约1180亿！全球将新增一座3nm工厂

今日半导体

02/05

免责声明：文章归作者所有，转载仅为分享和学习使用，不做任何商业用途！内容如有侵权，请联系本部删除！（手机微信同号15150147049）2月5日消息，日媒《读卖新闻》今晨报道称，台积电计划在今日正式向日本政府通知，计划将在日控股子公司JASM的第二晶圆厂从原定的主要生产6nm逻辑半导体改为3nm。制程工艺的升级也意味着投资规模的提升：该晶圆厂原定投资规模为122亿美元，调整后投资额预计增至170...

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23:11","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2609302330","market":"us","top_or_hot":-1,"title":"约1180亿！全球将新增一座3nm工厂","media":"今日半导体","content":"<div>\n<p>免责声明：文章归作者所有，转载仅为分享和学习使用，不做任何商业用途！内容如有侵权，请联系本部删除！（手机微信同号15150147049）2月5日消息，日媒《读卖新闻》今晨报道称，台积电计划在今日正式向日本政府通知，计划将在日控股子公司JASM的第二晶圆厂从原定的主要生产6nm逻辑半导体改为3nm。制程工艺的升级也意味着投资规模的提升：该晶圆厂原定投资规模为122亿美元，调整后投资额预计增至170...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>约1180亿！全球将新增一座3nm工厂</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2663582299.SGD","symbol_name":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b","article_id":"2609302330","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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A new 3nm factory will be added globally","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMX":0.6,"VGT":0.63,"TSMU":0.6,"03145":0.6,"TSMG":0.6,"STSM":0.6,"TSMY":0.6,"TSM":1.96,"TSMZ":0.6},"content_text":"免责声明：文章归作者所有，转载仅为分享和学习使用，不做任何商业用途！内容如有侵权，请联系本部删除！（手机微信同号15150147049）2月5日消息，日媒《读卖新闻》今晨报道称，台积电计划在今日正式向日本政府通知，计划将在日控股子公司JASM的第二晶圆厂从原定的主要生产6nm逻辑半导体改为3nm。制程工艺的升级也意味着投资规模的提升：该晶圆厂原定投资规模为122亿美元，调整后投资额预计增至170亿美元（现汇率约合 1181.53 亿元人民币）。报道指出，日本政府认为JASM第二晶圆厂转产3nm不会与Rapidus 正在推进的2nm项目构成市场竞争。赞助商广告展示台积电赴日建厂的制程规划从6-12nm直接跃升至3nm，若该消息落地，日本半导体制造能力将迎来质的突破。这也意味着日本本土将拥有全球最先进的逻辑芯片制造能力之一，而3nm正是台积电量产阶段的最先进制程，广泛应用于最新款iPhone及AI芯片等高端产品，对日本重振半导体大国的战略目标而言，无疑是具有里程碑意义的关键布局。此次台积电的投资规模也从原定122亿美元增至170亿美元，增幅近50亿美元。这不仅是资金层面的加码，更对应着制程技术难度的指数级提升。而日本政府若同步为该项目提供额外补贴，也从侧面印证其为获取全球最尖端的半导体制造技术，愿意投入更高昂的财政成本。台积电制程升级也让其与日本本土企业Rapidus的关系从 “无竞争” 转向近距离竞合。此前日本政府认为，规划6-12nm制程的台积电，与剑指2nm制程的本土企业Rapidus不存在直接竞争关系；但台积电此次直接切入3nm制程，双方的技术代际已高度接近。尽管目前官方仍表示二者产品应用场景存在差异 ——台积电或侧重消费电子、汽车芯片领域，Rapidus 主攻专用高性能芯片，但这种技术层面的 “贴身肉搏”，势必让日本政府在半导体产业资源分配上陷入更微妙的考量。来源：公开报道","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}