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Let's bring in some experts. They're going to tell us we're comparing apples with oranges here when looking at the Neo and Ultra. “They serve very different purposes, very different audiences,” says Jitesh Ubrani, research manager at IDC. “You're essentially talking about a health device versus a general-purpose computer, right? And so the prices shouldn't be comparable, because they do very different things.”
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而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进，都离不开先进制程的支撑；无论谁最终赢得AI应用战争，都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河，甚至比英伟达的CUDA生态更难被颠覆。