没有台积电，就没有他们

半导体行业观察01-26

公众号记得加星标⭐️，第一时间看推送不会错过。英伟达首席执行官黄仁勋和AMD首席执行官苏姿丰最近都谈到，他们当初选择台积电作为代工合作伙伴，如今看来这是一项值得的投资。在当今人工智能产业中，芯片正成为一大瓶颈，主要原因是整个供应链都面临瓶颈。但对于全球最大的晶圆代工厂台积电而言，满足客户订单变得越来越复杂，而鉴于该公司倾向于对英伟达和AMD等现有客户表现出“忠诚”，拓展新客户也变得更加困难。如果...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260126095136a4555310&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公众号记得加星标⭐️，第一时间看推送不会错过。英伟达首席执行官黄仁勋和AMD首席执行官苏姿丰最近都谈到，他们当初选择台积电作为代工合作伙伴，如今看来这是一项值得的投资。在当今人工智能产业中，芯片正成为一大瓶颈，主要原因是整个供应链都面临瓶颈。但对于全球最大的晶圆代工厂台积电而言，满足客户订单变得越来越复杂，而鉴于该公司倾向于对英伟达和AMD等现有客户表现出“忠诚”，拓展新客户也变得更加困难。如果...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260126095136a4555310&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1988902786.USD","symbol_name":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) 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them","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMDD":0.6,"03145":0.6,"DAMD":0.6,"AMDY":0.6,"AMDG":0.6,"AMYY":0.6,"AMD":0.9,"AMUU":0.6,"NVDA":0.9,"AMDW":0.6,"AMDU":0.6,"TSM":1.95},"content_text":"公众号记得加星标⭐️，第一时间看推送不会错过。英伟达首席执行官黄仁勋和AMD首席执行官苏姿丰最近都谈到，他们当初选择台积电作为代工合作伙伴，如今看来这是一项值得的投资。在当今人工智能产业中，芯片正成为一大瓶颈，主要原因是整个供应链都面临瓶颈。但对于全球最大的晶圆代工厂台积电而言，满足客户订单变得越来越复杂，而鉴于该公司倾向于对英伟达和AMD等现有客户表现出“忠诚”，拓展新客户也变得更加困难。如果我们更广义地定义“忠诚”，它包括优先使用生产线、更快的交付速度以及在知识产权技术开发方面的密切合作。台积电对待客户的行为并非仅仅取决于其带来的收入，更重要的是那些在台积电成为主流之前就与其合作的公司。台积电重视客户关系这一点毋庸置疑，其最佳例证之一便是公司采取渐进、可持续而非激进的价格上涨策略。然而，回顾台积电的“创业初期”，便会发现它进入的时代正被英特尔、德州仪器、NEC等众多巨头所主导。在张忠谋等人的带领下，从零开始打造这家晶圆代工厂并非易事，但纵观其发展历程，台积电始终将客户放在首位。之所以要介绍这段背景，是因为就在不久前，英伟达首席执行官黄仁勋在与Jodi Shelton的播客访谈中回忆起，尽管在28nm等工艺方面遭遇挫折，他仍然向张忠谋承诺，英伟达将成为台积电最大的客户。以下是黄仁勋在播客中的原话：乔迪·谢尔顿：我记得张先生也讲过一个类似的故事，他第一次见到你时，你立刻就说：“我将会成为你最大的客户，或者至少是你最大的客户之一。”他当时就说：“哇，你真有魄力。”那么，你这么小的年纪就这么自信，是从哪里来的呢？黄仁勋：顺便说一句，张忠谋应该会很高兴知道英伟达现在是台积电最大的客户。抛开高性能计算/人工智能的热潮不谈，英伟达之所以能成为市值5万亿美元的巨头，主要原因之一在于它与台积电等公司的密切关系，这些关系赋予了英伟达“独家”地位。众所周知，英伟达是A16工艺的唯一客户，而且据报道，由于长期合同，英伟达已经从台积电获得了充足的芯片供应。这再次印证了优先考虑人际关系而非财务目标最终会带来长远利益，英伟达的成功便是明证。不仅是英伟达，AMD也做出了巨大的赌注，转而选择台积电，尤其考虑到台积电拥有自己的晶圆厂网络，而该网络后来被分拆为GlobalFoundries。AMD首席执行官苏姿丰在接受Jodi Shelton采访时透露，信任台积电是她领导下做出的“重大决策之一”。而从目前的情况来看，这最终为AMD带来了巨大的成功，使其在客户端和服务器市场份额方面都取得了显著进展。看看 AMD 的劲敌英特尔，该公司长期以来一直苦于其内部代工业务，这是客户产品性能未达预期的主要原因之一， 而且它也依赖于台积电。“另一个重大决定是彻底改变我们与 Global Foundaries 的关系，转而选择台积电作为我们的主要制造合作伙伴。”AMD首席执行官苏姿丰说。我们都知道台积电在人工智能供应链中的重要性，它是供应链中规模最大的企业之一，与英伟达/AMD等制造商并驾齐驱。鉴于台积电与其合作伙伴的良好关系，这也是企业即便面对英特尔极具吸引力的替代方案，仍然倾向于选择台积电作为其主要代工厂的主要原因。毫不夸张地说，如果没有台积电，英伟达和AMD都无法在人工智能和计算领域取得如今的成就。参考链接https://wccftech.com/nvidia-and-amd-choosing-tsmc-became-one-of-the-biggest-bets/（来源：编译自wccftech）*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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