台积电熊本晶圆二厂将升级4nm制程

芯智讯2025-12-12

12月11日消息，据《日经新闻》报道，台积电正在考虑升级其尚未建成的日本熊本晶圆厂（Fab 23）二厂的工艺技术，以便在日本制造更为先进的N4（4nm）制程芯片。报道称，提升晶圆厂的制程工艺对于像台积电这样的企业来说并不意外，因为他们往往会跟随需求推出更新的产品。台积电位于日本熊本附近的Fab 23第二阶段项目（又称台积电熊本晶圆二厂）计划总投资约139亿美元，今年10月开工建设，预计2027年底...

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23第二阶段项目（又称台积电熊本晶圆二厂）计划总投资约139亿美元，今年10月开工建设，预计2027年底...</p>\n\n<a href=\"https://tech.ifeng.com/c/8p1BjwJFCJC\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999000418.SGD","symbol_name":"Aberdeen Standard Global Technology SGD","start_time":0,"source_url":"https://tech.ifeng.com/c/8p1BjwJFCJC","article_id":"2590529878","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590529878","pubTimestamp":1765503898,"columns":[],"sourceInfo":{"source_id":"ifeng_tech","name":"凤凰网财经"},"weMediaInfo":null,"summary":"如果日经新闻的报道属实，那么台积电熊本晶圆二厂还将新增N4和N5能力，为日本客户制造更先进的芯片。关于台积电的一个有趣现象是，虽然台积电熊本晶圆二厂在今年10月底进入了早期的实际建设阶段，11月现场拍摄的照片显示现场有起重机、挖掘机和打桩机。有报道称，台积电据称通知其设备供应商，2026年全年日本不需要新设备，这意味着由于施工延误，明年不会开始装备熊本晶圆二厂。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SG9999000418.SGD":"Aberdeen Standard Global Technology 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23第二阶段项目（又称台积电熊本晶圆二厂）计划总投资约139亿美元，今年10月开工建设，预计2027年底开始营运，原本计划将生产N6（6nm）和N7（7nm）制程工艺的芯片，主要面向自动驾驶、人工智能（AI）等领域。如果日经新闻的报道属实，那么台积电熊本晶圆二厂还将新增N4和N5能力，为日本客户制造更先进的芯片。虽然N5/N4和N7/N6系列制程技术有完全不同的设计规则，前者比后者更先进，因为它们使用了多达14层极紫外光刻层，但它们使用的设备总体上是相似的。因此，N5/N4制程可重复使用多达90%的N7/N6生产线设备，使晶圆厂升级相对容易。所以，对台积电来说，将熊本晶圆二厂升级到N4和N5制程工艺并不是大的挑战，但产线可能需要重新设计，因为N4生产线需要更多的极紫外光刻机，而这些设备要比DUV光刻机更大。报道称，早在2023年，台积电就曾考虑在熊本生产N4制程，因此可能在建设之时就已经为安装更多EUV光刻机做好准备。关于台积电的一个有趣现象是，虽然台积电熊本晶圆二厂在今年10月底进入了早期的实际建设阶段，11月现场拍摄的照片显示现场有起重机、挖掘机和打桩机。然而，12月初拍摄的图像显示，几乎所有重型设备都已被移除。此外，供应商也被通知工作将暂停，但未说明原因。有报道称，台积电据称通知其设备供应商，2026年全年日本不需要新设备，这意味着由于施工延误，明年不会开始装备熊本晶圆二厂。编辑：芯智讯-浪客剑","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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