台积电真正的瓶颈显现

半导体行业观察
Dec 18, 2025

公众号记得加星标⭐️,第一时间看推送不会错过。随着新一代AI GPU与云端服务商(CSP)自研ASIC陆续进入量产阶段,台积电正加速进行产能优化与制程重配置,以因应客户庞大需求。腾旭投资投资长程正桦指出,台积电在3纳米以既有产线优化与前段、后段产能交错支援为策略,包括台中Fab 15之7纳米旧产能及台南Fab 18之5纳米转进3纳米制程,借此满足明年客户庞大需求。2026年多数高阶AI芯片将全面...

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