英特尔复苏不足惧，三星电子才是台积电最大威胁

智通财经2022-01-27

尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，大量生产零部件、显示器甚至品牌产品。该公司周四发出的信号表明，其定制芯片业务也不会被遗忘。该公司在一份宣布第四季度收益的声明中表示:“公司的目标是通过扩大高级节点的产能、调整价格和增加新客户，超过市场...

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

虎琊
2022-01-27
虎琊
Agree

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2206157338?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","is_english":false,"pubTime":"2022-01-27 15:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2206157338","market":"us","top_or_hot":-1,"title":"英特尔复苏不足惧，三星电子才是台积电最大威胁","media":"智通财经","content":"<div>\n<p>尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，大量生产零部件、显示器甚至品牌产品。该公司周四发出的信号表明，其定制芯片业务也不会被遗忘。该公司在一份宣布第四季度收益的声明中表示:“公司的目标是通过扩大高级节点的产能、调整价格和增加新客户，超过市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/649836.html\">Source Link</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>英特尔复苏不足惧，三星电子才是台积电最大威胁</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英特尔复苏不足惧，三星电子才是台积电最大威胁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/649836.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，大量生产零部件、显示器甚至品牌产品。该公司周四发出的信号表明，其定制芯片业务也不会被遗忘。该公司在一份宣布第四季度收益的声明中表示:“公司的目标是通过扩大高级节点的产能、调整价格和增加新客户，超过市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/649836.html\">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":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/649836.html","article_id":"2206157338","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2206157338","pubTimestamp":1643268694,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4535":"淡马锡持仓","BK4527":"明星科技股","INTC":"英特尔","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","SSNLF":"三星电子","BK4505":"高瓴资本持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","TSM":"台积电","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","SMSD.UK":"三星电子","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"Intel's recovery is not afraid, and Samsung Electronics is the biggest threat to TSMC","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bd16bcc04aca49504687b578b71b772b","symbols_score_info":{"TSM":1,"SSNLF":1,"SMSD.UK":1,"INTC":1},"content_text":"尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，大量生产零部件、显示器甚至品牌产品。该公司周四发出的信号表明，其定制芯片业务也不会被遗忘。该公司在一份宣布第四季度收益的声明中表示:“公司的目标是通过扩大高级节点的产能、调整价格和增加新客户，超过市场增长。”其次，本月早些时候，台积电还表示，公司预计将在2022年超越整体市场，并为此投入创纪录的440亿美元。当两家巨头公司发出同样的声明时，总有一家实现其目标。然而，三星的信心应该被认真对待。它的技术与台积电的差距并不大，在某些方面与台积电相当，甚至超过了台积电。与此同时，它成功地悄悄地建立了自己的客户名单。三星电子周四表示，这一要点帮助其代工部门创造了创新高的销售业绩，但没有给出具体数字。传统上，该公司在半导体领域的大部分资本支出(去年达43.6万亿韩元，约360亿美元)都用于存储芯片。这是台积电和英特尔几乎没有接触过的产品类型。但这两个竞争对手都面临竞争，不仅来自三星的代工业务，还来自三星的System LSI部门。这只是对处理器、传感器和显示组件等非内存芯片的一个花哨的称呼。该部门也公布了本季度创新高的销售额。三星内部开发和制造的每一块芯片都不是，由高通等竞争对手设计然后由台积电(TSMC)制造的。该部门也在扩大其视野，并与台积电的客户合作，如美国超微公司。本月，三星电子推出了智能手机芯片系列中的最新产品Exynos 2200，该芯片采用了AMD开发的图形技术。这是两家公司的双赢。本月早些时候，该公司的产品发布会未能如期举行，因此该公司的产品介绍遇到了一些争议，但这可能是一个短期的营销问题。当然还有英特尔，这家美国芯片巨头的独特之处在于，它的业务是通过围绕着几乎所有芯片的设计和制造建立起来的，而不是接受外部客户的订单。但其新任首席执行官Pat Gelsinger去年决定，他也想成为铸造市场的参与者。所以，他未来将需要从台积电和三星那里抢客户。但这在短期内不会发生。在周三的财报发布会上，英特尔谈到了未来的代工业务，但也承认，为外部客户提供代工的大部分产能在未来几年内都不会上线。当今世界正面临芯片短缺，而台积电正拼命扩大产能，保持技术领先，三星看到了一个明显的机会窗口，并准备出击。随着这一决战的到来，对世界半导体巨头来说，今年将是非常激动人心的一年。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9090722204,"gmtCreate":1643270767669,"gmtModify":1676533792924,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090722204","repostId":2206157338,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":18,"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":"4.24.2","shortVersion":"4.24.2","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/2206157338"}