德意志银行最新报告显示，全球半导体市场供需失衡加剧，尤其在先进制程代工领域。分析师指出，台积电在先进制程代工市场的份额虽可能从95%降至90%，但仍稳居行业首位。生成式AI推动的硬件需求激增，导致台积电的3nm制程产能难以满足主要无晶圆客户的需求，订单积压已延伸至2027年。台积电计划大幅提升资本支出，并引导客户转向2nm GAA制程，以应对产能紧张局面。尽管三星和英特尔被视为潜在替代方案，但...
Source Link德意志银行最新报告显示，全球半导体市场供需失衡加剧，尤其在先进制程代工领域。分析师指出，台积电在先进制程代工市场的份额虽可能从95%降至90%，但仍稳居行业首位。生成式AI推动的硬件需求激增，导致台积电的3nm制程产能难以满足主要无晶圆客户的需求，订单积压已延伸至2027年。台积电计划大幅提升资本支出，并引导客户转向2nm GAA制程，以应对产能紧张局面。尽管三星和英特尔被视为潜在替代方案，但...
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