[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio585b3fe5":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio585b3fe5","台积电(TSM)预测2030年半导体产值达1.5万亿美元，AI与高性能计算贡献过半","\u002Fdoc\u002Fdcio585b3fe5","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，台积电(TSM)在周四举行的科技研讨会前发布的演示材料中表示，预计到2030年，全球半导体市场规模将超过1.5万亿美元，超过此前预测的1万亿美元。台积电表示，人工智能和高性能计算预计将占这一1.5万亿美元市场的55%，其次是智能手机占20%，汽车应用占10%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这一陡峭的需求增长曲线，根源于全球头部云服务商与数据中心运营商对AI基础设施的现象级重金投入。各大科技巨头在年初计划斥巨资兴建新型数据中心后，迅速意识到算力缺口的严峻性，并在随后的第一季度财报发布期间，密集且大幅度地调高了年度资本支出预算。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">为了吞吐如此庞大的资本红利并彻底解决产能瓶颈，台积电正在全球范围内开启一场史无前例的“产能重塑军备赛”。官方披露的信息显示，台积电已在2025年和2026年全面调快了产能扩充的油门，并计划在2026年单年内推进新建多达九座晶圆厂及先进封装设施。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">其中，该芯片制造商预计将提升其最先进的2纳米和下一代A16芯片的产能，从2026年到2028年的复合年增长率将达到70%。台积电还表示，其先进封装技术CoWoS(晶圆上芯片封装)的产能复合年增长率预计从2022年到2027年将超过80%，而CoWoS是一项广泛应用于人工智能芯片的关键封装技术，包括英伟达(NVDA)设计的芯片。此外，该公司预计从2022年到2026年，人工智能加速器晶圆的需求将增长11倍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在全球布局方面，台积电位于亚利桑那州的第一座晶圆厂已投入生产，第二座晶圆厂的设备进厂计划于2026年下半年进行，第三座晶圆厂的建设正在进行中，第四座晶圆厂以及该厂区首个先进封装设施的建设预计将于今年启动。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">台积电预计到2026年，亚利桑那州的产出将同比增长1.8倍，良率水平可与台湾相当;该公司还表示，已完成在亚利桑那州购买第二块大型土地，用于未来的扩张。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，在日本，台积电第一座晶圆厂目前正在量产22纳米和28纳米产品，由于市场需求强劲，第二座晶圆厂的计划已升级为3纳米制程。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在德国，该晶圆厂目前正在建设中，并按计划推进，计划提供28纳米和22纳米技术，随后提供16纳米和12纳米技术。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca 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