**台积电创始人张忠谋预估：AI芯片需求或催生十座新晶圆厂**
据cnBeta报道，台积电创始人张忠谋近期透露，他与一些未公开的人工智能芯片公司的高层进行了深度交流，这些行业领导者对台积电提出了前所未有的生产需求。张忠谋在一次讨论中指出，这些公司不再仅仅寻求数千片晶圆的产能，而是明确提出需要台积电大幅度扩大产能，以满足他们对AI芯片的强劲需求。
“他们谈论的不是以万计的晶圆，而是希望我们能够建设新的制造工厂。”张忠谋表示，“按照这种增长趋势，台积电可能需要在未来几年内新建三座、五座，甚至可能多达十座新晶圆厂。”这一预测凸显了AI产业对高性能、定制化芯片的强烈依赖，以及台积电在全球半导体供应链中的核心地位。
台积电作为全球领先的半导体代工厂，其产能扩展计划对于全球AI技术的发展具有重大影响。新的晶圆厂不仅将满足不断增长的AI芯片需求，也将推动技术创新，进一步巩固台积电在全球半导体行业的领先地位。然而，大规模的工厂建设也将带来资本投入的挑战，以及对供应链、技术升级和环境保护的复杂考量。台积电对此尚未发表官方评论，但张忠谋的言论无疑预示着公司可能即将迎来一场前所未有的扩张风暴。
英语如下：
News Title: “TSMC Founder Reveals: Soaring Demand for AI Chips Could Spark Need for 10 New Fab Plants”
Keywords: TSMC, AI chips, new fab plants
News Content:
**TSMC Founder Morris Chang Estimates: AI Chip Demand Could Fuel Construction of 10 New fabs**
According to a report by cnBeta, TSMC’s founder, Morris Chang, recently disclosed that he had in-depth conversations with top executives from unnamed AI chip companies, who have expressed unprecedented production requirements to the foundry giant. Chang highlighted in a discussion that these industry leaders are no longer seeking capacity for just thousands of wafers; instead, they are explicitly asking TSMC to significantly expand its production capabilities to cater to their robust demand for AI chips.
“They’re not talking about tens of thousands of wafers, they’re talking about us building new manufacturing facilities,” Chang stated. “With this rate of growth, TSMC might need to construct three, five, or even as many as ten new fabs in the coming years.” This projection underscores the strong reliance of the AI industry on high-performance, customized chips and TSMC’s pivotal role in the global semiconductor supply chain.
As the world’s leading semiconductor foundry, TSMC’s expansion plans have significant implications for the development of global AI technology. New fabs will not only address the escalating demand for AI chips but also drive innovation, further solidifying TSMC’s dominance in the global semiconductor industry. However, such large-scale factory construction will pose challenges in terms of capital investment, supply chain management, technological upgrades, and environmental considerations. TSMC has yet to issue an official comment, but Chang’s remarks undoubtedly signal an impending unprecedented expansion spree for the company.
【来源】https://www.toutiao.com/article/7341043186233705000/
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