ruan_7128
11-09
没有大陆的稀土,那有台积电!
黄仁勋亲赴台积电“要产能”,称“没有台积电、就没有英伟达”
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Burry对英伟达的看空押注所影响。</p><p>黄仁勋此番公开寻求更多产能并高调肯定双方合作关系,不仅向市场传递了对AI需求前景的极度自信,也直观地揭示了英伟达的增长与台积电的产能紧密相连。<strong>黄仁勋在周六的活动上直言:“没有台积电,就没有今天的英伟达。”</strong></p><h2 id=\"id_1070287481\">产能瓶颈凸显,巩固供应链成关键</h2><p><strong>强劲的需求背后,是供应端的严峻挑战</strong>。据报道,黄仁勋此次访问台湾的主要目的之一,便是为英伟达的Blackwell系列芯确保更多晶圆。当前,市场对包括Blackwell系列芯片和机架级配置在内的英伟达产品需求巨大,而产能已成为满足需求的关键瓶颈。</p><p>台积电的先进制造能力在全球范围内尤为紧俏。魏哲家曾在10月对分析师表示,公司的产能仍然“非常紧张”,并且正在努力缩小供需之间的差距。<strong>在此背景下,英伟达正积极争取成为台积电3纳米制程的主要客户之一,预计将占据约30%的总产量。</strong></p><p>与此同时,英伟达的竞争对手,包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>在内,也在努力挑战其在AI加速器领域的领导地位,并同样在争夺台积电有限的先进产能。这使得黄仁勋巩固与台积电关系的举动,显得尤为重要和紧迫。</p><h2 id=\"id_3072747718\">“没有台积电,就没有英伟达”的战略依存</h2><p>黄仁勋“没有台积电,就没有英伟达”的表述,并非夸张的客套。<strong>深入分析其供应链可以发现,台积电无论是在核心的半导体制造,还是在先进的CoWoS封装服务方面,都处于英伟达AI业务的中心。</strong></p><p>这一论断也反映了英伟达战略的演变。过去,英伟达曾被视为尖端芯片技术的“晚期采用者”,但如今,该公司正积极竞逐如A16等最先进的芯片技术,这意味着其对台积电的依赖程度只会进一步加深。</p><p>今年以来,黄仁勋与台积电高管的频繁会面和高度赞誉,表明双方的关系正在持续深化。<strong>在AI的激烈竞赛中,将台积电这样的“行业最抢手公司”更紧密地留在自己身边,已成为英伟达维持其市场主导地位的核心战略。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋亲赴台积电“要产能”,称“没有台积电、就没有英伟达”</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2dc3b5396e1283fef9836e6e2d85219b","relate_stocks":{"SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4543":"AI","BK4512":"苹果概念","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4141":"半导体产品","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0359201612.USD":"贝莱德中国基金A2","LU0348723411.USD":"ALLIANZ GLOBAL 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Burry对英伟达的看空押注所影响。黄仁勋此番公开寻求更多产能并高调肯定双方合作关系,不仅向市场传递了对AI需求前景的极度自信,也直观地揭示了英伟达的增长与台积电的产能紧密相连。黄仁勋在周六的活动上直言:“没有台积电,就没有今天的英伟达。”产能瓶颈凸显,巩固供应链成关键强劲的需求背后,是供应端的严峻挑战。据报道,黄仁勋此次访问台湾的主要目的之一,便是为英伟达的Blackwell系列芯确保更多晶圆。当前,市场对包括Blackwell系列芯片和机架级配置在内的英伟达产品需求巨大,而产能已成为满足需求的关键瓶颈。台积电的先进制造能力在全球范围内尤为紧俏。魏哲家曾在10月对分析师表示,公司的产能仍然“非常紧张”,并且正在努力缩小供需之间的差距。在此背景下,英伟达正积极争取成为台积电3纳米制程的主要客户之一,预计将占据约30%的总产量。与此同时,英伟达的竞争对手,包括高通在内,也在努力挑战其在AI加速器领域的领导地位,并同样在争夺台积电有限的先进产能。这使得黄仁勋巩固与台积电关系的举动,显得尤为重要和紧迫。“没有台积电,就没有英伟达”的战略依存黄仁勋“没有台积电,就没有英伟达”的表述,并非夸张的客套。深入分析其供应链可以发现,台积电无论是在核心的半导体制造,还是在先进的CoWoS封装服务方面,都处于英伟达AI业务的中心。这一论断也反映了英伟达战略的演变。过去,英伟达曾被视为尖端芯片技术的“晚期采用者”,但如今,该公司正积极竞逐如A16等最先进的芯片技术,这意味着其对台积电的依赖程度只会进一步加深。今年以来,黄仁勋与台积电高管的频繁会面和高度赞誉,表明双方的关系正在持续深化。在AI的激烈竞赛中,将台积电这样的“行业最抢手公司”更紧密地留在自己身边,已成为英伟达维持其市场主导地位的核心战略。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":358,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":498435439338352,"commentId":"498435439338352","gmtCreate":1762711252115,"gmtModify":1762711255857,"authorId":3576931560626059,"author":{"id":3576931560626059,"idStr":"3576931560626059","authorId":3576931560626059,"name":"山顶资本创始人","avatar":"https://static.tigerbbs.com/38eb025f6994bb6a67a2c3e2c0d7c2ba","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":498317187076248,"objectIdStr":"498317187076248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"呵呵","text":"呵呵","html":"呵呵","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/498317187076248"}
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