SemiVoice

seekingalpha

05/21/2025, 07:28 PM UTC

台积电3纳米制程产能利用率大幅提升，苹果M4芯片或成最大推手The Market Is About To Trigger Its Biggest Bull Trap Yet

1、台积电3纳米制程产能利用率预计2024年第二季度突破80%，需求激增为主要推动力；2、苹果新一代M4芯片将采用台积电升级版N3E制程，进一步扩大3纳米量产规模；3、英特尔18A制程进度延迟，使台积电在先进制程竞争中占据优势。

1. TSMC's 3nm process capacity utilization is expected to exceed 80% in Q2 2024, driven by strong demand; 2. Apple's upcoming M4 chip series will adopt TSMC's enhanced 3nm N3E process, boosting production scale; 3. Intel's delayed 18A process gives TSMC a competitive edge in advanced semiconductor manufacturing.

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