[新聞] 台積電劉德音:AI 晶片短缺是短期現象
原文標題:台積電劉德音:AI 晶片短缺是短期現象
原文連結:https://money.udn.com/money/story/5612/7421106
發布時間:2023-9-6
記者署名:尹慧中
原文內容:
台積電(2330)董事長劉德音今(6)日在SEMICON Taiwan 2023大師論壇開講並在會後短
暫接受媒體訪問,他提到,AI晶片短缺是因為CoWos短缺,但預期一年半後可以趕上,預
期AI晶片短缺是短期現象。
劉德音說,當前短缺是因為CoWos短缺,該技術台積耕耘十五年了,但預期一年半後技術
可以趕上客戶需求,目前短缺是需求增加產能三倍所致,但預期短缺是短期現象。
心得/評論:
劉董這樣說缺AI晶片只是短期現象
但印象中如果說不缺貨好像對股價都不算太好的消息
這次會不一樣嗎?
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