中芯国际有没有使用美国的设备？会不会同样无法给华为代工？

互联网乱侃秀2020-05-20

众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示，不管台积电能不能接单，最靠谱的还是中芯国际，毕竟是中国大陆的企业，又没有使用美国的设备，所以是随时都可以给华为代工的。那么中芯国际有没有使用美国的设备？很明确的告诉你，使用了，并且还不少。因为按照...

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超超boy
2020-05-20
超超boy
Mark

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}\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中芯国际有没有使用美国的设备？会不会同样无法给华为代工？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-20 12:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b><strong>互联网乱侃秀</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示，不管台积电能不能接单，最靠谱的还是中芯国际，毕竟是中国大陆的企业，又没有使用美国的设备，所以是随时都可以给华为代工的。那么中芯国际有没有使用美国的设备？很明确的告诉你，使用了，并且还不少。因为按照...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b\">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":"00981","symbol_name":"中芯国际","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b","article_id":"2036112096","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ce88d7c500914d5edde5f4ccbc6959f5"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2036112096","pubTimestamp":1589947395,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00981":"中芯国际"},"translate_title":"Does SMIC use American equipment? Will it also be impossible to contract with Huawei?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00981":1},"content_text":"众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示，不管台积电能不能接单，最靠谱的还是中芯国际，毕竟是中国大陆的企业，又没有使用美国的设备，所以是随时都可以给华为代工的。那么中芯国际有没有使用美国的设备？很明确的告诉你，使用了，并且还不少。因为按照中芯国际在3月份披露的公告，就已经显示出来了，采购了来自泛林（LAM）、应用材料、东京电子的设备订单，分别为6亿美元、5.4亿美元、5.5亿美元，采购金额较大。其中泛林、应用材料就是美国的公司，台积电、中芯国际都是其客户，甚至全球众多的芯片代工企业都其客户，绕不开，因为这两家厂商是全球第一、第四大半导体设备厂商，在沉积、刻蚀、离子注入、CMP、匀胶显影等领域技术领先，尤其先进制程设备，基本没有厂商可以替代这两家企业。所以说，如果禁令全面升级，中芯国际其实也是在受限定的范围之内的，就看中芯国际会不会遵守这个规则了。不过从当前的情况来看，中芯国际应该是可以给华为代工的，原因是因为美国想切断的其实是华为的先进芯片供应，对于落后的芯片，并不会太在乎。中芯国际目前掌握的技术才是14nm，是台积电4年前的技术，这种技术生产出来的手机芯片，和高通的芯片相比，是没有什么竞争力的，所以美国不会在乎。当然，没有14nm，哪来的7nm、5nm，路是一步一步走出来的。按照网上的说法，目前中芯国际在扩充产能，增加了好多倍，并且大量的产能都被华为占了，甚至有6-7成都是为海思准备。相信随着订单增加，中芯国际的发展也会越来越快，那么追上国际顶尖的技术也就越来越快，到时候就不用怕被别人卡脖子了，你觉得呢？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":959597220,"gmtCreate":1589953291560,"gmtModify":1705311128889,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3485478007035143","idStr":"3485478007035143"},"htmlText":"Mark&nbsp;","listText":"Mark&nbsp;","text":"Mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/959597220","repostId":2036112096,"repostType":2,"repost":{"id":"2036112096","kind":"news","pubTimestamp":1589947395,"share":"https://ttm.financial/m/news/2036112096?lang=en_US&edition=fundamental","pubTime":"2020-05-20 12:03","market":"hk","language":"zh","title":"Does SMIC use American equipment? Will it also be unable to OEM for Huawei?","url":"https://stock-news.laohu8.com/highlight/detail?id=2036112096","media":"互联网乱侃秀","summary":"众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示","content":"<p><html><body><article>As we all know, due to the escalation of the U.S. chip ban on Huawei, the recent<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The news that it may not be able to manufacture chips for Huawei is fermenting on the Internet, and TSMC has also recently stated that it has not suspended Huawei orders and is still receiving orders. It can be seen that things are far less repetitive than everyone said.</p><p>Of course, some people said that regardless of whether TSMC can accept orders, the most reliable thing is<a href=\"https://laohu8.com/S/00981\">SMIC</a>, after all, it is a company in mainland China, and it does not use American equipment, so it can be OEM for Huawei at any time.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9838331483/0\"/>So does SMIC use American equipment? Let me tell you clearly, I have used it, and there are quite a few. Because according to the announcement disclosed by SMIC in March, it has already been shown that it purchased products from LAM,<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Tokyo Electronics' equipment orders are US $600 million, US $540 million, and US $550 million respectively, and the purchase amount is relatively large.</p><p>Among them, Lam and Applied Materials are American companies, TSMC and SMIC are their customers, and even many chip foundry companies around the world are their customers. They cannot be avoided because these two manufacturers are the world's first and fourth largest semiconductor equipment manufacturers, with leading technologies in the fields of deposition, etching, ion implantation, CMP, homogenization development, etc., especially advanced process equipment. Basically no manufacturer can replace these two companies.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9242402661/0\"/>Therefore, if the ban is upgraded in an all-round way, SMIC will actually be within a limited scope, and it depends on whether SMIC will abide by this rule.</p><p>However, judging from the current situation, SMIC should be able to manufacture Huawei. The reason is that what the United States wants to cut off is actually Huawei's advanced chip supply, and it doesn't care too much about backward chips.</p><p>The technology currently mastered by SMIC is only 14nm, which is TSMC's technology 4 years ago. The mobile phone chips produced by this technology, and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Compared with chips, it is not competitive, so the United States will not care.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9370047594/0\"/>Of course, without 14nm, where can 7nm and 5nm come from? The road is taken step by step. According to the online statement, SMIC is currently expanding its production capacity, which has increased many times, and a large amount of production capacity has been occupied by Huawei, and even 60-70% of it is prepared for HiSilicon.</p><p>I believe that with the increase of orders, SMIC's development will be faster and faster, so it will catch up with the top international technology faster and faster, and then there will be no need to be afraid of being stuck by others. What do you think?</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>Does SMIC use American equipment? 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Will it also be unable to OEM for Huawei?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">互联网乱侃秀</strong><span class=\"h-time small\">2020-05-20 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>As we all know, due to the escalation of the U.S. chip ban on Huawei, the recent<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The news that it may not be able to manufacture chips for Huawei is fermenting on the Internet, and TSMC has also recently stated that it has not suspended Huawei orders and is still receiving orders. It can be seen that things are far less repetitive than everyone said.</p><p>Of course, some people said that regardless of whether TSMC can accept orders, the most reliable thing is<a href=\"https://laohu8.com/S/00981\">SMIC</a>, after all, it is a company in mainland China, and it does not use American equipment, so it can be OEM for Huawei at any time.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9838331483/0\"/>So does SMIC use American equipment? Let me tell you clearly, I have used it, and there are quite a few. Because according to the announcement disclosed by SMIC in March, it has already been shown that it purchased products from LAM,<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Tokyo Electronics' equipment orders are US $600 million, US $540 million, and US $550 million respectively, and the purchase amount is relatively large.</p><p>Among them, Lam and Applied Materials are American companies, TSMC and SMIC are their customers, and even many chip foundry companies around the world are their customers. They cannot be avoided because these two manufacturers are the world's first and fourth largest semiconductor equipment manufacturers, with leading technologies in the fields of deposition, etching, ion implantation, CMP, homogenization development, etc., especially advanced process equipment. Basically no manufacturer can replace these two companies.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9242402661/0\"/>Therefore, if the ban is upgraded in an all-round way, SMIC will actually be within a limited scope, and it depends on whether SMIC will abide by this rule.</p><p>However, judging from the current situation, SMIC should be able to manufacture Huawei. The reason is that what the United States wants to cut off is actually Huawei's advanced chip supply, and it doesn't care too much about backward chips.</p><p>The technology currently mastered by SMIC is only 14nm, which is TSMC's technology 4 years ago. The mobile phone chips produced by this technology, and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Compared with chips, it is not competitive, so the United States will not care.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/9370047594/0\"/>Of course, without 14nm, where can 7nm and 5nm come from? The road is taken step by step. According to the online statement, SMIC is currently expanding its production capacity, which has increased many times, and a large amount of production capacity has been occupied by Huawei, and even 60-70% of it is prepared for HiSilicon.</p><p>I believe that with the increase of orders, SMIC's development will be faster and faster, so it will catch up with the top international technology faster and faster, and then there will be no need to be afraid of being stuck by others. What do you think?</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=nesSN202005201203457a72b62b&s=b\">互联网乱侃秀</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce88d7c500914d5edde5f4ccbc6959f5","relate_stocks":{"00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005201203457a72b62b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2036112096","content_text":"众所周知，由于美国针对华为的芯片禁令升级，所以最近关于台积电或无法给华为代工芯片的消息在网上发酵，而台积电近日也表示了，没有暂停华为订单，还在继续接单，可见事情远没有大家说的那么重复。当然，也有人表示，不管台积电能不能接单，最靠谱的还是中芯国际，毕竟是中国大陆的企业，又没有使用美国的设备，所以是随时都可以给华为代工的。那么中芯国际有没有使用美国的设备？很明确的告诉你，使用了，并且还不少。因为按照中芯国际在3月份披露的公告，就已经显示出来了，采购了来自泛林（LAM）、应用材料、东京电子的设备订单，分别为6亿美元、5.4亿美元、5.5亿美元，采购金额较大。其中泛林、应用材料就是美国的公司，台积电、中芯国际都是其客户，甚至全球众多的芯片代工企业都其客户，绕不开，因为这两家厂商是全球第一、第四大半导体设备厂商，在沉积、刻蚀、离子注入、CMP、匀胶显影等领域技术领先，尤其先进制程设备，基本没有厂商可以替代这两家企业。所以说，如果禁令全面升级，中芯国际其实也是在受限定的范围之内的，就看中芯国际会不会遵守这个规则了。不过从当前的情况来看，中芯国际应该是可以给华为代工的，原因是因为美国想切断的其实是华为的先进芯片供应，对于落后的芯片，并不会太在乎。中芯国际目前掌握的技术才是14nm，是台积电4年前的技术，这种技术生产出来的手机芯片，和高通的芯片相比，是没有什么竞争力的，所以美国不会在乎。当然，没有14nm，哪来的7nm、5nm，路是一步一步走出来的。按照网上的说法，目前中芯国际在扩充产能，增加了好多倍，并且大量的产能都被华为占了，甚至有6-7成都是为海思准备。相信随着订单增加，中芯国际的发展也会越来越快，那么追上国际顶尖的技术也就越来越快，到时候就不用怕被别人卡脖子了，你觉得呢？","news_type":1,"symbols_score_info":{"00981":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"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":"4.35.12","shortVersion":"4.35.12","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/2036112096","isCrawlerRequest":true}