台积电开年三动作:3nm 涨价停单、美厂扩产,设备转移传传闻

是说芯语
Jan 11

2026年开年之初,全球半导体代工龙头台积电便动作不断,接连曝出3nm制程涨价停单、美国亚利桑那州购地扩产的重磅消息,同时市场还传出其拟转移台湾成熟制程设备的传闻,一系列动态引发行业广泛关注。1月8日,中国台湾《工商时报》、TrendForce等多家权威媒体与机构率先披露,受AI芯片需求爆发带动,台积电3nm制程订单已全面满载,产能利用率达到100%,在此背景下,公司决定于2026年上调3nm报价...

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