05/23/2025, 04:38 AM UTC
台积电3纳米产能被苹果、英特尔抢购一空，引爆后端订单潮Celsius: Avoid Investing Despite The Impressive Earnings Growth And Price Decline
1. 台积电3纳米制程产能被苹果和英特尔全部包下，推动先进半导体制造需求激增；2. 尖端芯片技术竞争加剧，苹果已锁定台积电首批3纳米产能用于iPhone和Mac产品；3. 订单增长带动封装、测试等后端供应链需求上升，全球芯片短缺背景下行业竞争持续升温。1. TSMC's 3nm process capacity is fully booked by Apple and Intel, driving a surge in demand for advanced semiconductor manufacturing; 2. The competition for cutting-edge chip technology has intensified, with Apple securing TSMC's initial 3nm production for iPhones and Macs; 3. The increased orders are boosting backend supply chains, including packaging and testing services, amid global semiconductor shortages.---
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