台积电今天下午召开第一季度法说会,董事长暨总裁魏哲家提到,台积电有意加码美国千亿美元投资,预估项目投资到位后,30%的2nm以下先进制程产能将在亚利桑那厂生产。魏哲家强调,在美国亚利桑那州厂的投资,是为满足客户在AI、智能手机芯片需求,重申将增加3座Gigafab(超大型晶圆厂)。魏哲家称,来自美国市场非常强劲的AI需求,包含苹果、英伟达、AMD、高通与博通等,因此台积必须扩充产能,进而支持这些...
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