{
  "id": "Z20",
  "lang": "zh",
  "question": "台積電 Arizona 廠的製程節點與量產時程，官方怎麼說？",
  "answer": "台積電 Arizona 一廠已於 2024 年第四季以 N4 量產，二廠採 3 奈米、最新法說規劃於 2027 年第三季量產。[來源](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)[來源](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf)\n2025 年 7 月法說列三廠與四廠規劃採 N2／A16，五廠與六廠採更先進技術。[來源](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)\n三廠的 2024 年公告目標為 2020 年代末前量產，2025 年 7 月法說則表示尋求加快時程，並說後續廠建設與量產依客戶需求安排。[來源](https://pr.tsmc.com/english/news/3122)[來源](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)\n本次有日期的文件沒有提供三廠加速後及四至六廠各自的確切量產年月；不能把規劃寫成已量產。[來源](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)[來源](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf)",
  "facts": [
    {
      "claim": "Arizona first fab",
      "value": "N4; volume production in Q4 2024",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "N4 process"
    },
    {
      "claim": "Arizona second fab process",
      "value": "3nm",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "3-nanometer"
    },
    {
      "claim": "Arizona second fab latest production target",
      "value": "Q3 2027",
      "as_of": "2026-10-15",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf",
      "quote": "third quarter '27"
    },
    {
      "claim": "Arizona third and fourth fabs",
      "value": "2nm and A16 process technologies",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "A16 process technologies"
    },
    {
      "claim": "Arizona fifth and sixth fabs",
      "value": "More advanced technologies; exact nodes not stated",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "more advanced technologies"
    },
    {
      "claim": "Original third-fab target",
      "value": "By the end of the decade; later acceleration discussed without a precise replacement date",
      "as_of": "2024-04-08",
      "source": "https://pr.tsmc.com/english/news/3122",
      "quote": "by the end of the decade"
    }
  ],
  "not_disclosed": [
    "有日期的文件未提供三廠加速後的精確量產年月，以及四至六廠各自的量產日期。",
    "五、六廠僅稱更先進技術，未指定節點；三廠原始目標不能冒充加速後的新日期。"
  ],
  "related_companies": [
    {
      "name": "TSMC / 台積電",
      "ticker": "TWSE:2330"
    }
  ],
  "verified_at": "2026-10-22T08:45:49.322696+00:00"
}