2021年2月25日星期四

台積電TSMC - 世界獨市生意

全世界只有TSMC做到,領先對手Samsung Electronics, 起有限供應的情況下,可以話全世界獨市生意,價錢不是問題。Qualcomm都找TSMC。

Qualcomm may switch to TSMC 4nm node in 2022

Qualcomm will continue to fabricate its next-generation 5G mobile chip, tentatively dubbed Snapdragon 895, at Samsung Electronics built using an upgraded 5nm process, but may switch to TSMC in 2022 using its 4nm process, according to industry sources.


TSMC 還大量投資R&D, 行業入門門檻非常高,不段有新技術如3D Fabric拋離同業。未來3-5年不愁生意。

沒有留言: