消息称英伟达独占台积电A16工艺首单

Core Insights - Nvidia has become the sole customer for TSMC's next-generation A16 process, and both companies are currently engaged in joint testing [1] - Apple, a long-term major customer of TSMC, has not yet initiated discussions regarding the adoption of the A16 process for its mobile application processors [1] - According to Nvidia's GPU roadmap, the product evolution sequence includes Hopper, Blackwell, Rubin, and ultimately Feynman, with the Feynman architecture GPU expected to fully utilize TSMC's A16 process by 2028 [1]