台积电宣布在美国增加一千亿美元投资。tái jī diàn xuān bù zài měi guó zēng jiā yī qiān yì měi yuán tóu zīTSMC announced it will add $100 billion in investment in the United States.这项新增金额会把亚利桑那的总投资提高到约二千六百五十亿美元。zhè xiàng xīn zēng jīn é huì bǎ yà lì sāng nà de zǒng tóu zī tí gāo dào yuē èr qiān liù bǎi wǔ shí yì měi yuánThis additional amount would raise Arizona's total investment to about $265 billion.公司说会再建四座晶圆厂，并扩大先进封装设施。gōng sī shuō huì zài jiàn sì zuò jīng yuán chǎng bìng kuò dà xiān jìn fēng zhuāng shè shīThe company said it will build four more wafer fabs and expand advanced packaging facilities.

新的厂房计划要生产二奈米和更先进的制程。xīn de chǎng fáng jì huà yào shēng chǎn èr nài mǐ hé gèng xiān jìn de zhì chéngThe new plant plan will produce 2-nanometer and more advanced process technologies.公司表示，投资时间要看市场和客户需求才决定。gōng sī biǎo shì tóu zī shí jiān yào kàn shì chǎng hé kè hù xū qiú cái jué dìngThe company said the timing of the investment will be decided based on market and customer demand.台积电说，主要是因为多年来对人工智慧和高效能运算的强劲需求。tái jī diàn shuō zhǔ yào shì yīn wèi duō nián lái duì rén gōng zhì huì hé gāo xiào néng yùn suàn de qiáng jìn xū qiúTSMC said it is mainly because of years of strong demand for artificial intelligence and high-performance computing.

在同一次财报中，台积电公布第二季合并营收和净利数字，并表示今年资本支出会明显增加，以支援扩厂。zài tóng yī cì cái bào zhōng tái jī diàn gōng bù dì èr jì hé bìng yíng shōu hé jìng lì shù zì bìng biǎo shì jīn nián zī běn zhī chū huì míng xiǎn zēng jiā yǐ zhī yuán kuò chǎngIn the same earnings report, TSMC disclosed second-quarter consolidated revenue and net profit figures, and said capital expenditures will increase significantly this year to support plant expansion.公司也说，这些投资能强化美国半导体生态和相关就业，但最先进的研发和制造合作仍以台湾为主。gōng sī yě shuō zhè xiē tóu zī néng qiáng huà měi guó bàn dǎo tǐ shēng tài hé xiāng guān jiù yè dàn zuì xiān jìn de yán fā hé zhì zào hé zuò réng yǐ tái wān wéi zhǔThe company also said these investments can strengthen the U.S. semiconductor ecosystem and related jobs, but the most advanced R&D and manufacturing collaboration will remain centered in Taiwan.

台积电董事长魏哲家在七月中宣布，公司将在亚利桑那再投入约一千亿美元，使在美投资总额升至约二千六百五十亿美元。tái jī diàn dǒng shì zhǎng wèi zhé jiā zài qī yuè zhōng xuān bù ， gōng sī jiāng zài yà lì sāng nà zài tóu rù yuē yī qiān yì měi yuán ， shǐ zài měi tóu zī zǒng é shēng zhì yuē èr qiān liù bǎi wǔ shí yì měi yuán 。TSMC Chairman C.C. Wei announced in mid-July that the company will invest an additional $100 billion in Arizona, bringing its total investment in the US to approximately $265 billion.新追加的资金预计用于建设四座新的晶圆厂以及先进封装厂，目标生产二纳米及更先进制程的芯片。xīn zhuī jiā de zī jīn yù jì yòng yú jiàn shè sì zuò xīn de jīng yuán chǎng yǐ jí xiān jìn fēng zhuāng chǎng ， mù biāo shēng chǎn èr nà mǐ jí gèng xiān jìn zhì chéng de xīn piàn 。The newly added funds are expected to be used to build four new fabs and advanced packaging plants, aiming to produce 2-nanometer and more advanced process chips.

公司指出，这次扩建的主要动力来自人工智能与高性能运算长期且强劲的需求；gōng sī zhǐ chū ， zhè cì kuò jiàn de zhǔ yào dòng lì lái zì rén gōng zhì néng yǔ gāo xìng néng yùn suàn cháng qī qiě qiáng jìn de xū qiú ；The company pointed out that the main driver for this expansion is the long-term and strong demand from AI and high-performance computing;但具体动工与投产时程将视市场与客户订单而定，未给出固定时间表。dàn jù tǐ dòng gōng yǔ tóu chǎn shí chéng jiāng shì shì chǎng yǔ kè hù dìng dān ér dìng ， wèi gěi chū gù dìng shí jiān biǎo 。However, the specific construction and production schedule will depend on the market and customer orders, and no fixed timetable was given.与此同时，台积电公布第二季合并营收与净利，并对今年资本支出进行了上调，表示将投入更多资源支持产能扩张。yǔ cǐ tóng shí ， tái jī diàn gōng bù dì èr jì hé bìng yíng shōu yǔ jìng lì ， bìng duì jīn nián zī běn zhī chū jìn xíng le shàng tiáo ， biǎo shì jiāng tóu rù gèng duō zī yuán zhī chí chǎn néng kuò zhāng 。At the same time, TSMC announced its consolidated revenue and net profit for the second quarter and raised its capital expenditure for this year, stating that it will commit more resources to support capacity expansion.

公司也强调，扩大美国产能旨在强化当地半导体生态并创造相关就业，但最顶尖的制程研发与密切的制造合作仍会留在台湾，为全球布局提供技术与管理支持。gōng sī yě qiáng diào ， kuò dà měi guó chǎn néng zhǐ zài qiáng huà dāng dì bàn dǎo tǐ shēng tài bìng chuàng zào xiāng guān jiù yè ， dàn zuì dǐng jiān de zhì chéng yán fā yǔ mì qiè de zhì zào hé zuò réng huì liú zài tái wān ， wèi quán qiú bù jú tí gōng jì shù yǔ guǎn lǐ zhī chí 。The company also emphasized that expanding US capacity aims to strengthen the local semiconductor ecosystem and create related jobs, but the most advanced process R&D and close manufacturing collaboration will remain in Taiwan, providing technical and management support for global operations.

台积电董事长魏哲家在7月16日宣布，将在亚利桑那再追加约一千亿美元的投资，使在美计划总额升至约二千六百五十亿美元。tái jī diàn dǒng shì zhǎng wèi zhé jiā zài 7 yuè 16 rì xuān bù ， jiāng zài yà lì sāng nà zài zēng jiā yuē yī qiān yì měi yuán de tóu zī ， shǐ zài měi jì huà zǒng é shēng zhì yuē èr qiān liù bǎi wǔ shí yì měi yuán 。TSMC chairman Wei Zhejia announced on July 16 that it will add about $100 billion more in investment in Arizona, bringing the total U.S. plan to about $265 billion.公司表示，新增资金将用于建设四座晶圆厂与先进封装设施，以扩充当地的高端产能。gōng sī biǎo shì ， xīn zēng zī jīn jiāng yòng yú jiàn shè sì zuò jīng yuán chǎng yǔ xiān jìn fēng zhuāng shè shī ， yǐ kuò chōng dāng dì de gāo duān chǎn néng 。The company said the new funds will be used to build four fabs and advanced packaging facilities to expand local high-end capacity.

公司称，新设厂区将面向二奈米及更先进的制程技术，目标是应对人工智能与高效能运算客户多年持续增长的需求。gōng sī chēng ， xīn shè chǎng qū jiāng miàn xiàng èr nài mǐ jí gèng xiān jìn de zhì chéng jì shù ， mù biāo shì yìng duì rén gōng zhì néng yǔ gāo xiào néng yùn suàn kè hù duō nián chí xù zēng zhǎng de xū qiú 。The company says the new plants will target 2-nanometer and more advanced process technologies, aiming to meet years of sustained growth in demand from AI and high-performance computing customers.不过，高层未给出明确的时间表，强调具体动工与量产进度要视市场状况与客户订单而定，具有一定弹性。bù guò ， gāo céng wèi gěi chū míng què de shí jiān biǎo ， qiáng diào jù tǐ dòng gōng yǔ liàng chǎn jìn dù yào shì shì chǎng zhuàng kuàng yǔ kè hù dìng dān ér dìng ， jù yǒu yī dìng tán xìng 。However, senior management did not give a clear timetable, stressing that actual construction and production schedules depend on market conditions and customer orders and are somewhat flexible.

与此同时，台积电公布的第二季合并营收与净利显示营运稳健，且公司已上调全年资本支出预算，以支援此一全球产能扩张计划。yǔ cǐ tóng shí ， tái jī diàn gōng bù de dì èr jì hé bìng yíng shōu yǔ jìng lì xiǎn shì yùn yíng wěn jiàn ， qiě gōng sī yǐ shàng tiáo quán nián zī běn zhī chū yù suàn ， yǐ zhī yuán cǐ yī quán qiú chǎn néng kuò zhāng jì huà 。At the same time, TSMC's announced second-quarter consolidated revenue and net profit showed stable operations, and the company has raised its full-year capital expenditure budget to support this global capacity expansion plan.台积电指出，扩大在美投资既是为满足客户需求，也希望强化美国半导体生态与相关就业；tái jī diàn zhǐ chū ， kuò dà zài měi tóu zī jì shì wéi mǎn zú kè hù xū qiú ， yě xī wàng qiáng huà měi guó bàn dǎo tǐ shēng yǔ xiāng guān jiù yè ，TSMC said expanding U.S. investment is both to meet customer demand and to strengthen the U.S. semiconductor ecosystem and related employment;但最先进的研发与紧密制造协同仍将维持在台湾本部。dàn zuì xiān jìn de yán fā yǔ jǐn mì zhì zào xié tóng réng jiāng wéi chí zài tái wān běn bù 。But the most advanced R&D and tight manufacturing coordination will remain at the Taiwan headquarters.

业界分析普遍认为，此举是因应人工智能带来的急速需求，是台积电多年全球产能布局的重要一步；yè jiè fēn xī pǔ biàn rèn wéi ， cǐ jǔ shì yīn yìng rén gōng zhì néng dài lái de jí sù xū qiú ， shì tái jī diàn duō nián quán qiú chǎn néng bù jú de zhòng yào yī bù ；Industry analysts generally believe this move responds to the rapid demand from AI and is an important step in TSMC's long-term global capacity layout;观察人士将继续留意后续的厂房选址、设备到位与人才培养等执行细节。guān chá zhě rén jiāng jì xù liú yì hòu xù de chǎng fáng xuǎn zhǐ 、 shè bèi dào wèi yǔ rén cái péi yǎng děng zhí xíng xì jié 。Observers will continue to watch subsequent details of plant site selection, equipment readiness, and talent development execution.