美股异动丨台积电盘前涨超1% 消息称其3纳米芯片订单激增

Core Viewpoint - TSMC is experiencing a surge in orders for its advanced 3nm chips, driven by the strong market performance of Apple's iPhone 17 series, indicating a new peak in demand for its advanced manufacturing processes [1] Group 1: Market Performance - TSMC's stock rose by 1.24% to $305.26 ahead of market opening, reflecting positive investor sentiment [1] - The demand for TSMC's 3nm chips is significantly increasing, with major clients like MediaTek and Qualcomm utilizing this technology for their flagship chips [1] Group 2: Production Capacity - TSMC's 3nm order momentum remains strong, and there is an expectation for an increase in the utilization rates of its previously weaker 6/7nm production capacities [1] Group 3: Client Relationships - NVIDIA has become the sole customer for TSMC's next-generation A16 process, with both companies currently engaged in joint testing [1] - Apple, a long-term major client of TSMC, has not yet initiated discussions regarding the adoption of the A16 process for its mobile application processors [1] Group 4: Future Developments - According to NVIDIA's GPU roadmap, the Feynman architecture GPU, expected to launch in 2028, will fully utilize TSMC's A16 process technology [1]