花旗分析师报告表示，在英伟达和英特尔合作后，台积电可能仍将是这两家公司的主要代工方。英伟达8月份证实，台积电正为其下一代Rubin架构生产六款新芯片。花旗分析师预计，任何潜在的英伟达-英特尔联合开发的产品在未来几年将继续依赖台积电的技术。他们预测，到2026年，台积电来自英伟达的收入将增长50%，来自英特尔的收入将增长20%。“如果其他美国大型科技公司/台积电的现有客户在不久的将来宣布对英特尔进行投资，我们不会感到意外，”这些分析师表示。不过，他们指出，台积电在代工业务中的领先地位依然稳固，并预计该公司将继续投资其亚利桑那州晶圆厂，以服务美国客户。
责任编辑：王永生
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