(Bloomberg) - Apple Inc. tab tom npaj yuav pib muab cov chips rau nws cov khoom siv los ntawm cov nroj tsuag hauv Arizona, uas yog ib kauj ruam tseem ceeb los txo lub tuam txhab kev cia siab rau Asian ntau lawm.
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Tus Thawj Saib Xyuas Haujlwm Tim Cook tau tshaj tawm thaum lub rooj sib tham sab hauv hauv tebchaws Yelemes nrog cov neeg ua haujlwm engineering hauv zos thiab cov khw muag khoom ua ib feem ntawm kev ncig xyuas tebchaws Europe tsis ntev los no, raws li cov lus hais los ntawm Bloomberg Xov Xwm. Nws hais ntxiv tias Apple kuj tseem yuav nthuav dav nws cov khoom siv chips los ntawm cov nroj tsuag hauv Tebchaws Europe.
"Peb twb tau txiav txim siab yuav tawm ntawm cov nroj tsuag hauv Arizona, thiab cov nroj tsuag no hauv Arizona pib hauv '24, yog li peb tau muaj li ob xyoos ua ntej peb ntawm qhov ntawd, tej zaum tsawg dua," Cook hais rau cov neeg ua haujlwm. "Thiab hauv Tebchaws Europe, kuv paub tseeb tias peb tseem yuav los ntawm Tebchaws Europe vim tias cov phiaj xwm no tau pom meej dua," nws hais hauv lub rooj sib tham, uas suav nrog Apple tus thawj coj pabcuam Eddy Cue thiab Deirdre O'Brien, nws lub taub hau ntawm khw muag khoom thiab tib neeg cov peev txheej. .
Cook yog yuav xa mus rau Arizona lub Hoobkas uas yuav khiav los ntawm Taiwan Semiconductor Manufacturing Co., Apple tus khub tshwj xeeb chip-tsim. Cov nroj tsuag ntawd tau npaj rau kev qhib xyoo 2024. Thiab TSMC twb tau pom qhov chaw thib ob hauv Teb Chaws Asmeskas, ib feem ntawm kev thawb dav dav kom nce cov chips hauv lub tebchaws.
Shares ntawm TSMC nce ntau npaum li 2.9% nyob rau hauv Taiwan trading hnub Wednesday tom qab Bloomberg Xov xwm qhia txog Cook cov lus. Kua tau hloov me ntsis.
TSMC cov khoom lag luam tau nce 7.9% rau hnub Tuesday tom qab Warren Buffett's Berkshire Hathaway Inc. tau tshaj tawm tias nws tau koom nrog hauv tuam txhab.
Cov neeg sawv cev rau Apple thiab TSMC tsis kam tawm tswv yim.
Intel Corp. tseem tab tom tsim cov nroj tsuag hauv Arizona uas yuav qhib thaum ntxov li 2024. Lub chipmaker yog Apple tus muag khoom loj rau xyoo, tab sis nws tsis zoo li yuav rov qab ua lag luam ntawd. Apple tau hloov pauv Intel processors hauv Macs thiab lwm yam khoom lag luam hauv kev pom zoo ntawm nws tus kheej cov khoom, thiab cov chipmaker muaj cov ntaub ntawv tsis muaj pov thawj ntawm kev tsim lwm lub tuam txhab tsim.
Tsoomfwv Meskas tau nqis peev kwv yees li $ 50 nphom hauv kev txhawb siab - ib feem ntawm txoj cai hu ua Chips thiab Science Act - los txhawb kev tsim khoom lag luam semiconductor kom nthuav dav hauv xeev. Lub tuam txhab iPhone tam sim no muab nws cov cuab yeej siv los ntawm TSMC cov nroj tsuag nyob hauv Taiwan, thaj chaw uas muaj kev sib faib ntau lawm. Thaum lub rooj sib tham, Cook tau hais tias 60% ntawm lub ntiaj teb cov khoom lag luam tawm los ntawm Taiwan.
"Txawm hais tias koj yuav xav li cas thiab xav li cas, 60% tawm ntawm txhua qhov chaw yog tej zaum tsis yog txoj haujlwm zoo," nws hais.
Cov txheej txheem yog lub plawv ntawm yuav luag txhua cov khoom Apple, txawm tias nws yog high-end Mac Pro desktop computer, iPhone lossis txawm AirPods. Cov chips yog tsim los ntawm Apple thiab tom qab ntawd tsim los ntawm TSMC. Nqa ib feem ntawm qhov kev tsim khoom rov qab mus rau Asmeskas - tom qab xyoo ntawm kev cia siab rau Asia - yuav yog ib kauj ruam tseem ceeb.
Ib lo lus nug tseem ceeb yog seb lub Hoobkas raws li tau npaj tseg puas haum rau Apple cov kev xav tau. Lub tuam txhab Taiwanese tau hais tias cov nroj tsuag yuav pib muaj peev xwm ntawm 20,000 daim ib hlis thiab siv cov txheej txheem tsim khoom 5-nanometer. Qhov ntawd yuav tsis txaus siab rau Apple lub siab nyob ze rau yav tom ntej rau ntau dua, 3-nanometer chips.
TSMC tuaj yeem theoretical qhia txog kev tsim khoom ntau dua sai dua li nws tau tshaj tawm txog tam sim no. Apple kuj tseem tuaj yeem siv tau Arizona ntau lawm rau cov khoom siv tsawg dua hauv nws cov khoom siv.
Thaum feem ntau ntawm kev sib dhos zaum kawg rau Apple cov khoom lag luam raug tswj hwm hauv Suav teb thiab cov tebchaws nyob ib puag ncig hauv Asia, Apple muaj cov khoom lag luam uas tsim cov khoom siv hauv tsev. Lub tuam txhab Cupertino, California tau tshaj tawm tias Mac Pro qauv muag hauv Asmeskas tau sib sau ua ke hauv Texas.
Zoo li Asmeskas, Tebchaws Europe tau muab kev txhawb siab los txhawb kev tsim cov chips ntau dua. Hauv nws cov lus hais, Cook tsis tau hais qhia qhov twg hauv Tebchaws Europe lub tuam txhab yuav tau txais cov chips ntxiv los ntawm, tab sis Bloomberg Xov Xwm tau tshaj tawm tias TSMC tab tom tham nrog tsoomfwv German txog kev tsim cov nroj tsuag hauv lub tebchaws ntawd.
Apple tab tom loj hlob loj hauv lub teb chaws Yelemees. Lub tuam txhab muaj ntau pua tus engineers hauv zos ua haujlwm rau kev siv zog los hloov Qualcomm Inc. cov khoom hauv iPhones nrog lub modem hauv tsev.
Ntau qhov dav, Chips thiab Science Act thiab kev siv zog ntxiv hauv Tebchaws Europe tau npaj los hloov kho cov kev lag luam nti, Cook tau hais thaum lub rooj sib tham hauv tebchaws Yelemes.
"Kuv xav tias koj yuav ua kom pom kev nqis peev tseem ceeb hauv kev muaj peev xwm thiab muaj peev xwm hauv Tebchaws Meskas thiab Tebchaws Europe kom sim rov kho dua qhov kev lag luam ntawm qhov chaw ua silicon."
- Nrog kev pab los ntawm Debby Wu thiab Ian King.
(Hloov tshiab nrog TSMC qhia hauv kab lus thib tsib.)
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Tau qhov twg los: https://finance.yahoo.com/news/apple-prepares-made-us-chips-214755393.html