消息稱台積電擴產進程放緩 明年資本支出或同比雙位數下滑

金十數據
2023.04.11 06:18
金十數據 4 月 11 日訊，供應鏈指出，由於需求疲弱，台積電擴產及建廠速度放緩。其中，3nm 製程原先目標在今年中月產能達到 6 萬-7 萬片/月，但目前月產能約 4 萬片，下半年可能最多到 5 萬多片。供應鏈透露，台積電已向設備商修正 2024 年訂單，2024 年資本支出同比降幅或是雙位數百分比。（MoneyDJ）
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