NVIDIA需求喂不饱！黄仁勋喊话：台积电产能翻倍才能满足

快科技02-02

快科技2月2日消息，NVIDIA CEO黄仁勋日前宴请供应链伙伴高层，其间黄仁勋表示，台积电今年必须要非常努力工作，因为NVIDIA需要很多晶圆。黄仁勋透露，目前NVIDIA已全面投产Blackwell及下一代Vera Rubin芯片，后者包含六款世界上最先进的芯片，均需大量晶圆及CoWoS封装产能。黄仁勋强调，台积电非常努力，但今年NVIDIA需求量很大，所以需要大量产能。他预期：“未来十年...

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Huang Renxun shouted: TSMC's production capacity can only be doubled to meet the needs","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"NVDW":0.6,"NVDS.UK":0.6,"NVDG":0.6,"NVD":0.6,"DIPS":0.6,"NVDA":1.94,"3NVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDQ":0.6,"NVDL":0.6,"03145":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVD3.UK":0.6,"TSM":1.95,"NVII":0.6,"SNVD.UK":0.6},"content_text":"快科技2月2日消息，NVIDIA CEO黄仁勋日前宴请供应链伙伴高层，其间黄仁勋表示，台积电今年必须要非常努力工作，因为NVIDIA需要很多晶圆。黄仁勋透露，目前NVIDIA已全面投产Blackwell及下一代Vera Rubin芯片，后者包含六款世界上最先进的芯片，均需大量晶圆及CoWoS封装产能。黄仁勋强调，台积电非常努力，但今年NVIDIA需求量很大，所以需要大量产能。他预期：“未来十年台积电的产能可能会成长超过100%，是非常显著的规模扩张，是人类史上最大规模的基建投资，而光是为NVIDIA的需求就得翻倍。”得益于Grace Blackwell等产品的强劲势头，NVIDIA已在短短几年内超越苹果，成为台积电最大的客户。台积电甚至为此开放了产能预付款选项，确保未来新产线的大部分产能将优先分配给NVIDIA及其他高性能计算（HPC）客户。","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; +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/2608688857","isCrawlerRequest":true}