晶圆和CoWoS驱动,黄仁勋:未来十年台积电产能将倍增

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近期,英伟达CEO黄仁勋对外表示,目前公司正全力投入Grace Blackwell 生产,也在量产Vera Rubin,其中Vera Rubin由6款不同的芯片组成,这些芯片每颗都是世界上最先进的芯片。考虑到这些先进AI芯片的供应,黄仁勋认为,今年台积电必须非常努力,因为英伟达需要大量的晶圆和CoWoS产能。黄仁勋进一步指出,预计未来十年内,台积电产能很可能会远远超过100%。产能分布上,部分产能...

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