英伟达已瞄准台积电1.6nm产能,特斯拉/微美全息加速扩展AI芯片集群生态!

天极网
Feb 12

【天极网IT新闻频道】获悉,台积电(TSM.US)*先进制程产能争夺正式打响。当前,全球科技巨头加速涌入2nm工艺节点,该产能已被全数预订,而先进封装供应同步收紧,凸显AI与移动芯片需求叠加对半导体供应链的持续挤压。  目前,台积电2nm和3nm工艺节点均面临产能限制,高性能计算与移动芯片正在争夺有限供给。2026年2nm客户主要为苹果(AAPL.US)和高通(QCOM.US),苹果已确保首批...

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