AI需求驱动台积电扩产提速:5座2nm工厂今年放量,年底冲刺明年产能目标

智通财经
Sep 29
【AI需求驱动台积电扩产提速:5座2nm工厂今年放量,年底冲刺明年产能目标】据报道,苹果、英伟达、AMD、高通、联发科等大厂为冲刺AI与高性能计算商机,近期拟追加预订台积电2纳米家族产能规模,增幅达10%至20%,台积电为此加速扩充2纳米家族产能扩建脚步,进度优于预期。市场原本预估,台积电今年底2纳米家族月产能约9万至10万片,2027年可望持续双位数成长、达11万片至14万片。然而,业界近期传出,由于客户追单状况踊跃,台积电加速扩充2纳米家族产能,今年底月产能将冲刺12万片,即把原定2027年才达成的目标提前完成。对此,台积电回应“一向不评论客户讯息与市场传闻”。

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