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4月16日消息,据台媒Digitimes报道,受美国特朗普政府关税战的影响,众多苹果、AMD、英伟达美系科技大厂为规避接下来的半导体关税,开始纷纷扩大在台积电美国晶圆厂的投片,台积电为应对产能供不应求的情况,或将涨价30%。

报道称,由于台积电亚利桑那州晶圆一厂的4nm产能有限,随着客户订单涌入,已经开始出现排队争夺产能的情况。台积电为了转嫁美国生产的高昂成本,传闻计划对代工报价调涨30%,此举有望将其美国晶圆厂亏损风险进一步缩小。

根据供应链信息显示,目前台积电美国晶圆厂的主要客户包括:苹果、AMD与英伟达等美国厂商。

英伟达已于当地时间4月14日宣布,目前采用台积电4nm制程的Blackwell芯片,已经开始在台积电亚利桑那州晶圆厂生产,现正与Amkor及矽品等合作商讨后段封测制造。

值得一提的是,EMS龙头鸿海的休斯敦厂、纬创的达拉斯厂,已规划在未来12~15个月内,大规模生产AI服务器。

预期未来4年内,英伟达通过与台积电、鸿海、纬创、Amkor、矽品合作,在美国生产高达5,000亿美元规模的AI基础设施。

AMD也于4月15日宣布,旗下第五代EPYC服务器处理器已在台积电亚利桑那州晶圆厂生产。AMD明年推出的第六代服务器处理器Venice还将率先采用台积电的2nm制程,目前已经tapeout。

AMDCEO苏姿丰在接受采访时还强调,AMD已计划在美国生产更多AI服务器芯片。

据了解,目前台积电美国晶圆一厂月产能仅有2万~3万片,虽然目前正加快扩产,但因多家客户订单开始涌入,因此也不得不涨价应对,涨价幅度或达30%。

值得一提的是,目前台积电美国晶圆厂虽已量产,但是缺乏后端封测产能,此前计划是与Amkor在建的美国厂合作。不过,随着台积电随后宣布在美国追加1000亿美元投资,其中就包括了建设两座先进封装厂的规划。

根据最新的爆料显示,台积电为了应对美国客户的旺盛的需求,计划将亚利桑那州晶圆二厂的量产时间提前一年。同时台积电还计划将最新的扇出型面板级封装(FOPLP)引入到美国封装厂,以迎合客户芯片完全美国制造的需求,提高供应弹性。

编辑:芯智讯-浪客剑

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