台积电创始人张忠谋近日透露，随着人工智能（AI）芯片市场需求的急剧增长，台积电或将面临前所未有的产能挑战。据他介绍，他在近期与一些未公开的AI芯片公司高层会面时，这些行业领导者提出了大规模的生产需求，远超以往的规模。
张忠谋在一次交流中表示，这些AI芯片公司的代表并不仅仅寻求成千上万的晶圆供应，而是直接询问台积电是否有能力建立全新的制造工厂来满足他们的定制化需求。他指出，按照这种趋势发展下去，台积电可能需要在未来几年内新建三座、甚至五座，乃至十座新的晶圆厂。
这一预测反映了全球AI产业的快速发展，以及AI芯片在数据中心、自动驾驶、智能物联网等领域的广泛应用。作为全球领先的半导体代工企业，台积电的产能扩张将对全球芯片供应链产生深远影响，同时也会对其他芯片制造商带来竞争压力，促使他们加速技术创新和产能提升。
然而，如此大规模的扩张计划也将带来巨大的资本投入和技术挑战。台积电将需要在保证先进制程技术研发的同时，确保新工厂的建设和运营效率，以满足客户的需求并维持其市场领先地位。这一消息也引发了业界对于全球半导体市场供需平衡和投资前景的热议。
英语如下：
**News Title:** TSMC Founder Morris Chang Reveals: Soaring Demand for AI Chips May Lead to Construction of Ten New Fab Plants
**Keywords:** TSMC, AI Chips, New Fab Plants
**News Content:**
TSMC’s founder, Morris Chang, recently disclosed that the rapid increase in demand for artificial intelligence (AI) chips could pose unprecedented capacity challenges for the company. Chang mentioned that during recent, undisclosed meetings with top executives from AI chip firms, these industry leaders expressed substantial production requirements, significantly exceeding previous scales.
In a conversation, Chang stated that representatives from these AI chip companies were not just seeking thousands of wafers but inquired directly about TSMC’s ability to build new manufacturing facilities tailored to their specific needs. He suggested that, given this trend, TSMC might need to construct as many as three, five, or even ten new fabs over the next few years.
This projection reflects the swift progression of the global AI industry and the extensive application of AI chips in areas such as data centers, autonomous driving, and the intelligent Internet of Things. As the world’s leading semiconductor foundry, TSMC’s capacity expansion will have far-reaching implications for the global chip supply chain and exert competitive pressure on other chip manufacturers, driving them to accelerate technological innovation and capacity enhancement.
However, such an ambitious expansion plan also entails massive capital investments and technological hurdles. TSMC will need to maintain its advanced process technology R&D while ensuring the efficiency of new factory construction and operations to meet customer demands and maintain its market leadership. This announcement has sparked industry-wide discussions on the balance of global semiconductor supply and demand and investment prospects.
【来源】https://www.toutiao.com/article/7341043186233705000/
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