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台积电3nm,太猛了
半导体行业观察·2025-06-25 01:56

Core Viewpoint - Samsung is planning to invest in 2nm technology, aiming to implement it in its Texas factory by next year, attempting to overtake TSMC in the semiconductor industry [1][2] Group 1: Samsung's 2nm Development - Samsung's 2nm process is expected to begin mass production by the end of this year, with plans to introduce it in the first quarter of next year [2] - The semiconductor industry suggests that TSMC's advanced processes will continue to outperform Samsung's offerings, particularly in the 3nm category [1][2] Group 2: TSMC's Expansion and Production Capacity - TSMC plans to add nine new factories this year, including eight wafer fabs and one advanced packaging facility, with a projected 60% increase in 3nm production capacity [3][4] - TSMC's 3nm family of processes has entered its third year of mass production, with various technology versions available to meet diverse customer needs [3] Group 3: AI Chip Demand and Production - TSMC anticipates a twelvefold increase in AI chip shipments from 2021 to 2025, with large-area chip shipments expected to grow eightfold [4] - TSMC is actively expanding global production capacity to meet surging demand, with new factories planned in Arizona and Japan [4]