08/12/2024, 12:56 PM UTC
台积电：代工2.0或将超级助推增长TSMC: Foundry 2.0 Could Supercharge Growth
1、台积电预计在2023年下半年凭借其3nm工艺技术的强劲订单恢复，并在2024年实现强劲增长。2、代工2.0将台积电的市场机会扩大到2023年的2500亿美元，包括前端代工服务、后端服务和IDM机会。3、台积电整合代工和OSAT服务，加上强大的工艺技术能力和客户合作伙伴关系，为公司的持续增长和市场份额扩张奠定了基础。1. TSMC is expected to recover in the second half of 2023 with strong orders for its 3nm process technology, leading to robust growth in 2024. 2. Foundry 2.0 expands TSMC's market opportunity to $250 billion in 2023, including front-end foundry services, back-end services, and IDM opportunities. 3. TSMC's integration of foundry and OSAT services, along with strong process technology capabilities and customer partnerships, positions the company for continued growth and market share expansion.
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