台積電(TSM.US)料明年半導體市場健康增長
台積電(TSM.US)董事長劉德音昨日(13日)表示,鑑於高通脹與持續上升的成本等外在因素,預期明年仍有不確定性,但受惠於人工智能(AI)應用迅速發展,相信明年將是充滿機會的一年,是半導體市場健康增長的一年。
市傳台積電大客戶高通(QCOM.US)後續高階智能手機晶片有意採用三星2納米製程,而且三星不僅將推出2納米製程技術原型,還以折扣價搶市,恐不利台積電。劉德音強調,客戶還是看技術的品質,暗示對台積電先進製程技術與良率優勢深具信心。
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