当科技巨头们还在为台积电的晶圆产能激烈竞争时,英伟达CEO黄仁勋已经将目光投向了更长远的目标——直接锁定台积电未来工厂的土地。这一策略凸显出英伟达在AI芯片需求爆发背景下,正试图从根本上确保其供应链安全。1月15日,天风国际证券分析师郭明𫓹发推文称,“大多数客户协商的是保证产能,而黄仁勋协商的是土地。”郭明𫓹指出,在去年11月访问台南时,黄仁勋向台积电表示愿意付费确保Fab 18厂区旁预留的P10...
Source Link当科技巨头们还在为台积电的晶圆产能激烈竞争时,英伟达CEO黄仁勋已经将目光投向了更长远的目标——直接锁定台积电未来工厂的土地。这一策略凸显出英伟达在AI芯片需求爆发背景下,正试图从根本上确保其供应链安全。1月15日,天风国际证券分析师郭明𫓹发推文称,“大多数客户协商的是保证产能,而黄仁勋协商的是土地。”郭明𫓹指出,在去年11月访问台南时,黄仁勋向台积电表示愿意付费确保Fab 18厂区旁预留的P10...
Source LinkDisclaimer: 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.