{"schema":"hottub-news/story/v1","story":"st_wwzli2esutryzfxygurq","title":"台積電2、3奈米擴產全盤點！2奈米明年衝11萬片 這幾檔供應鏈迎大單","title_en":"TSMC's 2, 3 nanometer expansion inventory! 2 nanometer to reach 110,000 pieces next year These supply chains are expecting large orders","outlets":3,"brief":null,"page":"https://hottub.news/stories/tsmcs-2-3-nanometer-expansion-inventory-2-nanometer-to-reach-110-000-wwzli2esut","count":4,"items":[{"id":"n_yty4bikekf24p3w74doq","seq":455292,"kind":"article","title":"客户追加订单 10-20%，消息称台积电 2nm 月产能年底将冲刺 12 万片","title_en":"Customers add orders by 10-20%, news says TSMC 2nm monthly output will surge to 120,000 pieces by year-end","url":"https://www.ithome.com/1/008/029.htm","summary":"IT之家 9 月 28 日消息，据台媒经济日报报道，业内消息显示，大厂追加预订台积电 2nm 家族产能规模， 增幅达 10% 至 20% ；台积电为此加速扩充 2nm 家族产能扩建，整体进度超出预期。 市场此前普遍预计，台积电今年底 2nm 月产能约 9 万至 10 万片，2027 年有望达 11 万至 14 万片。 不过据业界消息透露，得益于客户激增的追单需求，台积电正在进一步加速产能扩张， 今年底的月产能将冲刺 12 万片 ，这意味着其原定于 2027 年的产能目标有望提前实现。 消息人士透露，为满足客户的强劲需求，台积电整个 2nm 家族新产能的释放速度与整体规模均 创新纪录 ，远远超过 3nm 家族第一年产能爬升速度。 IT之家注意到，台积电研发资深副总经理侯永清在今年台积电北美技术论坛指出，因为 AI 等强劲需求，今年将首次同时有 5 座 2nm 晶圆厂放量（释放产能）。 侯永清指出，台积电 2nm 第一年晶圆产出较 2023 年 3nm 第一年晶圆产出增加 45%；2026 年至 2028 年 2nm 产能的年复合增长率将达…","published":"2026-09-28T13:22:57Z","seen":"2026-09-28T14:54:09Z","lang":"zh","country":"CN","source":{"id":"kite-ithome-com-f1cdd0","name":"ithome.com","domain":"ithome.com","outlet":{"wikidata":"Q28413779","name":"IThome","type":"website","country":"CN","designations":["website"]}},"via":"kite-ithome-com-f1cdd0","entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_wwzli2esutryzfxygurq","category":"economy-business","category_p":0.949999988079071,"sentiment":"positive","tone":0.28999999165534973,"political":0.03999999910593033},{"id":"n_er3pagwnbpypjvxevnka","seq":310708,"kind":"article","title":"大廠追加訂單 台積電2奈米擴產進度超前 年底月產能上看12萬片","title_en":"Major companies place additional orders, TSMC's 2nm expansion production progress ahead of schedule, monthly production capacity expected to reach 120,000 wafers by year-end","url":"https://tw.news.yahoo.com/%E5%A4%A7%E5%BB%A0%E8%BF%BD%E5%8A%A0%E8%A8%82%E5%96%AE-%E5%8F%B0%E7%A9%8D%E9%9B%BB2%E5%A5%88%E7%B1%B3%E6%93%B4%E7%94%A2%E9%80%B2%E5%BA%A6%E8%B6%85%E5%89%8D-%E5%B9%B4%E5%BA%95%E6%9C%88%E7%94%A2%E8%83%BD%E4%B8%8A%E7%9C%8B12%E8%90%AC%E7%89%87-222108282.html","summary":"蘋果、輝達、超微、高通、聯發科等大廠衝刺AI與高速運算（HPC）商機，傳出近期追加預訂台積電2奈米家族產能規模，增幅達10%至20%，台積電為此加速擴充2奈米家族產能擴建腳步，進度優於預期，挹注整體營運動能更為強勁。","published":"2026-09-27T22:21:08Z","seen":"2026-09-27T23:05:18Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_wwzli2esutryzfxygurq","category":"economy-business","category_p":0.8899999856948853,"sentiment":"positive","tone":0.5099999904632568,"political":0.03999999910593033},{"id":"n_ess3rifkyjvwn2tmntsq","seq":204474,"kind":"article","title":"台積電2、3奈米擴產全盤點！2奈米明年衝11萬片 這幾檔供應鏈迎大單","title_en":"TSMC 2, 3 nanometer expansion full review! 2 nanometer to hit 110,000 pieces next year These supply chains are expecting big orders","url":"https://tw.news.yahoo.com/%E5%8F%B0%E7%A9%8D%E9%9B%BB2-3%E5%A5%88%E7%B1%B3%E6%93%B4%E7%94%A2%E5%85%A8%E7%9B%A4%E9%BB%9E-2%E5%A5%88%E7%B1%B3%E6%98%8E%E5%B9%B4%E8%A1%9D11%E8%90%AC%E7%89%87-%E9%80%99%E5%B9%BE%E6%AA%94%E4%BE%9B%E6%87%89%E9%8F%88%E8%BF%8E%E5%A4%A7%E5%96%AE-070000696.html","summary":"【記者呂承哲／台北報導】AI與高效能運算（HPC）需求持續擴張，先進製程及先進封裝同步推進，半導體特用化學品需求升溫。群益投顧指出，台積電2奈米月產能預估將由2026年底約9萬片，增至2027年中約11萬片，增幅約22%，成為材料需求放量的重要動能。","published":"2026-09-27T07:00:00Z","seen":"2026-09-27T07:45:30Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_wwzli2esutryzfxygurq","category":"economy-business","category_p":0.8500000238418579,"sentiment":"neutral","tone":0.33000001311302185,"political":0.07000000029802322},{"id":"n_wwzli2esutryzfxygurq","seq":113483,"kind":"article","title":"台積電2、3奈米擴產全盤點！2奈米明年衝11萬片 這幾檔供應鏈迎大單","title_en":"TSMC's 2, 3 nanometer expansion inventory! 2 nanometer to reach 110,000 pieces next year These supply chains are expecting large orders","url":"https://news.nextapple.com/finance/20260927/7067A99BCC328CDC26B3B59D5D326FEE","summary":"AI與高效能運算（HPC）需求持續擴張，先進製程及先進封裝同步推進，半導體特用化學品需求升溫。群益投顧指出，台積電2奈米月產能預估將由2026年底約9萬片，增至2027年中約11萬片，增幅約22%，成為材料需求放量的重要動能。","published":"2026-09-27T02:00:00Z","seen":"2026-09-27T02:38:42Z","lang":"zh","country":"TW","source":{"id":"kite-news-nextapple-com-76d39b","name":"news.nextapple.com","domain":"news.nextapple.com","outlet":{"wikidata":"Q113650820","name":"Next Apple News","type":"newspaper","country":"TW","designations":["online newspaper"]}},"via":"kite-news-nextapple-com-76d39b","topics":["財經股市"],"authors":["呂承哲"],"entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"image":"https://static-cdn.nextapple.tw/prod/2026-09/7067A99BCC328CDC26B3B59D5D326FEE/763fe21b37fcd009a56b40dbc7615ec3_1280.webp","story":"st_wwzli2esutryzfxygurq","category":"economy-business","category_p":0.8500000238418579,"sentiment":"neutral","tone":0.33000001311302185,"political":0.07000000029802322}]}