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台积电追加千亿美元扩建美国工厂，称AI芯片需求将持续多年_我的网站

A | Netflix has officially announced its upcoming original film, Toaster, a dark comedy based on the unexpected chaos after a cancelled wedding. Directed by Vivek Das Chaudhary, the film is scheduled to premiere on the streaming platform on April 15, 2026. The story explores a situation where a wedding is called off after gifts have already been exchanged. The plot begins with a petty fixation on a specific gift, a toaster, and follows a simple miser (Rajkummar Rao) as his pursuit to recover the item leads to ridiculous and escalating chaos and drama. The film marks a professional milestone for Patralekhaa, as it is the first production under her and Rajkummar Rao’s banner, Kampa Film. The project stars Rajkummar Rao and Sanya Malhotra, supported by an ensemble including Archana Puran Singh, Abhishek Banerjee, Farah Khan, Upendra Limaye, Vinod Rawat, Jitendra Joshi, and Seema Pahwa. About the production, Patralekhaa, producer of Kampa Film, said, “Stepping into production with Kampa Film has been an incredibly meaningful milestone for us, and beginning this journey with Netflix, who have consistently championed distinctive and unconventional stories makes it even more special. Toaster immediately stood out because it finds humour in the most unexpected places, and the moment we read it, we knew it was a story we wanted to bring to life.” View this post on Instagram A post shared by Netflix India (@netflix_in) Ruchikaa Kapoor Sheikh, Director of Original Films, Netflix India, mentioned that the film aligns with the platform's focus on inventive storytelling and emerging talent. She said, “Toaster is a quirky dark comedy that begins with a simple miser whose life spirals into complete mayhem in pursuit of getting back his toaster. It’s the kind of inventive storytelling we love to champion at Netflix. With Vivek Das Chaudhary making his directorial debut and Patralekhaa & Raj stepping into the producer’s role for the first time with Kampa Film, the project reflects our continued focus on championing emerging talent behind the camera while bringing an exciting burst of fresh creative energy.” The film's story and screenplay are credited to Parveez Shaikh, with Akshat Ghildial and Anagh Mukerjee also serving as screenwriters. Akshat Ghildial has also penned the dialogues. Toaster will be available for streaming on Netflix from April 15.Also Read: Toaster Teaser: Rajkummar Rao and Sanya Malhotra promise chaos and laughs。 IT之家 7 月 20 日消息，据路透社报道，台积电表示，未来多年 AI 芯片需求依然强劲，公司正追加 1000 亿美元（IT之家注：现汇率约合 6780.91 亿元人民币）投资扩建美国亚利桑那州工厂，但也必须解决当地建筑工人短缺等挑战。

B | 在周四公布创纪录的第二季度业绩后，台积电首席财务官黄仁昭（Wendell Huang）表示，公司对亚利桑那州项目的进展“非常满意”，这也是台积电决定将当地投资总额提高至 2650 亿美元（现汇率约合 1.8 万亿元人民币）的原因。 “我们将继续投资。

C | ”黄仁昭在接受采访时表示，并补充称，公司非常感谢美国政府提供的支持，“我们持续看到客户需求十分强劲，而且这种需求具有持续多年的结构性特征。” 作为全球最先进 AI 芯片的主要制造商，也是英伟达的重要供应商，台积电持续加大资本支出、利润率不断攀升，被视为全球半导体行业需求的风向标。

D | 扩大亚利桑那州工厂规模，也被视为美国总统唐纳德 · 特朗普推动芯片制造回流美国的一项成果。特朗普曾表示希望在自己卸任前，美国能够拥有全球 50% 的半导体制造产能。

E | 黄仁昭表示，台积电位于亚利桑那州的第一座晶圆厂已经投入运营，良率已达到与台湾地区旗舰工厂“同样优秀”的水平。第二座晶圆厂即将开始设备进驻，第三座晶圆厂正在建设中，第四座晶圆厂以及当地首座先进封装工厂的前期准备工作也已经启动。

F | 按照目前已建成和规划中的项目，未来台积电在亚利桑那州将拥有 12 座晶圆制造及先进封装设施，并设立一座研发中心。不过，他并未透露新增投资项目的具体时间表。不过，黄仁昭也坦言，扩建仍面临现实限制。“目前存在一些物理条件上的限制，比如可用建筑工人的数量，以及基础设施建设能力。”他说，“我们会与政府密切合作，共同解决这些问题。” 与此同时，台积电仍在持续扩大台湾地区本土投资，未来几年将在台湾地区新建 13 座先进制程及先进封装工厂。 “台湾地区的土地资源非常有限。”黄仁昭表示，“因此，只要有可开发的土地，我们都会优先用于部署最先进的制程技术。

G | ” 他进一步解释称，最先进工艺的大规模量产需要研发团队与制造团队保持高度协同，因此必须首先在台湾地区完成技术成熟和稳定运行，之后才会考虑将相关技术转移至海外生产。对于未来是否会考虑通过在美国发行新股融资，黄仁昭回应称，如果市场环境合适，公司“不会排除发行新债券”的可能性。

H | 近期，随着全球企业持续投入巨额资金建设 AI 基础设施，投资者再次开始担忧 AI 热潮能否长期持续。尽管台积电交出了历史最佳季度业绩，其在台北上市的股票周五仍下跌 7.3%。不过，今年以来，公司股价累计仍上涨接近 50%。虽然台积电长期稳居全球最先进芯片代工市场的绝对领导者，但竞争对手也在不断缩小差距，包括受益于存储芯片市场复苏的三星电子，以及获得美国政府大力支持的英特尔。