三星斩获博通2000亿美元巨额订单进一步缩减与台积电差距

Cnbeta.com.tw - 25 Ιουλίου 2026

三星斩获博通2000亿美元巨额订单进一步缩减与台积电差距

在芯片代工领域，台积电（TSMC）凭借领先的技术和先进封装工艺长期占据主导地位。然而，三星正在通过提供超出单一2nm代工维度的综合解决方案，展示出强大的竞争潜力。据最新消息，三星与博通（Broadcom）签署了一项谅解备忘录，将在未来五年内展开深度合作，共同构建下一代人工智能基础设施，该协议的总价值高达2000亿美元。根据合作协议，双方合作的重点包括三星的2nm环绕栅极（GAA）制程技术以及下一代HBM4高带宽内存。博通将在其AI加速器中采用三星的HBM4及后续增效版HBM4E内存，并利用三星的2nm节点制造…

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