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"content": "<p>晶圆代工龙头台积电(2330-TW)(TSM-US)今(15)日召开法说会,董事长暨总裁魏哲家证实,台积电已派团队前往美国德州评估,也在和一家正在兴建Terafab晶圆厂的客户讨论能否运用当地产能。魏哲家强调,双方仍在讨论中,但晶圆厂一定要由台积电营运。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6631197/l/600a26a31015f9f4453ed6534239a440.jpg\" alt=\"〈台积电法说〉证实德州设厂并与Terafab洽谈 魏哲家:晶圆厂须由台积电营运\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>魏哲家表示,在美国扩充产能是必要的,因为美国多数大型客户都要求台积电增加产能,美国政府也提供很大的协助,所以美国是台积电想扩张的地方。台积电近期已扩大在美产能,目前正评估是否还有进一步扩产的机会,德州就是选项之一。</p>\n\n<p>对于和Terafab的合作,魏哲家说,双方仍在讨论,但晶圆厂必须由台积电来营运,有具体结论时会再对外说明,目前能分享的只有这些。</p>\n\n<p>美国布局方面,台积电7月宣布在亚利桑那州追加1,000亿美元投资,当地总投资额提高到2,650亿美元。魏哲家这次表示,亚利桑那第二座厂已完成建厂,正在进行设备移入与安装,预计2027年第三季开始量产,略早于原先规划。</p>\n\n<p>台积电财务长黄仁昭指出,随着美国晶圆厂陆续放量,海外厂对毛利率的稀释幅度未来几年将扩大到3至4个百分点。台积电会运用在亚利桑那持续扩大的规模,并和客户、供应商密切合作来改善成本结构。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-19102.html\" title=\"营收速报 - 威润(6465)9月营收3,019万元年增率高达196.37%\">营收速报 - 威润(6465)9月营收3,019万元年增率高达196.37%</a></li>\n <li><a href=\"/new/tw/article-299.html\" title=\"富邦媒拓大家电市场 股价收复2字头创4个月新高\">富邦媒拓大家电市场 股价收复2字头创4个月新高</a></li>\n <li><a href=\"/new/tw/article-10119.html\" title=\"巨亨速报 - Factset 最新调查:中砂(1560-TW)EPS预估下修至13.73元,预估目标价为805元\">巨亨速报 - Factset 最新调查:中砂(1560-TW)EPS预估下修至13.73元,预估目标价为805元</a></li>\n <li><a href=\"/new/tw/article-9892.html\" title=\"AI电力系统革命 大联大诠鼎携英飞凌抢SST商机\">AI电力系统革命 大联大诠鼎携英飞凌抢SST商机</a></li>\n <li><a href=\"/new/tw/article-13118.html\" title=\"〈台股盘前要闻〉外资连二买拱火4万6、8月投资股票信心降至3个月低点\">〈台股盘前要闻〉外资连二买拱火4万6、8月投资股票信心降至3个月低点</a></li>\n <li><a href=\"/new/tw/article-12849.html\" title=\"统一主动股债ETF双雄首日报喜!00411A跑赢大盘 00987D同类涨幅之冠\">统一主动股债ETF双雄首日报喜!00411A跑赢大盘 00987D同类涨幅之冠</a></li>\n </ul>\n</div>",
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