消息称英伟达及高通正考虑将部分芯片订单从台积电转至三星

网易新闻

01-03

IT之家 1 月 3 日消息，综合韩媒《Chosun Daily》和SamMobile报道，有消息称英伟达和高通正在考虑将旗下部分2纳米工艺订单从台积电转至三星，这是出于“产能和成本考虑”。

韩媒透露，三星将于今年（2025 年）第一季度开始 2 纳米工艺芯片的测试生产，另一方面，一家来自日本的竞争者 Rapidus 正在北海道千岁市建造一家晶圆工厂，目标是在 2027 年大规模生产 2 纳米工艺芯片。

目前，台积电正来自多方竞争者的挑战，不过苹果公司仍将在今年的 iPhone 17系列手机中使用台积电第三代3nm工艺（N3P）芯片工艺，预计苹果将在 2026年（明年）的iPhone18系列的 A20和A20 Pro处理器中首次应用2nm工艺。

海量资讯、精准解读，尽在新浪财经APP

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2500139182"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2500139182\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2500139182?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-01-03 10:06","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2500139182","market":"us","top_or_hot":-1,"title":"消息称英伟达及高通正考虑将部分芯片订单从台积电转至三星","media":"网易新闻","content":"<html><body><div>\n<p cms-style=\"font-L\">IT之家 1 月 3 日消息，综合韩媒《Chosun Daily》和SamMobile报道，有消息称<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>正在考虑将旗下部分2纳米工艺订单从<a href=\"https://laohu8.com/S/TSM\">台积电</a>转至<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，<font cms-style=\"font-L strong-Bold\">这是出于“产能和成本考虑”</font>。</p><p cms-style=\"font-L\">韩媒透露，三星将于今年（2025 年）第一季度开始 2 纳米工艺芯片的测试生产，另一方面，一家来自日本的竞争者 Rapidus 正在北海道千岁市建造一家晶圆工厂，目标是在 2027 年大规模生产 2 纳米工艺芯片。</p><p cms-style=\"font-L\">目前，台积电正来自多方竞争者的挑战，不过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司仍将在今年的 iPhone 17系列手机中使用台积电第三代3nm工艺（N3P）芯片工艺，预计苹果将在 2026年（明年）的iPhone18系列的 A20和A20 Pro处理器中首次应用2nm工艺。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>消息称英伟达及高通正考虑将部分芯片订单从台积电转至三星</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消息称英伟达及高通正考虑将部分芯片订单从台积电转至三星\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-03 10:06 北京时间   <a href=\"https://finance.sina.com.cn/roll/2025-01-03/doc-inecsexf1685065.shtml\"><strong>网易新闻</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>IT之家 1 月 3 日消息，综合韩媒《Chosun Daily》和SamMobile报道，有消息称英伟达和高通正在考虑将旗下部分2纳米工艺订单从台积电转至三星，这是出于“产能和成本考虑”。韩媒透露，三星将于今年（2025 年）第一季度开始 2 纳米工艺芯片的测试生产，另一方面，一家来自日本的竞争者 Rapidus 正在北海道千岁市建造一家晶圆工厂，目标是在 2027 年大规模生产 2 纳米工艺...</p>\n<a href=\"https://finance.sina.com.cn/roll/2025-01-03/doc-inecsexf1685065.shtml\">网页链接</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0034235188.USD","symbol_name":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2025-01-03/doc-inecsexf1685065.shtml","article_id":"2500139182","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2500139182","pubTimestamp":1735869960,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"IT之家 1 月 3 日消息，综合韩媒《Chosun Daily》和SamMobile报道，有消息称英伟达和高通正在考虑将旗下部分2纳米工艺订单从台积电转至三星，这是出于“产能和成本考虑”。韩媒透露，三星将于今年第一季度开始 2 纳米工艺芯片的测试生产，另一方面，一家来自日本的竞争者 Rapidus 正在北海道千岁市建造一家晶圆工厂，目标是在 2027 年大规模生产 2 纳米工艺芯片。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4527":"明星科技股","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","EWT":"台湾ETF-iShares MSCI","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","NVDA":"英伟达","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","03145":"华夏亚洲高息股","BK4503":"景林资产持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","3NVD.UK":"LS 3X NVIDIA","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","QCOM":"高通","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","2NVD.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","NVDS.UK":"LS -1X NVIDIA","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2063271972.USD":"富兰克林创新领域基金","NVDS":"Tradr 1.5X Short NVDA Daily ETF","TSM":"台积电","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0097036916.USD":"贝莱德美国增长A2 USD","SNVD.UK":"LS -1X NVIDIA","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD"},"translate_title":"Sources say Nvidia and Qualcomm are considering transferring some chip orders from TSMC to Samsung","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"TSM":1,"QCOM":1,"NVDA":1,"TWmain":1,"NVDS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"03145":0.6,"EWT":0.6},"content_text":"IT之家 1 月 3 日消息，综合韩媒《Chosun Daily》和SamMobile报道，有消息称英伟达和高通正在考虑将旗下部分2纳米工艺订单从台积电转至三星，这是出于“产能和成本考虑”。韩媒透露，三星将于今年（2025 年）第一季度开始 2 纳米工艺芯片的测试生产，另一方面，一家来自日本的竞争者 Rapidus 正在北海道千岁市建造一家晶圆工厂，目标是在 2027 年大规模生产 2 纳米工艺芯片。目前，台积电正来自多方竞争者的挑战，不过苹果公司仍将在今年的 iPhone 17系列手机中使用台积电第三代3nm工艺（N3P）芯片工艺，预计苹果将在 2026年（明年）的iPhone18系列的 A20和A20 Pro处理器中首次应用2nm工艺。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}