如果您希望可以时常见面，欢迎标星收藏哦~ 今年第二季度，纯晶圆代工市场整体市场销售额较去年同期增长33%，这得益于人工智能（AI） 产业扩张带来的半导体需求增长，以及中国的补贴政策。据解读，台积电吸收了大部分新增的市场 销售额。 Counterpoint Research 解释说："台积电在 2025 年第二季度的纯晶圆代工市场中占据了 71% 的 市场份额"，并补充说，这"得益于 3 纳米（纳米，十亿分之一米）工艺的量产扩展、满足 AI 图形 处理器 (GPU) 需求的 4 纳米和 5 纳米工艺的高利用率，以及 CoWoS 的扩展。"CoWoS 是晶圆上 芯片 (chip-on-wafer-on-substrate) 的缩写，是台积电开发的一种先进封装技术。 三星电子以8%的市场份额位居第二。然而，其市场份额较第一季度下降了1个百分点，较去年同期 下降了2个百分点。Counterpoint Research表示："由于智能手机和其他消费设备的复苏，三星电 子保持了市场份额第二的位置。" 中芯国际排名第三，市场份额为5%，较上一季度下降1个百分点。中芯国际继续受益于中国政府补 贴政策，预计将向更先进的工艺过渡 ...

Core Viewpoint - The article discusses the latest developments in 2nm semiconductor technology from major players like TSMC, Intel, and Samsung, highlighting their advancements and market strategies. TSMC Developments - TSMC is set to hold a ceremony for its 2nm expansion, marking a significant breakthrough in advanced process technology, with mass production expected in the second half of 2025 using Nanosheet transistor structure [3][4]. - TSMC's 2nm production facilities are planned in Hsinchu and Kaohsiung, with strong demand anticipated, particularly from Apple, AMD, and Intel, with orders already extending to 2027 [3][4]. - The 2nm process is expected to increase speed by 10-15% at the same power consumption and reduce power consumption by 25-30% at the same speed, with a density increase of over 15% [4][5]. Intel Developments - Intel plans to launch its 1.8nm technology, known as 18A, with mass production expected to begin in mid-2025, featuring significant performance improvements and density increases [7][8]. - The 18A process is designed to enhance performance per watt by 15% and increase chip density by 30%, with innovative PowerVia technology to improve power performance [8][9]. - Intel is also preparing a performance-enhanced version of 18A, which may attract external customers looking to maximize performance while minimizing power consumption [9]. Samsung Developments - Samsung is facing challenges with its 2nm GAA process, currently achieving a 30% yield rate, which must improve to at least 70% for broader customer orders [10][13]. - The company has secured orders for its 2nm process and aims to enhance its GAA technology, collaborating with Preferred Networks to develop AI accelerators [10][13]. - Future enhancements include the SF2P and SF2Z nodes, which will focus on improving power, performance, and area efficiency [14]. Other Industry Players - Japan's Rapidus is constructing a 2nm wafer fab, aiming for trial production in April 2025 and mass production by 2027, partnering with Quest Global Services for semiconductor solutions [17][18]. - The competition in advanced semiconductor processes is intensifying, with TSMC making strides towards 1.4nm technology, while Samsung and Intel are also advancing their respective nodes [18][19].