06/23/2025, 04:11 AM UTC
台积电亚利桑那州工厂面临劳动力短缺、成本超支和工会反对York Water: Significant Upside Potential, Limited Downside Risk
1、台积电亚利桑那州芯片厂建设面临技术工人短缺、成本激增及与当地工会冲突等挑战；2、项目可能推迟投产时间，并计划申请美国政府补贴；3、这些问题凸显台积电在美国扩张中的运营困境，地缘政治紧张加剧了其全球布局的复杂性。1. TSMC's Arizona semiconductor plant construction faces challenges including skilled labor shortages, increased costs, and conflicts with local unions; 2. The project may delay production timelines and is considering applying for U.S. government subsidies; 3. These issues highlight operational hurdles in TSMC's U.S. expansion amid geopolitical tensions.---
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