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seekingalpha

05/12/2025, 04:25 AM UTC

台积电亚利桑那工厂面临进一步延期，美国半导体制造竞争遇挫Affirm Could Turn Into A Collapsing House Of Cards

1、台积电亚利桑那芯片工厂因劳动力和审批问题推迟至2027年投产；2、美国尽管推出《芯片法案》补贴，仍难以吸引半导体制造业，面临亚洲供应链的竞争压力；3、延期暴露出美国产业政策和技术自主目标的结构性挑战。

1. TSMC's Arizona chip factory faces delays until 2027 due to workforce and permitting challenges; 2. The U.S. struggles to attract semiconductor manufacturing despite CHIPS Act incentives, facing competition from Asian supply chains; 3. Delays highlight broader issues in U.S. industrial policy and tech self-sufficiency goals.

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