全球半导体巨头台积电（TSMC）近日宣布启动大规模产能扩充计划，以满足不断增长的人工智能（AI）芯片市场的需求。据科创板日报报道，公司计划于四月开始在建和装机的2nm晶圆厂及先进封装厂将达到十座，显示出其对AI芯片未来市场的坚定信心。
台积电的这一决策源于全球AI应用的快速发展，特别是在数据中心、自动驾驶和智能设备等领域的广泛应用，对高性能、低功耗的AI芯片需求日益攀升。2nm制程技术将为这些应用提供更强大的计算能力和能效比，进一步推动科技进步。
供应链消息透露，台积电并未止步于2nm，其技术研发路线图已延伸至1.4nm和1nm的先进制程。据厂商估计，1nm世代的生产设施在台湾地区的建设预计将涉及8至10座新的晶圆厂。这标志着台积电在半导体技术竞赛中的领先地位，以及其在满足未来科技需求方面的长远布局。
台积电的这一扩张计划不仅将巩固其在全球半导体产业中的核心地位，也将对台湾地区的经济和就业产生深远影响。同时，随着台积电的技术进步，全球AI芯片的供应能力和技术创新将迎来新的里程碑。
英语如下：
News Title: “TSMC Accelerates Expansion: Ten New Factories to Tackle AI Chip Boom, Targets 1nm Process Frontier”
Keywords: TSMC expansion, AI chip demand, 2nm foundry
News Content:
Title: TSMC Expands Capacity Rapidly to Address Soaring Global Demand for AI Chips
Global semiconductor giant TSMC (Taiwan Semiconductor Manufacturing Company) recently announced a massive capacity expansion plan to cater to the escalating market for artificial intelligence (AI) chips. According to the Science and Technology Innovation Board Daily, the company intends to commence construction and installation of ten 2nm foundries and advanced packaging facilities starting in April, demonstrating its strong conviction in the future of the AI chip market.
This decision by TSMC stems from the rapid development of AI applications worldwide, particularly in data centers, autonomous driving, and smart devices, which have fueled the growing demand for high-performance, low-power AI chips. The 2nm process technology will offer enhanced computational capabilities and energy efficiency, further propelling technological advancements.
Industry供应链 sources reveal that TSMC is not stopping at 2nm, with its technology roadmap extending to 1.4nm and 1nm advanced processes. Manufacturers estimate that the construction of 1nm generation production facilities in Taiwan could involve 8 to 10 new fabs. This signifies TSMC’s leading position in the semiconductor technology race and its strategic long-term planning to meet future technological needs.
This expansion plan by TSMC will not only reinforce its central role in the global semiconductor industry but will also have profound implications for Taiwan’s economy and job market. Moreover, as TSMC advances technologically, the global supply capacity and innovation in AI chips are poised to reach new milestones.
【来源】https://www.chinastarmarket.cn/detail/1613609
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