牢记历史!台积电拒绝扩产

芯报告
Nov 17, 2025

AI支出热潮大幅提高芯片需求,也引发芯片供应日益紧俏担忧,只是台积电增产速度不如客户期望。台积电基于过去半导体景气兴衰的经验,对大幅增产抱持审慎态度,让AI产业感到挫折。台积电为全球晶圆代工龙头,生产几乎所有高阶AI芯片。为了拿到台积电更多产能,英伟达CEO黄仁勋此前访问台湾,希望台积电能提高给英伟达芯片的产能一倍,OpenAI也呼吁台积电多一点产能。台积电正积极扩产,速度却不如客户期望。台积电...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10