05/07/2025, 07:33 AM UTC
台积电美国晶圆厂受困于'惊人'成本与劳资纠纷Nebius Group: 20-F Filing Confirms Upside Thesis
1、台积电亚利桑那晶圆厂面临72亿美元成本超支和劳动力短缺，量产推迟至2027/2028年；2、美国工会指责台积电引进台湾工人引发劳资纠纷；3、台积电计划在德国和日本新建晶圆厂以分散地缘政治风险。1. TSMC's Arizona fab faces $7.2B costs and labor shortages, delaying mass production to 2027/2028; 2. U.S. unions criticize TSMC for importing Taiwanese workers, triggering disputes; 3. TSMC plans new fabs in Germany and Japan to diversify geopolitical risks.---
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