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seekingalpha

06/11/2025, 08:24 AM UTC

台积电3纳米制程良率遇挑战，波及苹果、高通等大客户Blue Owl Capital: A Rock Solid High-Yield BDC Play

1、台积电3纳米制程良率问题导致量产进度延迟；2、苹果、高通等大客户新品发布受阻并削减订单；3、三星3纳米技术加速布局，加剧晶圆代工市场竞争。

1. TSMC's 3nm process faces yield rate challenges, delaying production timelines; 2. Major clients like Apple and Qualcomm experience delays in product launches and reduced orders; 3. Samsung's aggressive 3nm advancements intensify competition in the foundry market.

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