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seekingalpha

06/21/2025, 05:43 AM UTC

台积电亚利桑那工厂再遇波折The CoWoS Chokepoint: TSMC's Quiet Monopoly On AI Memory Bandwidth

1、台积电亚利桑那州芯片厂遭遇新延误和成本超支，量产推迟至2027-2028年；2、因台湾技术员临时签证和本地雇佣承诺引发劳资纠纷；3、400亿美元项目凸显美国在全球化竞争背景下重建半导体制造的挑战。

1. TSMC's Arizona chip fab faces new delays and cost overruns, with production now pushed to 2027-2028; 2. Labor disputes emerge over Taiwan technicians' temporary visas and local hiring commitments; 3. The $40 billion project highlights challenges in rebuilding US semiconductor manufacturing amid global competition.

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