需求强劲！台积电2nm扩产加速订明年产能增1.5倍目标

爱集微2025-07-21

台积电（2330）2nm如期于今年下半年量产，业界传出，由于苹果、AMD、英特尔等第一波2nm大客户需求超强，加上高通、联发科、辉达也将陆续采用，台积电2nm供应严重吃紧，为此将大扩产，目标明年2nm月产能由今年底的4万片大增1.5倍至10万片，2027年有望再翻一倍至20万片。业界以此推估，最快2027年时，2nm有望成为台积电7nm以下先进制程中，产能规模最大的节点，俨然成为最新金鸡母。针对...

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