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"description": "2026年11月04日（优分析／产业数据中心报导）⸺ 美国电力公司Pinnacle West Capital(PNW-US)表示，已于10月与台积电(2330-TW)签订25年直接定价供电合约，将供应亚利桑那州晶片制造园区全面建成后约1.88GW的用电需求。公司预计近日将合约送交监管机关审查，仍待核准。 Pinnacle West总部位于亚利桑那州凤凰城，透过旗下子公司在州内供电，业务涵盖发电、输电与配电，旗下拥有核能、天然气、燃煤及太阳能等发电设施，以及输配电线路、变电站与储能设备。 这是Pi",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6645752/o/a16e6ef28f08122a1dbf4169ab5ef5eb.jpg\" alt=\"Reuters/TPG\" /><p>2026年11月04日（优分析／产业数据中心报导）⸺ 美国电力公司Pinnacle West Capital(PNW-US)表示，已于10月与台积电(2330-TW)签订25年直接定价供电合约，将供应亚利桑那州晶片制造园区全面建成后约1.88GW的用电需求。公司预计近日将合约送交监管机关审查，仍待核准。</p>\n<p>Pinnacle West总部位于亚利桑那州凤凰城，透过旗下子公司在州内供电，业务涵盖发电、输电与配电，旗下拥有核能、天然气、燃煤及太阳能等发电设施，以及输配电线路、变电站与储能设备。</p>\n<p>这是Pinnacle West首份直接定价合约。台积电将提前投入资金，并提供信用担保，让电力公司能配合园区用电需求，安排电源及电网建设。公司强调，相关投资成本将由台积电承担，不会转由住宅用户负担。</p>\n<p>执行长Theodore Geisler表示，台积电这笔1.88GW需求，已计入公司目前合计5.8GW的已承诺用电需求，也纳入长期电力资源规画。若台积电未来进一步扩建，双方将再讨论新增用电的供应安排。</p>\n<p>Geisler指出，公司新增用电需求来自多个产业，其中制造业的贡献高于资料中心，包括晶片制造及其他制造业。与台积电签订的合约，也可作为日后服务其他大型客户的参考，目前公司正与其他等待供电的客户协商。</p>\n<p>这类合约通常要求客户支付预付款、提供担保，并订定最低用电量、用电容量及提前终止合约的责任，让电力公司在投入建设前，取得客户的长期承诺。不过，其他协商案能否签约，目前仍未确定。</p>\n<p>随着用电需求增加，输电设施也必须同步扩建。公司指出，目前服务区域的输电系统已无多余可用容量，新增发电资源必须搭配新的输电设施，才能可靠地接入电网。依最新规画，至2041年，客户全年用电量预估将增至约80,600GWh，超过目前两倍；未来15年规画新增近15GW电力资源及约2.6GW输电容量。</p><p>※ 本文经「优分析」授权转载，原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/1606458309\">原文连结</a>\n <br>※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-15266.html\" title=\"营收速报 - 方土昶(6265)8月营收5.20亿元年增率高达465.95％\">营收速报 - 方土昶(6265)8月营收5.20亿元年增率高达465.95％</a></li>\n <li><a href=\"/new/tw/article-19819.html\" title=\"【量大强涨股整理】【 3265 台星科】【 2340 台亚】【6742泽米】【3624光颉】台股4.9万点别乱追！10月主流大洗牌，【 台星科】涨停⊕后【Q4黑马股】提前曝光！\">【量大强涨股整理】【 3265 台星科】【 2340 台亚】【6742泽米】【3624光颉】台股4.9万点别乱追！10月主流大洗牌，【 台星科】涨停⊕后【Q4黑马股】提前曝光！</a></li>\n <li><a href=\"/new/tw/article-11618.html\" title=\"台银统筹日月光500亿联贷大案 10银行超额认贷\">台银统筹日月光500亿联贷大案 10银行超额认贷</a></li>\n <li><a href=\"/new/tw/article-5699.html\" title=\"营收速报 - 台航(2617)6月营收4.48亿元年增率高达37.28％\">营收速报 - 台航(2617)6月营收4.48亿元年增率高达37.28％</a></li>\n <li><a href=\"/new/tw/article-15295.html\" title=\"营收速报 - 德宏(5475)8月营收2.55亿元年增率高达271.88％\">营收速报 - 德宏(5475)8月营收2.55亿元年增率高达271.88％</a></li>\n <li><a href=\"/new/tw/article-3720.html\" title=\"〈台股盘后〉台积电尾盘遭狙击掼至平盘 涨点收敛至211点 坚守4万6大关\">〈台股盘后〉台积电尾盘遭狙击掼至平盘 涨点收敛至211点 坚守4万6大关</a></li>\n </ul>\n</div>",
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