摩根士丹利供应链最新纪要流出:台积电决定在台再扩 20k/m 3nm产能,总投资追加 50 亿美金!不是为了手机,也不是为了PC,只为一个客户——AI。1️⃣ 为什么是3nm?NVIDIA Blackwell、AMD MI400、Google TPU v7、AWS Trainium 3……2026年主流AI芯片全部锁定3nm。一颗AI GPU=2-4颗手机SoC面积,“吃”产能是手机时代的10倍。...
Source Link摩根士丹利供应链最新纪要流出:台积电决定在台再扩 20k/m 3nm产能,总投资追加 50 亿美金!不是为了手机,也不是为了PC,只为一个客户——AI。1️⃣ 为什么是3nm?NVIDIA Blackwell、AMD MI400、Google TPU v7、AWS Trainium 3……2026年主流AI芯片全部锁定3nm。一颗AI GPU=2-4颗手机SoC面积,“吃”产能是手机时代的10倍。...
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