Bernstein tus kws tshuaj ntsuam teb rau TSMC txhawb kev nqis peev hauv Asmeskas

Taiwan Semiconductor Manufacturing Co., Ltd.NYSE: TSM) npaj yuav tsim ib lub Hoobkas thib ob hauv Arizona, lub tuam txhab tau lees paub rau hnub Tuesday.

TSMC yog diversifying deb ntawm Tuam Tshoj

Kev ua tiav yuav txhawb nqa nws cov peev txheej hauv lub Xeev los ntawm ntau dua peb npaug rau $ 40 billion - qhov loj tshaj plaws txawv teb chaws peev hauv keeb kwm ntawm Arizona. TSMC tab tom sim ua kom sib txawv deb ntawm Tuam Tshoj raws li Biden Thawj Tswj Hwm tseem txwv tsis pub xa tawm cov chips sophisticated mus rau Beijing.  


Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Ua ke, nws ob tsob nroj yuav tsim 600,000 wafers ib xyoos, txaus kom tau raws li qhov xav tau ntawm Asmeskas txhua xyoo. Teb rau cov lus tshaj tawm, Bernstein's Stacy Rasgon tau hais rau CNBC's “TechCheck”:

Nws yog ib qho zoo rau diversify cov khoom siv. Taiwan yog nyob rau hauv ib cheeb tsam uas tsis muaj kev tswj hwm thaj chaw thiab lub ntiaj teb nyob ntawm nws rau cov thawj coj semiconductors. Yog li, txhua qhov pib ntawm qhov no yog qhov pab tau.

Lub hli dhau los, Invezz qhia lub legendary investor, Warren Buffett kom muaj muas TSMC shares.

TSMC tab tom nqis peev ntawm CHIPS Txoj Cai

TSMC txoj kev nqis peev ua raws li kev dhau los ntawm Biden's "CHIPS thiab Science Act" uas incentivizes domestic ntau lawm ntawm advanced chips.

Raws li lub semiconductor behemoth, lub Hoobkas nws tshaj tawm hnub no yuav mus nyob rau hauv 2026 thiab yuav tsim nws feem ntau txiav-ntug 3-nanometer chips. Lwm qhov, nws ntxiv, yuav pib tsim 4-nanometer chips hauv 2024. Rasgon sau tseg:

Yog tias koj xav tau cov chaw tsim khoom lag luam nyob hauv Asmeskas, tsuas yog peb lub tuam txhab tuaj yeem sim ua nws thiab TSMC yog ib qho ntawm lawv. Yog tias lawv tuaj yeem tsim cov chaw tsim khoom no, lawv yuav muaj cov neeg siv khoom tso ntim rau hauv, lav. Koj muaj Apple, Nvidia, AMD.

Apple CEO Tim Cook twb muaj lawm paub tseeb tias tus tsim iPhone yuav siv cov chips ua nyob rau hauv Arizona Hoobkas. TSMC shares tau nqis ze li ntawm 45% piv rau lawv lub xyoo dhau los.

Tau qhov twg los: https://invezz.com/news/2022/12/06/tsmc-boosts-investment-in-arizona-us/