Counterpoint Research调查显示,第二季全球晶圆代工2.0市场营收按年增长25%至966亿美元,增速较第一季的24%进一步提升。市场增长主要由AI GPU、定制化 AI ASIC以及更广泛的AI基础设施建设(包括服务器CPU、网络芯片和电源管理IC)所驱动。台积电(TSM.US) 依然是AI周期的主要受益者,营收按年增长34%至402亿美元,其在晶圆代工2.0市场中的份额提升...
Source LinkCounterpoint Research调查显示,第二季全球晶圆代工2.0市场营收按年增长25%至966亿美元,增速较第一季的24%进一步提升。市场增长主要由AI GPU、定制化 AI ASIC以及更广泛的AI基础设施建设(包括服务器CPU、网络芯片和电源管理IC)所驱动。台积电(TSM.US) 依然是AI周期的主要受益者,营收按年增长34%至402亿美元,其在晶圆代工2.0市场中的份额提升...
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