台积电终结一个时代

半导体行业观察
Oct 06

公众号记得加星标⭐️,第一时间看推送不会错过。全球半导体行业正在经历一场深刻的经济转型,这场转型的核心是台积电(TSMC),它标志着一个以晶体管成本可预测下降为特征的时代的终结。处于这一结构性转变中心的是台积电决定对其最先进的逻辑芯片实施前所未有的价格上涨。这一举措是由于天文数字般的资本支出、地缘政治任务,以及在埃米(angstrom)尺度下制造所面临的纯粹、不可退让的物理学限制所必需的。台积电...

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