全球半导体巨头台积电近日宣布启动大规模扩产计划，以应对人工智能（AI）芯片市场的强劲需求。据科创板日报报道，该公司计划在四月份开始安装设备，并建设中的2纳米晶圆厂及先进封装厂将达到十座，这一举措标志着台积电在技术领先地位的持续巩固。
台积电的这一决策源于客户对AI芯片的旺盛需求，这些芯片在云计算、自动驾驶、物联网等领域扮演着关键角色。随着技术的飞速发展，更先进的制程工艺成为满足高性能计算需求的关键。供应链内部消息透露，台积电不仅停留在2纳米制程，还将继续推进到1.4纳米甚至1纳米的前沿技术。
据厂商估计，1纳米世代的生产线在台湾地区的建设将需要8至10座新的晶圆厂。这一大规模投资显示出台积电对AI和高性能计算市场的坚定信心，以及在半导体领域的长期战略布局。随着技术的不断突破，台积电有望继续保持其在全球半导体产业的领导地位，并推动全球AI技术的创新与发展。
英语如下：
**News Title:** “TSMC Accelerates Expansion: Ten New Factories to Tackle AI Chip Boom, Targets 1nm Cutting-Edge Technology”
**Keywords:** TSMC expansion, AI chip demand, 2nm foundry
**News Content:**
Title: TSMC Expands Rapidly to Meet Soaring Global Demand for AI Chips
Global semiconductor giant TSMC recently announced a massive expansion plan in response to the robust demand in the artificial intelligence (AI) chip market. According to the科创板 Daily, the company plans to begin installing equipment in April and aims to construct ten new 2nm foundries and advanced packaging facilities, underscoring TSMC’s ongoing consolidation of its technological leadership position.
This decision by TSMC stems from the strong customer demand for AI chips, which play a critical role in cloud computing, autonomous driving, and the Internet of Things (IoT). With technology advancing at a rapid pace, more advanced fabrication processes are crucial to meet the requirements of high-performance computing. Industry insiders透露 that TSMC is not only targeting 2nm processes but is also pushing the envelope with 1.4nm and even 1nm frontier technologies.
Estimates from manufacturers suggest that the construction of 1nm generation production lines in Taiwan will necessitate 8 to 10 new fabs. This significant investment demonstrates TSMC’s firm belief in the AI and high-performance computing markets, as well as its long-term strategic布局 in the semiconductor industry. As technological breakthroughs continue, TSMC is poised to maintain its leading position in the global semiconductor sector and drive innovation and development in AI technologies worldwide.
【来源】https://www.chinastarmarket.cn/detail/1613609
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