
台积电最新业绩,提供了芯片制造背后技术组合的一个实用概览。2026 年第三季度,2nm 占晶圆总收入 8%,3nm 占 33%,5nm 占 28%,7nm 占 10%。这几个制程合共占晶圆收入 79%。业绩于 10 月 15 日公布。
对电子团队来说,实际重点是要把这个数字放在正确背景下理解:收入占比并不代表晶圆产量、个别元件的供货情况或交货日期。BOM 规划仍然需要准确料号、所需数量,以及对当前供应情况的检视。
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资料来源:台积电《TSMC Reports Third Quarter EPS of NT$29.43》,2026 年 10 月 15 日发布;业绩涵盖截至 2026 年 9 月 30 日的季度。各制程百分比指占晶圆总收入的比例,并非晶圆产量;79% 为 2nm、3nm、5nm 及 7nm 占比之和,并非另一个类别。本文不就任何料号的供货、价格或交期作出声明。
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英文原文(以原文为准)
TSMC’s latest results offer a useful snapshot of the technology mix behind chip manufacturing. In Q3 2026, 2nm represented 8% of total wafer revenue, alongside 33% for 3nm, 28% for 5nm and 10% for 7nm. Together, these nodes accounted for 79% of wafer revenue. The results were released on 15 October.
For electronics teams, the practical takeaway is to keep the measurement in context: revenue share does not establish wafer volumes, individual component availability or delivery dates. BOM planning still needs exact part numbers, required quantities and a current supply review.
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