SemiVoice

seekingalpha

06/04/2025, 06:55 AM UTC

台积电亚利桑那州建厂步履蹒跚，投产恐失先机Super Micro Computer's Growth Trajectory May Be Slowing (Downgrade)

1、台积电亚利桑那州芯片厂因技术工人短缺推迟至2025年后投产，需从台湾临时调派技术人员；2、美国工人和工会质疑台积电用工方式违反签证规定；3、这项400亿美元项目加剧美台科技摩擦，危及拜登政府芯片供应链重组计划。

1. TSMC's Arizona chip fab faces delays until 2025+ due to skilled worker shortages, requiring temporary relocation of Taiwanese technicians; 2. U.S. workers and unions challenge TSMC's labor practices as violating visa rules; 3. The $40B project highlights growing U.S.-Taiwan tech tensions and jeopardizes Biden's chip supply chain goals.

---

本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。