[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8359c686":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8359c686","从亚利桑那到“硅草原”德州：台积电(TSM)美国扩产版图或再下一城","\u002Fdoc\u002Fdcio8359c686","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，全球晶圆代工龙头台积电(TSM)正在评估在得克萨斯州进行潜在投资，以扩大其在美国的芯片生产。据外媒援引知情人士称，该潜在投资将是在台积电已承诺投向亚利桑那州业务的2650亿美元之外的新增布局，相关计划尚未最终敲定。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据台媒引述半导体设备产业链消息，台积电正评估建设美国第二座大型制造园区，规划再建最多六座先进晶圆厂，潜在落脚点指向达拉斯及北得州地区，投资规模可能超过亚利桑那厂区。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>选址得州并非偶然。达拉斯及北得州素有“硅草原”之誉，已形成成熟的半导体制造、硅晶圆供应链、光通讯与国防军工产业集群，德州仪器、三星、Coherent、特斯拉等大厂均在当地设厂。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>富国银行分析师Joe Quatrochi指出，该地区已有多个晶圆厂在运营，是台积电设立第二园区的合理选址。此外，得州在土地、能源和人才方面的优势，对高耗能的先进晶圆厂颇具吸引力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从战略层面看，2纳米扩产是重要看点。台积电2纳米工艺已于2026年二季度实现初步营收贡献，主要客户包括苹果、英伟达、AMD和高通等。随着主要客户将订单量增加10%至20%，台积电正加速扩产，2纳米月产能到年底可能达到12万片，高于此前市场预估的9万至10万片，原定2027年达到的产能水平有望提前实现。Quatrochi表示，若扩产落地，应被视为半导体设备公司的潜在增量利好。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>客户驱动与政策压力共同构成台积电加码美国制造的双重推手。2026年上半年，美国客户占台积电营收比重高达约75.64%。与此同时，特朗普政府持续施压芯片制造商将产能迁回美国，威胁对不赴美设厂的企业课征高达200%的关税，进一步推动台积电扩大在美布局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>市场影响方面，台积电若启动得州第二园区，将串连亚利桑那晶圆制造与得州先进生态系，形成美国两大制造基地格局，并利好半导体设备供应链。但六座晶圆厂的具体规划、投资金额和制程节点尚未获官方确认，供应链业者认为选址评估已进入尾声，但台积电董事会尚未拍板。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>台积电7月宣布追加1000亿美元投资亚利桑那州，使其在该州的计划投资总额达到2650亿美元。此次扩建预计将新增四座半导体制造及封装设施，使其在美国的设施总数达到12座。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>台积电位于凤凰城的首座美国芯片厂已于2024年底开始4纳米芯片量产。其第二座工厂预计将于明年下半年开始生产更先进的3纳米芯片。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003Cspan>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 href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，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交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]