格隆汇10月17日|德意志银行分析师罗伯特·桑德斯在研究报告中指出,强劲的人工智能需求可能会挤占台积电的产能,从而对其市场份额构成风险。他表示,随着台积电努力缩小先进制程芯片的供需缺口,一些客户可能会担心晶圆代工产能过于紧张以及潜在的供应短缺。再加上台积电拟于2026年大幅调涨价格,这可能为竞争对手,尤其是三星,带来抢占市场份额的机会——尽管三星在执行力方面仍存在问题。有媒体称,高通可能考虑由三星...
Source Link格隆汇10月17日|德意志银行分析师罗伯特·桑德斯在研究报告中指出,强劲的人工智能需求可能会挤占台积电的产能,从而对其市场份额构成风险。他表示,随着台积电努力缩小先进制程芯片的供需缺口,一些客户可能会担心晶圆代工产能过于紧张以及潜在的供应短缺。再加上台积电拟于2026年大幅调涨价格,这可能为竞争对手,尤其是三星,带来抢占市场份额的机会——尽管三星在执行力方面仍存在问题。有媒体称,高通可能考虑由三星...
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