台积电接班梯队，浮出水面

半导体芯闻02-28

如果您希望可以时常见面，欢迎标星收藏哦~农历年前，台积电董事长魏哲家一口气升迁似位资深副总与四位副总，人数不但为就任以来之最；八人当中，最受瞩目的莫过于新任资深副总王英郎及张宗生。《财讯》报导，台积电创办人张忠谋曾在公开场合形容“王英郎与张宗生两个人就像是双胞胎，一个研发，一个是制造，是我们致胜关键。”张忠谋所言，就是台积电用研发与生产结合的“One Team”，是打败英特尔、三星的关键所在；也...

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收藏哦~农历年前，台积电董事长魏哲家一口气升迁似位资深副总与四位副总，人数不但为就任以来之最；八人当中，最受瞩目的莫过于新任资深副总王英郎及张宗生。《财讯》报导，台积电创办人张忠谋曾在公开场合形容“王英郎与张宗生两个人就像是双胞胎，一个研发，一个是制造，是我们致胜关键。”张忠谋所言，就是台积电用研发与生产结合的“One Team”，是打败英特尔、三星的关键所在；也是他交棒以来贯彻的双人接班模式。王英郎虽是台湾本土培养的博士，却拥有国际实战力，除了曾坐镇南科带领团队服务大客户苹果，更在2023年被派到亚利桑那建厂。 2025年11月黄仁勋拜访台南，也由刚调回台湾的王英郎亲自接待。张宗生则是将技术由实验室推向量产的推手，因长期深耕制程研发，荣获台积资深科技院士的荣誉，拿下台积电给研发人才的桂冠。业界形容，王英郎与张宗生两人的升迁，象征台积电“研发与制造一体化”的策略更深化。另外两位新科资深副总是吴显扬与叶主辉，分别负责台积电“平台整合”与“设计衔接”。其中，叶主辉拥有高通背景，他从IC设计客户的观点出发，将零散的制程技术组合成可供客户直接使用的技术模组，两人被视为台积电将更深度走向技术生态系的整合。《财讯》采访得知，副总层级部分，曾任先进制程量产重镇──新竹12B厂厂长的田博仁，则与林学仕负责的研发生产线相互配合，确保先进技术从实验室到大规模生产的过渡顺畅。这次台积电也把黄远国、袁立本提升为副总。黄远国原本在南科负责营运工厂，但过去几年，他先后负责品管和资材部门；袁立本则是台积电自己培养出的业务人才。袁立本在先进制程的销售战绩，以及黄远国在资材与品管领域的资历，将支撑台积电先进制程所需业务与供应链稳定。业界观察，这波大升迁，等于向外界展现台积电在先进制程研发、制造、销售全方位新面孔，也替未来的接班布局注入新血。台积电股价已高？小摩这样看摩根大通（小摩）证券指出，台积电（2330）由于四大利多齐发，包括首季营运有望超越预期、AI需求强劲、封测厂资本支出加速、及2纳米良率优于3纳米，将支撑未来数月股价持续优于大盘，AI将继续成为资金流向的核心焦点。小摩台湾区研究部主管哈戈谷（Gokul Hariharan）指出，在首季营运有望超越预期方面，台积电得益于强劲的AI需求，及5纳米、3纳米制程与CoWoS供应持续紧张，预期首季营运有可能超越第1季营收指引高端346–358亿美元，毛利率也有持续上行的空间，预估上看64.5%。在AI需求强劲方面，日前美国前四大CSP厂包括Meta、微软、谷歌、亚马逊公布去(2025)年第4季财报，并分享今年资本支出展望。四大CSP大厂合计资本支出指引约为6,450亿美元，年增幅高达56%，为AI需求仍将保持强劲做出最有力的保证。封测厂资本支出加速部分，包括日月光投控（3711）、艾克尔国际科技（Amkor）均释出高于预期的资本支出指引。如今年日月光投控资本支出达70亿美元，高于市场预期的50–60亿美元；Amkor则达25–30亿美元，几乎是2025年的三倍。哈戈谷认为，封测厂在CoWoS的全流程参与，主要在今年下半年增加，并在2027–2028年更加显著，因台积电将重点转向3D SoIC与CoPoS。今年3纳米制程前段晶圆与CoWoS仍是AI需求的主要瓶颈，目前CoWoS仍存在15%–20%的供需缺口。最后，近期市场投资人高度关注2纳米良率问题，哈戈谷说，对于最大客户苹果iPhone处理器（A20 Pro）产量，并未观察到有重大的良率挑战，2纳米制程良率进展似乎更优于3纳米。在HPC领域，x86 CPU产能顺利上升；AI加速器因客户部分重新设计及遮罩层调整，延迟约二个月，与2纳米制程无关，影响有限。客户对2纳米测片需求强烈，甚至部分ASIC客户已将2纳米AI ASIC测片排程提前至今年下半年。（来源：财讯网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"executive","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":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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