05/25/2025, 04:20 AM UTC
台积电亚利桑那州晶圆厂建设面临劳动力短缺和工会纠纷Compass: Building A Real Estate Goliath While The Industry Is Weak
1、台积电亚利桑那州工厂因劳动力短缺和工会纠纷导致建设延期，可能影响2025年投产目标；2、公司考虑从台湾引入工人，但遭当地工会反对，担忧影响美国就业机会；3、美国政府补贴延迟及成本上升加剧项目挑战，影响台积电全球布局和客户信任。1. TSMC's Arizona fab construction faces delays due to labor shortages and union disputes, potentially impacting its 2025 production target; 2. The company considers importing workers from Taiwan but faces opposition from local unions over U.S. job opportunities; 3. Delayed U.S. subsidies and rising costs add challenges, affecting TSMC's global expansion and client trust.---
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