全球芯片短缺！业内人士刚透露：台积电或优先分配产能给苹果订单

金十数据2021-06-22

本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。据媒体周二（6月22日）最新报道，业内人士透露，台积电将优先把产能资源分配给制造汽车芯片和苹果今年第三季度的订单，其次是服务器、网络设备和个人电脑的芯片订单。而电子产品和智能手机的芯片订单则排在第三位。从2020年底起，全球性芯片短缺，导致汽车行业供应严重短缺，不少车企因为产能停滞不得不选择歇业，甚至闭厂，据数据统计，目前由于芯片短缺而停产...

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2145055242?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","is_english":false,"pubTime":"2021-06-22 16:42","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2145055242","market":"us","top_or_hot":-1,"title":"全球芯片短缺！业内人士刚透露：台积电或优先分配产能给苹果订单","media":"金十数据","content":"<div>\n<p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。据媒体周二（6月22日）最新报道，业内人士透露，台积电将优先把产能资源分配给制造汽车芯片和苹果今年第三季度的订单，其次是服务器、网络设备和个人电脑的芯片订单。而电子产品和智能手机的芯片订单则排在第三位。从2020年底起，全球性芯片短缺，导致汽车行业供应严重短缺，不少车企因为产能停滞不得不选择歇业，甚至闭厂，据数据统计，目前由于芯片短缺而停产...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b\">Source Link</a>\n\n</div>\n","source":"tencent","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>全球芯片短缺！业内人士刚透露：台积电或优先分配产能给苹果订单</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全球芯片短缺！业内人士刚透露：台积电或优先分配产能给苹果订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 16:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。据媒体周二（6月22日）最新报道，业内人士透露，台积电将优先把产能资源分配给制造汽车芯片和苹果今年第三季度的订单，其次是服务器、网络设备和个人电脑的芯片订单。而电子产品和智能手机的芯片订单则排在第三位。从2020年底起，全球性芯片短缺，导致汽车行业供应严重短缺，不少车企因为产能停滞不得不选择歇业，甚至闭厂，据数据统计，目前由于芯片短缺而停产...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b\">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":"09086","symbol_name":"华夏纳指-U","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b","article_id":"2145055242","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2145055242","pubTimestamp":1624351324,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"据媒体周二 最新报道，业内人士透露，台积电将优先把产能资源分配给制造汽车芯片和苹果今年第三季度的订单，其次是服务器、网络设备和个人电脑的芯片订单。该业内人士强调，台积电除了解决全球芯片供应短缺的问题，还会把盈利当成选择订单的条件。台积电2020年财报显示，苹果成为台积电最大的“金主”，该司为台积电提供的合并销售额共计约为779亿元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","09086":"华夏纳指-U","EWT":"台湾ETF-iShares MSCI","03086":"华夏纳指","AAPL":"苹果","TSM":"台积电","03145":"华夏亚洲高息股"},"translate_title":"Global chip shortage! Industry insiders just revealed that Taiwan Semiconductor Manufacturing may give priority to allocating production capacity to Apple orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"AAPL":1,"TWmain":1,"TSM":1,"03086":0.6,"03145":0.6,"09086":0.6,"EWT":0.6},"content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。据媒体周二（6月22日）最新报道，业内人士透露，台积电将优先把产能资源分配给制造汽车芯片和苹果今年第三季度的订单，其次是服务器、网络设备和个人电脑的芯片订单。而电子产品和智能手机的芯片订单则排在第三位。从2020年底起，全球性芯片短缺，导致汽车行业供应严重短缺，不少车企因为产能停滞不得不选择歇业，甚至闭厂，据数据统计，目前由于芯片短缺而停产的车辆数高达299万。因此，台积电把产能资源优先分配给汽车芯片的制造。那么台积电为什么优先处理苹果的订单呢？该业内人士强调，台积电除了解决全球芯片供应短缺的问题，还会把盈利当成选择订单的条件。台积电2020年财报显示，苹果成为台积电最大的“金主”，该司为台积电提供的合并销售额共计约为779亿元。苹果能给台积电提供如此丰厚的收益，这也难怪台积电会把苹果的订单当作优先处理对象。其实，早在2020年，为了顺利把iPhone 12推出市场，苹果已经要求台积电优先生产采用5nm工艺的A14芯片上。同样的，此次苹果也是在为即将推出市场的iPhone 13铺路，此外，苹果在更早前就已经跟台积电预定好了4nm工艺芯片的初始容量用于制造Mac。据悉，台积电与苹果在芯片制造上还有更长远的计划。台积电有望在2022年下半年开始将3nm工艺芯片投入量产，并将其实现在苹果产品上，但是目前还没有具体消息指向3nm工艺芯片如何与苹果产品结合。文 | 张建琳   题 | 曾艺    图 | 卢文祥   审 | 吕佳敏","kind":"news","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"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":"4.29.4","shortVersion":"4.29.4","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/2145055242"}