美国芯片产能被疯抢，台积电在美国，要涨价30%？

Ofweek光电信息网2025-04-18

众所周知，台积电在美国的芯片工厂，于去年四季度就开始投产了，第一家客户就是苹果，和台积电合作，开始在美国本土制造5nm/4nm的芯片。前期台积电在美国的产能也不太高，其一厂的月产能仅有2万~3万片。我们都清楚，台积电在客户可是非常多的，美国贡献的营收占比高达75%，像苹果、高通、英伟达、AMD、博通等等，都是台积电的客户。所以当台积电美国工厂可以制造芯片时，大家都想将部分产能转移至美国本土来制造。...

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