2、全年资本开支进一步上调至300-320亿美元,并给出指引25年CoWoS产能仍有翻倍以上增长,AI成长空间持续打开。台积电AI业务包含在HPC(高性能计算)与DCE(数字消费电子)两块业务中。Q2的HPC业务营收占比52%,首次过半,QoQ高增28%。先进封装CoWoS需求强烈,台积电表示Cowos供应紧张局面将维持到2025年,在此前指引2024年CoWoS...
2、全年资本开支进一步上调至300-320亿美元,并给出指引25年CoWoS产能仍有翻倍以上增长,AI成长空间持续打开。台积电AI业务包含在HPC(高性能计算)与DCE(数字消费电子)两块业务中。Q2的HPC业务营收占比52%,首次过半,QoQ高增28%。先进封装CoWoS需求强烈,台积电表示Cowos供应紧张局面将维持到2025年,在此前指引2024年CoWoS...
2、全年资本开支进一步上调至300-320亿美元,并给出指引25年CoWoS产能仍有翻倍以上增长,AI成长空间持续打开。台积电AI业务包含在HPC(高性能计算)与DCE(数字消费电子)两块业务中。Q2的HPC业务营收占比52%,首次过半,QoQ高增28%。先进封装CoWoS需求强烈,台积电表示Cowos供应紧张局面将维持到2025年,在此前指引2024年CoWoS...
半导体产业系列研究（四）：台积电（tsmc）10月19日，台积电公布2023年Q3业绩，23Q3台积电实现营收172.8亿美元，相比23Q2的156.8亿美元，环比+10.2%，环比增长主要得益于3nm的量产带来了晶圆均价的结构性提升。图片来自官网 按应用平台收入拆分：台积电 3Q23 收入结构中，HPC收入环比增长 5.2%，占比 42%；智能手...
and our N2 will deliver full node performance and power benefits to address the increasing need for energy-efficient computing. As part of N2 technology platform, we also developed N2 with backside power rail solution, which is best suited for HPC applications. Backside power rail will provide 10...
稼动率方面 , 除了5/4nm全年近乎满产以及3nm在Q3爆满以外 , 今天传出7nm明年将降价10% , 姑且不论降价幅度 , 7nm稼动率在作者之前提供的稼动率看来 , 即便是Q3旺季, 稼动率仅维持7成多 , 实属非常一般 , 但我们必须清楚 , 7nm已经不是HPC与AI追逐的先进节点 , 有点不上不下 , 1万美元的ASP却远远...
TSMC 2024Q2 会议纪要 1、TSMC 24Q1表现 同比增长11.1% ——对比一季度会议纪要预估,在预估上缘,反应AI芯片和CoWos需求强劲,毛利率为53.1%,符合上次法说会预期,不过手机占比滑落至38%(前值43%),季减16%,反应苹果iPhone销量不佳,车用持平(前值13%),占比6%,下半年复苏可期。
We are seeing robust demand for N3 and we expect a strong ramp in the second half of this year, supported by both HPC and smartphone applications. N3 is expected to continue to contribute mid-single-digit percentage of our total wafer revenue in 2023. Our N2 technology development is ...
Yujun Li, TSMC's director of business development for high-performance computing (HPC) which also includes mobile, presented Advanced Technology for Smartphone and HPC Platforms. Since that includes the most advanced nodes of N3 (3nm), this is pr...
Semiconductors with the most advanced process technology, namely the 7nm and sub-7nm chips, contributed 51% of TSMC’s revenue, up from the previous quarter’s 50%. High-Performance Computing (HPC) maintained the position of core business for TSMC as its sales accounted for 43% of the total...