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臺積電將在美國生產4納米芯片

在蘋果(AAPL.US)等美國客戶的推動下,臺積電(TSM.US)將在亞利桑那州新工廠2024年投產時生產先進的4納米芯片,其原計劃是生產5納米芯片。知情人士透露,預計臺積電將於下週二在鳳凰城舉行啓動儀式時宣佈新計劃,屆時拜登和商務部長雷蒙多將參加此次活動。

臺積電還將承諾在該工廠附近新建第二家工廠,生產更先進的3納米芯片。該公司此前表示,亞利桑那州工廠每月將生產2萬片晶圓,不過實際的產量可能會有所增加。隨着生產的進行,蘋果將使用大約三分之一的產品。

蘋果和其他主要科技公司依賴臺積電滿足其芯片需求,臺積電在美國建廠意味着它們在本土就能採購更多的處理器。蘋果首席執行官庫克此前曾對員工表示,公司計劃從臺積電亞利桑那州工廠採購芯片。他也將於下週參加啓動儀式。

供應鏈中斷等因素推動更多的製造業轉移到美國和歐洲。美國今年還通過了《芯片與科學法案》,向在美國製造芯片的公司提供500億美元的激勵。臺積電很可能會獲得數十億美元的補貼。

除蘋果外,臺積電的其他客戶如AMD和英偉達也呼籲它在亞利桑那州的工廠生產更復雜的芯片。預計AMD首席執行官Lisa Su和英偉達聯合創始人黃仁勳將出席下週的活動。

臺積電的客戶要求它在美國和中國臺灣同時推出最新技術,這將有助於實現拜登政府的目標,即在美國本土生產世界上最先進的芯片。但臺積電並未對此做出承諾,而是傾向於將最新技術留在中國臺灣。

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