**台积电创始人张忠谋透露：AI芯片需求激增，或将催生十座新晶圆厂**
据最新消息，全球领先的半导体代工厂台积电可能将迎来一轮大规模的产能扩张。台积电创始人张忠谋在近期的交流中表示，他与若干未公开名称的人工智能芯片公司代表进行了深入交谈，这些公司的需求规模超乎寻常。据张忠谋转述，这些AI芯片公司的高管不再仅仅寻求成千上万的晶圆供应，而是直接提出了建立新制造工厂的请求。
“他们所谈论的不仅仅是数量的问题，”张忠谋指出，“他们希望台积电能够直接建设新的晶圆厂以满足他们的生产需求。”根据这些公司预计的产能扩张速度，张忠谋保守估计，台积电可能需要在未来几年内新建三到十座晶圆厂以应对这一前所未有的市场变化。
这一消息在业界引起了广泛关注，因为台积电作为全球芯片制造的领军企业，其产能调整将直接影响全球半导体供应链的动态。AI芯片市场的快速增长，尤其是自动驾驶、云计算和大数据等领域的需求爆发，是推动这一需求激增的主要原因。如果台积电真的按照预测进行大规模扩张，这不仅将重塑全球AI芯片的生产格局，也将对全球科技产业的发展产生深远影响。
目前，台积电官方尚未对这一预测发表正式评论，但张忠谋的言论无疑揭示了AI芯片产业的繁荣前景以及对先进制程技术的迫切需求。随着技术的进步和市场需求的攀升，半导体行业的竞争格局或将迎来新的篇章。
英语如下：
News Title: “TSMC Founder Reveals: Surge in AI Chip Demand Could Spark Construction of 10 New Fab Facilities”
Keywords: TSMC, AI chips, new fab facilities
News Content:
**TSMC Founder Morris Chang Reveals: Soaring AI Chip Demand May Lead to 10 New Fab Plants**
According to recent reports, leading semiconductor foundry TSMC might be on the verge of a significant capacity expansion. TSMC’s founder, Morris Chang, disclosed in recent interactions that he had in-depth conversations with unnamed representatives from several artificial intelligence (AI) chip companies, whose demand scales are extraordinary. Chang relayed that these AI chip executives are no longer content with thousands of wafer supplies; instead, they are directly requesting the establishment of new manufacturing facilities.
“They’re not just talking about quantity,” Chang emphasized, “they want TSMC to build new fabs to cater to their production needs directly.” Based on the companies’ projected capacity expansion rates, Chang cautiously estimates that TSMC might need to construct three to ten new fabs within the next few years to accommodate this unprecedented market shift.
This news has garnered significant attention in the industry, as TSMC, as a global leader in chip manufacturing, directly influences the dynamics of the global semiconductor supply chain. The rapid growth of the AI chip market, particularly the surging demand in autonomous driving, cloud computing, and big data sectors, is the primary driver behind this surge in demand. Should TSMC proceed with the predicted large-scale expansion, it will not only reshape the global AI chip production landscape but also have profound implications for the development of the global tech industry.
While TSMC has not yet officially commented on this projection, Chang’s remarks undoubtedly underscore the promising outlook for the AI chip industry and the pressing need for advanced manufacturing technologies. As technological advancements progress and market demands rise, the competitive landscape of the semiconductor sector might be poised to enter a new chapter.
【来源】https://www.toutiao.com/article/7341043186233705000/
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