
台積電在全球晶圓代工2.0市場中佔有42%,遠超三星電子的4%。受AI半導體需求推動,市場規模創新高,台積電營收年增41%,並擴大先進製程與封裝產能,擬在德州達拉斯建第二座美國晶圓廠。
AI-generated summary
隨著AI半導體需求爆發,晶圓代工2.0市場規模快速成長,台積電憑藉先進製程與封裝技術領先競爭對手。
初次上稿09-30 23:29
更新時間10-01 06:32
台積電以42%的市佔率位居晶圓代工2.0市第一。(路透)
〔編譯魏國金/台北報導〕鑑於全球對人工智慧(AI)半導體的需求爆炸性成長,涵蓋整個半導體製造生態系的「晶圓代工2.0」市場也急遽成長。隨著市場規模屢創紀錄新高,台積電的龍頭地位顯然進一步鞏固。分析師指出,在AI半導體生產從先進製程擴展至先進封裝之際,台積電正迅速攫取市場成長的效益。
韓國《BusinessKorea》報導,市場研究公司Counterpoint Research 30日公佈,今年第2季全球代工2.0市場營收達966億美元,從去年同期成長25%,創紀錄新高。光是這1季,市場營收就從第1季的860億美元增加超過100億美元。
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隨著市場擴大,台積電的影響力也擴增。台積電在全球代工2.0的市占率從第1季的38%上升至42%,同一時期,三星電子的市占率維持在4%。
台積電第1季的成長也十分醒目。相較於去年同期,其營收成長41%,分析師認為,這是由於在AI圖形處理器(GPU)與特定應用積體電路(ASIC)需求成長的帶動下,擴大台積電先進製程與先進封裝的需求。
代工2.0是將整個半導體製造生態系視為單一市場,其中不僅包含純代工公司,也納入非記憶體整合元件製造商(IDM)、外包半導體封裝測試(OSAT)公司以及光罩供應商。
隨著對AI GPU與ASIC的需求成長,先進製程與先進封裝的利用率也不斷升高。
報導說,儘管因AI半導體的需求擴大,代工市場也持續成長,但競爭格局顯然趨於鞏固,台積電佔據主導地位,這是因為隨著AI半導體的市場擴大,同時確保先進製程、大規模的產能與先進封裝變得越來越重要。
基於在代工市場的龍頭地位,台積電也加速擴大產能,據傳,台積電正考慮繼亞利桑那州之後,在德州達拉斯建造其美國第2座晶圓廠園區。
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AI outlook — possibilities, not facts
台積電將在未來數月內正式宣布在德州達拉斯建設第二座美國晶圓廠
Likely · Within months

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