台积电3nm产能紧缺:Intel的18A/14A春天来了 苹果博通考虑用

快科技
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快科技1月20日消息,台积电前不久交出一份极为灿烂的Q4及全年财报,营收及盈利都在爆表,而且未来需求依然很高,台积电将今年的开支上调到了520-560亿美元。推动台积电业绩爆发的主要动力来自AI,全球绝大部分AI芯片都是台积电代工,新一代产品集中在3nm工艺,以致于3nm工艺目前已经满载,哪怕今年底产能扩展19万片晶圆/月,依然供不应求。在这种情况下,台积电一方面暂停接单新的3nm芯片开案,...

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