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Back台積電及國際記憶體廠商加碼投資台灣，擴建先進製程與封裝產能
台積電及國際記憶體廠商加碼投資台灣，擴建先進製程與封裝產能
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自由时报1 hour agoBusiness2 min readChinaView translation

台積電及國際記憶體廠商加碼投資台灣，擴建先進製程與封裝產能

台積電美光南亞科

Quick Look

台積電在台灣持續擴建13座先進製程與封裝廠，美光、南亞科與華邦電亦宣布加碼投資，涉及新竹寶山、高雄楠梓、嘉義科學園區、屏東科學園區等地，旨在提升AI晶片封裝產能與記憶體產能，重塑台灣在全球半導體供應鏈的地位。

AI-generated summary

Why It Matters

台積電為全球領先的半導體代工廠，近年來持續在台灣擴建先進製程與封裝產能，以應對AI晶片需求成長。美光、南亞科與華邦電等國際記憶體廠商亦加大在台投資，以鞏固其在全球記憶體市場的競爭力。

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台積電在台灣本土持續大規模擴廠計畫，多達13座先進製程與封裝廠正在興建或規劃中。（資料照）

〔記者高嘉和/綜合報導〕「護國神山」台積電在台灣本土持續大規模擴廠計畫，多達13座先進製程與封裝廠正在興建或規劃中，磁吸國際與本土記憶體大廠宣布加碼千億級別投資，重塑台灣在全球記憶體版圖影響力。

台積電目前在台灣營運19座廠房，並有高達13座先進製程與封裝廠正在興建與規劃中。2奈米基地聚焦新竹寶山（Fab 20）與高雄楠梓（Fab 22）。其中，高雄廠更是一口氣規劃至第五期，未來將直接導入A16最先進製程。

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為了紓解AI晶片封裝產能瓶頸，台積電正在嘉義科學園區興建全台最大的先進封測廠區（AP7）外，近期也買下群創南科舊廠改建為封測八廠（AP8）；更在屏東科學園區帶動7家關鍵廠務設備商共同進駐，打造半導體供應鏈專區。

美光、南亞科與華邦電近期也陸續揭露在台擴張計畫。美光先前斥資約新台幣81億元，收購友達光電位於台南的廠區，以及友達晶材位於台中后里的廠房；目的是立即擴充前段晶圓測試與高頻寬記憶體（HBM）產線，以支援桃園與台中廠區的先進DRAM量產，鞏固台灣作為美光全球最大製造基地的地位。

南亞科除8月董事會通過3466億元資本支出，投資南林科技園區的5A新廠外，也在中南部（如雲林虎尾產業園區、屏東科學園區）尋找另一個全新的12吋廠址，該新廠址的潛在投資額預估將超過3000億元。

華邦電著眼於2027年後記憶體市場可能面臨的結構性缺貨，近期法說會證實已正式啟動高雄路竹廠「模組B（Module B）」擴建專案；該廠預計2027年動工、2029年投入量產，並將大幅提升16奈米高階製程比重，以滿足資料中心客戶長達5至10年的長約需求。

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What to Watch

AI outlook — possibilities, not facts

  • 台積電高雄楠梓廠將在未來數年內陸續導入A16最先進製程

    Likely · Within years

  • 華邦電高雄路竹廠模組B擴建專案將於2027年動工、2029年投入量產

    Very likely · Within years

Open Questions

  • 這些擴建計畫何時將完全完工並達到預期產能？
  • 台積電的A16製程何時將在高雄廠正式導入？
  • 華邦電模組B擴建專案的最終投資總額是多少？

Related Topics

台積電
Organizations美光南亞科華邦電
Places台灣新竹寶山高雄楠梓嘉義科學園區
Topics美光南亞科華邦電先進製程封裝投資
This article was originally published by 自由时报.

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