台积电2nm产能被预订一空，英伟达有望率先用A16制程

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据中国台湾地区媒体报道，在全球 AI 与 HPC 芯片竞赛迈入 2nm 之际，台积电启动“备战模式”。英伟达 CEO 黄仁勋昨日与台积电董事长魏哲家、副总经理秦永沛等人聚餐，市场认为 AI 巨头之间的“先进制程大战”一触即发。业界预计，AMD 将从今年起使用 2nm 制程工艺打造 CPU，谷歌则是明年第三季度，英伟达则有望“弯道超车”，率先用上 A16 制程。据悉，台积电 2nm 不仅是全新制程...

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process","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"03145":0.6,"DIPS":0.6,"GOOG":0.9,"NVDY":0.6,"NVIW.SI":0.6,"AMD":0.9,"NVDD":0.6,"3NVD.UK":0.6,"GOOGL":0.9,"NVDS.UK":0.6,"NVD":0.6,"NVDW":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"NVDA":1.9,"NVDU":0.6,"NVDG":0.6,"TSM":1.96,"NVII":0.6,"NVDS":0.6},"content_text":"据中国台湾地区媒体报道，在全球 AI 与 HPC 芯片竞赛迈入 2nm 之际，台积电启动“备战模式”。英伟达 CEO 黄仁勋昨日与台积电董事长魏哲家、副总经理秦永沛等人聚餐，市场认为 AI 巨头之间的“先进制程大战”一触即发。业界预计，AMD 将从今年起使用 2nm 制程工艺打造 CPU，谷歌则是明年第三季度，英伟达则有望“弯道超车”，率先用上 A16 制程。据悉，台积电 2nm 不仅是全新制程节点，还将带领半导体产业从 FinFET（注：鳍式场效应管）架构转向 GAAFET（多栅极晶体管）。而魏哲家最近提到，客户对台积电 2nm 的需求强到“做梦也想不到”。供应链也指出，台积电 2nm 产能几乎已经被一线客户预订一空。专用集成电路从业者认为，2nm、3nm 先进制程目前都面临瓶颈，高性能计算芯片将与移动芯片争抢产能；苹果、高通两大巨头今年将用上 2nm，然后从明年开始放量至 AMD MI 系列、谷歌第八代 TPU 等通用 GPU，英伟达则会在 2028 年推出“Feynman AI”GPU，有望采用 A16 制程。市场预计台积电 2nm 家族将成为大型且长寿的节点，一开始的规模就有望大于 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