台積電:美國的半導體生產沒用:

台積電:美國的半導體生產沒用:

-台積電創始人言論泛起漣漪-

台灣堆疊電路製造(台積電):

Morris Chang 對美國的半導體生產持負面看法。

負面觀點正在行業中蔓延。

台積電:

應美國政府的強烈要求,台積電目前正在亞利桑那州建設新工廠。

美國生產:

他說,在美國生產是“浪費時間和無用的”。

聲明的真正含義在哪裡?

布魯金斯學會
公開採訪

張先生的話是在4月14日。

我在布魯金斯學會主辦的一次公開採訪中跳了出來。

日本經濟新聞

https://www.nikkei.com/article/DGXZQOGM224G40S2A420C2000000/

TSMC : La production de semi-conducteurs aux États-Unis ne sert à rien :

-Les propos du fondateur de TSMC font des vagues-

Fabrication de circuits empilés à Taiwan (TSMC) :

Morris Chang a donné une vision négative de la production de semi-conducteurs aux États-Unis.

Les opinions négatives propagent les ondulations dans l’industrie.

TSMC :

A la forte demande du gouvernement américain, TSMC construit actuellement une nouvelle usine en Arizona.

Fabrication aux États-Unis :

La production aux États-Unis est “une perte de temps et inutile”, a-t-il déclaré.

Où est le vrai sens de l’énoncé ?

Établissement Brookings
Entretien public

La remarque de M. Zhang était le 14 avril.

J’ai sauté dans une interview publique organisée par la Brookings Institution.

Nihon Keizai Shimbun

TSMC: Halbleiterproduktion in den USA ist nutzlos:

-Die Äußerungen des Gründers von TSMC sind Wellen-

Taiwan Stacked Circuit Manufacturing (TSMC):

Morris Chang hat die Halbleiterproduktion in den Vereinigten Staaten negativ beurteilt.

Negative Ansichten verbreiten die Wellen in der Branche.

TSMC:

Auf ausdrücklichen Wunsch der US-Regierung baut TSMC derzeit eine neue Fabrik in Arizona.

Produktion in den Vereinigten Staaten:

Die Produktion in den Vereinigten Staaten sei “Zeitverschwendung und nutzlos”, sagte er.

Wo ist die wahre Bedeutung der Aussage?

Brookings-Institution
Öffentliches Vorstellungsgespräch

Herr Zhangs Bemerkung war am 14. April.

Ich sprang in einem öffentlichen Interview heraus, das von der Brookings Institution veranstaltet wurde.

Nihon Keizai Shimbun

TSMC founder Morris Chang believes US based chip production will be an ‘exercise in futility’

Recent comments from Morris Chang, the founder and former CEO of TSMC,

put a spotlight on many of the issues that the US faces in rebuilding its domestic chip manufacturing industry.

Chang was a guest of the Brookings Institution think tank (via The Register).

Speaking on Tuesday, Chang said

that the US simply doesn’t have the fabrication talent pool needed to expand and succeed.

He said

the US has the best design talent, but its education system can’t deliver the thousands of skilled manufacturing workers that are needed.

There’s also the issue of labour costs.

Labour is cheaper in Asia,
and this was highlighted by Chang when he talked about setting up TSMC’s Oregon-based facility.

He said: “We really expected the costs to be comparable to Taiwan. And that was extremely naive… We still have about a thousand workers in that factory, and that factory, they cost us about 50 percent more than Taiwan costs.”

Chang went on to say,

“Right now you’re talking about spending only tens of billions of dollars of money of subsidy.
Well, it’s not going to be enough. I think it will be a very expensive exercise in futility”.

Geopolitical issues are always bubbling away and a supply side shock

if TSMC were to suddenly cease production would be catastrophic for the global economy.

Chang touched upon the possibility of war between China and Taiwan, saying,

“Frankly, if there is a war in Taiwan Strait, then I think the United States will have more than chips to worry about.”

PC Gamer

https://www.pcgamer.com/tsmc-founder-morris-chang-believes-us-based-chip-production-will-be-an-exercise-in-futility/