面对英伟达等AI巨头对下一代芯片的井喷式需求,台积电的N3先进制程产能已接近极限。摩根大通预测,到2026年,即使台积电通过转换旧产线等方式“挤牙膏”,其产能仍将存在显著缺口。而这种稀缺性反而推高了台积电的利润,因客户争相支付高额溢价获取产能,有望将其毛利率推升至60%以上。芯片巨头英伟达对产能的渴求,正迫使其CEO黄仁勋亲自前往关键伙伴台积电的门口“要货”,但最新的分析表明,即使是全球最大的晶圆...
Source Link面对英伟达等AI巨头对下一代芯片的井喷式需求,台积电的N3先进制程产能已接近极限。摩根大通预测,到2026年,即使台积电通过转换旧产线等方式“挤牙膏”,其产能仍将存在显著缺口。而这种稀缺性反而推高了台积电的利润,因客户争相支付高额溢价获取产能,有望将其毛利率推升至60%以上。芯片巨头英伟达对产能的渴求,正迫使其CEO黄仁勋亲自前往关键伙伴台积电的门口“要货”,但最新的分析表明,即使是全球最大的晶圆...
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