德意志銀行分析師：強勁的人工智能需求可能會擠佔臺積電的產能

格隆匯

10/17

格隆匯10月17日｜德意志銀行分析師羅伯特·桑德斯在研究報告中指出，強勁的人工智能需求可能會擠佔臺積電的產能，從而對其市場份額構成風險。他表示，隨着臺積電努力縮小先進製程芯片的供需缺口，一些客戶可能會擔心晶圓代工產能過於緊張以及潛在的供應短缺。再加上臺積電擬於2026年大幅調漲價格，這可能為競爭對手，尤其是三星，帶來搶佔市場份額的機會——儘管三星在執行力方面仍存在問題。有媒體稱，高通可能考慮由三星代工2納米芯片。桑德斯補充稱：「更令人擔憂的是，如果三星能在高通之外贏得更有分量的客戶，比如英偉達，那將對臺積電構成更大挑戰。」

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href=\"https://laohu8.com/S/TSM\">臺積電</a>的產能，從而對其市場份額構成風險。他表示，隨着臺積電努力縮小先進製程芯片的供需缺口，一些客戶可能會擔心晶圓代工產能過於緊張以及潛在的供應短缺。再加上臺積電擬於2026年大幅調漲價格，這可能為競爭對手，尤其是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，帶來搶佔市場份額的機會——儘管三星在執行力方面仍存在問題。有媒體稱，<a href=\"https://laohu8.com/S/QCOM\">高通</a>可能考慮由三星代工2納米芯片。桑德斯補充稱：「更令人擔憂的是，如果三星能在高通之外贏得更有分量的客戶，比如<a href=\"https://laohu8.com/S/NVDA\">英偉達</a>，那將對臺積電構成更大挑戰。」</p></article></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017112415a4645906&s=b\">格隆匯</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0158827948.USD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) 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