{"schema":"hottub-news/story/v1","story":"st_g2d5z4oes6esl2s63ufa","title":"〈VSMC開幕〉方略：產能已經「徹底爆掉」 成熟製程缺貨恐延續多年","title_en":"VSMC Opening Strategy: Capacity has already 'completely exploded'. Mature process shortages may continue for many years","outlets":1,"brief":null,"page":"https://hottub.news/stories/vsmc-opening-strategy-capacity-has-already-completely-exploded-mature-g2d5z4oes6","count":1,"items":[{"id":"n_g2d5z4oes6esl2s63ufa","seq":383730,"kind":"article","title":"〈VSMC開幕〉方略：產能已經「徹底爆掉」 成熟製程缺貨恐延續多年","title_en":"VSMC Opening Strategy: Capacity has already 'completely exploded'. Mature process shortages may continue for many years","url":"https://news.cnyes.com/news/id/6617135","summary":"世界先進(5347-TW)暨VSMC董事長方略今(28)日表示，AI浪潮對全球半導體產生明顯的產能排擠效應，不只AI相關需求強勁，許多非AI應用的成熟製程產能也同步受到擠壓，世界先進目前8吋產能利用率已經「徹底爆掉」，大家都嫌不夠，預期此次AI浪潮帶來的缺貨效應將持續相當長的一段時間。 方略指出，","published":"2026-09-28T08:10:37Z","seen":"2026-09-28T09:11:34Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["台股新聞"],"authors":["鉅亨網記者魏志豪 新加坡"],"entities":[{"id":"Q101062544","name":"vascular smooth muscle cell","type":"org"}],"image":"https://cimg.cnyes.cool/prod/news/6617135/m/57c955920607e9ad70ce3b0373323979.jpg","story":"st_g2d5z4oes6esl2s63ufa","category":"economy-business","category_p":0.7300000190734863,"sentiment":"negative","tone":-0.5299999713897705,"political":0.07999999821186066}]}