**台积电创始人张忠谋预估：AI芯片需求或催生十座新晶圆厂**
台积电，全球领先的半导体代工巨头，其创始人张忠谋近日透露，由于人工智能（AI）芯片市场的爆炸性增长，公司可能需要建设多达十座新的晶圆厂以满足需求。张忠谋在一次公开谈话中表示，他与一些匿名的AI芯片公司高管进行了交流，这些业界重量级人物提出了前所未有的产能要求。
据张忠谋描述，这些AI公司的需求已超越了传统的订单规模，他们寻求的不再是数千片晶圆的供应，而是期望台积电能够大规模扩张产能，建立全新的制造基地。“他们谈论的数字是以十座工厂为单位的”，张忠谋指出，这种需求的增长速度预示着台积电可能在未来几年内需要三座、五座，甚至十座新厂来支持AI芯片的生产。
这一预测凸显了AI产业对高性能芯片的迫切需求，以及台积电在全球半导体供应链中的核心地位。随着AI在自动驾驶、云计算、物联网等多个领域的广泛应用，对高效能、低功耗AI芯片的需求持续攀升，台积电的扩张计划无疑将进一步巩固其在全球半导体产业的领导地位。
然而，大规模的工厂建设不仅需要巨额投资，还将面临技术更新、环境保护和市场波动等多重挑战。台积电作为行业巨头，其未来如何平衡这些因素，以满足AI芯片市场的需求，将成为业界关注的焦点。同时，这一消息也可能对全球半导体行业的投资格局产生深远影响。
英语如下：
**News Title:** “TSMC Founder Reveals: Soaring Demand for AI Chips Could Spark Need for 10 New Fab Plants”
**Keywords:** TSMC, AI Chips, New Fab Plants
**News Content:**
TSMC, the world’s leading semiconductor foundry, may need to construct as many as ten new fabrication plants to accommodate the explosive growth in the demand for artificial intelligence (AI) chips, according to its founder, Morris Chang. In a recent public discourse, Chang revealed that he had discussed with anonymous top executives from AI chip companies who have expressed unprecedented capacity requirements.
Chang described that these AI firms’ demands have surpassed conventional order scales, moving beyond thousands of wafers to a desire for TSMC to significantly expand its manufacturing capacity and establish new production hubs. “The numbers they are talking about are in terms of tens of fabs,” Chang pointed out, suggesting that TSMC could potentially require three, five, or even ten new plants in the coming years to support AI chip production.
This forecast underscores the pressing need for high-performance chips in the AI industry and TSMC’s pivotal role in the global semiconductor supply chain. With the widespread application of AI in autonomous driving, cloud computing, the Internet of Things, and more, the demand for high-performance, low-power AI chips continues to rise. TSMC’s expansion plans are set to further solidify its leadership position in the global semiconductor industry.
However, constructing such large-scale facilities entails massive investments and comes with challenges related to technological upgrades, environmental protection, and market fluctuations. How TSMC, as an industry giant, will balance these factors to meet the AI chip market’s demands will be a key point of focus for the industry. Moreover, this announcement is likely to have far-reaching implications for the global semiconductor investment landscape.
【来源】https://www.toutiao.com/article/7341043186233705000/
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