因日本断供原材料 推出7纳米或延迟
乐邦 2019年07月12日 06:25
zhiqingrenshibiaoshi，youyuribenzhenduiduihanguochanyezhiguanzhongyaodebandaoticailiaoshishigengyangedechukouguanzhi，sanxingdianzimingnianchutuichuqizuixianjinchuliqixinpiandexiongxinjihuakenenghuibeituichi。
weisanxingzuixin、zuijianduanxinpianzhizaoxiangmutigongguangkejiaohuaxuepindesanjiazhuyaogongyingshang——dongjingyinghuagongye(tokyo ohka kogyo)、xinyuehuaxue(shin-etsu chemical)hejsr——xiangrijingxinwen(nikkei)biaoshi，zai7yue4riribenchutaixindeguanzhicuoshihou，tamenbuqingchuzijidegongyingnengfoujixuzhengchangyunzhuan。
ribenzhengfudeyiminggaojiguanyuancheng，ribenqiyeyibeiyaoqiuzaigezongdingdanhuodezhengfuxukeyiqiantingzhisuoyoudefahuo。tashuo，shenpiliuchengkenengxuyao90tianshenzhigengzhangdeshijian，meizongdingdankenengbuyiyang。
yiweishuxisanxingxianjinxinpianzhizaojihuaderenshibiaoshi，sanxingyanjiuxiangmudebufenneirongyijingshoudaoleyingxiang。zheiweirenshibiaoshi，“weilequebaoweilaiguanjiandeguangkejiaogongyingnenggoudedaobaozhang，gaigongsibudebuzanshigezhiyueuv(jiziwai)xiangguandexinpiankaifagongzuo。”
雄心计划或受挫
euvguangkejiaoshiyizhongyongyujiziwaiguangkedetucengchanpin，duizuifuzadebandaotizhiguanzhongyao。ruguoeuvguangkejiaogongyingchuxianrenhezhongduan，kenenghuishisanxingzaijinnianniandiqianhoutuichu7namixinpiandejihuashoucuo。
xianjindeyidonghelianwangchuliqiduiyusanxingmingniantuichudeqijianjizhinengshoujijiqi5gdianxinshebeizhiguanzhongyao。tamenduigaigongsixiongxinbobodejihuayefeichangzhongyao。tajihuadao2023nianjiangxianjindaigongxinpiandeshichangfenecongbuzu10%tigaoyibeiyishangzhi25%，tiaozhanshichanglingtouyangtaijidian。
fenxirenshiduisanxingxianjinxinpianxiangmudeshijianbiaobiaoshidanyou。“womenrengrandanxin，sanxingnengfoujishiweiqizuijianduandexinpianshengchanxiangmuhuodezugouduodegaoduanguangkejiao。”boensitanyanjiugongsi(bernstein research)zishenbandaotifenxishimake·li(mark li)biaoshi，“tihuanguangkejiaogongyingshangshijijutiaozhanxingde。”
“ruguozheiyixianzhibunengxunsudedaojiejue，takendinghuijianhuansanxingweizhinengshoujishengchanzijidexinchuliqixinpiandejincheng。”tabuchongcheng，tahaikenengpohuai“qituichuzuixianjinxinpianshengchanjishudexiongxinjihuayiji……qicongtaijidianshouzhongduoqushichangfenedenengli。”
yeneixiaoxirenshibiaoshi，zheizhongyingxiangdeyanzhongchengduqujueyurihanzhijianzhengduandechixushijian。ribenyichengren，qizhenduihanguohexinchanyedechukouxianzhicuoshi，shiweilebaofugaiguoduifatingjiuerzhanshipeichangyaoqiusuozuocaijuedebuzuowei。
ribenbenyuechurenyiliaodiduisanzhongbandaotixiangguancailiao——guangkejiao、fuhuajuxianyaanhefuhuaqing——dechukoushishixianzhi，renmenyinerdanyouquanqiujingjishoudaoyingxiang。sanxingdianziheskhailishishiquanqiuzuidadeliangjiacunchuxinpiangongyingshang，tamenkongzhizhequanqiu70%yishangdedram(dongtaisuijicunqucunchuqi)shichanghe40%yishangdenandshancunshichang。zheixiezhongyaodexinpianzhizaocailiaojuedabufendouyanzhongyilairibengongyingshang。
yuancailiaogongyingchengweizhizhishu
euvguangkejiaogongyingshangdongjingyinghuagongyebiaoshi，muqian“buqueding”qizaihanguojihuadexingongchangshifourengjianganyuandinganpaizai2020nianqiantouchan。gaigongchangzhizaizhichiqikehudexianjinxinpianzhizaoxiangmu。lingyijiaeuvgongyingshangjsryebuquedingqibilishigongchangnengfouxianghanguokehugonghuo，yinweiyixiejishushicongribencaigoude。
yexiangsanxingtigongeuvguangkejiaodeshin-etsugaosurijingxinwen，gongsizhizairibenshengchaneuvguangkejiao，yincizhengzaishenqingchukouxukezheng。yiweifayanrenchengren，zheikenengxuyaodengdai90tian。
duomingxiaoxirenshicheng，jinguansanxingjuchengyijileilesangeyuedefuhuaqingcunhuo，danyaoweichiduixianjinxinpianzhizaohenzhongyaodeeuvguangkejiaotucengkucunnandugengda。tamenshuo，gaileikucunzaiqiyonghoujizhouneijiuhuishixiao，erqiechucuntiaojianfeichangkeke，zhangqidaliangchucunshibuxianshide。
yiweixinpianxingyegaoguanbiaoshi，“xinpianzhizaoshangchucunzheixiedongxideqingkuangfeichanghanjian。”
yongqitalaiyuantidairibeneuvguangkejiaogongyingshangzaiduanqineiyeshibuxianshide。yiweizhiqingrenshicheng，“qudaineixieribengongyingshangbingfeiwanquanbukeneng，danzheixuyaoyiniandeshijian，yinweixinpianzhizaoguochengyijixinpianshejidoubixuzhongxinjinxingceshi。”
zhiyousanxinghetaijidiandengshaoshujijiadaxingxinpianzhizaoshangyongyouzhizao7namixinpiansuoxudeangguierfuzadejishu。taijidianjiangzaijinnianniandiqianlvxianjiangcaiyongeuvjishudexinpiantuixiangshichang。
sanxingzhangqiyilaiyizhishidramhenandxinpianlingyudequanqiulingtouyang，gaigongsiweizijidechanpinhewaibukehushengchanxinpian。xiaoxirenshidui《rijingyazhoupinglun》biaoshi，ribendechukouguanzhisihubingweiduisanxingdecunchuxinpianshengchanzaochengyanzhongdeyingxiang，yinweigaixingyebenyijingshoudaogongyingguoshengdeyingxiang，zaiguoquyinianlichanpinjiageyinerzoudi。
buguo，duoweixiaoxirenshibiaoshi，ruguozheizhongqingkuangchixuxiaqu，gongyingshangmeinengkuaisuhuodechukouxuke，sanxingtiaozhantaijidianzuoweiquanqiuzuidadaigongxinpianzhizaoshangdiweidexiongxinjihua，kenenghuibeituichi。
zheijiahanguogongsijinnian4yuexuanbu，jihuadao2030niantouzi133wanyihanyuan(yuehe1130yimeiyuan)，laijiaqiangqifeicunchuluojixinpianyewu。cijubeipubianshiweixiangtaijidiandequanqiulingxiandiweifaqitiaozhan。
三星和台积电之争
zhangqiyilai，zuoweiquanqiuzuidadeliangjiabandaotizhizaoshang，sanxinghetaijidianyizhizaijingxiangkaifazuixianjindexinpianshengchanjishu，yizhichijianduanchuliqi、rengongzhinenghediaozhijiediaoqi。
pingguo、huawei、sanxing、gaotongheyingweidadengxinpianshejishangzaizhunbei5g、rengongzhineng(ai)hezidongjiashidengxinjishushi，wangwanghuixuanzezhichibutongdezhenying。xiaoxirenshicheng，pingguohehuaweishitaijidiandekehu，ergaotongheyingweidazeqingxiangyutongshixiangtaijidianhesanxingxiadingdan。
gaotongmeiyouhuiying《rijingyazhoupinglun》dezhipingqingqiu。yingweidazaiyifenshengmingzhongcheng，gongsitongshizhaotaijidianhesanxingzhizaoxinpian，“womenjihuajinhoujixushiyongzheiliangjiadaigongchang。”
sanxingmeiyouhuiyingzhipingqingqiu。rijingxinwenzaoxieshihoubaodaocheng，sanxingdianzifudongshizhanglizairong(lee jae-yong)shangzhouriqianwangriben，huijianlelaiziribendaxingyinxingheshangyehuobandegaoguan。
itshidaiwang(guanzhuweixingongzhonghaoittime2000，dingshituisong，hudongyoufulijingxi)suoyouyuanchuangwenzhangbanquansuoyou，weijingshouquan，zhuanzaibijiu。chuangke100chuangtoujijinchengliyu2015nian，zhitongguigu，zhuanzhuyutmtlingyuzaoqixiangmutouzi。lpjunlaizizhengfu、hulianwangit、chuanmeizhimingqiyehegeren。chuangke100chuangtoujijinduiit、tongxin、hulianwang、ipdengyouzhezijiduteyanguanghefengfudeziyuan。juecekuai、touzikuaishichuangke100jijinzuixianzhudetedian。
