台積電宣布加碼美國投資1千億美元 再蓋4座2奈米廠
發布時間：2026/07/16 16:54:09
更新時間：2026/07/16 18:05:48
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圖、文／上報
AI熱潮持續推升半導體需求，晶圓代工龍頭台積電今天（16日）法說會再拋震撼消息。董事長魏哲家宣布，將加碼1千億美元擴大美國投資，興建4座2奈米及更先進製程晶圓廠，台灣未來數年也將新增13座先進製程與先進封裝廠。同時，下一世代A14製程研發進度超前預期，已吸引智慧手機與AI客戶搶先布局，持續鞏固全球晶圓龍頭地位。
AI熱潮持續推升半導體需求，晶圓代工龍頭台積電今天（16日）法說會再拋震撼消息。董事長魏哲家宣布，將加碼1千億美元擴大美國投資，興建4座2奈米及更先進製程晶圓廠，台灣未來數年也將新增13座先進製程與先進封裝廠。同時，下一世代A14製程研發進度超前預期，已吸引智慧手機與AI客戶搶先布局，持續鞏固全球晶圓龍頭地位。
在成熟製程布局上，台積電表示，既有策略維持不變，仍將資源集中於高附加價值應用。日本JASM主要鎖定CMOS影像感測器市場，德國ESMC則聚焦車用與工業領域；至於一般消費性電子產品所需的成熟製程，目前市場需求仍偏弱，因此公司將持續把重心放在高價值應用。
先進製程方面，台積電指出，下一世代A14製程研發進展順利，內部測試結果符合預期，目前已受到智慧型手機及AI高效能運算客戶高度關注，部分客戶的設計導入進度甚至領先原先規畫。A14預計於2027年展開試產，並在2028年正式量產。相較N2製程，A14可提升約10%至15%效能，或在維持相同性能的情況下降低25%至30%功耗，晶片密度也可增加近20%。
台積電也透露，A14製程家族後續將延伸推出A13及A12版本，兩者預計分別於2029年進入量產。公司將透過持續優化晶片設計及供電架構，進一步提升運算效能與能源效率，鞏固在先進製程領域的技術領先優勢（責任編輯：王晨芝）
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