台積電故意放慢腳步？英特爾豪賭4億美元光刻機，半導體霸主之爭誰能笑到最後？
臺視角
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November 10, 2025
臺視角
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半導體行業一步慢，步步慢？當英特爾（Intel）豪擲4億美元搶購最尖端的High-NA EUV光刻機，意圖重奪王座時，行業龍頭台積電（TSMC）卻公開表示「太貴了，我們暫時不用」。 這究竟是領先者的自信，還是一次危險的戰略失誤？本期影片將深入剖析這場精彩的戰略博弈： 🔹 英特爾的絕地反擊：為何他們將復興的希望全部押注在這台天價設備上？ 🔹 台積電的「後發制人」哲學：從EUV到GAAFET，回顧台積電如何靠「穩」字訣，屢次讓搶先的三星（Samsung）吃盡苦頭。 🔹 成本 vs. 性能：「我喜歡它的能力，但不喜歡它的價格」這句話背後隱藏著怎樣的商業智慧？ 🔹 新的戰場：當製程微縮的競賽放緩，背面供電與先進封裝如何成為下一個勝負手？ 🔹 未來的可能性：除了光刻，奈米壓印等新技術能否顛覆現有格局？ 這不只是一場技術路線之爭，更是對未來市場、成本控制和商業模式的深刻預判。英特爾的激進豪賭與台積電的穩健為王，誰的策略更高明？留言分享你的看法！ 喜歡我們的內容，請別忘了按讚、訂閱並開啟小鈴鐺，才不會錯過每一期硬核的科技分析！ #台積電 #英特爾 #半導體 #晶片戰爭 #ASML #光刻機 #EUV #HighNA #三星 #科技
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