Key Nvidia, Apple Supplier TSMC +3%, To Receive $6.6B From US Government For Arizona Plant
Key Nvidia, Apple Supplier TSMC +3%, To Receive $6.6B From US Government For Arizona Plant
The U.S. government is set to provide up to $6.6 billion in funding to $Taiwan Semiconductor (TSM.US)$, a major semiconductor supplier for Apple and NVIDIA, for its Arizona plants.
美国政府将向以下方面提供高达66亿美元的资金 $台积电 (TSM.US)$是苹果和英伟达亚利桑那州工厂的主要半导体供应商。
What Happened: The funding, a part of the U.S. CHIPS and Science Act, will bolster TSMC's over $65 billion investment in three advanced fabrication plants in Phoenix, Arizona, CNBC reported. The company is also eligible for approximately $5 billion in proposed loans under the CHIPS Act.
发生了什么:据CNBC报道,这笔资金是美国CHIPS和科学法案的一部分,将支持台积电对亚利桑那州凤凰城三座先进制造工厂的超过650亿美元的投资。根据CHIPS法案,该公司还有资格获得约50亿美元的拟议贷款。
U.S. Secretary of Commerce, Gina Raimondo, highlighted the significance of the agreement, stating that the partnership with TSMC will bring "the manufacturing of the world's most advanced chips to American soil."
美国商务部长吉娜·雷蒙多强调了该协议的重要性,表示与台积电的合作将带来 “世界上最先进的芯片的制造到美国本土”。
Raimondo further revealed that the funds will include $50 million to train and develop local talent in Arizona. TSMC Arizona has already created more than 25,000 jobs and attracted 14 semiconductor suppliers for the state.
雷蒙多进一步透露,这些资金将包括5000万美元,用于在亚利桑那州培训和培养当地人才。亚利桑那州台积电已经创造了超过25,000个工作岗位,并为该州吸引了14家半导体供应商。
The CHIPS Act, passed in August 2022, is a nearly $53 billion package aimed at building the U.S. domestic chip industry to boost the economy and better compete with rivals such as China for national security purposes.
2022年8月通过的《CHIPS法案》是一项近530亿美元的一揽子计划,旨在建立美国国内芯片产业,以促进经济发展,更好地与中国等竞争对手竞争,以实现国家安全目的。
Other companies that have received funding under the CHIPS Act include GlobalFoundries, Microchip, BAE Systems, and Intel, which was awarded up to $8.5 billion in indirect funding and up to $11 billion in loans last month.
其他根据CHIPS法案获得资金的公司包括GlobalFoundries、Microchip、BAE Systems和英特尔,后者上个月获得了高达85亿美元的间接融资和高达110亿美元的贷款。
Why It Matters: TSMC's financial boost is part of a broader strategy to secure the semiconductor supply chain within the United States. Previously, TSMC was expected to win up to $5 billion in grants for a chip fabrication facility in Arizona to meet the demands of major clients like Apple and $Advanced Micro Devices (AMD.US)$.
为何重要:台积电的财务支持是保护美国境内半导体供应链的更广泛战略的一部分。此前,预计台积电将赢得高达50亿美元的补助金,用于在亚利桑那州建造芯片制造设施,以满足苹果等主要客户的需求 $美国超微公司 (AMD.US)$。
Moreover, TSMC's global expansion and its role in the artificial intelligence (AI) boom have been in the spotlight. However, the company's rapid growth has also raised concerns about overreliance on a single manufacturer for advanced chips.
此外,台积电的全球扩张及其在人工智能(AI)繁荣中的作用一直备受关注。但是,该公司的快速增长也引发了人们对过度依赖单一制造商生产先进芯片的担忧。
The recent 7.2 magnitude earthquake in Taiwan that forced TSMC to halt production underscored the risks of concentrated manufacturing locations.
最近在台湾发生的7.2级地震迫使台积电停止生产,这凸显了制造地点集中的风险。