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- HY1986HY1986
  ·2021-12-26
  [财迷]
  非常抱歉，此主贴已删除
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- HY1986HY1986
  ·2021-12-18
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- HY1986HY1986
  ·2021-09-07
  [财迷]
  台积电将再建六个晶圆厂，重点扩产7nm
  台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。
  台积电将再建六个晶圆厂，重点扩产7nm
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- HY1986HY1986
  ·2021-06-12
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09:51","market":"fut","language":"zh","title":"台积电将再建六个晶圆厂，重点扩产7nm","url":"https://stock-news.laohu8.com/highlight/detail?id=2165365773","media":"半导体行业观察","summary":"台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。","content":"<p>来源：内容来自「经济日报」，谢谢。</p>\n<p>据台媒经济日报报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>持续扩大在台投资，下一个重大投资案将南下高雄！继南科十八厂投资逾兆元打造五纳米及三纳米生产重镇后，台积电已选定中油高雄炼油厂五轻旧址，打造在台湾的另一生产重镇。</p>\n<p>台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。</p>\n<p>台积电近年以极罕见的扩张行动展开全球布局，相继宣布将赴美日设立晶圆厂，美国亚利桑那州厂已动土兴建，日本设厂案预料也会很快定案，德国则是下一个海外布局地点，但台积电在台湾扩建的规模更大。</p>\n<p>据了解，台积电内部规划到2030年全年营收要挑战一千亿美元，换算将达新台币二点八兆到三兆元。以台积电去年营收总额455.1亿美元计算，等于十年间，台积电要挑战营收翻倍。</p>\n<p>为达目标，台积电在台启动多项扩建计划，包括在新竹宝山、中科、高雄，估计要兴建近十八座新厂，加上美国亚利桑那州、大陆南京、日本熊本及德国德勒斯厂，合计高达廿多座厂，未来十年，台积电将以每年完成二到三个厂的速度前进。</p>\n<p>台积电大手笔兴建新厂，主因新冠肺炎疫情触动全球同步加速数位转型，对各项半导体元件需求大爆发，加上５Ｇ移动设备、ＡＩ人工智能、自驾车、物联网等应用全数汇流，「不只先进制程，连成熟制程产能需求增速，都快到令人无法想像。」必须改变过去一年建一个厂的思维，以快速为客户备足产能的新营运模式，抢食这股庞大的数字转型商机。</p>\n<p>过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。台积电大规模建新厂，也会带动新竹、台中、高雄等地都市快速发展，让地价、房价也会跟著上涨，并衍生产业聚落效应，加速扶植本土供应链。</p>\n<p>对外传将在高雄设厂，台积电未做任何评论，一切以公司对外公告为主。台积电强调，以台湾作为主要基地，设厂地点选择有诸多考量因素，不排除任何可能性，维持过去扩厂步调，持续与管理局合作评估在新竹，台中及高雄等适合半导体建厂的用地。</p>\n<p><b>台积加码投资台湾，供应链吞定心丸</b></p>\n<p>高雄市多年来争取台积电投资，如今台积电终于选定中油炼油厂址打造七纳米生产重镇。此举也让台积电未来区域风险分散至桃园、新竹、台中、台南及高雄，有利提升台湾全球半导体地位，并加速台积电扶植本土供应链的脚步。</p>\n<p>台积电加码投资台湾，也让台积电半导体族聚效应再扩大。台积电下个三年的庞大资本支出，是供应链最大的定心丸，代表未来给供应链的订单将源源不绝。台积电为维持毛利率，预料对本土供应链的依靠也会加深。</p>\n<p>台积电未来以每年新建二到三厂的速度在台扩建，但半导体人才不足、营建工人短缺及房价推升等三大困境及冲击也会加深。此外，「护岛神山」的所在地也成为这几年当地房地产的活招牌。台积电进驻中科、南科后，都造成房价大涨，此次台积电南进高雄，造成当地房价上涨，也势必会是挡不住的浪潮。</p>\n<p>四年多前、高雄前市长陈菊任内，就一直争取台积电南下高雄投资，但当时台积电考虑藉由南科扩大计划，优先让三纳米厂落脚南科。四年多来的国内外政治局势转变，台积电受制于地缘政治压力，宣布赴美国建厂，也决定将高雄列入设厂选项。</p>\n<p>在投资效益、建厂时程及人力支援等因素下，台积电目标先在南科兴建十八厂，但一度因南科污染总量达上限而卡关，让台积电还曾打算改至美国设厂，震撼府院高层。后来科技部前部长陈良基说服行政院成立专案小组解决，加速南科扩建，才留住台积电扩厂计划。</p>\n<p>至于选定中油高雄炼油厂，也历经政经时空转变。行政院今年四月将中油高雄炼油厂，列入打造南部半导体材料「Ｓ」廊带材料研发核心。中油也配合这项都市变更计划，预计投入近六十亿元，于2025年起陆续完成绿能所、材料国际学院及材料研发中心等，强化材料自主研发，培育产业所需人才。</p>\n<p>中油高雄炼油厂总面积达238公顷，虽然高雄市都发局未公布后续183公顷发展计划，但消息人士透露，后续用地已决定划归台积电，在此打造继南科之后的另一生产重镇。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电将再建六个晶圆厂，重点扩产7nm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1001700217\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-09-07 09:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>来源：内容来自「经济日报」，谢谢。</p>\n<p>据台媒经济日报报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>持续扩大在台投资，下一个重大投资案将南下高雄！继南科十八厂投资逾兆元打造五纳米及三纳米生产重镇后，台积电已选定中油高雄炼油厂五轻旧址，打造在台湾的另一生产重镇。</p>\n<p>台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。</p>\n<p>台积电近年以极罕见的扩张行动展开全球布局，相继宣布将赴美日设立晶圆厂，美国亚利桑那州厂已动土兴建，日本设厂案预料也会很快定案，德国则是下一个海外布局地点，但台积电在台湾扩建的规模更大。</p>\n<p>据了解，台积电内部规划到2030年全年营收要挑战一千亿美元，换算将达新台币二点八兆到三兆元。以台积电去年营收总额455.1亿美元计算，等于十年间，台积电要挑战营收翻倍。</p>\n<p>为达目标，台积电在台启动多项扩建计划，包括在新竹宝山、中科、高雄，估计要兴建近十八座新厂，加上美国亚利桑那州、大陆南京、日本熊本及德国德勒斯厂，合计高达廿多座厂，未来十年，台积电将以每年完成二到三个厂的速度前进。</p>\n<p>台积电大手笔兴建新厂，主因新冠肺炎疫情触动全球同步加速数位转型，对各项半导体元件需求大爆发，加上５Ｇ移动设备、ＡＩ人工智能、自驾车、物联网等应用全数汇流，「不只先进制程，连成熟制程产能需求增速，都快到令人无法想像。」必须改变过去一年建一个厂的思维，以快速为客户备足产能的新营运模式，抢食这股庞大的数字转型商机。</p>\n<p>过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。台积电大规模建新厂，也会带动新竹、台中、高雄等地都市快速发展，让地价、房价也会跟著上涨，并衍生产业聚落效应，加速扶植本土供应链。</p>\n<p>对外传将在高雄设厂，台积电未做任何评论，一切以公司对外公告为主。台积电强调，以台湾作为主要基地，设厂地点选择有诸多考量因素，不排除任何可能性，维持过去扩厂步调，持续与管理局合作评估在新竹，台中及高雄等适合半导体建厂的用地。</p>\n<p><b>台积加码投资台湾，供应链吞定心丸</b></p>\n<p>高雄市多年来争取台积电投资，如今台积电终于选定中油炼油厂址打造七纳米生产重镇。此举也让台积电未来区域风险分散至桃园、新竹、台中、台南及高雄，有利提升台湾全球半导体地位，并加速台积电扶植本土供应链的脚步。</p>\n<p>台积电加码投资台湾，也让台积电半导体族聚效应再扩大。台积电下个三年的庞大资本支出，是供应链最大的定心丸，代表未来给供应链的订单将源源不绝。台积电为维持毛利率，预料对本土供应链的依靠也会加深。</p>\n<p>台积电未来以每年新建二到三厂的速度在台扩建，但半导体人才不足、营建工人短缺及房价推升等三大困境及冲击也会加深。此外，「护岛神山」的所在地也成为这几年当地房地产的活招牌。台积电进驻中科、南科后，都造成房价大涨，此次台积电南进高雄，造成当地房价上涨，也势必会是挡不住的浪潮。</p>\n<p>四年多前、高雄前市长陈菊任内，就一直争取台积电南下高雄投资，但当时台积电考虑藉由南科扩大计划，优先让三纳米厂落脚南科。四年多来的国内外政治局势转变，台积电受制于地缘政治压力，宣布赴美国建厂，也决定将高雄列入设厂选项。</p>\n<p>在投资效益、建厂时程及人力支援等因素下，台积电目标先在南科兴建十八厂，但一度因南科污染总量达上限而卡关，让台积电还曾打算改至美国设厂，震撼府院高层。后来科技部前部长陈良基说服行政院成立专案小组解决，加速南科扩建，才留住台积电扩厂计划。</p>\n<p>至于选定中油高雄炼油厂，也历经政经时空转变。行政院今年四月将中油高雄炼油厂，列入打造南部半导体材料「Ｓ」廊带材料研发核心。中油也配合这项都市变更计划，预计投入近六十亿元，于2025年起陆续完成绿能所、材料国际学院及材料研发中心等，强化材料自主研发，培育产业所需人才。</p>\n<p>中油高雄炼油厂总面积达238公顷，虽然高雄市都发局未公布后续183公顷发展计划，但消息人士透露，后续用地已决定划归台积电，在此打造继南科之后的另一生产重镇。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165365773","content_text":"来源：内容来自「经济日报」，谢谢。\n据台媒经济日报报道，台积电持续扩大在台投资，下一个重大投资案将南下高雄！继南科十八厂投资逾兆元打造五纳米及三纳米生产重镇后，台积电已选定中油高雄炼油厂五轻旧址，打造在台湾的另一生产重镇。\n台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。\n台积电近年以极罕见的扩张行动展开全球布局，相继宣布将赴美日设立晶圆厂，美国亚利桑那州厂已动土兴建，日本设厂案预料也会很快定案，德国则是下一个海外布局地点，但台积电在台湾扩建的规模更大。\n据了解，台积电内部规划到2030年全年营收要挑战一千亿美元，换算将达新台币二点八兆到三兆元。以台积电去年营收总额455.1亿美元计算，等于十年间，台积电要挑战营收翻倍。\n为达目标，台积电在台启动多项扩建计划，包括在新竹宝山、中科、高雄，估计要兴建近十八座新厂，加上美国亚利桑那州、大陆南京、日本熊本及德国德勒斯厂，合计高达廿多座厂，未来十年，台积电将以每年完成二到三个厂的速度前进。\n台积电大手笔兴建新厂，主因新冠肺炎疫情触动全球同步加速数位转型，对各项半导体元件需求大爆发，加上５Ｇ移动设备、ＡＩ人工智能、自驾车、物联网等应用全数汇流，「不只先进制程，连成熟制程产能需求增速，都快到令人无法想像。」必须改变过去一年建一个厂的思维，以快速为客户备足产能的新营运模式，抢食这股庞大的数字转型商机。\n过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。台积电大规模建新厂，也会带动新竹、台中、高雄等地都市快速发展，让地价、房价也会跟著上涨，并衍生产业聚落效应，加速扶植本土供应链。\n对外传将在高雄设厂，台积电未做任何评论，一切以公司对外公告为主。台积电强调，以台湾作为主要基地，设厂地点选择有诸多考量因素，不排除任何可能性，维持过去扩厂步调，持续与管理局合作评估在新竹，台中及高雄等适合半导体建厂的用地。\n台积加码投资台湾，供应链吞定心丸\n高雄市多年来争取台积电投资，如今台积电终于选定中油炼油厂址打造七纳米生产重镇。此举也让台积电未来区域风险分散至桃园、新竹、台中、台南及高雄，有利提升台湾全球半导体地位，并加速台积电扶植本土供应链的脚步。\n台积电加码投资台湾，也让台积电半导体族聚效应再扩大。台积电下个三年的庞大资本支出，是供应链最大的定心丸，代表未来给供应链的订单将源源不绝。台积电为维持毛利率，预料对本土供应链的依靠也会加深。\n台积电未来以每年新建二到三厂的速度在台扩建，但半导体人才不足、营建工人短缺及房价推升等三大困境及冲击也会加深。此外，「护岛神山」的所在地也成为这几年当地房地产的活招牌。台积电进驻中科、南科后，都造成房价大涨，此次台积电南进高雄，造成当地房价上涨，也势必会是挡不住的浪潮。\n四年多前、高雄前市长陈菊任内，就一直争取台积电南下高雄投资，但当时台积电考虑藉由南科扩大计划，优先让三纳米厂落脚南科。四年多来的国内外政治局势转变，台积电受制于地缘政治压力，宣布赴美国建厂，也决定将高雄列入设厂选项。\n在投资效益、建厂时程及人力支援等因素下，台积电目标先在南科兴建十八厂，但一度因南科污染总量达上限而卡关，让台积电还曾打算改至美国设厂，震撼府院高层。后来科技部前部长陈良基说服行政院成立专案小组解决，加速南科扩建，才留住台积电扩厂计划。\n至于选定中油高雄炼油厂，也历经政经时空转变。行政院今年四月将中油高雄炼油厂，列入打造南部半导体材料「Ｓ」廊带材料研发核心。中油也配合这项都市变更计划，预计投入近六十亿元，于2025年起陆续完成绿能所、材料国际学院及材料研发中心等，强化材料自主研发，培育产业所需人才。\n中油高雄炼油厂总面积达238公顷，虽然高雄市都发局未公布后续183公顷发展计划，但消息人士透露，后续用地已决定划归台积电，在此打造继南科之后的另一生产重镇。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186611088,"gmtCreate":1623491062644,"gmtModify":1631890801774,"author":{"id":"3573083502811038","authorId":"3573083502811038","name":"HY1986","avatar":"https://static.tigerbbs.com/93f09ba7fa59a9df4b6424cab2331435","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573083502811038","authorIdStr":"3573083502811038"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186611088","repostId":"1159028389","repostType":4,"isVote":1,"tweetType":1,"viewCount":2143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}