台积电成了香饽饽：客户情愿加价100%送钱！只为求分配产能

快科技01-13

快科技1月13日消息，随着AI技术的迅猛发展，处于供应链核心的台积电自然成为众多客户眼中的香饽饽。摩根大通分析师Gokul Hariharan的最新报告指出，由于产能极度紧缺，部分急于抢占市场的AI巨头不惜支付高达100%的溢价（即双倍价格），只为请求台积电开启加急生产模式。AI行业的快速发展对芯片的需求激增，尤其是来自超大规模数据中心运营商和GPU制造商的需求，使得台积电的生产线处于满载状态。在...

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Just to allocate production capacity","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1.96},"content_text":"快科技1月13日消息，随着AI技术的迅猛发展，处于供应链核心的台积电自然成为众多客户眼中的香饽饽。摩根大通分析师Gokul Hariharan的最新报告指出，由于产能极度紧缺，部分急于抢占市场的AI巨头不惜支付高达100%的溢价（即双倍价格），只为请求台积电开启加急生产模式。AI行业的快速发展对芯片的需求激增，尤其是来自超大规模数据中心运营商和GPU制造商的需求，使得台积电的生产线处于满载状态。在这种情况下，客户为了尽快获得芯片，甚至愿意支付双倍的价格以换取优先生产权。虽然分析没有明确指出具体客户，但像NVIDIA和AMD这样的AI巨头无疑是台积电的主要客户，它们急需加速芯片生产以满足市场需求。这种加急订单推动台积电采用了一种“高混合服务模式”，在这种模式下，来自加急订单的额外收益已成为台积电整体收入的重要组成部分。此前台积电CEO魏哲家曾直言，现有先进制程产能大约还差3倍，并连着强调了三次先进工艺产能“不够、不够、还是不够”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603711045","isCrawlerRequest":true}