04/01/2025, 11:29 AM UTC
美国半导体战略的失误：TSMC在2nm晶圆制造上领先英特尔A Curious Strategy
➀ 在英特尔从这项技术中获得任何显著收益之前，台积电预计将从制造2nm晶圆中获得600亿美元的收益。
➁ 美国政府将2500亿美元的芯片和科学法案资金广泛分配的决定受到批评。
➂ 与台积电2025年的300-400亿美元资本支出和预计的每个季度300亿美元的收益相比，英特尔在法案中获得的190亿美元份额似乎不足。
➀ TSMC is expected to earn $60 billion in revenues from manufacturing 2nm wafers before Intel makes any significant money from the technology.
➁ The US government's decision to distribute the $250 billion Chips and Science Act money widely is criticized.
➂ Intel's share of the act, $19 billion, seems insufficient compared to TSMC's $30-40 billion 2025 capex and expected revenues.
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