台積電遭重擊NV,AMD,高通,MTK通通放鴿子 - 工程師

By Margaret
at 2023-04-30T12:40
at 2023-04-30T12:40
Table of Contents
台積電遭重擊 NVIDIA、AMD、高通、聯發科通通放鴿子
https://news.xfastest.com/tsmc/127247/tsmc-3nm-5/
對於目前的台積電而言,似乎有點時運不濟。
先是今年第一季營收結束了3年多來相較前一年同期成長的局面,而後預期今年可能出現
自2015年以來首次的全年營收下滑。
市場認為,台積電今年的關鍵將是3nm製程,然而,有外媒日前爆料台積電3nm製程良率目
前僅55%,同時面臨一些工具問題,若不能有效解決,將無法滿足下半年蘋果的需求。
更糟糕的是,有業界人士爆料,包括NVIDIA、AMD、高通、聯發科等在內的主要大客戶,
均延後了採用3nm製程的計劃。例如NVIDIA代號Blackwell的RTX 50系列及專業級繪圖GPU
甚至要等到2025年。
這些廠商一方面是礙於台積電3nm製程高昂的成本,一方面亦被難以清場的庫存所困擾。
以NVIDIA為例,分析師指稱,2022年第四季庫存量高達220天,遠高於業界平均安全線91
天。
目前,唯一公開採用台積電3nm製程的產品是Marvell的資料中心晶片。即將登場的蘋果
A17、M3處理器會採用台積電改良版的N3E製程,其將是今年手機及PC上唯一的3nm製程晶
片。
--
https://news.xfastest.com/tsmc/127247/tsmc-3nm-5/
對於目前的台積電而言,似乎有點時運不濟。
先是今年第一季營收結束了3年多來相較前一年同期成長的局面,而後預期今年可能出現
自2015年以來首次的全年營收下滑。
市場認為,台積電今年的關鍵將是3nm製程,然而,有外媒日前爆料台積電3nm製程良率目
前僅55%,同時面臨一些工具問題,若不能有效解決,將無法滿足下半年蘋果的需求。
更糟糕的是,有業界人士爆料,包括NVIDIA、AMD、高通、聯發科等在內的主要大客戶,
均延後了採用3nm製程的計劃。例如NVIDIA代號Blackwell的RTX 50系列及專業級繪圖GPU
甚至要等到2025年。
這些廠商一方面是礙於台積電3nm製程高昂的成本,一方面亦被難以清場的庫存所困擾。
以NVIDIA為例,分析師指稱,2022年第四季庫存量高達220天,遠高於業界平均安全線91
天。
目前,唯一公開採用台積電3nm製程的產品是Marvell的資料中心晶片。即將登場的蘋果
A17、M3處理器會採用台積電改良版的N3E製程,其將是今年手機及PC上唯一的3nm製程晶
片。
--
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工程師
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