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                            <h1 class="h6 herald-mod-h herald-color">Tag • 產能</h1>
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                               title="台積電產能達極限3奈米喫緊！外媒：輝達被迫下調Rubin Ultra產量">
                                <img src="/uploads/images/20260405/663497999111d16122.png" alt="台積電產能達極限3奈米喫緊！外媒：輝達被迫下調Rubin Ultra產量"/>
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                                    <a href="/post/139185.html">
                                        台積電產能達極限3奈米喫緊！外媒：輝達被迫下調Rubin Ultra產量                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-04-05</span>
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                                <p> 台積電目前產能達到極限，已是嚴重「供不應求」狀態。外媒報導，尤其台積電3奈米製程產能嚴重喫緊，迫使其最大客戶輝達調整產量，降低其新一代AI加速器旗艦GPU Rubin Ultra的生產，同時增加前一...</p>
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                               title="台積電產能達極限3奈米喫緊！外媒：輝達被迫下調Rubin Ultra產量">Read More
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                                       title="力積電賣廠給美光！交易金額高達18億美元　謝金河：重要轉捩點">
                                        <img src="/uploads/images/20260327/3bb5829b2a2977348b.png" alt="力積電賣廠給美光！交易金額高達18億美元　謝金河：重要轉捩點"/>
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                                            力積電賣廠給美光！交易金額高達18億美元　謝金河：重要轉捩點                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-27</span>
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                                    <p> 記憶體大廠美光（Micron）26日正式接手力積電苗慄銅鑼P5廠，此次交易金額高達18億美元，引發市場關注，對此，財信傳媒董事長謝金...</p>
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                                        <img src="/uploads/images/20260310/217785e7ae50b941bb.png" alt="黃仁勳一句話讓記憶體族群又復活！晶豪科漲停　群聯、南亞科大漲"/>
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                                            黃仁勳一句話讓記憶體族群又復活！晶豪科漲停　群聯、南亞科大漲                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-10</span>
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                                    <p> 輝達執行長黃仁勳近日對記憶體廠發下豪語，「產能擴多少，我們（輝達）就會用多少」，一句話也激勵記憶體族群再度活起來！晶豪科今（10）日...</p>
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                                       title="家登2月營收年增24.8%、產能滿載　EUV光罩盒出貨升溫　淡季不淡">
                                        <img src="/uploads/images/20260310/217785e7ae50b941bb.png" alt="家登2月營收年增24.8%、產能滿載　EUV光罩盒出貨升溫　淡季不淡"/>
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                                            家登2月營收年增24.8%、產能滿載　EUV光罩盒出貨升溫　淡季不淡                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-10</span>
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                                    <p> 家登10日公布2月合併營收5.7億元，雖因工作天數減少，較1月下滑約10%，但仍年增24.8%；累計前2月營收約12億元，年增幅達4...</p>
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                                        <img src="/uploads/images/20260201/568f28e0e5d3ddcde3.png" alt="黃仁勳親自替魏哲家送行　喊台積電10年內產能將增超過1倍！"/>
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                                            黃仁勳親自替魏哲家送行　喊台積電10年內產能將增超過1倍！                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-01</span>
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                                    <p> 輝達執行長黃仁勳今（31）日舉辦兆元宴，他表示，接下來的10年內，台積電的產能可能會增加超過100%，這是在未來十年中非常實質性、重...</p>
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                                        <img src="/uploads/images/20260128/9b8fd3df01ab00a93e.png" alt="旺宏資本支出爆發！從18億跳到220億元、年增11倍　鎖定MLC NAND"/>
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                                            旺宏資本支出爆發！從18億跳到220億元、年增11倍　鎖定MLC NAND                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-28</span>
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                                    <p> 旺宏今法說會公布去年財報，2025年第四季營收77.29億元，季減6%，單季營業毛利衝到18.68億元，季增68%、年增140%。去...</p>
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                                       title="因應AI強勁業務　緯創加碼美德州廠資本支出15.76億元">
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                                            因應AI強勁業務　緯創加碼美德州廠資本支出15.76億元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-23</span>
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                                    <p> AI浪潮下正處於高速爆發成長期，為因應未來AI業務發展，代工大廠緯創今（22）日通過董事會決議，100%持股之子公司Wistron...</p>
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                                       title="台積電、三星縮減8吋晶圓產能　法人：今年成熟製程市場量價齊揚">
                                        <img src="/uploads/images/20260121/65ccd24fb0dca32660.png" alt="台積電、三星縮減8吋晶圓產能　法人：今年成熟製程市場量價齊揚"/>
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                                                class="meta-item herald-date"><span class="updated">2026-01-21</span>
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                                    <p> 台積電、三星縮減甚至逐步退出8吋晶圓產能，在供給收縮、需求仍具支撐的情況下，預期全球8吋晶圓產能利用率將回升，其中力積電8吋晶圓產能...</p>
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                                        <img src="/uploads/images/20260109/1baeff598e7053611b.png" alt="台積電2奈米製程交付製造量傳為3奈米1.5倍　連英特爾都想用"/>
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                                                class="meta-item herald-date"><span class="updated">2026-01-09</span>
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                                    <p> 台積電2奈米製程已進入量產，而多款將採用此製程晶片的產品也將問世，現在有消息指出，台積電2奈米製程的交付製造（Tape-out）數量...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-01-03</span>
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                                    <p> 作者：財訊雙週刊／林宏達 我是廣告 請繼續往下閱讀 2025年12月，市場上盛傳因記憶體價格狂飆，美光（Micron）和晟碟（San...</p>
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                                            中國狂下單200萬顆H200！路透：輝達庫存不夠　找台積電加開產能                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-02</span>
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                                    <p> 輝達（Nvidia）為因應中國科技業對H200人工智慧晶片的強勁需求，傳出已向晶圓代工龍頭台積電洽談擴大H200產能，最快將於202...</p>
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                                                class="meta-item herald-date"><span class="updated">2025-12-24</span>
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                                    <p> 全球半導體製程競爭已進入白熱化的2奈米戰場，而各家激烈廝殺的背景下，台積電仍獨佔鰲頭，但也面臨產能喫緊的困境，消息指出，台積電下一代...</p>
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                                                class="meta-item herald-date"><span class="updated">2025-12-22</span>
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