台积电美国三座新厂产能预订一空！苹果、NVIDIA、AMD抢着要

Ofweek光电信息网05-12 16:54

快科技5月12日消息，据媒体报道，美国近年来持续推动半导体产业回流本土，这一政策使得台积电在美国的工厂产能变得极为抢手。

有行业消息称，台积电在美国的后续三座新厂产能已经陆续被客户预订一空，苹果、英伟达、AMD、高通、博通等美国大厂，出于地缘政治和异地支持生产需求的考虑，纷纷提前锁定台积电美国厂的产能。

台积电美国新厂近期频频传出生产良率提升的好消息，这进一步增强了美系客户的下单意愿，不仅第三座新厂已经提前动土，后续计划扩充的三个厂的产能也已被预订。

据行业观察，台积电的海外厂区，特别是美国厂的稳步扩产，让美国客户感到安心。

分析认为，随着台积电日本、美国和德国新厂陆续加入营收贡献，预计到2028年，台积电的海外产能将占总产能的约20%，甚至可能更高。

这将满足客户对异地支持和地缘政治需求的期望。若以2nm以下先进制程来看，预计到2030年，中国台湾和美国的2nm产能占比将约为7:3。

作者：黑白来源：快科技

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