【台积电全力推进大扩产，应对全球AI芯片市场需求激增】
全球半导体巨头台积电（TSMC）近期宣布启动大规模产能扩充计划，以满足不断攀升的AI芯片需求。据科创板日报报道，台积电将在四月份开始安装设备，其正在建设和即将建设的2nm制程晶圆厂及先进封装厂将达到十座之多。这一举措凸显出台积电对AI领域的坚定布局和对未来市场的乐观预期。
供应链内部消息透露，台积电的制程技术推进并未止步于2nm，该公司正在研发更为先进的1.4nm和1nm制程。据厂商估计，要实现在台湾地区建立1nm世代的生产线，预计将投资建设8至10座新工厂。这一大规模投资不仅将巩固台积电在全球半导体产业的领先地位，也将对台湾地区的经济产生深远影响，带动相关产业链的升级与扩张。
台积电的扩产计划反映出AI芯片市场的强劲增长动力，随着人工智能在各个领域的广泛应用，高性能、低功耗的AI芯片需求持续飙升。作为全球半导体行业的领军企业，台积电的这一战略决策无疑将对全球芯片供应格局产生重大影响，并可能加剧行业内的竞争。随着技术的不断创新，台积电的扩产将有助于缓解全球芯片短缺问题，同时也为未来的科技发展提供了更为强大的硬件支撑。
英语如下：
**News Title:** “TSMC’s Large-Scale Expansion: Targeting AI Chip Demand, Forging Ahead with 2nm to 1nm Processes”
**Keywords:** TSMC expansion, AI chip demand, 2nm fab
**News Content:**
**TSMC Steps Up Major Expansion to Cope with Soaring Global AI Chip Market**
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading semiconductor manufacturer, recently announced the launch of a massive capacity expansion plan to address the rapidly increasing demand for AI chips. According to the科创板 Daily, TSMC will begin installing equipment in April. The company is constructing or planning to build as many as ten 2nm process fabs and advanced packaging facilities. This move underscores TSMC’s commitment to the AI sector and its optimistic outlook for the future market.
Insiders within the supply chain reveal that TSMC’s pursuit of advanced technology does not end at 2nm; the company is currently developing even more cutting-edge 1.4nm and 1nm processes. Estimates from manufacturers suggest that establishing 1nm production lines in Taiwan could entail investing in the construction of 8 to 10 new factories. This substantial investment will not only reinforce TSMC’s dominant position in the global semiconductor industry but also have a profound impact on Taiwan’s economy, driving upgrades and expansion of related supply chains.
TSMC’s expansion plan mirrors the robust growth momentum in the AI chip market, as the demand for high-performance, low-power AI chips continues to soar with the widespread application of artificial intelligence across various sectors. As a global leader in the semiconductor industry, TSMC’s strategic decision will significantly reshape the global chip supply landscape and potentially intensify competition within the sector. With ongoing technological innovations, TSMC’s expansion will contribute to alleviating the global chip shortage while providing stronger hardware support for future technological advancements.
【来源】https://www.chinastarmarket.cn/detail/1613609
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