台积电2nm制程产能告急，苹果英伟达等巨头提前抢订至2027年

ITBEAR科技资讯02-27

台积电近期正积极推动客户提前锁定其先进的N2制程产能。据行业消息，目前该制程的排期已延伸至2027年第二季度，未来两年内的大部分产能已被客户预订一空。这一现象与台积电此前N3制程的市场表现如出一辙，后者自2022年推出后，收入预计在2025年达到250亿美元，且产能同样被预订至2027年。N2制程于半年前正式进入量产阶段，苹果成为首个采用该制程的客户，将其应用于即将发布的MacBook芯片。然而，...

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