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時間:2022-08-16 來源:本站 點擊:258次

Death toll in Philippines from Typhoon Rai rises to 144: local officials******

The death toll from Typhoon Rai that battered the Philippines this week has climbed to at least 144, local officials said on Sunday.。

Bohol province in the central Philippines is the worst-hit with 72 deaths, while Negros Occidental reported 18, Cebu 16, Dinagat Islands 10, Southern Leyte six, among others.。

The number of deaths is likely to rise as local officials gather data from the field.。

The National Disaster Risk Reduction and Management Council (NDRRMC) has yet to update its death tally after saying on Saturday night it had received reports of 31 deaths in central and southern Philippines due to Rai.。

Communications are still down in typhoon-ravaged areas, making it difficult for the NDRRMC to contact its regional and provincial agencies.。

Bohol Governor Arthur Yap said his province has tallied 72 deaths as reports trickle in from the field.。

"Presently, communications are still down. The signal is intermittent," Yap said, adding that the central Philippine province is still without electricity. He said it might take up to three weeks to restore power in the province.。

Yap appealed to fuel suppliers to triple the deliveries of gasoline and fuel, saying the province is dependent on generator sets.。

He said the residents of some hardest-hit towns are asking for food and water. More chainsaws are also needed to clear fallen trees and debris. "Many of the smaller roads are still not passable," he added.。

On Sunday, the police posted a video about rescuing 26 people, including nine minors and nine elderly, trapped on a tree for hours in Negros Occidental province.。

President Rodrigo Duterte has ordered the speedy delivery of food, water, and necessary items such as tents and tarps to the typhoon victims after visiting the affected areas by aircraft.。

He also ordered the military and the Philippine Coast Guard to send boats and ships to augment the immediate delivery of needed supplies.。

The military will send medical teams onboard two Navy ships to augment the health personnel in Siargao and Dinagat Islands, Cabinet Secretary Karlo Nograles said.。

Typhoon Rai made landfall on the Siargao Island on Thursday afternoon. It was blowing maximum winds of 195 km per hour and with gusts of up to 240 km per hour when it slammed into the island in Surigao del Norte province.。

The typhoon swelled rivers and flooded low-lying areas while cutting through towns and villages in the central Philippines and the northern Mindanao in the southern part of the country.。

The NDRRMC said Rai affected more than 700,000 people in nine regions, caused power outages, damaged buildings and houses in these areas. The government is still assessing the typhoon's damage to crops and infrastructure.。

The Philippines is one of the most disaster-prone countries in the world, mainly due to its location along the Pacific Ring of Fire and Pacific typhoon belt. On average, this archipelagic country experiences 20 typhoons every year, some of which are intense and destructive.。

The World Bank said natural disasters have killed 33,000 Filipinos in the past 30 years, affecting 120 million people.。

Putin puts Russian deterrence forces on combat duty******

Russian President Vladimir Putin ordered the country's deterrence forces to be placed on "a special mode of combat duty" in a Sunday meeting with top defense officials.

Senior officials of leading NATO members issued "aggressive statements" against Russia, Putin said at a meeting with Defense Minister Sergei Shoigu and Chief of the General Staff of the Russian Armed Forces Valery Gerasimov.

Putin said Western countries are imposing "illegitimate sanctions" against Russia's economy.

The decision to put the deterrence forces on combat duty was made as Russia has been conducting "a special military operation" in Ukraine since early Thursday.

Russian forces had destroyed 975 Ukrainian military infrastructure objects, Russian Defense Ministry spokesman Igor Konashenkov said on Sunday morning.

Russia has blockaded several cities in eastern and southern Ukraine.

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Shandong Taishan edges Shanghai Port to cement CSL lead******

GUANGZHOU, Dec. 19 (Xinhua) -- Shandong Taishan continued its scorching form in the Chinese Super League (CSL) by beating Shanghai Port 2-0 on Sunday, extending its lead in the league table to eight points with five matches remaining.。

Against one of the biggest contender in the league, the Shandong side broke the deadlock in the 18th minute as Jadson headed home a corner kick delivered by Son Junho.。

Son's elite performance didn't end until the 67th minute, when the South Korean international fired a sensational long distance free kick into the near post to seal the 2-0 victory.。

In the last minute of the regular time, Shanghai Port was awarded a penalty after Shi Ke committed a hand ball foul in the box, but Oscar's shot sailed narrowly off the post.。

"It was a very important game and my players defend Oscar well. Son played an indispensable role on both ends. I hope my team could maintain the momentum to the end of the league and CFA Cup," said Shandong head coach Hao Wei, whose team will face Shanghai Port again in the CFA Cup final next month.。

Elsewhere, Guangzhou FC beat Changchun Yatai 2-0 thanks to a pair of strikes from Deng Hanwen and Yang Liyu. After the win, Guangzhou FC surpassed Shanghai Port to rank second in the league with 34 points, behind Shandong with 42 points.。

Also on Sunday, Guangzhou City thrashed Beijing Guoan 5-0, and Shenzhen FC beat Hebei FC 3-2. Enditem。


  上期我们说到,英特尔开启IDM 2.0战略背景和对于其他代工巨头所具备的优势。在现阶段全球半导体供应紧张的情况下,各家代工巨头即扩建产能也得需两年左右的时间才能基本成型。而英特尔在现阶段也宣布将投入200亿美元在美国亚利桑那州等地开建晶圆厂,预计2023年投入使用。在扩张产能方面的进度上,英特尔和其他的巨头几乎处于同一个起跑线上。

  现阶段各家Foundry (代工厂)都面临着产能紧张供不应求的问题,而英特尔的IDM 2.0战略则可在满足自身需求之外,进一步为众多的Fabless (无工厂芯片供应商)提供产能的支持,为其制造产品。除此之外,英特尔也具备众多了单一Foundry (代工厂)和Fabless (无工厂芯片供应商)所不能及IDM能力,即国际整合元件制造商模式。这IDM垂直整合了芯片设计、芯片制造、芯片封装和测试等多个产业链环节于一身,英特尔可由自己设计制造产品进行产出,在IDM 2.0战略后也可以通过代工获取利润,这是英特尔的优势所在。除此之外,英特尔在技术上也处于一定的优势地位,作为此前一直引领摩尔定律的巨头,英特尔在现阶段生产的10nm产品其实和台积电生产的7nm产品并没有很多的实际差距,在台积电进入5nm甚至是2/3nm之后,英特尔目前的技术还是能够压制格罗方德、中芯国际、力积电等竞争对手,获得技术上的优势。


  上面我们说到,英特尔拥有在产品设计能力和制造能力双重扶持的优势,但是相比较于其他的Foundry (代工厂)来说,可能就是其中的劣势所在。

  相比于纯粹的Foundry (代工厂)来说,英特尔自身也有产品需要制造,势必也需要产能的支持。对于需要代工的客户来说,在产能同样处于紧缺的情况下,英特尔可能将产能优先倾斜向内部的产品,对于客户产品的制造优先度下调,进一步导致客户产品供应紧张的问题。

  对于客户来说,英特尔的某些业务可能存在着和自身产品有所重叠的地方,甚至可能存在竞争关系,对于Fabless (无工厂芯片供应商)来说,面对一个体量如此庞大的并且掌握了IDM整合能力的竞争对手,将产品交付于英特尔进行代工,就是一个值得考虑的问题所在。



  在现阶段,全球半导体市场已经出现了进一步明显的马太效应,英特尔在芯片设计领域和生产制造领域都能进行垂直整合,在竞争日益激烈的半导体市场中,能取得一定的优势,进而推进了IDM 2.0战略。而在英特尔之外,各家巨头也是摩拳擦掌,动作不断,半导体业内硝烟四起。

  在Foundry (代工厂)中,各家都在扩建产能,推进工艺制程,准备迎接新一轮的代工需求。例如台积电就宣布将在美国投资建厂,拓建2nm和3nm工艺产能,而三星也在进行拓建,准备对韩国工厂进行制程和产能的升级。

  Fabless (无工厂芯片供应商)方面,各家巨头也是动作不断,前几年高通就计划收购射频通信巨头的博通,但最后因为各国反垄断机关介入而作罢。但在去年,AMD收购赛灵思、英伟达收购ARM,赛灵思是目前FPGA芯片领域的巨头,在被AMD收购后,AMD同时拥有了在X86架构和FPGA架构的优势。而ARM架构是目前移动端产品所采用的主流架构,包括苹果、高通等SoC产品都是基于ARM架构进一步深度定制而来,英伟达在收购ARM之后,就能拥有在图像领域、AI领域、移动端SoC领域取得霸权地位。当然这一切都有赖于各经济体反垄断部门的批准,但是从各家的动作来看,都是在逐步拓展自身的优势,寻求在未来市场能立于不败之地。

  在现阶段X86架构产品逐渐出现疲软的势头下,英特尔通过IDM 2.0战略将芯片代工作为获利的手段,在进展顺利的情况下,同样能拓展自身的优势,应对市场的进一步竞争。除此之外,英特尔还传出计划收购格罗方德,在代工方面获得进一步的话语权。


  在现阶段的半导体产能供应紧缺让各家Foundry (代工厂)开启了的扩建计划,英特尔的IDM 2.0战略也对于产能提出了拓建的要求。而在几年之后,各家的产能逐步投入使用之时,是否还存在半导体产能供不应求的问题,是一个未知数的存在。对于各家的代工厂家来说,到时也有可能因为供过于求面临压价竞争的情况出现。在这情况下,谁能有足够的底牌在竞争中存活更久,谁就能之后取得更进一步的优势。在这方面相比较于其他厂家,英特尔还是占有自身产品的制造优势。

  在产能增加后,Fabless (无工厂芯片供应商)能获得更多的选择权,并且利用竞争获得一段时间内代工价格的降低,降低成本提升利润。在产能充足的情况下,还能进一步生产产品,推向市场。

  在半导体产能拓建的情况下,最大的赢家应该是高精尖的加工设备生厂商和上下游的配套了。例如在光刻机方面,英特尔就宣布将在英特尔3制程节点引入更多的EUV进行制造,并且还将获得业内首台高数值孔径 EUV(High-NA EUV),而在现阶段能生产高端EUV设备的也就只有荷兰ASML公司而已。在各家都有EUV光刻机需求的情况下,靠着出售制造设备的荷兰ASML公司就在做着稳赚不赔的生意。除此之外,还有JSR、陶氏、TOK、信越化学等一系列的光刻胶厂家也能在半导体代工的竞争中获利。


  IDM 2.0战略为英特尔打造了一个既能生产自身产品也能为他人进行代工的全新企业战略。在这一企业战略的加持下英特尔或许将为除x86架构外的产品进行生产代工,或将在车载芯片,移动端芯片工业嵌入产品方面获得更多的话语权。而英特尔本身也有着出色的芯片设计能力,在有需要时也能通过自己的产品,进入到这些领域当中。无论是为他人进行代工,亦或是生产自身的产品,现阶段的车载互联网,车载芯片、高端工业设备等领域,都是下一个未来的增长点。在英特尔目前错过移动端芯片大潮的当下,为下一个增长点做好提前的布局,或许也将通过英特尔IDM 2.0进行布局。通过提早布局获得进一步的优势。


  英特尔布局IDM 2.0战略,从现阶段来看或将对于以后的半导体业界产生重大影响。而英特尔或许能凭借着代工取得更多的半导体业界话语权,降低对现阶段单一产品的依赖性。


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