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seekingalpha

05/18/2025, 12:00 PM UTC

台积电亚利桑那州3nm工厂面临挑战：延期、成本与竞争Nvidia's Q1 Detonation: Why This AI Juggernaut Is About To Rip Higher

1、台积电亚利桑那州3nm晶圆厂因劳动力短缺和监管障碍面临延期；2、通货膨胀、供应链中断及技术迁移问题导致成本飙升；3、与英特尔、三星在先进制程领域的竞争加剧，使台积电全球扩张战略承压。

1. TSMC's Arizona 3nm fab project faces delays due to labor shortages and regulatory hurdles; 2. Rising costs from inflation, supply chain disruptions, and technology migration challenges strain budgets; 3. Intensifying competition with Intel and Samsung in advanced node manufacturing complicates TSMC's global expansion strategy.

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