燃！“先进制程大战”一触即发

半导体创芯网02-03

2月2日消息，据中国台湾地区媒体《工商时报》当日报道，随着全球AI与HPC芯片竞赛正式迈入2nm时代，台积电已率先启动“备战模式”，一场围绕先进制程的行业较量悄然拉开帷幕。昨日，英伟达CEO黄仁勋与台积电董事长魏哲家、副总经理秦永沛等人举行聚餐会面，这一互动也被市场解读为AI巨头间“先进制程大战”即将全面打响的信号。作为台积电布局下一代先进制程的核心，2nm节点不仅是一次单纯的制程升级，更将引领...

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The \"advanced process war\" is about to break out","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVDA":0.85,"NVDU":0.6,"DIPS":0.6,"SNVD.UK":0.6,"03145":0.6,"TSM":1.96,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDD":0.6,"NVD3.UK":0.6,"SOXX":0.61,"NVDY":0.6,"NVDG":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVDX":0.6,"NVDW":0.6,"NVDQ":0.6,"2NVD.UK":0.6,"NVDS":0.6},"content_text":"2月2日消息，据中国台湾地区媒体《工商时报》当日报道，随着全球AI与HPC芯片竞赛正式迈入2nm时代，台积电已率先启动“备战模式”，一场围绕先进制程的行业较量悄然拉开帷幕。昨日，英伟达CEO黄仁勋与台积电董事长魏哲家、副总经理秦永沛等人举行聚餐会面，这一互动也被市场解读为AI巨头间“先进制程大战”即将全面打响的信号。作为台积电布局下一代先进制程的核心，2nm节点不仅是一次单纯的制程升级，更将引领全球半导体产业完成架构层面的重大变革——从目前主流的FinFET（鳍式场效应管）架构，全面转向更具性能优势的GAAFET（多栅极晶体管）架构，这也意味着半导体产业将进入一个全新的发展阶段。台积电2nm制程的市场热度远超预期。台积电董事长魏哲家近期在公开场合提及，客户对台积电2nm制程的需求旺盛程度，达到了“做梦也想不到”的水平；供应链相关人士也补充透露，目前台积电2nm的产能已几乎被全球一线科技巨头预订一空，足见其在行业内的核心竞争力。从全球主要科技企业的布局来看，各方对先进制程的争夺已进入白热化阶段。业界预计，苹果、高通两大巨头将在今年率先采用台积电2nm制程，而从明年开始，这一制程产能将逐步放量，覆盖AMD MI系列、谷歌第八代TPU等通用GPU产品。具体而言，AMD计划从今年起采用2nm制程打造CPU，谷歌则将这一节点的应用推迟至明年第三季度，而英伟达则有望实现“弯道超车”，率先用上更先进的A16制程。不过，先进制程的推进并非一帆风顺。专用集成电路从业者表示，目前2nm、3nm等先进制程均面临技术瓶颈，其中高性能计算芯片与移动芯片之间的产能争抢问题尤为突出。值得关注的是，英伟达已明确规划，将在2028年推出“Feynman AI”GPU，这款新产品有望搭载A16制程，进一步拉开与行业同行的差距。对于台积电2nm节点的未来前景，市场普遍持乐观态度。业内预计，台积电2nm家族将成为一个规模庞大且生命周期漫长的制程节点，其初始产能规模就有望超过当前的3nm节点，且将在今年下半年正式进入量产爬坡阶段，持续为全球科技巨头的技术升级提供支撑。","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,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2608112318","isCrawlerRequest":true}