05/30/2025, 04:00 AM UTC
台积电3nm制程良率问题影响苹果M4和A18芯片Politics And The Markets 05/30/25
1、台积电3nm制程遭遇良率问题，导致苹果M4和A18芯片生产延迟；2、当前良率约55-65%，低于预期，迫使苹果削减订单规模；3、台积电正优化工艺提升良率，但技术挑战持续存在，可能影响苹果产品规划及台积电市场竞争力。1. TSMC's 3nm process faces yield challenges, causing production delays for Apple's M4 and A18 chips; 2. Current yields are reportedly around 55-65%, lower than expected, leading to reduced orders from Apple; 3. TSMC is optimizing processes to improve yields, but technical hurdles remain, potentially affecting Apple's product roadmap and TSMC's competitiveness.---
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