台积电南科2nm扩厂，将于2028年完工

Core Viewpoint - TSMC is ramping up investments in its 2nm chip manufacturing facility to meet the increasing demand for AI chips, with plans for construction and operation set for the coming years [1] Group 1: Investment Plans - TSMC plans to invest in a new semiconductor factory in the Tainan Science Park, covering an area of approximately 15.46 hectares [1] - The construction planning, licensing applications, and on-site work are expected to start in 2026, with completion and operational readiness anticipated by 2028 [1] Group 2: Market Demand - NVIDIA's CEO Jensen Huang indicated a significant demand for chips this year, projecting that TSMC's capacity could potentially grow by over 100% in the next decade [1] - TSMC's ongoing expansion efforts are seen as a response to alleviate the pressure from 2nm orders [1] Group 3: Environmental Impact Assessment - The environmental impact assessment for the new semiconductor factory is scheduled for a public meeting on February 24 [1] - The planned site is located in the specific development area of Tainan Science Park, adjacent to the "Tree Valley Park" and the "Tainan Park" [1]