SemiVoice

seekingalpha

06/10/2025, 05:04 AM UTC

台积电亚利桑那州工人面临文化冲突Powell Industries: A Strong Buy For A High-Quality Growth Opportunity

1、台积电亚利桑那州工厂因工人短缺和工会纠纷导致建设成本翻倍并延期；2、美国工人与台湾管理层的文化差异引发生产效率问题；3、这项400亿美元的项目凸显了在中美科技竞争背景下半导体技术海外转移的困难。

1. TSMC's Arizona plant faces doubled construction costs and delays due to labor shortages and union disputes; 2. Cultural differences between American workers and Taiwanese management lead to productivity challenges; 3. The $40 billion project highlights difficulties in transferring semiconductor expertise overseas amid US-China tech competition.

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