传台积电熊本二厂“跳过4纳米直攻2纳米”

格隆汇2025-12-23

台积电日本熊本二厂传出因应AI客户需求，可能从原规划的6纳米、7纳米调整为跳过4纳米、直攻纳米。根据台媒消息，熊本二厂今年10月才签署协议并动工，市场却传出工程暂停、重型设备撤离，背景在于成熟与部分中阶制程需求走弱，外界推测台积电正重新审视设计与厂房布局。日媒曾指可能升级至4纳米，另有消息称台积电内部评估若两年后投产时AI客户已转向2纳米，4纳米风险偏高，因而可能改采2纳米并转向服务英伟达、超微等...

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