虧損四年後，台積電亞利桑那晶圓廠開始盈利

國際電子商情

2025/08/19

關注「國際電子商情」加小編微信現已開放地區羣，請發送消息【深圳】【上海】【北京】【成都】【西安】到公衆號國際電子商情訊，在經過數年連續虧損(累計虧損近400億新台幣)之後，台積電亞利桑那晶圓廠（TSMC Arizona）終於盈利，目前該工廠已經連續兩個季度實現盈利。這標誌着，台積電在美國的晶圓廠佈局開始步入正軌。虧損4年後開始實現盈利根據台積電最新財報顯示，亞利桑那晶圓廠2025年Q1亞利桑那...

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Arizona）終於盈利，目前該工廠已經連續兩個季度實現盈利。這標誌着，台積電在美國的晶圓廠佈局開始步入正軌。虧損4年後開始實現盈利根據台積電最新財報顯示，亞利桑那晶圓廠2025年Q1亞利桑那...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250819155318a4914fa4&s=b\">網頁鏈接</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>虧損四年後，台積電亞利桑那晶圓廠開始盈利</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250819155318a4914fa4&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250819155318a4914fa4&s=b\">國際電子商情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2471134879.HKD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250819155318a4914fa4&s=b","article_id":"2560833166","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250819155318a4914fa4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Arizona母公司台積電方面也認列第二季64.47億元新台幣的投資收益。值得注意的是，雖然亞利桑那晶圓廠2025年Q2税後淨利潤僅為台積電當季季税後淨利潤的1.62%，但是仍被視為台積電自2020年宣佈在美國進行投資擴產以來的關鍵里程碑。對此，台積電方面表示，「依據公司2025年上半年度合併財務報告，TSMC Arizona已開始為公司營收帶來正面貢獻。然公司獲利系受多元因素影響，包含產能利用率、折舊及持續的資本投資等，我們會在適當的時間再作細節説明。」台積電分析稱，TSMC Arizona對公司營收的正面貢獻，主要是因市場需求強勁而有高產能利用率。未來五年，海外晶圓廠量產將導致毛利率稀釋，在初期的影響約為每年2%~3%，到了後期將擴大至3%~4%。台積電亞利桑那晶圓廠規劃‌2020年，台積電選擇美國亞利桑那州鳳凰城建立其首個美國先進半導體制造基地——這項里程碑式的投資已從最初的120億美元追加至1650億美元，成為美國歷史上綠地項目中規模最大的外國直接投資。亞利桑那州計劃包含六座半導體晶圓廠、兩座先進封裝設施及一個研發中心。該投資將強化美國在人工智能、高性能計算和先進移動應用等關鍵技術領域的領導地位。關鍵里程碑：第一家晶圓廠：採用N4製程技術，已於2024年第四季度實現量產。第二座晶圓廠：2025年完成廠房建設，目標2028年實現N3製程技術量產。第三座晶圓廠：2025年4月破土動工，規劃生產N2及A16製程技術芯片，預計本年代末投產。‌台積電亞利桑那州基地將通過提升美國先進半導體技術的本土產能，進一步鞏固亞利桑那州作為美國創新中心的地位。責任編輯：Clover Lee","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}