来🦕(lai)源👶(yuan)：华🔰(hua)尔🏚(er)街🌫(jie)见🏕(jian)闻🔠(wen) 　　花📡(hua)旗🏥(qi)表📣(biao)示🙅(shi)，大✳(da)多🅱(duo)数🚋(shu)AI GPU目👝(mu)前😭(qian)使🎱(shi)用🧟(yong)4/5/7纳🎾(na)米🦒(mi)工🦈(gong)艺🕒(yi)
随⛏(sui)着🙍(zhe)技📅(ji)术🙋(shu)升🕔(sheng)级🏪(ji)，台📒(tai)积🐛(ji)电🧚(dian)将🍽(jiang)获🧔(huo)得📲(de)更🎽(geng)多🥁(duo)订🤯(ding)单⏮(dan)，3纳🥥(na)米😸(mi)产🍈(chan)线🎇(xian)利🕵(li)用🥀(yong)率👁(lv)将🖲(jiang)保🎓(bao)持🎀(chi)紧🤤(jin)张🎞(zhang)状🆗(zhuang)态🍯(tai)
　　在🌪(zai)AI技🥞(ji)术🎀(shu)的🚒(de)关🎮(guan)键💓(jian)发🎉(fa)展🐚(zhan)时🚨(shi)期♋(qi)，华🤼(hua)尔🐸(er)街⛺(jie)两🛶(liang)大😤(da)顶🌵(ding)级🌕(ji)投🌟(tou)行⏮(xing)——花🐅(hua)旗📭(qi)和🍔(he)摩🥜(mo)根🕶(gen)大🎭(da)通🏂(tong)——双🏏(shuang)双🍌(shuang)上♐(shang)调⛵(tiao)了😀(le)芯📻(xin)片💁(pian)制💽(zhi)造🔷(zao)巨🤫(ju)头🤴(tou)台🥒(tai)积🧀(ji)电😀(dian)的🚯(de)目🌍(mu)标👖(biao)价🈯(jia)
　　在🎠(zai)最🥑(zui)新👕(xin)公🏽(gong)布❔(bu)的🥫(de)研⭐(yan)报💓(bao)中💯(zhong)，花🏽(hua)旗😴(qi)将⛎(jiang)台🏒(tai)积⛪(ji)电🔽(dian)目⛄(mu)标😥(biao)股🍏(gu)价🏥(jia)从🌚(cong)此🧒(ci)前🌞(qian)预😻(yu)测🐺(ce)的🥑(de)新🎇(xin)台💘(tai)币🥔(bi)1030元☝(yuan)上📹(shang)调🕰(tiao)至🐱(zhi)1150元🤜(yuan)，较🎭(jiao)当🌗(dang)前🥎(qian)股🛐(gu)价👇(jia)高🌒(gao)出☕(chu)22%，摩🚽(mo)根⌚(gen)大🐇(da)通🎚(tong)则🌦(ze)将🍴(jiang)其😺(qi)目🥓(mu)标💊(biao)价📌(jia)从🏈(cong)900元🔡(yuan)上🚍(shang)调✡(tiao)至🛫(zhi)1080元🏹(yuan)，维🈶(wei)持🤦(chi)“超🥃(chao)配🤷(pei)”评🐲(ping)级🚃(ji)
　　两⚡(liang)家🈂(jia)投🚎(tou)行🔖(xing)均🙉(jun)认🚭(ren)为💺(wei)，随🔩(sui)着⏯(zhe)AI技🥊(ji)术🛍(shu)的😀(de)快💖(kuai)速⤵(su)发🚃(fa)展🤝(zhan)和💪(he)应🖕(ying)用🌗(yong)的👝(de)不🌾(bu)断🌧(duan)扩🍃(kuo)大🏷(da)，台🐶(tai)积🔋(ji)电🗞(dian)将🚞(jiang)从🐂(cong)数😏(shu)据🏔(ju)中🍸(zhong)心🕦(xin)和🎼(he)边🎱(bian)缘👅(yuan)AI的😎(de)芯🥠(xin)片🤖(pian)需⌚(xu)求🕜(qiu)中🌊(zhong)获👫(huo)益🤵(yi)，尤🌨(you)其🧟(qi)是📻(shi)在🌾(zai)更🛫(geng)先🚯(xian)进🛫(jin)的🕌(de)2/3纳👭(na)米🕸(mi)工🐽(gong)艺🎱(yi)节🐠(jie)点😸(dian)上🐱(shang)
　　花🧥(hua)旗🏡(qi)预🎡(yu)计🌥(ji)，到🏣(dao)2025年🕯(nian)底🍿(di)，全⬇(quan)球🍣(qiu)大🉑(da)多〰(duo)数🧠(shu)AI GPU将🚂(jiang)迁🐷(qian)移😦(yi)到🚂(dao)3纳🔴(na)米😌(mi)工👐(gong)艺😍(yi)，这🥒(zhe)将🌄(jiang)为🎀(wei)台😍(tai)积🎯(ji)电🚂(dian)带🧝(dai)来⏺(lai)更🎌(geng)多🐐(duo)订🕦(ding)单♌(dan)，其👙(qi)3纳👠(na)米➕(mi)工🛳(gong)艺🛣(yi)利💈(li)用🏰(yong)率🕯(lv)预🐮(yu)计💑(ji)将❕(jiang)在📈(zai)明🥜(ming)年🔑(nian)保🅰(bao)持⏯(chi)紧🌒(jin)张🥗(zhang)状🍈(zhuang)态📑(tai)
　　花🦁(hua)旗🍦(qi)：AI GPU将📟(jiang)明🤘(ming)年📭(nian)底🧒(di)大🍜(da)范😆(fan)围🎿(wei)转🐩(zhuan)向🗳(xiang)3nm工🤶(gong)艺💺(yi) 　　花🏏(hua)旗😳(qi)指🔍(zhi)出⬇(chu)，大🛹(da)多📟(duo)数🏫(shu)AI GPU目⏺(mu)前🎳(qian)使🌙(shi)用⏮(yong)4/5/7纳🌾(na)米🔹(mi)工🧀(gong)艺🥓(yi)，随🕑(sui)着🍁(zhe)AI PC和⌚(he)智🐥(zhi)能🏳(neng)手🌮(shou)机🔴(ji)的😰(de)需🦏(xu)求✊(qiu)增👢(zeng)长🚴(chang)，叠🎨(die)加🆔(jia)芯👇(xin)片🦏(pian)制🏒(zhi)造🈸(zao)技😖(ji)术🥏(shu)的🚢(de)逐🍅(zhu)渐🗃(jian)成❌(cheng)熟🤩(shu)，预🔕(yu)计💅(ji)其🛃(qi)中🅱(zhong)的🍴(de)大🤗(da)多🔦(duo)数🧀(shu)将🤩(jiang)在🥤(zai)2025年📄(nian)底📟(di)前🐘(qian)迁🕘(qian)移🦓(yi)到🏝(dao)3纳🔊(na)米🐿(mi)工📎(gong)艺🏵(yi)
　　而👞(er)作😦(zuo)为💨(wei)先📸(xian)进😏(jin)半👎(ban)导🚝(dao)体🔲(ti)技🥐(ji)术🍃(shu)的📠(de)领👥(ling)头🎗(tou)羊📐(yang)，台❤(tai)积👴(ji)电🎣(dian)预🚪(yu)计🥣(ji)将🚾(jiang)在🕖(zai)2025年🕊(nian)获🏥(huo)得🕥(de)更👳(geng)多🏕(duo)3纳🕴(na)米🐧(mi)芯🐘(xin)片🕠(pian)订🧟(ding)单🔄(dan)，特🧤(te)别🔈(bie)是🚅(shi)来🦊(lai)自♈(zi)苹💘(ping)果🦎(guo)、高🍫(gao)通🔃(tong)和📃(he)联🧗(lian)发🥢(fa)科⛔(ke)等🛳(deng)客🦆(ke)户📭(hu)
届👠(jie)时✅(shi)，台📽(tai)积🗜(ji)电🤩(dian)3纳🐬(na)米🔶(mi)工🍤(gong)艺🕰(yi)的🏪(de)利🔹(li)用🖱(yong)率🤡(lv)将🌴(jiang)保🤲(bao)持🈶(chi)紧🏬(jin)张🔓(zhang)状🔦(zhuang)态🍎(tai)。 　　台🔴(tai)积💠(ji)电✂(dian)此❗(ci)前⏫(qian)也✖(ye)表㊗(biao)示🧢(shi)，预⛏(yu)计🔹(ji)2024年😛(nian)的🦎(de)资🌎(zi)本📡(ben)支😊(zhi)出🈸(chu)在🎢(zai)280亿🕟(yi)至🔎(zhi)320亿♿(yi)美🕜(mei)元😴(yuan)之🛣(zhi)间🌓(jian)，预🈺(yu)计😥(ji)2025年😡(nian)可⏭(ke)能❎(neng)增➕(zeng)至🔉(zhi)350亿🏬(yi)至🤸(zhi)400亿🆒(yi)美💖(mei)元😅(yuan)，这👸(zhe)些🏕(xie)巨⏺(ju)额🦈(e)预🌓(yu)算♟(suan)主🚳(zhu)要💾(yao)用🚡(yong)于🎪(yu)2/3纳🔔(na)米〰(mi)工📝(gong)艺🔭(yi)的🌵(de)研🔇(yan)发🆎(fa)和😄(he)生🎙(sheng)产🎥(chan)。 　　鉴⛪(jian)于🤭(yu)云🤸(yun)计🚁(ji)算🤲(suan)和🕕(he)边🎚(bian)缘🏜(yuan)AI需🎱(xu)求🔂(qiu)的🏬(de)光🔯(guang)明📂(ming)前🍵(qian)景🥔(jing)，先📈(xian)进💕(jin)工🚘(gong)艺🛹(yi)的💐(de)创📑(chuang)收😋(shou)能🥚(neng)力🆎(li)更👅(geng)加🦎(jia)强💧(qiang)劲🔮(jin)。 　　花🙃(hua)旗🧐(qi)预🔺(yu)计🚎(ji)，先🔹(xian)进🏭(jin)工⏪(gong)艺🐦(yi)（3/4/5纳🐂(na)米🚋(mi)）平🤴(ping)均🥉(jun)售🎅(shou)价🍄(jia)可⏲(ke)能🌶(neng)会🍊(hui)在😽(zai)2025年🔎(nian)上⬜(shang)涨👁(zhang)5%-10%。 　　此🐁(ci)外🗺(wai)，先🦒(xian)进🧘(jin)工⏮(gong)艺🙂(yi)占🅱(zhan)台🐜(tai)积🦌(ji)电🎺(dian)总🗣(zong)营👝(ying)收🔊(shou)的🔞(de)比🚺(bi)例💨(li)将🥉(jiang)在🏾(zai)2024年✏(nian)和🐹(he)2025年🈁(nian)分♋(fen)别🔫(bie)达😶(da)到🕕(dao)53%和😻(he)61%。如🥏(ru)果🙏(guo)2025年🚑(nian)这🌞(zhe)些🐑(xie)芯😇(xin)片🎂(pian)价🕡(jia)格🔣(ge)上😠(shang)涨⏩(zhang)5-10%，台🤮(tai)积🚯(ji)电💝(dian)收🖲(shou)入🥂(ru)还🙃(hai)有😰(you)约🐢(yue)3-6%的🌿(de)上🆗(shang)升🤕(sheng)空👰(kong)间⤵(jian) 　　hua 🔗(hua)qi 🧢(qi)yan 🌏(yan)jiu 🤺(jiu)geng 🐛(geng)ce 🎂(ce)zhong 🌠(zhong)yu 👑(yu)tai ✌(tai)ji 🚞(ji)dian 😬(dian)de 🛫(de)ding ♊(ding)jia 💝(jia)neng 😙(neng)li 🌌(li)he 🆘(he)cheng 🏚(cheng)ben 🔩(ben)shang 🚩(shang)zhang 😶(zhang)de 🍅(de)zhuan ❎(zhuan)jia ✊(jia)neng 🍃(neng)li 🌶(li)，yu 🏾(yu)ji 🕝(ji)2025nian 🔹(nian)de ⏮(de)mao 🥑(mao)li ✔(li)lv 🤜(lv)（GM）ke 🍳(ke)neng 🔯(neng)da 🖱(da)dao 🔗(dao)58%。 　　mo 🐑(mo)gen ⏯(gen)da 🏒(da)tong 🧑(tong)ze 📴(ze)zhi 🎒(zhi)chu 🦌(chu)，tai ♋(tai)ji 💹(ji)dian 🛍(dian)zai ♊(zai)yun 🏊(yun)ji ⚓(ji)suan 🚊(suan)he 💣(he)bian 🔨(bian)yuan 🥋(yuan)AIxiang 💞(xiang)guan 🐏(guan)de 👌(de)xin 👺(xin)pian 🍸(pian)shi 💯(shi)chang 🗃(chang)yong 🥢(yong)you ⏳(you)jin 👊(jin)hu 🌨(hu)long 🎡(long)duan 😱(duan)de 🌯(de)di 🎂(di)wei 🚖(wei)，yu 🏳(yu)ji 🏘(ji)dao 🐺(dao)2028nian 🌉(nian)，AIxiang ⛷(xiang)guan 🏌(guan)shou 🐊(shou)ru 🏑(ru)jiang 🐧(jiang)zhan 💑(zhan)dao 🚽(dao)zong 🥜(zong)shou 🍆(shou)ru 🐈(ru)de 🆓(de)35%（yun 🕙(yun)ji 🥗(ji)suan 🚨(suan)28%+bian 🐻(bian)yuan 😋(yuan)AI 7%）。 　　gen 👕(gen)ju 🌬(ju)zui 🌚(zui)xin 🌶(xin)de 🥔(de)ji 🐤(ji)shu 🌹(shu)lu 🔲(lu)xian 🎱(xian)tu 🧚(tu)，tai 🛅(tai)ji 🎾(ji)dian 🥈(dian)ji ♐(ji)hua 🔁(hua)zai 👄(zai)2024nian 🍄(nian)xia 👶(xia)ban 👂(ban)nian 🥧(nian)jiang 🚠(jiang)bu 🖐(bu)fen 🏘(fen)5na 🍂(na)mi 🚄(mi)gong ⤵(gong)yi 🥍(yi)she 🛃(she)bei 🎴(bei)geng 🤱(geng)xin ⏫(xin)wei ⏯(wei)3na 🥡(na)mi 😧(mi)，jin 🛌(jin)guan 😌(guan)5na ✋(na)mi ⛄(mi)gong 💜(gong)yi 🕤(yi)ye 🔲(ye)mian ⛪(mian)lin 🍠(lin)jin 🐲(jin)zhang 🌇(zhang)de 🧕(de)gong 🐈(gong)ying 🐁(ying)qing 🚃(qing)kuang 💩(kuang)。 　　tong 📐(tong)shi 🍏(shi)，tai 🦅(tai)ji 👽(ji)dian 💫(dian)yu 🔶(yu)ji 😣(ji)jiang 📕(jiang)zai 🛅(zai)2025nian 📨(nian)jin 💪(jin)yi 👸(yi)bu 🌘(bu)zeng 📉(zeng)jia ❌(jia)CoWoS（xian 🔠(xian)jin 📟(jin)feng 🕦(feng)zhuang 🐍(zhuang)）de 🚚(de)chan 📞(chan)neng 🤰(neng)，yi ♈(yi)man 🏝(man)zu 🔩(zu)AI GPUde ⬅(de)qiang 🎫(qiang)jin 👬(jin)xu 🧑(xu)qiu 🏁(qiu)。 　　sui 💫(sui)zhe 📃(zhe)xin 🌀(xin)pian 🚭(pian)chi 📝(chi)cun 💕(cun)de 👤(de)zeng 🔀(zeng)da 🏾(da)、3D ICjia 🦉(jia)gou ☕(gou)de 📘(de)fu 🌱(fu)za 🐸(za)hua 🐳(hua)yi 🌂(yi)ji 🍼(ji)liang 🎗(liang)lv 🥛(lv)kong 👮(kong)zhi 🍗(zhi)de 🚤(de)gai 🈁(gai)shan 🙎(shan)，hua 🛺(hua)qi 🚈(qi)yu 🏇(yu)ji 🍙(ji)，tai 🛰(tai)ji 🎖(ji)dian 🎛(dian)de 🤚(de)xian 🧀(xian)jin ☝(jin)feng 🍼(feng)zhuang 🔪(zhuang)ye 📠(ye)wu 🕛(wu)jia 👦(jia)ge ㊗(ge)ye 🙈(ye)jiang 🈯(jiang)shui 🌝(shui)zhang 📸(zhang)chuan 🌵(chuan)gao ⚫(gao)。 　　hua 👕(hua)qi 🧟(qi)、mo 🧐(mo)gen 🍰(gen)da 📅(da)tong 🍗(tong)shuang 🛐(shuang)shuang 👨(shuang)shang 😟(shang)tiao 🌨(tiao)tai ❓(tai)ji 🖇(ji)dian 🍶(dian)mu 🈸(mu)biao 🚥(biao)jia 🤔(jia) 　　gen 🗝(gen)ju 🐖(ju)mei 😔(mei)ti 🉑(ti)shao 🎀(shao)zao 🤦(zao)qian 🤡(qian)bao 🗒(bao)dao ✈(dao)，tai 👂(tai)ji ❓(ji)dian 🚩(dian)ke 🖌(ke)neng 🤾(neng)shang 📁(shang)tiao ⏩(tiao)3na 📉(na)mi 🔢(mi)he 🎠(he)5na 🔱(na)mi 🈶(mi)gong 🙆(gong)yi 👣(yi)de ♑(de)jing 🕖(jing)yuan 🃏(yuan)jia 🏯(jia)ge 🎆(ge)。ying 🕝(ying)wei 👉(wei)da 🉑(da)CEOhuang 🚘(huang)ren 🕰(ren)xun 🙋(xun)ye 🤳(ye)zai 🕤(zai)Computexshang 👓(shang)biao 🕙(biao)shi 🔵(shi)，yuan 🚱(yuan)yi 🔛(yi)wei 🛴(wei)tai 🏸(tai)ji 👮(ji)dian 🗻(dian)zhi 🙅(zhi)fu 🐵(fu)geng 📁(geng)duo 🕦(duo)fei 🗳(fei)yong 🐰(yong)。 　　hua 🖖(hua)qi 💓(qi)yu 🕵(yu)ji 🍻(ji)，zai ⤵(zai)AIxin 🐰(xin)pian 😨(pian)de 🍫(de)zhi 🏛(zhi)cheng 🌀(cheng)xia 〽(xia)，2025nian ⛳(nian)he 👡(he)2026nian 🕥(nian)tai 👊(tai)ji 🚥(ji)dian 🐪(dian)ying 🌮(ying)shou 🎯(shou)tong ⚪(tong)bi 🏈(bi)zeng 😂(zeng)su 💞(su)fen 🚏(fen)bie 🏇(bie)wei 🥪(wei)39%he 🏌(he)31%，2024nian 📆(nian)yu 🎠(yu)ji 🎵(ji)shou 🍋(shou)ru ♒(ru)tong 🐩(tong)bi 🎿(bi)zeng 🌮(zeng)chang ♉(chang)29%。 　　hua 🖲(hua)qi 🏵(qi)zhong 🐆(zhong)shen ♒(shen)le ⚽(le)dui 🍕(dui)tai 🛏(tai)ji ✒(ji)dian 📵(dian)de 😫(de)“mai 😮(mai)ru 🔷(ru)”ping 🥄(ping)ji 🌐(ji)，bing 😖(bing)jiang 💗(jiang)qi 🤳(qi)mu 😒(mu)biao 🏄(biao)gu 🕕(gu)jia 🎪(jia)cong 🚂(cong)xin 🏰(xin)tai 🔪(tai)bi 🧟(bi)1030yuan 🕞(yuan)shang 👢(shang)tiao 🚀(tiao)zhi 📟(zhi)1150yuan 🚪(yuan)，yu 🐏(yu)qi 🤚(qi)gu 🧒(gu)jia 🎏(jia)hui ☝(hui)bao 🚜(bao)lv 🍉(lv)wei 😫(wei)24.9%。 　　mo 🦑(mo)gen 💥(gen)da 🐄(da)tong 🐾(tong)ye ⏩(ye)dui 🏥(dui)tai ⏫(tai)ji 🎶(ji)dian ✔(dian)de ⛄(de)qian 🍆(qian)jing ⛏(jing)biao 💹(biao)shi 💂(shi)le 🍤(le)guan 💼(guan)。 　　gai 🍣(gai)xing ⌚(xing)ren 💓(ren)wei 📒(wei)，tai 🦕(tai)ji 🏂(ji)dian ⚡(dian)zai ⏹(zai)AIling 🖤(ling)yu 📞(yu)de 📽(de)zhu 💷(zhu)dao 😴(dao)di 🥉(di)wei 🥅(wei)，te 💧(te)bie 🤚(bie)shi ⚾(shi)zai 🔠(zai)shu 🦌(shu)ju 🚭(ju)zhong 🎷(zhong)xin 👨(xin)he 📣(he)bian 🐃(bian)yuan 🚻(yuan)AIde ⛵(de)jia 😄(jia)su 🍦(su)xu 🉐(xu)qiu 🏊(qiu)，jiang 🏟(jiang)tui 🔡(tui)dong 🎛(dong)qi 🏀(qi)ying 🍆(ying)li 🚉(li)neng 🕑(neng)li 🕳(li)xian 🕎(xian)zhu 🍠(zhu)zeng 🎼(zeng)chang 📲(chang)。 　　ju 🚒(ju)ti 🤝(ti)lai 📚(lai)kan 🔫(kan)，mo 🌂(mo)gen 💨(gen)da 🤺(da)tong 🍦(tong)yu ㊗(yu)ji 📝(ji)，tai 🃏(tai)ji 🦕(ji)dian 📲(dian)2024nian 🎓(nian)zhi 🔬(zhi)2026nian 〰(nian)de 👗(de)EPSfen ⛵(fen)bie 🐩(bie)wei 💘(wei)xin 💾(xin)tai 🈴(tai)bi 😣(bi)40.74yuan 💼(yuan)、56.30yuan 🚋(yuan)he 💹(he)63.65yuan 🐣(yuan)，jiao 🏑(jiao)ci 🕓(ci)qian 🎽(qian)yu 🦍(yu)ce 💶(ce)fen ✴(fen)bie 🧢(bie)shang 💐(shang)tiao 🕳(tiao)le 🔱(le)3%、9%he 🧀(he)8%。 　　mo 🧘(mo)gen 🎽(gen)da ⏬(da)tong 🌝(tong)jiang 🥒(jiang)mu 🕖(mu)biao 🌴(biao)gu 👎(gu)jia 🍺(jia)cong 😭(cong)xin ❕(xin)tai 🌪(tai)bi 🎛(bi)900yuan 👿(yuan)ti 🐾(ti)sheng 🚙(sheng)zhi 🎸(zhi)1080yuan 🅱(yuan)，bing 〰(bing)wei 🚛(wei)chi 🚆(chi)“chao 🥦(chao)pei 😳(pei)”ping 😼(ping)ji 😻(ji)。