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href=\"https://laohu8.com/S/INTC\">英特尔</a>近年来陷入困境，先进制程研发要么亏损严重，要么面临投资放缓甚至停滞的风险。在这样的背景下，台积电的美国工厂能够迅速实现盈利，无疑是一个积极信号，表明在美国进行高端半导体制造具备可行性。</p><p>过去有诸多报道指出，美国在建厂成本、人才招聘等方面存在显著挑战，特别是稳定的技术工人难以保障。台积电的实践则显示出，这些问题虽然存在，但并非无法克服。</p><p>目前，台积电在美国亚利桑那州建设的第一座工厂P1已经正式投产，采用的是4nm制程工艺，产能已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等主要客户预订一空。第二座工厂P2将用于生产3nm工艺产品，目前建筑主体已完工，即将进入设备安装阶段，预计要到明年第三季度才能完成机台移入。</p><p>未来，台积电还计划在当地建设第三、第四座晶圆厂以及配套的先进封装测试设施。2nm乃至更先进的1.4nm工艺也将逐步转移到美国生产。根据公司规划，未来其至少有30%的先进制程产能将设在美国。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电美国芯片制造初见成效，先进制程布局稳步推进</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4612":"AI芯片","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4503":"景林资产持仓","BK4588":"碎股","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4534":"瑞士信贷持仓","LU2237443549.SGD":"Aberdeen 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2560072158","content_text":"今年第二季度，台积电凭借在先进制程技术上的领先优势，实现了亮眼的财务表现。公司税后净利润达到3982.7亿新台币，较去年同期增长超过60%，净利润率高达42.7%，显示出强劲的盈利能力。更值得注意的是，台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润，尽管这一数字在公司整体利润中占比不大，但意义深远，标志着美国芯片制造布局迈出了关键一步。根据规划，台积电在美国的总投资将达1650亿美元。即便有美国芯片法案提供的数十亿美元补贴，这笔投资的规模依然庞大，也让外界对这笔资金的回报产生诸多疑问。在美国发展先进半导体制造并非易事。本土最大的半导体制造商英特尔近年来陷入困境，先进制程研发要么亏损严重，要么面临投资放缓甚至停滞的风险。在这样的背景下，台积电的美国工厂能够迅速实现盈利，无疑是一个积极信号，表明在美国进行高端半导体制造具备可行性。过去有诸多报道指出，美国在建厂成本、人才招聘等方面存在显著挑战，特别是稳定的技术工人难以保障。台积电的实践则显示出，这些问题虽然存在，但并非无法克服。目前，台积电在美国亚利桑那州建设的第一座工厂P1已经正式投产，采用的是4nm制程工艺，产能已被苹果、AMD等主要客户预订一空。第二座工厂P2将用于生产3nm工艺产品，目前建筑主体已完工，即将进入设备安装阶段，预计要到明年第三季度才能完成机台移入。未来，台积电还计划在当地建设第三、第四座晶圆厂以及配套的先进封装测试设施。2nm乃至更先进的1.4nm工艺也将逐步转移到美国生产。根据公司规划，未来其至少有30%的先进制程产能将设在美国。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":207,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":33,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/469269298319904"}