05/13/2025, 07:40 AM UTC
台积电亚利桑那工厂在推进量产过程中面临新挑战GigaCloud Technology Q1 Earnings: A Bumpy Ride With Bullish Upside (Rating Downgrade)
1、台积电亚利桑那工厂面临劳工纠纷、成本超支及补贴延迟问题；2、公司拟引入台湾工人培训当地员工，引发工会强烈反对；3、在技术转移和人员培训困境中，生产重心可能转向2纳米先进制程。1. TSMC's Arizona fab faces labor disputes, cost overruns, and delayed subsidies; 2. The company plans to bring Taiwanese workers to train local staff, sparking union opposition; 3. Production focus may shift to 2nm technology amid challenges in workforce training and technology transfer.---
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