台积电赴美建2nm工厂？台官员：不赚钱不会去

观察者网11-22 13:27

据台媒报道，中国台湾当局经济主管部门负责人郭志辉11月20日表示，根据推估，台积电很可能未来十多年间，每年在台湾盖一座厂。郭智辉表示，台湾必须备足水电供应，满足厂商设厂需求，不过相关规划仍以台积电宣布为主。他称，台积电高雄2nm制程厂的投资一切都在顺利进行。当问到台积电是否会赴美投资2nm制程厂时，郭智辉回答道，台积电在海外经营子公司一定要能够赚钱，没把握的制程不会向外移。此前，郭智辉曾回答道，...

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Taiwan official: I won't go until I make money","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"TWmain":1,"EWT":0.6,"03145":0.6},"content_text":"据台媒报道，中国台湾当局经济主管部门负责人郭志辉11月20日表示，根据推估，台积电很可能未来十多年间，每年在台湾盖一座厂。郭智辉表示，台湾必须备足水电供应，满足厂商设厂需求，不过相关规划仍以台积电宣布为主。他称，台积电高雄2nm制程厂的投资一切都在顺利进行。当问到台积电是否会赴美投资2nm制程厂时，郭智辉回答道，台积电在海外经营子公司一定要能够赚钱，没把握的制程不会向外移。此前，郭智辉曾回答道，台积电2nm目前暂不会赴美，但总有天一定会赴美生产。根据此前台积电公布的海外制造路线，台积电直到2030年才会在美国使用2nm或更先进制程工艺生产芯片。郭智辉补充道，台积电以客户需求为导向，走向世界是必要过程。台积电已经在美国投资200至300亿美元，并派出500至600名工程师到美国交流。台积电美国亚利桑那州厂是特朗普第一任期内做的投资决定，于2020年5月动工，并预计于今年12月完工。本月中旬，遭到芯片产业一致抱怨“进展缓慢”的美国《芯片法案》补贴项目，终于迎来了发钱的时刻。美国商务部宣布最终确定向台积电提供最多66亿美元补贴，用于建设亚利桑那州的半导体工厂。目前，台积电2nm制程的晶圆厂中，新竹厂已于2024年第二季度开始设备安装，预计2025年第四季度开始量产。高雄厂预计在2026上半年实现量产。并且，台积电正在评估在台中科学园区建设2nm或更先进制程的晶圆厂。值得注意的是，此前台积电曾被传出因美国禁令升级，将暂停向大陆所有AI用户供应7nm以下AI芯片代工，台积电对此表示“台积电作为一家守法的公司，一向致力于遵循所有可适用的法令与法规，包括可适用之出口管制法规”。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"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},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485289501"}