Core Viewpoint - Intel's Nova Lake-S CPU has begun production using TSMC's advanced 2nm technology, with an expected market launch in Q3 2026 [1] Group 1: Production and Technology - Intel has officially started the production of at least one chip utilizing TSMC's 2nm technology, which provides production flexibility by combining Intel's 18A process with TSMC's N2 node [1] - This production strategy may help avoid delays or shortages that could arise from Intel's own manufacturing limitations [1] Group 2: Processor Architecture - The Nova Lake-S processor features a complex architecture with a total of 52 cores, including 16 high-performance cores, 32 efficiency-focused cores, and 4 additional cores optimized for ultra-low power [1] - It integrates an advanced memory controller supporting speeds of up to 8,800 MT/s, enhancing overall performance [1] - Graphics functions will be managed by the Xe3 "Celestial" processor, while media decoding and display tasks will be handled by the Xe4 "Druid," emphasizing the distribution of various functional roles across subsystems [1]

如果您希望可以时常见面，欢迎标星收藏哦~ 2024年，AI引发的芯片需求全面爆发，半导体产业结构性转型持续演进。在这一年，台积电 再次交出了一份亮眼答卷：不仅巩固了其技术领先地位，还在产能、营收、客户结构与全球 战略布局方面全面开花，成为当前全球最具战略纵深的半导体企业。 透过其刚刚发布的2024年年报，我们可以更清晰地看到：在这场以AI为主引擎的产业变革 中，台积电正以技术为根基、制造为核心、生态为延伸，持续构筑属于自己的"护城河"。 AI爆发年，台积电"稳稳赢麻" 2024年，尽管全球经济仍充满不确定性，传统消费电子市场复苏缓慢，但AI相关芯片的需求却持 续强劲，推动晶圆代工行业走出低谷，重回成长轨道。台积电成为最大受益者之一。 年报显示，2024年台积电全年合并营收达900亿美元，同比增长30%；税后净利达365亿美元，同 比大幅增长35.9%。毛利率达到56.1%，营业利益率达45.7%，皆创历史新高。 作为全球晶圆代工产业的龙头，台积电已经在业内建立起不可动摇的地位。台积电在IDM 2.0产业 （包括了封装、测试和光罩制造等更多环节）中 占据34%的市场份额 ，较2023年的28%显著提 升，进一步 ...