Hnub Tuesday dhau los no,
Taiwan Semiconductor Manufacturing
tshaj tawm tias nws yuav nthuav nws cov kev nqis peev hauv Arizona rau ntau dua $ 40 nphom - los ntawm nws thawj $ 12 nphom kev cog lus. TSMC thawj Arizona fab yuav pib ua 4-nanometer chips hauv 2024, thiab ib qho thib ob yuav tsim 3-nanometer chips los ntawm 2026. Cov chips me me ib txwm muaj zog dua thiab muaj zog dua li cov loj dua.
Plaub caug billion yog tus lej loj, tab sis nws tsis yog panacea. TSMC tsis tau teeb tsa lub sijhawm los siv nyiaj. Thiab nws yuav yog ib feem ntawm TSMC qhov kev siv peev tag nrho, uas
JP Morgan
kwv yees li ntawm $ 100 nphom los ntawm 2022 txog 2024. Fabs yuav ntxiv rau US peev, tab sis muaj kev txwv. Taiwan tau dhau los ua qhov teeb meem geopolitical nrog Tuam Tshoj thiab Asmeskas vim tias nws suav rau ntau dua 90% ntawm lub ntiaj teb kev tsim cov chips siab tshaj plaws, sau tseg 2021 tsab ntawv ceeb toom los ntawm Semiconductor Industry Association thiab Boston Consulting Group. Feem ntau yog los ntawm TSMC.
Tau qhov twg los: https://www.barrons.com/articles/tsmc-makes-a-40-billion-bet-on-us-made-chips-dont-declare-victory-yet-51670637663?siteid=yhoof2&yptr=yahoo