日本芯片工艺要从28nm跃升到4nm 台积电关键时刻出手

快科技2025-12-11

快科技12月11日消息，日本在40年前一度是全球半导体一哥，然而近年来沦为设备及材料供应商，先进工艺上已经缺席多年，此前国内自产的工艺还停留在28nm以上。然而现在日本有可能从28nm一跃升级到4nm工艺，因为台积电在日本投资的熊本二厂原计划是升级6/7nm工艺，但是最近已经停工了。这次停工不是台积电对日本的投资暂停，而是要升级工艺，因为6/7nm工艺当前的需求较低，再建新厂只会加剧过剩，因此...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211220939a442a4c5&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月11日消息，日本在40年前一度是全球半导体一哥，然而近年来沦为设备及材料供应商，先进工艺上已经缺席多年，此前国内自产的工艺还停留在28nm以上。然而现在日本有可能从28nm一跃升级到4nm工艺，因为台积电在日本投资的熊本二厂原计划是升级6/7nm工艺，但是最近已经停工了。这次停工不是台积电对日本的投资暂停，而是要升级工艺，因为6/7nm工艺当前的需求较低，再建新厂只会加剧过剩，因此...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211220939a442a4c5&s=b\">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":"LU1623119135.USD","symbol_name":"Natixis Mirova Global Sustainable Equity R-NPF/A 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moment","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1.95,"03145":0.6},"content_text":"快科技12月11日消息，日本在40年前一度是全球半导体一哥，然而近年来沦为设备及材料供应商，先进工艺上已经缺席多年，此前国内自产的工艺还停留在28nm以上。然而现在日本有可能从28nm一跃升级到4nm工艺，因为台积电在日本投资的熊本二厂原计划是升级6/7nm工艺，但是最近已经停工了。这次停工不是台积电对日本的投资暂停，而是要升级工艺，因为6/7nm工艺当前的需求较低，再建新厂只会加剧过剩，因此消息人士称台积电计划将二期工厂直接升级到4nm工艺，以满足当前AI芯片的巨大需求。台积电公司今天也回应了这一消息，表示公司不评论市场传闻或者臆测，在日本的专案持续进行中。虽然台积电表态在日本的投资会持续，实际上不仅二期工厂暂停，此前已经建成的一期工厂也暂停扩产了，该工厂主要生产40/28nm以及16/12nm工艺的芯片产品，原计划2026年会增加新设备，但是现在台积电已经对设备供应商表示明年一年都没有增加设备的计划。不过二期工厂如果真要升级4nm工艺也不是那么简单的，因为4nm需要EUV光刻设备了，不仅投资会增加，厂商设计之类的也要改变。因此二期工厂还有一种可能是改建成先进封装工厂，现在的AI芯片对CoWoS封装的需求也很高，而此前CoWoS芯片封装主要在台积电本土工厂，在日本扩产CoWoS也有助于缓解AI产能不足的问题。只不过这一切还没定论，但是台积电不论最终采用哪个方案，日本在先进工艺及封装上都会向前迈进一大步。","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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