2nm,胜负已分?

华尔街见闻
15 Dec 2024

如果将时钟拨回到一年前,谁将率先在2nm晶圆代工的竞争中突围,还是有些许悬念的。因为在台积电在7nm之后一统天下之后,晶圆代工的龙头已经很久没有受到如此多的“威胁”。这边厢,三星誓言要超过台积电成为全球第一;另一边厢,英特尔也高举“四年五节点”的大旗,期望在未来几年快速超越台积电;此外,蛰伏已久的日本半导体,也希望借助Rapidus,重回巅峰。其中,2nm就成为了这几家巨头的必争之地和桥头堡。但是...

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