以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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TSMC N3
5 atoms · 跨 1 天 · 首见 2026-05-02 · 最近 2026-05-02
三色: 🟦 fact 3 · 🟥 take 2 · stance ▲2/▼0/◆0
来源: X 5
时态: fresh:5
标签: 好数字:4 · 好观点:1
事实 (fact) (5)
- 2026-05-02 · AI wafer demand share 2025
N3 goes from 9% AI in 2025 to 90% AI in 2027.
tags: 好数字 · → daily
value: qty=9% · date=2025
- 2026-05-02 · AI wafer demand share 2026
2026年Compute N3晶圆需求占比: 60%
tags: 好数字 · → daily
value: qty=60% · date=2026
- 2026-05-02 · AI wafer demand share 2027
2027年Compute N3晶圆需求占比: 90%
tags: 好数字 · → daily
value: qty=90% · date=2027
- 2026-05-02 · utilization exceeds 100% in H2 2026
Utilization exceeds 100% in H2 2026.
tags: 好数字 · → daily
value: qty=100% · date=H2 2026
- 2026-05-02 · non-AI customers crowded out completely
Non-AI crowded out completely.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-05-02 ·
fact · AI wafer demand share 2025 · → daily
- 2026-05-02 ·
fact · AI wafer demand share 2026 · → daily
- 2026-05-02 ·
fact · AI wafer demand share 2027 · → daily
- 2026-05-02 ·
fact · utilization exceeds 100% in H2 2026 · → daily
- 2026-05-02 ·
fact · non-AI customers crowded out completely · → daily
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