【3月7日】AI芯片卖疯了,台积成供应链核心

芯域
Mar 07

导语:AI算力需求持续爆发,半导体产业链从先进制程到散热、载板全线升温。台积电成市场压舱石,3nm芯片量产在即,2nm提前布局;AI服务器拉动PCB与连接器高增长,液冷技术成新宠——一文速览今日五大产业焦点。台积电撑盘,3nm AI芯片Q2放量台积电成为台股震荡中的定海神针,受AI服务器与先进制程需求推动,1月营收创历史新高。随着3nm AI加速器将在第二季度进入量产,全年营收有望挑战新高。未来...

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