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建厂速度拉至 5 倍仍不够，AI把台积电的产能压力拉满
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建厂速度拉至 5 倍仍不够，AI把台积电的产能压力拉满
发布时间：2026-09-03 10:15:32
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建厂速度拉至 5 倍仍不够，AI把台积电的产能压力拉满
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<article><section data-type="rtext"><p>【环球网科技综合报道】9月3日消息，据台媒经济日报报道，台积电资深副总经理侯永清近日表示，人工智能催生的芯片需求，其增长幅度与变化频率，是过去三十年间半导体行业未曾见到的新情况，行业正面临突出的 AI 芯片产能缺口。</p><p><i class="pic-con"></p><p>为破解 AI 芯片产能瓶颈，台积电正全力推进扩产建设，建厂速度提升至以往约 5 倍。目前，仅在***地区就有 17 座工厂同步建设，台湾地区之外还有 5 至 6 座工厂项目有序推进。即便建设节奏大幅加快，现有产能依旧难以匹配市场旺盛需求。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>侯永清介绍，本轮 AI 浪潮带来的挑战，不只在于需求体量巨大，客户上调订单需求的速度，也远超半导体行业过往经验。以台积电设备***购规划为例，去年底，企业按照今年客户需求测算，设备***购需求设定为一倍基准；仅仅一个季度后，伴随客户需求上调，设备***购需求就增至 1.5 倍；到今年 7 月，该数值进一步提升至 1.9 倍。短短半年时间，设备需求几乎达到最初预估的两倍。</p><p>同时他坦言，扩产提速并非仅依靠资金就可以无限推进。无论是***地区厂区，还是美国亚利桑那等海外项目，都遭遇营建人力供给约束。厂房主体完工之后，还需要大批量生产设备进场调试。当设备需求在半年内接近翻倍，上游设备供应商也难以同步实现产能瞬时倍增，多重现实条件制约着扩产节奏。（纯钧）</p></section><img src='/image/161790-0' alt='建厂速度拉至 5 倍仍不够，AI把台积电的产能压力拉满'> </div> </div> <div class="newshowbox_r"> <div class="newshowbox_r_t c"> <div 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