魏哲家

魏哲家表示台积电将禁止客户转租或拍卖其分配到的晶圆产能，以确保自身充分获取 AI 需求带来的收益。

台积电董事长魏哲家在公司10月15日的财报电话会上表示，台积电不会允许客户转租或拍卖其晶圆产能配额。

原文 (en)

TSMC will not let customers sublease or auction off their wafer capacity allocations, chairman C.C. Wei said during the company's October 15 earnings call...

魏哲家确认与 Terafab 的谈判仍在进行，但坚持任何晶圆厂都必须由台积电运营。

“我们仍在讨论中，我这么说吧，”魏哲家告诉分析师。他随后补充道：“但晶圆厂必须由台积电来运营。”

原文 (en)

“We are still in discussion, let me say that,” Wei told analysts, per Bloomberg. He then added, "But the fab has got to be run by TSMC."

魏哲家认为台积电凭借技术领先和客户信任，处于把握长期 AI 需求的有利位置，所有 AI 厂商都与其合作。

“所有 AI 厂商都在与台积电合作，”他说。

原文 (en)

“All the AI players are working with TSMC,” he said.

魏哲家称 AI 芯片供需缺口仍很大且无放缓迹象，2024-2029 年 AI 加速器复合增速可能超过此前预测的 50% 中高段。

魏哲家表示 AI 芯片需求依然强劲，供需缺口仍然“相当大”，且没有放缓迹象。

原文 (en)

Wei said AI chip demand remained strong, with the supply gap still “quite big” and no signs of a slowdown, Investing.com reported.

魏哲家暗示，若选择英特尔 EMIB-T 封装的客户遭遇产能不足，台积电将出手支援，确保客户产品顺利上市。

我尽量避免直接回答，但我可以说，是的，我们会的。我已经说过，第一要务是确保台积电客户的产品能够顺利推向市场。这是第一要务，好吗？

原文 (en)

I try to avoid answering it directly, but let me say that, yes, we will be. Number one priority I already indicated is that TSMC's customer's product can be introduced into the market smoothly. That's a number one priority. Okay?

魏哲家称台积电是唯一能量产 5 倍光罩尺寸封装且良率优异的厂商，并计划扩展至 9 倍乃至 14 倍。

我们已实际量产 5 倍光罩尺寸的封装。我不认为今天除了台积电之外还有谁能做到，而且良率非常好。所以我们的客户对结果非常满意。

原文 (en)

We are in the real-world production of 5x reticle size. I don't believe that anybody can do that today except at TSMC, and the yield is excellent. So our customers are very satisfied with the result.

魏哲家预计3纳米芯片需求将强劲持续多年，台积电正兴建三座新厂应对。

魏哲家表示，台积电预计未来数年3纳米芯片需求将保持强劲，并正在兴建三座新晶圆厂以满足需求。

原文 (en)

Wei said TSMC expected strong demand for 3-nanometer chips for years and was building three new fabs to meet it.

魏哲家称台积电正以前所未有的速度扩张，约20座厂在台湾和海外同步开发。

台积电董事长兼CEO魏哲家表示，公司正以前所未有的速度扩张。他说约有20座晶圆厂正在开发中，包括台湾的13座晶圆厂及封装厂，以及海外的五到六座。

原文 (en)

TSMC Chair and CEO C.C. Wei (魏哲家) said the company was expanding at an unprecedented pace. He said about 20 chip fabs were in development, including 13 chip foundries and packaging facilities in Taiwan and five to six overseas.

魏哲家表示台积电亚利桑那3纳米厂进度超前，预计2027年第三季度投产。

关于海外扩张，魏哲家表示台积电亚利桑那3纳米工厂进度超前，正在安装设备，预计2027年第三季度投产。

原文 (en)

On overseas expansion, Wei said TSMC’s 3-nanometer plant in Arizona was ahead of schedule, with equipment being installed ahead of production in the third quarter of 2027.

魏哲家称台积电正将部分5纳米产能转用于支持3纳米生产。

魏哲家表示，台积电正将部分5纳米产能转移以支持3纳米生产。

原文 (en)

Wei said TSMC was shifting some 5-nanometer capacity to support 3-nanometer production.