台积电下调成熟产能优化布局_老虎社区_美港股上老虎

台积电下调成熟产能优化布局

爱集微01-24

台积电宣布计划在2028年前下调其位于台湾的晶圆14厂的成熟制程产能，降幅为15%至20%。此举基于全球制造布局的结构性优化，旨在重新评估不同制程的生产据点，以提升整体资产效率与营运弹性。台积电强调，此次调整并非反映成熟制程终端需求出现明显下滑，而是通过资源重新配置，强化集团内部分工模式。事件始末方面，台积电正加速运用海外晶圆厂及关系企业制造平台，以确保仰赖成熟与中阶制程客户的供应稳定性。具体进展...

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