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为了生活奔波
2021-06-23
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Global chip shortage! Industry insiders have just revealed that TSMC may prioritize allocating production capacity to Apple orders.
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Industry insiders have just revealed that TSMC may prioritize allocating production capacity to Apple orders.","url":"https://stock-news.laohu8.com/highlight/detail?id=2145055242","media":"金十数据","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。","content":"<p><html><body><article>This article is an original article from \"Jinshi Data\". Unauthorized reproduction is prohibited and will be prosecuted.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683024008/0\"/><strong>According to media reports on Tuesday</strong><strong>6</strong><strong>Moon</strong><strong>22</strong><strong>According to the latest report from Japan, industry insiders revealed that...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Priority will be given to allocating production capacity resources to manufacturing automotive chips and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Orders for the third quarter of this year,</strong><strong>Secondly, there are chip orders for servers, network equipment, and personal computers. Chip orders for electronic products and smartphones ranked third.</strong></p><p>Since the end of 2020, a global chip shortage has led to a severe supply shortage in the automotive industry. Many automakers have had to shut down operations or even close their factories due to stagnant production capacity.<strong>According to statistics, the number of vehicles currently discontinued due to chip shortages is as high as [number missing].</strong><strong>299</strong><strong>ten thousand.</strong>Therefore, TSMC prioritizes allocating production capacity resources to the manufacturing of automotive chips.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683023409/0\"/>So why does TSMC prioritize processing Apple orders? The industry insider emphasized that in addition to solving the global chip supply shortage problem, TSMC will also use profitability as a criterion for selecting orders.</p><p><strong>TSMC</strong><strong>2020</strong><strong>The annual financial report shows that Apple has become TSMC's largest \"financial backer,\" with the company providing TSMC with consolidated sales of approximately [amount missing].</strong><strong>779</strong><strong>100 million yuan.</strong>Apple can provide TSMC with such substantial revenue, which explains why TSMC prioritizes Apple's orders.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683023757/0\"/>In fact, as early as 2020, in order to successfully launch the iPhone 12, Apple had already asked TSMC to prioritize the production of the A14 chip using the 5nm process. Similarly, Apple is paving the way for the upcoming iPhone 13. In addition, Apple had already reserved the initial capacity of 4nm process chips with TSMC for Mac manufacturing.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683024210/0\"/>It is understood that TSMC and Apple have longer-term plans for chip manufacturing.<strong>TSMC is expected to</strong><strong>2022</strong><strong>Starting in the second half of the year</strong><strong>3nm</strong><strong>The process chips have entered mass production and are currently being used in Apple products.</strong>However, there is currently no specific information on how 3nm process chips will be integrated with Apple products.</p><p>Text by Zhang Jianlin; Title by Zeng Yi; Illustrations by Lu Wenxiang; Review by Lü Jiamin</p><p></article></body></html></p>","source":"tencent","collect":0,"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>Global chip shortage! Industry insiders have just revealed that TSMC may prioritize allocating production capacity to Apple orders.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nGlobal chip shortage! Industry insiders have just revealed that TSMC may prioritize allocating production capacity to Apple orders.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-22 16:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>This article is an original article from \"Jinshi Data\". Unauthorized reproduction is prohibited and will be prosecuted.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683024008/0\"/><strong>According to media reports on Tuesday</strong><strong>6</strong><strong>Moon</strong><strong>22</strong><strong>According to the latest report from Japan, industry insiders revealed that...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Priority will be given to allocating production capacity resources to manufacturing automotive chips and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Orders for the third quarter of this year,</strong><strong>Secondly, there are chip orders for servers, network equipment, and personal computers. Chip orders for electronic products and smartphones ranked third.</strong></p><p>Since the end of 2020, a global chip shortage has led to a severe supply shortage in the automotive industry. Many automakers have had to shut down operations or even close their factories due to stagnant production capacity.<strong>According to statistics, the number of vehicles currently discontinued due to chip shortages is as high as [number missing].</strong><strong>299</strong><strong>ten thousand.</strong>Therefore, TSMC prioritizes allocating production capacity resources to the manufacturing of automotive chips.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683023409/0\"/>So why does TSMC prioritize processing Apple orders? The industry insider emphasized that in addition to solving the global chip supply shortage problem, TSMC will also use profitability as a criterion for selecting orders.</p><p><strong>TSMC</strong><strong>2020</strong><strong>The annual financial report shows that Apple has become TSMC's largest \"financial backer,\" with the company providing TSMC with consolidated sales of approximately [amount missing].</strong><strong>779</strong><strong>100 million yuan.</strong>Apple can provide TSMC with such substantial revenue, which explains why TSMC prioritizes Apple's orders.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683023757/0\"/>In fact, as early as 2020, in order to successfully launch the iPhone 12, Apple had already asked TSMC to prioritize the production of the A14 chip using the 5nm process. Similarly, Apple is paving the way for the upcoming iPhone 13. In addition, Apple had already reserved the initial capacity of 4nm process chips with TSMC for Mac manufacturing.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13683024210/0\"/>It is understood that TSMC and Apple have longer-term plans for chip manufacturing.<strong>TSMC is expected to</strong><strong>2022</strong><strong>Starting in the second half of the year</strong><strong>3nm</strong><strong>The process chips have entered mass production and are currently being used in Apple products.</strong>However, there is currently no specific information on how 3nm process chips will be integrated with Apple products.</p><p>Text by Zhang Jianlin; Title by Zeng Yi; Illustrations by Lu Wenxiang; Review by Lü Jiamin</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"159813":"芯片","EWT":"台湾ETF-iShares MSCI","03086":"华夏纳指","09086":"华夏纳指-U","TSM":"台积电","AAPL":"苹果","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062216430679c9579b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145055242","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","news_type":1,"symbols_score_info":{"159813":1,"EWT":0.6,"AAPL":1,"03086":0.6,"03145":0.6,"TSM":1,"TWmain":1,"09086":0.6}},"isVote":1,"tweetType":1,"viewCount":5015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":123923172,"gmtCreate":1624407035896,"gmtModify":1703835607549,"author":{"id":"3583531717368047","authorId":"3583531717368047","name":"为了生活奔波","avatar":"https://static.tigerbbs.com/207020b5c71b691fde5bc4de6b867885","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583531717368047","authorIdStr":"3583531717368047"},"themes":[],"title":"","htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123923172","repostId":"2145055242","repostType":2,"isVote":1,"tweetType":1,"viewCount":5015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
