$臺積電(TSM)$今天的財報真的不重要,今天是否賭中財報真的也不重要。臺積電的領先是否可以保持才重要。3nm何時量產很重要2nm什麼時候量產也很重要

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  • Mybedear
    ·2021-01-14
    只要掌握光刻機資源,就唯我獨尊。
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    • 茉莉花茶
      我觉得台积电和asml有点像当初wintel
      2021-01-15
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  • astroSG
    ·2021-01-14
    3nm testchip已经在做了,快了。
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  • accelerate
    ·2021-01-14

    3nm looking good and has strong customer interest, production in 2H 2022.

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