台积电2nm产能告急：苹果包揽首批，AMD谷歌排队，英伟达已瞄准1.6nm

华尔街见闻02-02

台积电最先进制程产能争夺正式打响。全球科技巨头加速涌入2nm工艺节点，该产能已被全数预订，而先进封装供应同步收紧，凸显AI与移动芯片需求叠加对半导体供应链的持续挤压。英伟达CEO黄仁勋1月31日晚间宴请核心供应链高管时表示，台积电今年必须全力运转，直接点出先进制程产能紧张现状。这一表态印证了业界对台积电2nm产能告急的判断。据报道援引产业消息人士称，苹果已锁定首批2nm产能的一半以上，高通同为...

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