台积电3nm产能争夺加剧:客户加价50%-100%抢单,黄仁勋亲赴台湾“要产能

Ofweek光电信息网
Nov 13

全球半导体行业再度迎来关键时刻。台积电的3纳米制程产能正成为科技企业争夺的焦点,一场激烈的产能争夺战正在上演。摩根大通最新报告显示,即使到2026年底,台积电N3制程月产能也只能达到14万至14.5万片,仍无法满足客户需求的16万片,供需缺口将持续至少两年。这场产能危机已引发客户争相支付高额溢价以锁定产能,据海外媒体报道,部分“加急单”报价高出正常价格50%至100%。产能的稀缺性正直接转化为...

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