卡位台积电产能瓶颈期，三星预计今年2nm订单能增长130%

ITheat热点科技02-07

作者丨拖把监制丨陈嘉就三星2nm制程估计是真的支棱起来了，有看好的机构或媒体表示其良率达到50%。虽然还是有不小的提升空间，但因为台积电目前订单挤爆，产能严重不足，反而让三星有了“可乘之机”。据DigiTimes报道，三星计划将2nm GAA订单量提升至130%。支持三星这么自信的一大原因当然有良率的提升，报道中提到，三星现在良率已经稳定，甚至已经放心到把重心放在AI芯片上了。而且在这130%里面...

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GAA订单量提升至130%。支持三星这么自信的一大原因当然有良率的提升，报道中提到，三星现在良率已经稳定，甚至已经放心到把重心放在AI芯片上了。而且在这130%里面，特斯拉的订单将占到一大部分。此前有消息称，特斯拉跟三星签了一份价值165亿美元的大合同，其自动驾驶芯片AI5和AI6将由三星生产。因为被客户订单“充值”得非常满意，韩国分析师将三星这一目标解读为对今年业绩信心满满。另一大支持130%的理由还有美国的泰勒工厂先进制程即将投产。这座工厂最初是为了生产4nm制程的芯片而设计的，因为台积电2nm制程迁移美国时间尚未明朗，所以三星可能会改变主意，抢先把2nm制程引进美国，以此蚕食台积电的市场。据《韩国经济日报》报道，三星在得克萨斯州的泰勒1号工厂将作为关键EUV设备的安装、蚀刻和沉积的测试平台，预计在今年3月启动EUV设备运行测试，于今年下半年开始全面投产。如果这里生产的是2nm制程芯片，又将为三星带来一大笔收入，毕竟台积电的产能属实有限，吃不完市面上这么庞大的需求。并且这座工厂的地皮也非常充裕，能容纳10座晶圆厂，这就给三星未来的发展留出了很多空间。进入视频号，查看更多热门内容精彩推荐1.雷军：福特CEO试驾小米SU7之后，爱不释手，甚至不想跟车分开！2.苹果AI眼镜真的要来了，库克官宣苹果将布局AI硬件3.苹果进入前五、联想双料冠军 2025年国内笔记本市场均价更高了4.曝多家国产品牌旗舰手机销量出现同比下滑，最多下降36%5.Windows 11一月更新大翻车，N卡游戏帧率暴跌20FPS6.全新理想L9将推Livis终极版，定价55.98万元7.消费级市场缺少话语权：曝NVIDIA RTX 60系显卡延期至2028年8.追觅CEO俞浩再度向马斯克开火：老喜欢PUA大家，大家还天天为他叫好！","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":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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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