南方两倍做多三星电子今日盘中大涨10.12%，引发了市场的广泛关注。
消息面上，谷歌正与三星电子洽谈，计划由三星以2纳米制程代工其第十代TPU（代号“冰鱼”）的内存输入输出裸片。此举标志着三星有望首次切入谷歌TPU制造环节，为其晶圆代工业务带来重大突破。在台积电先进产能持续紧张的背景下，谷歌寻求供应链多元化，而三星此前已斩获特斯拉大订单，其代工业务接连获得重量级客户认可，这显著增强了市场对三星电子未来增长前景的信心。
南方两倍做多三星电子今日盘中大涨10.12%，引发了市场的广泛关注。
消息面上，谷歌正与三星电子洽谈，计划由三星以2纳米制程代工其第十代TPU（代号“冰鱼”）的内存输入输出裸片。此举标志着三星有望首次切入谷歌TPU制造环节，为其晶圆代工业务带来重大突破。在台积电先进产能持续紧张的背景下，谷歌寻求供应链多元化，而三星此前已斩获特斯拉大订单，其代工业务接连获得重量级客户认可，这显著增强了市场对三星电子未来增长前景的信心。
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