**台积电创始人张忠谋透露：AI芯片需求激增，或需新建多达十座晶圆厂**
据最新消息，台积电创始人张忠谋在一次交流中表示，全球人工智能芯片行业正展现出前所未有的强劲需求。他透露，近期与一些未公开的人工智能芯片公司高层进行会谈时，这些公司的代表提出了大规模的产能需求，不再仅仅是数以万计的晶圆，而是直接寻求台积电建立全新的制造工厂。
张忠谋指出，按照这些AI芯片制造商的预期，台积电可能需要在未来几年内大幅扩大产能。他预估，这个需求规模可能意味着台积电将不得不建设三座、五座，甚至可能多达十座的新晶圆厂，以满足这一领域的爆发式增长。
这一言论凸显了AI技术对半导体行业的影响，以及台积电作为全球领先芯片代工厂在应对新兴市场挑战中的角色。随着AI应用的普及和深化，高性能、低功耗的AI芯片已经成为科技巨头和初创公司竞相追逐的关键资源。台积电作为行业的领头羊，其产能扩展计划将直接影响全球AI芯片的供应格局。
然而，大规模的工厂建设不仅需要巨额投资，还涉及到土地、能源和人才等多方面的资源调配。台积电将如何平衡市场需求、技术更新和可持续发展，将成为业界关注的焦点。同时，这也可能引发全球半导体供应链的重新布局，对竞争对手和下游客户产生深远影响。
目前，台积电尚未公布具体的建厂计划和时间表，但张忠谋的这一言论无疑预示着AI芯片制造即将迎来一轮大规模的产能扩张。
英语如下：
News Title: “TSMC Founder Reveals: Surging Demand for AI Chips Could Spark Construction of up to Ten New Fab Plants”
Keywords: TSMC, AI chips, new fab plants
News Content:
**TSMC’s founder, Morris Chang, discloses that the surge in AI chip demand may necessitate the construction of as many as ten new fabrication plants.**
According to recent reports, TSMC’s founder, Morris Chang, indicated in a conversation that the global artificial intelligence (AI) chip sector is witnessing unprecedented strong demand. Chang shared that during discussions with unnamed top executives from AI chip companies, these representatives expressed substantial capacity requirements, going beyond tens of thousands of wafers to requesting TSMC to establish new manufacturing facilities.
Chang pointed out that in line with the expectations of these AI chip manufacturers, TSMC might need to significantly boost its production capacity in the coming years. He estimates that this demand could translate to the construction of three, five, or even as many as ten new fab plants to cater to the explosive growth in this sector.
This statement underscores the impact of AI technology on the semiconductor industry and TSMC’s role as a leading global chip foundry in addressing challenges in emerging markets. As AI applications proliferate and deepen, high-performance, low-power AI chips have become a crucial resource for tech giants and startups alike. TSMC, as an industry leader, will directly influence the global supply dynamics of AI chips with its expansion plans.
However, the construction of such large-scale facilities requires massive investments and the coordination of resources, including land, energy, and talent. How TSMC balances market demand, technological advancements, and sustainable development will be a key point of interest for the industry. This development may also trigger a reshuffling of the global semiconductor supply chain, with profound implications for competitors and downstream customers.
While TSMC has not disclosed specific plans or timelines for new fab construction, Chang’s remarks undoubtedly foreshadow a significant capacity expansion in the AI chip manufacturing landscape.
【来源】https://www.toutiao.com/article/7341043186233705000/
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