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seekingalpha

06/28/2025, 04:13 AM UTC

台积电全球扩张：平衡美日地缘政治与补贴策略BWXT Technologies: Stable Government Business With Commercial Nuclear Growth Opportunities

1. 台积电借助政府补贴在美日扩大芯片生产，但在美国面临建设延迟和劳动力短缺等挑战；2. 地缘政治紧张局势促使台积电分散生产基地以降低供应链风险；3. 日本高效的补贴分配与美国官僚主义障碍形成对比，凸显国家支持对全球芯片产业格局的影响。

1. TSMC expands semiconductor production in the U.S. and Japan with government subsidies, facing challenges like construction delays and labor shortages in the U.S.; 2. Geopolitical tensions drive TSMC to diversify manufacturing bases to mitigate supply chain risks; 3. Japan's efficient subsidy distribution contrasts with U.S. bureaucratic hurdles, reflecting how state support shapes global chip industry dynamics.

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