据cnBeta报道，台积电创始人张忠谋近日透露，随着人工智能芯片需求的激增，潜在客户对台积电提出了前所未有的要求。在与未具名的人工智能芯片公司代表会面时，张忠谋了解到，这些公司并不满足于数以万计的晶圆，而是希望台积电能够建立全新的制造工厂以满足其需求。
张忠谋表示，这种需求的增长速度之快超出了行业的预期。他预见，为了跟上市场的步伐，台积电可能需要新建三座、五座，甚至十座工厂。这一预测反映出AI芯片市场的发展势头之猛，以及对先进制程工艺的高度依赖。
台积电作为全球最大的半导体代工厂商，一直在技术和产能上引领行业。新建工厂将不仅能增加产量，更代表着台积电在技术创新上的决心和布局。当前，AI芯片市场正处于快速发展期，对计算能力的需求正推动着半导体的技术进步。
台积电的新建工厂计划，不仅将对全球半导体产业链产生深远影响，也将进一步巩固其在全球芯片制造业的龙头地位。这一行动体现了台积电对未来的深度洞察和对行业趋势的精准把握。
随着人工智能技术的广泛应用，从数据中心到自动驾驶汽车，AI芯片的市场需求正不断膨胀。台积电的这一策略，无疑是对未来市场需求的积极回应，也预示着半导体行业将进入一个全新的发展阶段。
英语如下：
### TSMC Aims to Expand Capacity Dramatically in Response to AI Chip Demand: Plans to Build Up to Ten New Factories
According to a report from cnBeta, TSMC’s founder, Morris Chang, recently revealed that with the surge in demand for artificial intelligence (AI) chips, potential clients are making unprecedented requests of TSMC. During a meeting with unnamed representatives from AI chip companies, Chang learned that these companies are not satisfied with tens of thousands of wafers but instead hope that TSMC will establish entirely new manufacturing facilities to meet their needs.
Chang noted that the pace of growth in this demand has surpassed the expectations of the industry. He foresees that in order to keep up with the market, TSMC might need to build three, five, or even ten new factories. This prediction reflects the intense momentum of the AI chip market and the high dependency on advanced manufacturing processes.
As the world’s largest contract semiconductor manufacturer, TSMC has consistently led the industry in technology and capacity. The construction of new factories will not only increase production but also demonstrate TSMC’s resolve and strategy for technological innovation. Currently, the AI chip market is in a period of rapid development, with the demand for computing power driving the advancement of semiconductor technology.
TSMC’s plans for new factories will have a profound impact on the global semiconductor supply chain and further solidify its leadership position in the global chip manufacturing industry. This move shows TSMC’s deep insight into the future and a precise grasp of industry trends.
With the widespread application of artificial intelligence technology, from data centers to autonomous vehicles, the market demand for AI chips is continuously expanding. TSMC’s strategy无疑是对未来市场需求的积极回应 and signals that the semiconductor industry is entering a new phase of development.
【来源】https://www.toutiao.com/article/7341043186233705000/
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