【台积电创始人张忠谋揭示AI芯片需求新高峰：或需新建十座晶圆厂】
台积电，全球领先的半导体代工巨头，其创始人张忠谋近日透露，随着人工智能（AI）芯片需求的急剧增长，公司可能需要大幅扩大产能。在与一些匿名的AI芯片公司高管会面后，张忠谋表示，这些行业领导者对台积电提出了前所未有的生产需求，不再仅仅是数以万计的晶圆，而是直接寻求建立新的晶圆厂。
据张忠谋描述，这些AI芯片制造商的胃口超乎寻常，他们预计未来将需要台积电新建多达十座晶圆厂以满足不断膨胀的市场需求。这种规模的扩张对于台积电而言，无疑将是一次重大的战略决策和资本投入。如果成真，这将不仅重塑台积电的业务版图，也可能在全球半导体行业中引发新的竞赛，进一步巩固其在高科技制造领域的领先地位。
台积电作为全球多家顶级AI企业的主要芯片供应商，其产能的扩张将直接影响到全球AI技术的发展步伐。张忠谋的这一言论，无疑揭示了AI芯片市场正进入一个全新的发展阶段，同时也预示着台积电未来可能面临的巨大挑战与机遇。目前，台积电尚未公布具体的建厂计划，但张忠谋的这番言论已在全球科技界引起了广泛关注。
英语如下：
News Title: “TSMC Founder Reveals: Skyrocketing Demand for AI Chips May Lead to Ten New Fab Plants!”
Keywords: TSMC, AI chips, new fab plants
News Content: “TSMC Founder Dr. Morris Chang Discloses a New Peak in AI Chip Demand: Up to Ten New fabs on the Horizon!”
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading contract chip manufacturer, has seen its founder, Dr. Morris Chang, recently disclose that due to the exponential growth in demand for artificial intelligence (AI) chips, the company might need to significantly boost its production capacity. Following meetings with anonymous executives from AI chip companies, Chang expressed that these industry pioneers have presented unprecedented production demands, going beyond tens of thousands of wafers and directly seeking the establishment of new fabrication facilities.
According to Chang, the appetite of these AI chip manufacturers is extraordinary, with projections that TSMC could require as many as ten new fabs to accommodate the burgeoning market needs. Such an expansion would undoubtedly represent a major strategic decision and capital investment for TSMC. If realized, this would not only reshape the company’s business landscape but also spark a new competition within the global semiconductor industry, further solidifying its leadership in high-tech manufacturing.
As the primary chip supplier for many top AI companies worldwide, TSMC’s capacity expansion will directly impact the pace of global AI technology development. Chang’s remarks signal that the AI chip market is entering a new phase of growth, accompanied by significant challenges and opportunities for TSMC. While TSMC has not yet announced concrete plans for new fabs, Chang’s comments have already drawn widespread attention in the global tech community.
【来源】https://www.toutiao.com/article/7341043186233705000/
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