据媒体报道，由于台积电的制造产能有限，英伟达可能被迫重新设计其下一代Feynman人工智能芯片平台。
问题在于对先进2纳米制程电路的需求极为旺盛，而据报道台积电的产能至少到2028年已被完全预订。英伟达和Meta等大型人工智能公司都在争夺同一批尖端生产线，这使得人工智能产品的供应全面趋紧。
Feynman平台于2025年首次亮相，计划于2028年发布，旨在取代英伟达的Vera Rubin架构。任何设计变更都可能影响该平台的性能目标、发布时间或成本结构。
由于需求旺盛，台积电还可能提高价格，这将给已在应对不断攀升的人工智能基础设施成本的芯片制造商带来更大压力。
这些限制表明，半导体供应链正变得越来越紧张，制造产能而非需求正成为人工智能发展的主要瓶颈。
随着英伟达为其下一个重要平台发布做准备，投资者可能会密切关注有关其制造计划和合作伙伴关系的消息。
责任编辑：张俊 SF065
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