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。
文 | 大湾区人工智能应用研究院
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Designating Anthropic as a supply chain risk would be an unprecedented action—one historically reserved for US adversaries, never before publicly applied to an American company. We are deeply saddened by these developments. As the first frontier AI company to deploy models in the US government’s classified networks, Anthropic has supported American warfighters since June 2024 and has every intention of continuing to do so.
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