Yahoo Entertainment - August 9, 2026
全球首富馬斯克宣布在美國德州打造超大型半導體園區「Terafab」,首階段投資168億美元,目標整合晶片設計、製造、記憶體及先進封裝,降低對外部供應鏈依賴。Terafab將導入英特爾14A製程技術,挑戰台積電先進製程地位。此舉引發市場關注,除台積電面臨人才磁吸效應外,台股供應鏈如帆宣、漢唐、環球晶、台達電與光寶科等,有望在建廠工程、晶圓材料及散熱設備領域爭取商機,成為後續市場觀察重點。
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