[cityhantam]

https://www.chuandong.com/news/news256122.html

突发!台积电EUV光刻被迫停机!

12月12日消息，据台媒报道，因为明年上半年需求订单萎缩，明年一季度台积电的收入将遭遇10~15%的环比下滑。消息人士估计，台积电3nm到45nm的整体产能利用率在三季度是100%满载，四季度将下滑到95%，明年一季度整体下滑到75%。其中6nm和7nm节点受伤最严重，将下滑到50%以下，Fab 18的5nm产能将下滑到70~80%。因为Intel订单推迟，3nm的情况也不理想，台积电的一些EUV光刻机甚至正处于闲置状态。

　　此前的报道指出，苹果、AMD、NVIDIA、高通、联发科等主要的PC、手机芯片厂商，都在持续削减台积电的投片量。事实上，台积电总裁魏哲家先前就预警半导体供应链的库存调整将持续到2023年上半年，下半年才会反弹。他也坦言，7/6nm工艺的产能利用率将低于其他节点。台积电三季度财报显示，5nm(4nm)连同7nm(6nm)是公司前两大销售业务来源，合计贡献了超过50%的营收。2023年第一季度，芯片代工商台积电的营收预计将出现10%-15%的环比下滑，这主要是受上半年新订单大幅萎缩的影响。

[webinarian]

got morons believe such shit?
Taiwan & TSMC even burnt down all their technology, they will never share with ccp china, clear?
as for US, no need to worry, whether TSMC build in japan, germany or Europe, anywhere, ther advanced technology, will never build in china.
china bark need to attack taiwan for TSMC technology already tell  the world, china know nut about IC technology, that is why must war to rob.
Morons here bother such BS no common sense lies are real morons.
china & taiwan IC manufacturing gap? 3 nm vs 50nm now as below!!!!  likely need 25-50 yrs, by then the gap will be wider, LOL LOL.
TSMC major shareholder is US.

Ah Kock, 

US chip firms, without China market, profits all go downhill. Just look at their financial reports.  

Even Holland TSML and Japan Sony all want to sell in China. They are not happy with US ban of sale causing them to lose the big China market.  

By 2025, China chip firms will sell in the world's largest China market 70%. All the other 30% market share will be for all the foreign firms to compete by themselves.  

 
.

[webinarian]

Ah Kock, 

Even TSMC share price in just this year alone dropped from $99.70 to as low as $38.80, or, dropped of 61%.  

[webinarian]

Look at Intel. It dropped from $ 70 high to $25 low.   

[webinarian]

https://www.chuandong.com/news/news256122.html

突发!台积电EUV光刻被迫停机!

12月12日消息，据台媒报道，因为明年上半年需求订单萎缩，明年一季度台积电的收入将遭遇10~15%的环比下滑。消息人士估计，台积电3nm到45nm的整体产能利用率在三季度是100%满载，四季度将下滑到95%，明年一季度整体下滑到75%。其中6nm和7nm节点受伤最严重，将下滑到50%以下，Fab 18的5nm产能将下滑到70~80%。因为Intel订单推迟，3nm的情况也不理想，台积电的一些EUV光刻机甚至正处于闲置状态。

　　此前的报道指出，苹果、AMD、NVIDIA、高通、联发科等主要的PC、手机芯片厂商，都在持续削减台积电的投片量。事实上，台积电总裁魏哲家先前就预警半导体供应链的库存调整将持续到2023年上半年，下半年才会反弹。他也坦言，7/6nm工艺的产能利用率将低于其他节点。台积电三季度财报显示，5nm(4nm)连同7nm(6nm)是公司前两大销售业务来源，合计贡献了超过50%的营收。2023年第一季度，芯片代工商台积电的营收预计将出现10%-15%的环比下滑，这主要是受上半年新订单大幅萎缩的影响。

Let's ask Ah Kock, why TSMC has to stop some EUV lithography?    

Loss of sale, TSMC has to stop some machines and production to save cost of operation.  

That's why profit drop.  

Ah Kock is not clever enough to understand such problems.  

.

[Notdumb]

Very soon USA will beg China for mercy. Or they will steal or rob China tech.

Just like moon landing....USA still looking for a desert to film Moonwalking.

[sporeguy]

Let's ask Ah Kock, why TSMC has to stop some EUV lithography?    

Loss of sale, TSMC has to stop some machines and production to save cost of operation.  

That's why profit drop.  

I thick Ah Kock is not clever enough to understand such problems.  

.

An Kock = simpleton!

Yeah US Japan SKorea EU can ban sales of chips to China ( like they did exactly the same with regards to the International Space Station) but in the end who LOSE OUT!

Webinarian is 100% right! These western powers and their lackey asian slaves will fight for the remaining 30% of global market!

Chinese chip companies will just quicken accelerate their R & D in manufacturing advanced chips - just like what China did in setting up their own Space Station ...

Who knows - China chips may be so advanced yet cheap the other 30% might even source from China ...

Ah Kock - think before you open your mouth! Your foolishness is infecting your bunch of useless gang members ... just read shitexchange and sgbuffet posts - you yourself will be so embarrassed you would rather jump down the clift!

[cityhantam]

中国开源芯片架构！RISC-V能取代ARM吗？
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[cityhantam]

美芯片業大裁員 這不僅僅是寒冬 2022 1224
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[sgxin]

Good article/overview on the China semicon industry.

[cityhantam]

https://m.mydrivers.com/newsview/881453....searchbox/
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[cityhantam]

https://www.fool.com/investing/2022/12/2...financial/
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[cityhantam]

https://freebeacon.com/policy/will-ameri...microchip/
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[Migrant]

Cars stolen is spreading fast in US.
What if they see a yellow skin. 
No security for this group in US.

[cityhantam]

https://m.mydrivers.com/newsview/884689....searchbox/
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[cityhantam]

https://www.chinatimes.com/realtimenews/...902-260410
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[cityhantam]

晶片戰習近平再突破! 蔡正元:陸量產4奈米晶片反殺!【前進戰略高地】精華版@Global_Vision
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[cityhantam]

为让中国“缺芯”，荷兰首相也来白宫了！拜登成功携手日本、荷兰？#白宫義见 #张经义 #chingyichang
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[cityhantam]

https://www.reuters.com/technology/intel...023-01-27/

Intel's 'historic collapse' erases $8 billion from market value

Jan 27 (Reuters) - Intel Corp (INTC.O) saw about $8 billion wiped off its market value on Friday after the U.S. chipmaker stumped Wall Street with dismal earnings projections, fanning fears around a slump in the personal-computer market.

[cityhantam]

---

https://www.chinatimes.com/realtimenews/...116-260410
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[cityhantam]

[cityhantam]

为了封锁中国，全球霸主暴跌97%
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[cityhantam]

https://www.scmp.com/comment/opinion/art...ina-caving
. 

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[cityhantam]

美国对韩国失望！拜登芯片联盟遇阻，荷兰决定不跟美国
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[cityhantam]

【外交部】比尔·盖茨说美国试图阻止中国研发芯片是徒劳的 外交部回应
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[cityhantam]

美国芯片法要求分红！三星台积电傻眼，投资全部血本无归？
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[cityhantam]

天天硬事3086期—01 中国驻荷兰大使称对荷兰限制光刻机出口不预期反制措施，但中国不会就此忍气吞声 02 墨西哥总统炮轰美国是骗子自以为是世界政府，巴西卢拉称需要中国来调停战争因为美国不要和平
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[cityhantam]

司马南：新鲜，台媒肯定华为，EDA完成14nm以上工艺国产化
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[cityhantam]

https://www.barrons.com/articles/micron-...s-3c7bc25c

Micron Stock Tumbles After China Says It Will Review Chip Sales in Key Market

Micron Technology MU –4.36%  stock tumbled Friday after Chinese regulators said they were launching a review of Micron products sold in the country, threatening a key market for the chip maker.

Cyberspace Administration of China, one of the country’s main technology regulators, said Friday that it was implementing a cybersecurity review of products sold by Micron in China.

野猫论政 403：美光科技被制裁 - 中国反击美国科技龙头的第一枪

美国的美光科技 Micron Technologies，因为国家安全问题被中国政府立案调查；打响了反击美国科技龙头的第一枪。美光科技在中国利润占总额的60%，但是积极配合美国政府打压中国企业以获取更大的市场；所以，这次拿美光开刀属于正当防卫。

[cityhantam]