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𝛼SK台湾テックウィークリー：TSMCの3nmプロセス不足と今後の値上げ、サムスンがAIキャッチアップ計画を発表
476 Views18 Jun 2024 01:12
TSMCの3nm生産能力は2026年まで満杯、戦略的な価格引き上げも間もなく実施される。台湾のテクノロジー企業は、NVIDIA、Apple、ARMと肩を並べる勢いを見せている。サムスンは、AIファウンドリ競争でTSMCに追いつく計画を発表した。
What is covered in the Full Insight:
- TSMCの3nmプロセス不足と価格高騰
- サムスンのAIキャッチアップ計画
- 台湾のテック企業が集結
- TSMCの主要チップ設計パートナーのパフォーマンス
- インテルによるLuxshare Precision子会社の株式取得
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