**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，台积电的创始人张忠谋近期透露，他与数家未公开名称的人工智能芯片公司的高层进行了深度交流，这些公司提出了对芯片制造的空前需求。张忠谋在谈话中表示，这些AI芯片制造商不再满足于传统的订单量，而是直接提出了在台积电建立新晶圆厂的请求，以确保产能的稳定和高效。
“他们谈论的不是成千上万的晶圆，而是希望我们能够为他们专门建设新的制造设施。”张忠谋指出，这样的需求规模意味着台积电可能需要在未来几年内大规模扩张产能。他预计，按照目前的发展趋势，台积电可能需要建设三座、五座，甚至多达十座的新晶圆厂来满足AI芯片市场的爆炸性增长。
这一预测反映出全球AI产业的蓬勃发展，以及AI芯片在数据中心、自动驾驶、物联网等领域的广泛应用对高性能芯片的强烈依赖。台积电作为全球领先的半导体代工厂，其动态对于全球芯片供应链具有重大影响。如果这一预测成真，不仅将对台积电自身的战略规划产生深远影响，也将对全球半导体行业格局带来重大变革。同时，这也可能加剧全球芯片制造的竞争，推动技术的不断创新和升级。
英语如下：
**News Title:** “TSMC Founder Reveals: Soaring AI Chip Demand Could Spark Construction of Ten New Fab Plants”
**Keywords:** TSMC, AI chips, new fab plants
**News Content:**
According to a report by cnBeta, TSMC’s founder, Morris Chang, recently disclosed that he has had in-depth conversations with top executives from several unnamed AI chip companies, who have expressed unprecedented demand for chip manufacturing. Chang mentioned in the discussion that these AI chip manufacturers are no longer content with conventional order volumes and are now requesting the establishment of new fabrication plants within TSMC to ensure stable and efficient capacity.
“They’re not talking about thousands of wafers; they’re hoping we can build dedicated manufacturing facilities for them,” Chang pointed out. This level of demand suggests that TSMC might need to significantly expand its production capacity over the next few years. He forecasts that, given the current trajectory, the company could be looking at constructing three, five, or even as many as ten new fabs to cater to the explosive growth in the AI chip market.
This projection reflects the thriving global AI industry and the strong reliance on high-performance chips in sectors like data centers, autonomous driving, and the Internet of Things. As the world’s leading semiconductor foundry, TSMC’s moves have significant implications for the global chip supply chain. Should this prediction come to fruition, it would not only profoundly impact TSMC’s strategic planning but also bring about major transformations in the global semiconductor landscape. Moreover, it could intensify global competition in chip manufacturing, driving continuous innovation and technological upgrades.
【来源】https://www.toutiao.com/article/7341043186233705000/
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