約1180億！全球將新增一座3nm工廠

今日半導體

02/05

免責聲明：文章歸作者所有，轉載僅為分享和學習使用，不做任何商業用途！內容如有侵權，請聯繫本部刪除！（手機微信同號15150147049）2月5日消息，日媒《讀賣新聞》今晨報道稱，台積電計劃在今日正式向日本政府通知，計劃將在日控股子公司JASM的第二晶圓廠從原定的主要生產6nm邏輯半導體改為3nm。製程工藝的升級也意味着投資規模的提升：該晶圓廠原月供資規模為122億美元，調整後投資額預計增至170...

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23:11","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2609302330","market":"us","top_or_hot":-1,"title":"約1180億！全球將新增一座3nm工廠","media":"今日半導體","content":"<div>\n<p>免責聲明：文章歸作者所有，轉載僅為分享和學習使用，不做任何商業用途！內容如有侵權，請聯繫本部刪除！（手機微信同號15150147049）2月5日消息，日媒《讀賣新聞》今晨報道稱，台積電計劃在今日正式向日本政府通知，計劃將在日控股子公司JASM的第二晶圓廠從原定的主要生產6nm邏輯半導體改為3nm。製程工藝的升級也意味着投資規模的提升：該晶圓廠原月供資規模為122億美元，調整後投資額預計增至170...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>約1180億！全球將新增一座3nm工廠</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b\">今日半導體</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b","article_id":"2609302330","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205232353a480d163&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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A new 3nm factory will be added globally","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMG":0.6,"TSMU":0.6,"03145":0.6,"STSM":0.6,"TSMX":0.6,"TSMZ":0.6,"TSM":1.96,"TSMY":0.6,"VGT":0.63},"content_text":"免責聲明：文章歸作者所有，轉載僅為分享和學習使用，不做任何商業用途！內容如有侵權，請聯繫本部刪除！（手機微信同號15150147049）2月5日消息，日媒《讀賣新聞》今晨報道稱，台積電計劃在今日正式向日本政府通知，計劃將在日控股子公司JASM的第二晶圓廠從原定的主要生產6nm邏輯半導體改為3nm。製程工藝的升級也意味着投資規模的提升：該晶圓廠原月供資規模為122億美元，調整後投資額預計增至170億美元（現匯率約合 1181.53 億元人民幣）。報道指出，日本政府認為JASM第二晶圓廠轉產3nm不會與Rapidus 正在推進的2nm項目構成市場競爭。讚助商廣告展示台積電赴日建廠的製程規劃從6-12nm直接躍升至3nm，若該消息落地，日本半導體制造能力將迎來質的突破。這也意味着日本本土將擁有全球最先進的邏輯芯片製造能力之一，而3nm正是台積電量產階段的最先進製程，廣泛應用於最新款iPhone及AI芯片等高端產品，對日本重振半導體大國的戰略目標而言，無疑是具有里程碑意義的關鍵佈局。此次台積電的投資規模也從原定122億美元增至170億美元，增幅近50億美元。這不僅是資金層面的加碼，更對應着製程技術難度的指數級提升。而日本政府若同步為該項目提供額外補貼，也從側面印證其為獲取全球最尖端的半導體制造技術，願意投入更高昂的財政成本。台積電製程升級也讓其與日本本土企業Rapidus的關係從 「無競爭」 轉向近距離競合。此前日本政府認為，規劃6-12nm製程的台積電，與劍指2nm製程的本土企業Rapidus不存在直接競爭關係；但台積電此次直接切入3nm製程，雙方的技術代際已高度接近。儘管目前官方仍表示二者產品應用場景存在差異 ——台積電或側重消費電子、汽車芯片領域，Rapidus 主攻專用高性能芯片，但這種技術層面的 「貼身肉搏」，勢必讓日本政府在半導體產業資源分配上陷入更微妙的考量。來源：公開報道","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}