据报道,有供应链消息透露,下半年台积电先进制程为因应上游价格调涨,将适度调涨代工价,预期最为紧俏的3纳米制程将有15%的涨幅,芯片业者指出,客户排队状况未明显缓解,尽管台积电持续拉升晶圆产能,第二季月产能将达16万至17.5万片水准,但AI需求成长速度仍远超市场预期。
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