台积电前五大客户:洗牌、最大黑马曝光!

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台积电 2025-2026 年客户排名榜单全球半导体 AI 应用竞赛白热化,法人预估台积电 2026 年大客户排名将洗牌。关键驱动:博通携手 OpenAI;英特尔合作英伟达,委外台积电订单增加。苹果稳居核心地位,2024 年已为台积电最大客户(推估),贡献 6243 亿元营收(占比 22%),还包下 2026 年台积电 2 纳米过半产能,且宝山 2 纳米首批产能全被其拿下,产品或采用台积电 ...

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