全球半导体巨头台积电（TSMC）近日宣布启动大规模扩产计划，以满足不断增长的人工智能（AI）芯片市场需求。据科创板日报报道，该公司计划在四月开始安装设备，并建设中的2nm晶圆厂及先进封装厂将达到十座，展现出对AI芯片市场的坚定信心和布局决心。
这一扩产举措凸显出台积电对AI技术未来发展的乐观预期。随着AI应用的广泛普及，高性能计算和数据中心对AI芯片的需求日益旺盛，台积电作为行业领军者，正积极抢占技术高地。供应链消息透露，台积电并未止步于2nm制程，未来将进一步推进到1.4nm甚至1nm的超先进制程。
据厂商内部消息，1nm世代的工厂建设将在台湾地区进行，预计将投资建设8-10座新厂。这一大规模投资不仅将巩固台积电在半导体行业的领先地位，也将对台湾地区的经济和就业产生积极影响，同时推动全球半导体技术的持续创新和发展。
随着台积电的扩产计划逐步实施，全球AI芯片的供应能力和技术水平有望得到显著提升，同时也预示着全球半导体行业将迎来新一轮的技术竞赛。台积电的这一战略决策，无疑为满足未来AI应用的需求奠定了坚实基础。
英语如下：
**News Title:** “TSMC Accelerates Expansion with 10 New Factories Targeting 2nm AI Chip Future”
**Keywords:** TSMC expansion, AI chip demand, 2nm fab
**News Content:**
Title: TSMC Steps Up Expansion to Address AI Chip Demand, Lays Out Plans for 2nm and Beyond
Global semiconductor giant TSMC (Taiwan Semiconductor Manufacturing Company) has recently announced a massive expansion plan to cater to the growing market for artificial intelligence (AI) chips. According to the Science and Technology Innovation Board Daily, the company intends to start installing equipment in April and is constructing as many as ten 2nm and advanced packaging fabs, demonstrating its strong commitment and strategic focus on the AI chip market.
This expansion underscores TSMC’s optimistic outlook on the future of AI technology. With the widespread adoption of AI applications, the demand for high-performance computing and AI chips in data centers is surging. As an industry leader, TSMC is proactively seizing the technological high ground. Supply chain sources透露 that TSMC is not stopping at the 2nm process, with plans to push further into ultra-advanced processes of 1.4nm and even 1nm.
According to internal company sources, the construction of 1nm generation fabs will take place in Taiwan, with an expected investment in building 8 to 10 new factories. This substantial investment not only reinforces TSMC’s leadership in the semiconductor industry but will also have a positive impact on Taiwan’s economy and job market, while driving continuous innovation and development in global semiconductor technology.
As TSMC’s expansion plan unfolds, the global supply capacity and technological prowess of AI chips are poised for significant improvement. This also signals the onset of a new round of technology competition in the global semiconductor industry. TSMC’s strategic decision firmly lays the groundwork to meet the future demands of AI applications.
【来源】https://www.chinastarmarket.cn/detail/1613609
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