全球半导体巨头台积电近期宣布启动大规模扩产计划，以满足不断攀升的人工智能（AI）芯片需求。据科创板日报报道，该公司计划在四月份开始安装设备，并将在建中的2纳米晶圆厂和先进封装厂总计增至十座，彰显出其对AI芯片市场的坚定信心和决心。
台积电的这一举措反映了AI技术快速发展下，市场对高性能、低功耗芯片的迫切需求。随着2纳米制程技术的推进，台积电将进一步巩固其在全球半导体行业的领导地位。供应链内部消息透露，台积电并未止步于2纳米，未来还将探索更为先进的1.4纳米及1纳米制程技术。
据厂商估计，1纳米世代的生产线在台湾地区的投资规模预计将涉及8至10座新工厂。这一大规模投资不仅将推动台积电的技术革新，也将对台湾地区的半导体产业链产生深远影响，进一步提升该地区的全球竞争力。
台积电的扩产计划不仅对满足全球AI芯片的需求至关重要，同时也预示着全球半导体行业的竞争将进入更为精细化和先进的制程技术领域。随着技术迭代加速，台积电的这一战略调整无疑为全球科技产业的未来发展奠定了坚实基础。
英语如下：
News Title: “TSMC Accelerates Expansion, Leading a New Era in AI Chips with 2nm to 1nm Processes”
Keywords: TSMC expansion, AI chip demand, 2nm foundry
News Content:
Title: TSMC Expands Production Capacity to Cope with Soaring Global Demand for AI Chips
Global semiconductor giant TSMC recently announced a large-scale expansion plan to address the rapidly increasing market for artificial intelligence (AI) chips. According to the Science and Technology Innovation Board Daily, the company intends to start installing equipment in April, with plans to increase the number of its in-progress 2nm foundries and advanced packaging facilities to a total of ten, demonstrating its strong commitment and confidence in the AI chip market.
TSMC’s move reflects the urgent market demand for high-performance, low-power chips amid the rapid development of AI technology. With the advancement of 2nm process technology, TSMC will further solidify its leadership position in the global semiconductor industry. Sources within the supply chain reveal that TSMC is not stopping at 2nm and is exploring even more advanced 1.4nm and 1nm processes.
Industry estimates suggest that the 1nm generation production lines in Taiwan could involve investments in 8 to 10 new factories. This massive investment will not only drive TSMC’s technological innovation but also have a profound impact on Taiwan’s semiconductor supply chain, further enhancing the region’s global competitiveness.
TSMC’s expansion plan is crucial for meeting the global demand for AI chips and signals that the competition in the global semiconductor industry will shift towards more sophisticated and advanced process technologies. As technology advancements accelerate, TSMC’s strategic adjustment sets a strong foundation for the future development of the global tech industry.
【来源】https://www.chinastarmarket.cn/detail/1613609
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