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消息称台积电扩产进程放缓 明年资本支出或同比双位数下滑

JIN10
2023.04.11 06:18
金十数据 4 月 11 日讯，供应链指出，由于需求疲弱，台积电扩产及建厂速度放缓。其中，3nm 制程原先目标在今年中月产能达到 6 万-7 万片/月，但目前月产能约 4 万片，下半年可能最多到 5 万多片。供应链透露，台积电已向设备商修正 2024 年订单，2024 年资本支出同比降幅或是双位数百分比。（MoneyDJ）
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