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English(EN) TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings TSMC

台积电（TSMC）承诺向亚利桑那州追加1000亿美元投资建设2纳米晶圆厂，将美国投资总额增至2650亿美元 · 跟踪到2个来源

作者 PulseAugur 编辑部 · [3 个来源] ·

台积电（TSMC）已宣布向亚利桑那州追加1000亿美元投资，用于建设至少四座新的2纳米芯片制造晶圆厂和先进封装设施。这使得台积电（TSMC）在美国的总承诺投资达到2650亿美元，新工厂旨在满足对先进芯片的长期需求，特别是AI加速器。此公告恰逢台积电（TSMC）公布创纪录的季度收益并提高全年营收增长预测，预示着高性能计算领域的需求强劲。 AI

影响 此次扩建显著提升了国内AI芯片的制造能力，可能缓解AI加速器的供应链瓶颈。

排序理由 主要半导体制造商在美国发布重大投资公告，影响全球供应链和AI基础设施。

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台积电（TSMC）承诺向亚利桑那州追加1000亿美元投资建设2纳米晶圆厂，将美国投资总额增至2650亿美元 · 跟踪到2个来源

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主要半导体制造商在美国发布重大投资公告，影响全球供应链和AI基础设施。
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报道来源 [3]

  1. Tom's Hardware TIER_1 English(EN) · Luke James ·

    台积电（TSMC）承诺再向亚利桑那州投资1000亿美元，用于建设至少四座2nm工厂——在又一个创纪录的季度盈利之后，2026年资本支出可能达到640亿美元

    TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.

  2. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    台积电再承诺向亚利桑那州投资1000亿美元，建设至少四座2nm工厂——在又一个创纪录的季度盈利之后，台积电2026年资本支出可能达到640亿美元

    TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging…

    链接 tomshardware.com/…/tsmc-commits-another-1… tomshardware.com/tech-industry
  3. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    📰 台积电将在亚利桑那州增资1000亿美元 台积电表示，在报告了创纪录的同比77.4%的涨幅后，将在亚利桑那州再投资1000亿美元

    📰 TSMC To Invest Additional $100 Billion In Arizona TSMC said it will invest another $100 billion in Arizona after reporting a record 77.4% year-over-year jump in second-quarter profit. The expansion would bring its total U.S. investment to $265 bil... 📰 Source: Slashdot 🔗 Link: …

    链接 news.slashdot.org/…/tsmc-to-invest-additi…

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