《EE Times》采访的多位分析师的观点,台积电的产能瓶颈反而为英特尔、三星等竞争对手创造了抢占AI芯片市场份额的机遇。尽管台积电在今年的资本支出预算,达到了创纪录的520至560亿美元,但仍难跟上对AI芯片需求的增长速度。最近,台积电表示,公司的资本支出预计较去年最高增加37%,并暗示未来三年内将陆续扩大投资。“我们上调了对2024至2029年AI加速器营收的预测,期间的年复合增长率(CAGR...
Source Link《EE Times》采访的多位分析师的观点,台积电的产能瓶颈反而为英特尔、三星等竞争对手创造了抢占AI芯片市场份额的机遇。尽管台积电在今年的资本支出预算,达到了创纪录的520至560亿美元,但仍难跟上对AI芯片需求的增长速度。最近,台积电表示,公司的资本支出预计较去年最高增加37%,并暗示未来三年内将陆续扩大投资。“我们上调了对2024至2029年AI加速器营收的预测,期间的年复合增长率(CAGR...
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