台积电前五大客户：洗牌、最大黑马曝光！

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台积电 2025-2026 年客户排名榜单全球半导体 AI 应用竞赛白热化，法人预估台积电 2026 年大客户排名将洗牌。关键驱动：博通携手 OpenAI；英特尔合作英伟达，委外台积电订单增加。苹果稳居核心地位，2024 年已为台积电最大客户（推估），贡献 6243 亿元营收（占比 22%），还包下 2026 年台积电 2 纳米过半产能，且宝山 2 纳米首批产能全被其拿下，产品或采用台积电 ...

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