台积电追加1000亿美元亚利桑那州投资,加倍押注AI产能

业绩会速递
Apr 17, 2025
台积电宣布在亚利桑那州追加1000亿美元投资,使其在美国的总投资达到1650亿美元。这包括新增三座晶圆厂、两个先进封装厂和一个研发中心的计划。扩张后,台积电约30%的2纳米及更先进制程产能将位于亚利桑那州。公司预计2025年AI相关需求强劲,AI加速器收入将翻倍,并计划将CoWoS产能翻倍。台积电预测未来五年AI加速器收入年复合增长率达40%。尽管海外扩张导致利润率稀释,台积电仍维持53%或以上的长期毛利率目标。声明:本业绩会速递内容由人工智能生成,仅供参考,因技术所限可能存在不准确之处,不构成任何投资建议或承诺。

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