台积电产能被疯抢，产能利用率甚至达到101%

中关村在线11-14

台积电的3nm工艺产能利用率在明年上半年预计将达到100％，即满负荷运行，这得益于苹果iPhone系列、高通、联发科的强劲需求，以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下，台积电的5nm工艺更加火热，产能利用率甚至将达到101％，实现超负荷运转。今年10月，台积电的营收达到3142.4亿新台币（约合人民币699.2亿元），环比增长24.8％，同比增长29.2％，再次刷新...

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唯一_4921
11-15
唯一_4921
手机芯片一两百美元一块，英伟达搞挖矿芯片把芯片卖到几千美元一块，现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片，英伟达一年几亿块都没占

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Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":371050190831632,"gmtCreate":1731602818151,"gmtModify":1731602821030,"author":{"id":"3527591396211296","authorId":"3527591396211296","name":"唯一_4921","avatar":"https://static.tigerbbs.com/db967dd08ec48fca1ffd6349589f90d8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3527591396211296","authorIdStr":"3527591396211296"},"htmlText":"手机芯片一两百美元一块，英伟达搞挖矿芯片把芯片卖到几千美元一块，现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片，英伟达一年几亿块都没占","listText":"手机芯片一两百美元一块，英伟达搞挖矿芯片把芯片卖到几千美元一块，现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片，英伟达一年几亿块都没占","text":"手机芯片一两百美元一块，英伟达搞挖矿芯片把芯片卖到几千美元一块，现在搞ai又把芯片卖到几万美元一块。全世界一年四五千亿块芯片，英伟达一年几亿块都没占","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371050190831632","repostId":2483511834,"repostType":2,"repost":{"id":"2483511834","pubTimestamp":1731517330,"share":"https://www.laohu8.com/m/news/2483511834?lang=&edition=full","pubTime":"2024-11-14 01:02","market":"us","language":"zh","title":"台积电产能被疯抢，产能利用率甚至达到101%","url":"https://stock-news.laohu8.com/highlight/detail?id=2483511834","media":"中关村在线","summary":"台积电的3nm工艺产能利用率在明年上半年预计将达到100％，即满负荷运行，这得益于苹果iPhone系列、高通、联发科的强劲需求，以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下，台积电的5nm工艺更加火热，产能利用率甚至将达到101％，实现超负荷运转。今年10月，台积电的营收达到3142.4亿新台币，环比增长24.8％，同比增长29.2％，再次刷新历史记录。为此，台积电的CoWoS封装产能预计在今年底达到每月3.6万片晶圆，明年底将增至9万片以上。","content":"<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>的3nm工艺产能利用率在明年上半年预计将达到100％，即满负荷运行，这得益于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone系列、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科的强劲需求，以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下，台积电的5nm工艺更加火热，产能利用率甚至将达到101％，实现超负荷运转。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7564ab4a14bb712c3c9cef810a61230a\" tg-width=\"600\" tg-height=\"399\"></p><p>今年10月，台积电的营收达到3142.4亿新台币（约合人民币699.2亿元），环比增长24.8％，同比增长29.2％，再次刷新历史记录。</p><p>NVIDIA的新一代Blackwell GPU已开始批量生产和供货，预计今年年底可生产约20万颗B200芯片，明年三季度将推出升级版B300A，继续采用3nm工艺，并将封装技术从CoWoS-L升级到CoWoS-S。为此，台积电的CoWoS封装产能预计在今年底达到每月3.6万片晶圆，明年底将增至9万片以上。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电产能被疯抢，产能利用率甚至达到101%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电产能被疯抢，产能利用率甚至达到101%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 01:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114010756abbe3395&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电的3nm工艺产能利用率在明年上半年预计将达到100％，即满负荷运行，这得益于苹果iPhone系列、高通、联发科的强劲需求，以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下，台积电的5nm工艺更加火热，产能利用率甚至将达到101％，实现超负荷运转。今年10月，台积电的营收达到3142.4亿新台币（约合人民币699.2亿元），环比增长24.8％，同比增长29.2％，再次刷新...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114010756abbe3395&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) 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ETP"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114010756abbe3395&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2483511834","content_text":"台积电的3nm工艺产能利用率在明年上半年预计将达到100％，即满负荷运行，这得益于苹果iPhone系列、高通、联发科的强劲需求，以及NVIDIA、AMD、Intel三巨头的支持。在AI芯片的推动下，台积电的5nm工艺更加火热，产能利用率甚至将达到101％，实现超负荷运转。今年10月，台积电的营收达到3142.4亿新台币（约合人民币699.2亿元），环比增长24.8％，同比增长29.2％，再次刷新历史记录。NVIDIA的新一代Blackwell GPU已开始批量生产和供货，预计今年年底可生产约20万颗B200芯片，明年三季度将推出升级版B300A，继续采用3nm工艺，并将封装技术从CoWoS-L升级到CoWoS-S。为此，台积电的CoWoS封装产能预计在今年底达到每月3.6万片晶圆，明年底将增至9万片以上。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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