在美建芯片厂成本要高6倍！台积电对美国“劝告”：应专注研发

金十数据2021-06-19

本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。今年5月，全球第一大芯片代工商台积电官宣了将赴美建芯片工厂的消息。6月2日当天，台积电高管对外透露，目前该司在美的芯片工厂已经开建，预计将在2024年进行5nm工艺制程芯片的量产。按照美国方面此前给出的“条件”，该国将拨出540亿美元（折合约3485亿元人民币）的资金，奖励这批到美国扩大产能的芯片巨头。据悉，目前韩国巨头三星、台积电、还有...

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2021-06-19
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TSMC's \"Advice\" to the United States: Focus on Research and Development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"EWT":0.6,"TWmain":1,"03145":0.6,"TSM":1},"content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。今年5月，全球第一大芯片代工商台积电官宣了将赴美建芯片工厂的消息。6月2日当天，台积电高管对外透露，目前该司在美的芯片工厂已经开建，预计将在2024年进行5nm工艺制程芯片的量产。按照美国方面此前给出的“条件”，该国将拨出540亿美元（折合约3485亿元人民币）的资金，奖励这批到美国扩大产能的芯片巨头。据悉，目前韩国巨头三星、台积电、还有美国巨头英特尔都是这笔资金的有力争夺者。而外媒此前还曝出消息，台积电可能在美国亚利桑那州建设6座工厂。截至目前，台积电方面并没有对这个消息给出明确回应。不过，据快科技报道，虽然台积电在美国的工厂已经破土动工，但似乎工厂前期的一系列基建准备工作并不顺利。有分析数据指出，对比台积电在本土市场的建厂成本，美国方面给出的报价是此前的6倍还多。这6倍以上的成本，包括美国高出30%的用工成本；还有美国工人生产效率低下等开销。最让台积电头疼的是，美国建厂的愿望很“丰满”，但是芯片生产并不是一个靠自己就能完成的事情，这需要多方的配合。尤其是，当前亚利桑那州并没有配套的半导体供应体系，例如芯片物料的供给、完善快速的物流运输体系，另外还有大批芯片零部件合作商的支持。为了解决这个问题，台积电已经向其合作商发出呼吁，一同到美国，加入该司在当地的芯片生产。与此同时，台积电还在不遗余力地对美国“好心劝告”。据快科技6月19日最新报道，台积电“掌门人”刘德音在接受采访时公开指出，美国不应该想着以一己之力垄断全球半导体供应链，事实上当前芯片短缺的情况，最本质的原因还是因为新冠疫情。这名代表人士还指出，美国作为全球半导体强国，当前应该重视研发，追求在技术领域跑得更快更远，而不是专注于产能的转移，美国并不具备这样的生产力。此举不仅额外增加了生产成本，而且还减慢了芯片创新的步伐；从而遏制了全球合作的可能性。文 |廖力思  题 | 黄紫镓  图 |卢文祥  审 |黄紫镓","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":165161344,"gmtCreate":1624107085588,"gmtModify":1703828909311,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"htmlText":"[Look&nbsp;back]&nbsp;","listText":"[Look&nbsp;back]&nbsp;","text":"[Look back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165161344","repostId":2144937703,"repostType":2,"repost":{"id":"2144937703","kind":"news","pubTimestamp":1624084246,"share":"https://ttm.financial/m/news/2144937703?lang=en_US&edition=fundamental","pubTime":"2021-06-19 14:30","market":"us","language":"zh","title":"The cost of building a chip factory in the United States is 6 times higher! TSMC's \"advice\" to the United States: it should focus on research and development","url":"https://stock-news.laohu8.com/highlight/detail?id=2144937703","media":"金十数据","summary":"今年5月，全球第一大芯片代工商台积电官宣了将赴美建芯片工厂的消息。6月2日当天，台积电高管对外透露，目前该司在美的芯片工厂已经开建，预计将在2024年进行5nm工艺制程芯片的量产。而外媒此前还曝出消息，台积电可能在美国亚利桑那州建设6座工厂。截至目前，台积电方面并没有对这个消息给出明确回应。与此同时，台积电还在不遗余力地对美国“好心劝告”。","content":"<p><html><body><article>This article is an original article of Jinshi Data. Without permission, reprinting is prohibited, and offenders will be prosecuted.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672026751/0\"/>In May this year, the world's largest chip foundry<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The official announced that it will go to the United States to build a chip factory. On June 2, TSMC executives revealed that the company's chip factory in the United States has started construction and is expected to carry out mass production of 5nm process chips in 2024.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672027607/0\"/><strong>According to the \"conditions\" previously given by the United States, the country will allocate US $54 billion (equivalent to approximately 348.5 billion yuan) to reward these chip giants who expand production capacity in the United States.</strong>It is reported that the current Korean giant<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>, TSMC, and American giants<a href=\"https://laohu8.com/S/INTC\">Intel</a>Are strong contenders for this funding. Foreign media have previously revealed news that TSMC may build six factories in Arizona, USA.</p><p>So far, TSMC has not given a clear response to this news. However, according to Kuai Technology, although TSMC's factory in the United States has broken ground, it seems that a series of infrastructure preparations in the early stage of the factory are not going smoothly.<strong>Some analysis data pointed out that compared with TSMC's factory construction cost in the local market, the quotation given by the United States is more than 6 times that of the previous one</strong>。</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672027997/0\"/><strong>This cost is more than 6 times, including 30% higher labor costs in the United States; There are also expenses such as the low productivity of American workers.</strong>What bothers TSMC the most is that the desire to build a factory in the United States is \"full\", but chip production is not something that can be accomplished on its own, which requires the cooperation of many parties.</p><p>In particular, Arizona currently does not have a supporting semiconductor supply system, such as the supply of chip materials, a complete and fast logistics and transportation system, and the support of a large number of chip component partners.<strong>In order to solve this problem, TSMC has issued an appeal to its partners to go to the United States together to join the company's local chip production.</strong></p><p><strong>At the same time, TSMC is still sparing no effort to give \"kind advice\" to the United States.</strong></p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672028337/0\"/>According to the latest report from Kuai Technology on June 19, TSMC's \"head\" Liu Deyin publicly pointed out in an interview that,<strong>The United States should not think about monopolizing the global semiconductor supply chain by itself. In fact, the most essential reason for the current chip shortage is COVID-19 pandemic.</strong></p><p>The representative also pointed out that,<strong>As a global semiconductor power, the United States should currently attach importance to research and development and pursue to run faster and farther in the technical field, instead of focusing on the transfer of production capacity. The United States does not have such productivity.</strong>This move not only adds additional production costs, but also slows down the pace of chip innovation; Thus curbing the possibility of global cooperation.</p><p>Text | Liao Lisi's title | Yellow purple gallium picture | Review by Lu Wenxiang | Yellow purple gallium</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The cost of building a chip factory in the United States is 6 times higher! 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TSMC's \"advice\" to the United States: it should focus on research and development\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-19 14:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>This article is an original article of Jinshi Data. Without permission, reprinting is prohibited, and offenders will be prosecuted.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672026751/0\"/>In May this year, the world's largest chip foundry<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The official announced that it will go to the United States to build a chip factory. On June 2, TSMC executives revealed that the company's chip factory in the United States has started construction and is expected to carry out mass production of 5nm process chips in 2024.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672027607/0\"/><strong>According to the \"conditions\" previously given by the United States, the country will allocate US $54 billion (equivalent to approximately 348.5 billion yuan) to reward these chip giants who expand production capacity in the United States.</strong>It is reported that the current Korean giant<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>, TSMC, and American giants<a href=\"https://laohu8.com/S/INTC\">Intel</a>Are strong contenders for this funding. Foreign media have previously revealed news that TSMC may build six factories in Arizona, USA.</p><p>So far, TSMC has not given a clear response to this news. However, according to Kuai Technology, although TSMC's factory in the United States has broken ground, it seems that a series of infrastructure preparations in the early stage of the factory are not going smoothly.<strong>Some analysis data pointed out that compared with TSMC's factory construction cost in the local market, the quotation given by the United States is more than 6 times that of the previous one</strong>。</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672027997/0\"/><strong>This cost is more than 6 times, including 30% higher labor costs in the United States; There are also expenses such as the low productivity of American workers.</strong>What bothers TSMC the most is that the desire to build a factory in the United States is \"full\", but chip production is not something that can be accomplished on its own, which requires the cooperation of many parties.</p><p>In particular, Arizona currently does not have a supporting semiconductor supply system, such as the supply of chip materials, a complete and fast logistics and transportation system, and the support of a large number of chip component partners.<strong>In order to solve this problem, TSMC has issued an appeal to its partners to go to the United States together to join the company's local chip production.</strong></p><p><strong>At the same time, TSMC is still sparing no effort to give \"kind advice\" to the United States.</strong></p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13672028337/0\"/>According to the latest report from Kuai Technology on June 19, TSMC's \"head\" Liu Deyin publicly pointed out in an interview that,<strong>The United States should not think about monopolizing the global semiconductor supply chain by itself. In fact, the most essential reason for the current chip shortage is COVID-19 pandemic.</strong></p><p>The representative also pointed out that,<strong>As a global semiconductor power, the United States should currently attach importance to research and development and pursue to run faster and farther in the technical field, instead of focusing on the transfer of production capacity. The United States does not have such productivity.</strong>This move not only adds additional production costs, but also slows down the pace of chip innovation; Thus curbing the possibility of global cooperation.</p><p>Text | Liao Lisi's title | Yellow purple gallium picture | Review by Lu Wenxiang | Yellow purple gallium</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061914315279c83e97&s=b\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061914315279c83e97&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2144937703","content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。今年5月，全球第一大芯片代工商台积电官宣了将赴美建芯片工厂的消息。6月2日当天，台积电高管对外透露，目前该司在美的芯片工厂已经开建，预计将在2024年进行5nm工艺制程芯片的量产。按照美国方面此前给出的“条件”，该国将拨出540亿美元（折合约3485亿元人民币）的资金，奖励这批到美国扩大产能的芯片巨头。据悉，目前韩国巨头三星、台积电、还有美国巨头英特尔都是这笔资金的有力争夺者。而外媒此前还曝出消息，台积电可能在美国亚利桑那州建设6座工厂。截至目前，台积电方面并没有对这个消息给出明确回应。不过，据快科技报道，虽然台积电在美国的工厂已经破土动工，但似乎工厂前期的一系列基建准备工作并不顺利。有分析数据指出，对比台积电在本土市场的建厂成本，美国方面给出的报价是此前的6倍还多。这6倍以上的成本，包括美国高出30%的用工成本；还有美国工人生产效率低下等开销。最让台积电头疼的是，美国建厂的愿望很“丰满”，但是芯片生产并不是一个靠自己就能完成的事情，这需要多方的配合。尤其是，当前亚利桑那州并没有配套的半导体供应体系，例如芯片物料的供给、完善快速的物流运输体系，另外还有大批芯片零部件合作商的支持。为了解决这个问题，台积电已经向其合作商发出呼吁，一同到美国，加入该司在当地的芯片生产。与此同时，台积电还在不遗余力地对美国“好心劝告”。据快科技6月19日最新报道，台积电“掌门人”刘德音在接受采访时公开指出，美国不应该想着以一己之力垄断全球半导体供应链，事实上当前芯片短缺的情况，最本质的原因还是因为新冠疫情。这名代表人士还指出，美国作为全球半导体强国，当前应该重视研发，追求在技术领域跑得更快更远，而不是专注于产能的转移，美国并不具备这样的生产力。此举不仅额外增加了生产成本，而且还减慢了芯片创新的步伐；从而遏制了全球合作的可能性。文 |廖力思  题 | 黄紫镓  图 |卢文祥  审 |黄紫镓","news_type":1,"symbols_score_info":{"159813":1,"EWT":0.6,"TWmain":1,"03145":0.6,"TSM":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4893153,"gmtCreate":1624107598327,"gmtModify":1663229413734,"authorId":3558300746906714,"author":{"id":3558300746906714,"idStr":"3558300746906714","authorId":3558300746906714,"name":"wmpek","avatar":"https://community-static.tradeup.com/news/32a930aca5c68694794e2dbcaab493f5","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.95%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":165161344,"type":1,"supId":0,"prevId":0,"content":"[Blush]","text":"[Blush]","html":"[Blush]"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2144937703","isCrawlerRequest":true}