can't stop it, and Semiconductor Manufacturing International Corporation will live like it and overflow its pride","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1,"00981":1,"SMI":1},"content_text":"原标题：这一次挡都挡不住，中芯国际就要活成自己喜欢也豪气外溢的样子 来源：腾讯新闻现在中芯国际最牛的不是500亿、153亿分别投向北京、深圳，疯狂地扩充12英寸晶圆产能，最大限度地缓解全球最紧缺的28nm及以上芯片供应，而是为解决全球芯片危机提供一个更直观、更靠谱的预期。比提供这一预期更牛的是中芯国际继台积电、三星之后全球第一个抢占了从成熟制程切换到先进制程的制高点。这不手机（平板/高性能PC）芯片订单早就挤爆了台积电、三星的7nm、5nm制程么，当台积电、三星中短期内无法扩充7nm、5nm制程产能时，手机（平板/高性能PC）芯片订单到哪儿去找产能？就是中芯国际，或者说中芯国际就是台积电、三星身后的第一备胎。放眼全球，英特尔、格芯、联电等所有二线、三线芯片代工厂都停止了7nm及以下制程研发。就算是英特尔，它也还在10nm制程上吭哧吭哧，能否大规模量产还是个未知数。而恰恰就在这个节点上，中芯国际14nm制程的量产良率追平台积电，基于N+1路线图的7nm制程正待风险量产——就算过程中仍有困难，中芯国际7nm制程也终将在大国博弈中进入量产阶段。这事很难有大的悬念，明显的是当汽车、穿戴、游戏设备、家居设备等多行业碰上芯片危机之后，老美还是被迫放行了中芯国际的设备供货（其中包括14nm及以上）许可证；那么当手机行业的缺芯比现在更离谱时，中芯国际大概也将在老美“挤牙膏”中大规模代工手机芯片。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":359393864,"gmtCreate":1616336663258,"gmtModify":1704792978898,"author":{"id":"3576788794749777","authorId":"3576788794749777","authorIdStr":"3576788794749777","name":"乐_0966","avatar":"https://static.tigerbbs.com/cb3170d3f962d89ccf7eaf81f69dce1b","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":6,"crmLevelSwitch":1,"idStr":"3576788794749777"},"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359393864","repostId":2121497441,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2121497441"}