台积电创始人张忠谋近日透露，随着人工智能（AI）领域对高性能芯片需求的急剧增长，公司或将面临前所未有的产能挑战。据张忠谋描述，他在与一些匿名的AI芯片公司高管交流时，这些行业领导者提出了大规模的生产需求，不再满足于传统的订单规模，而是直接询问台积电是否有能力建立全新的制造工厂。
“他们谈论的不是以万计的晶圆，”张忠谋在一次公开谈话中指出，“而是需要我们建立新的制造设施。按照这种需求的增长速度，台积电可能需要在未来几年内增设三座、五座，甚至十座新晶圆厂。”这一预测表明，AI芯片产业的繁荣正在对全球半导体供应链产生深远影响，而作为全球领先的芯片代工厂，台积电的角色将更加关键。
台积电作为全球最大的专业晶圆代工厂，其产能的扩张将直接影响全球AI技术的发展步伐。如果张忠谋的预测成真，这不仅意味着台积电将进行大规模的资本投入，也将对全球半导体市场产生连锁反应，可能引发其他芯片制造商的产能竞赛，以满足不断攀升的AI芯片需求。同时，这也可能对全球能源消耗和环保议题带来新的挑战，因为晶圆厂的建设和运营需要大量的能源和水资源。
目前，台积电尚未正式公布相关扩产计划，但张忠谋的言论无疑揭示了AI芯片市场背后隐藏的庞大需求，以及台积电作为行业领导者所面临的机遇与挑战。随着AI技术的不断发展，半导体行业的未来格局正悄然发生改变。
英语如下：
Title: TSMC Founder Foresees AI Chip Surge, Plans for Up to 10 New Wafer Fabs
Keywords: TSMC, AI chips, new wafer fabs
News Content:
TSMC’s founder, Morris Chang, recently revealed that the company might need to construct as many as ten new semiconductor fabrication plants, or fabs, due to the skyrocketing demand for artificial intelligence (AI) chips. Chang shared that in conversations with anonymous executives from AI chip companies, these industry leaders expressed a need for substantial production capacity, surpassing conventional order scales and inquiring about TSMC’s ability to build dedicated manufacturing facilities.
“They’re not talking about tens of thousands of wafers,” Chang noted in a public discussion, “but about our capacity to establish new manufacturing facilities. At this rate of demand growth, TSMC might need to add three, five, or even ten new fabs in the coming years.” This projection underscores the profound impact of the booming AI chip industry on the global semiconductor supply chain and highlights TSMC’s pivotal role as the world’s leading contract chip manufacturer.
As the world’s largest dedicated semiconductor foundry, TSMC’s capacity expansion will directly influence the pace of global AI technology development. Should Chang’s forecast prove accurate, it would entail massive capital investment for TSMC and trigger a ripple effect in the global semiconductor market, potentially sparking a capacity race among other chipmakers to meet the escalating demand for AI chips. This expansion could also present new challenges for global energy consumption and environmental issues, as fab construction and operation require substantial energy and water resources.
While TSMC has not officially announced any capacity expansion plans, Chang’s remarks shed light on the enormous demand lurking behind the AI chip market and the opportunities and challenges that TSMC, as an industry leader, is poised to confront. As AI technology continues to evolve, the future landscape of the semiconductor industry is quietly shifting.
【来源】https://www.toutiao.com/article/7341043186233705000/
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