打开全球各大晶圆代工厂2025Q2的财报 ,TSMC一枝独秀:营收同比增长大于40%,遥遥领先行业平均,市场份额进一步扩大到70%。回顾历史,近期先进逻辑工艺的几个重大技术分岔点,台积电全部做出了正确的选择,没有明显的错误。2018前后开始风险生产的7nm节点。Intel选择了DUV光刻机,因良率问题量产困难。TSMC选择了切换到EUV光刻机,成本更低,良率更高。Intel花了3年时间,才解决了...
Source Link打开全球各大晶圆代工厂2025Q2的财报 ,TSMC一枝独秀:营收同比增长大于40%,遥遥领先行业平均,市场份额进一步扩大到70%。回顾历史,近期先进逻辑工艺的几个重大技术分岔点,台积电全部做出了正确的选择,没有明显的错误。2018前后开始风险生产的7nm节点。Intel选择了DUV光刻机,因良率问题量产困难。TSMC选择了切换到EUV光刻机,成本更低,良率更高。Intel花了3年时间,才解决了...
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