AI芯片需求的爆发式增长正在将全球半导体供应链推至临界点。博通高管警告,台积电产能已成为供应链的关键瓶颈,而短缺压力正从芯片本身蔓延至激光器件和印刷电路板等上下游环节。 博通物理层产品部门产品营销总监Natarajan Ramachandran周二对媒体表示,台积电的产能已"触及极限",而就在几年前,他还会将台积电的产能形容为"近乎无限"。他预计,台积电将在2027年前持续扩产。 供应紧张的影响...
Source LinkAI芯片需求的爆发式增长正在将全球半导体供应链推至临界点。博通高管警告,台积电产能已成为供应链的关键瓶颈,而短缺压力正从芯片本身蔓延至激光器件和印刷电路板等上下游环节。 博通物理层产品部门产品营销总监Natarajan Ramachandran周二对媒体表示,台积电的产能已"触及极限",而就在几年前,他还会将台积电的产能形容为"近乎无限"。他预计,台积电将在2027年前持续扩产。 供应紧张的影响...
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