USA Scores Big Win Taiwan Semiconductor Arizona Plant, Sees Good Production Yields
USA Scores Big Win Taiwan Semiconductor Arizona Plant, Sees Good Production Yields
The contract chipmaker's update coincides with tensions over a possible violation of the U.S. semiconductor embargo on China, rendering the chipmaker vulnerable to regulatory scrutiny.$Taiwan Semiconductor (TSM.US)$ accomplished better-than-expected production yields at its first Arizona plant than at its Taiwan facilities, which is a crucial yardstick for a plant's profitability.
$台积电 (TSM.US)$ 在其第一家亚利桑那工厂的生产良率表现优于在台湾设施的表现，这对工厂的盈利能力至关重要。
The contract chipmaker's Phoenix facility reported yields roughly 400 bps above those at home, Bloomberg cites head of Taiwan Semiconductor's U.S. division Rick Cassidy.
这家合同晶片制造商的凤凰城设施的良率报告比在其本土高出大约400个基点，彭博社援引台积电美国分部负责人里克·卡西迪的话称。
Prior reports indicated Taiwan Semiconductor's production yield at the Arizona facility matched its Taiwan facilities.
先前的报道指出，台积电在亚利桑那工厂的生产良率与台湾设施相匹配。
The contract chipmaker's update coincides with tensions over a possible violation of the U.S. semiconductor embargo on China, rendering the chipmaker vulnerable to regulatory scrutiny.
这家合同晶片制造商的更新 coincides with tensions over a possible violation of the U.S. semiconductor embargo on 中国，rendering the chipmaker vulnerable to regulatory scrutiny。
Taiwan Semiconductor stopped shipments to a customer after finding its chips had reached Huawei Technologies Co. The U.S. semiconductor ban on China has led to illegal attempts by Chinese firms to access restricted chips.
台积电在发现其芯片已到达华为技术有限公司后停止向客户发货。美国对华出口管制令导致中国企业试图非法获取受限芯片。
Huawei, a leading provider of 5G network equipment, has been a focal point in the tech standoff between Beijing and Washington since the U.S. imposed sanctions in 2019 over alleged espionage concerns, which Huawei denies.
华为，一个主要的5g概念网络设备供应商，自2019年美国因涉嫌间谍活动而实施制裁以来一直是北京和华盛顿之间科技对峙的焦点。而华为否认了这些指控。
Taiwan Semiconductor, a key U.S. CHIPS Act contender, is seeking $6.6 billion in U.S. grants, $5 billion in loans, and substantial tax credits to build three fabrication plants (fabs) in Arizona.
台积电，美国CHIPS法案竞争者关键人物，正在寻求66亿美元的美国补助，50亿美元的贷款以及大量税收抵免，以在亚利桑那州建设三座晶圆厂（fabs）。
Cassidy told Bloomberg Taiwan Semiconductor that they may consider expanding further in the U.S., contingent on additional government support. The Phoenix complex has the potential for at least six fabs.
Cassidy告诉Bloomberg 台积电 表示他们可能会考虑在美国进一步扩张，前提是得到额外的政府支持。凤凰园区至少有六个半导体厂的潜力。
Taiwan Semiconductor's Arizona site initially battled labor shortages and safety issues, delaying the production timeline.
台积电的亚利桑那工厂最初在劳工短缺和安全问题上进行了斗争，推迟了生产时间表。
Also this week $NVIDIA (NVDA.US)$ chief Jensen Huang acknowledged the resolution of a Blackwell chip flaw thanks to its longtime partner Taiwan Semiconductor.
本周还有 $英伟达 (NVDA.US)$ 首席执行官Jensen Huang承认，由于长期合作伙伴 台积电 的帮助，已解决了Blackwell芯片缺陷问题。
He also admitted that everything is going fine with its partner, snubbing reports hinting at possible friction between the companies.
他还承认与合作伙伴一切顺利，拒绝了有关公司之间可能存在摩擦的报道。
Needham analyst Charles Shi expects Taiwan Semiconductor to reach a revenue of $90 billion in fiscal 2024 following upbeat third-quarter print led by 3nm thanks to $Apple (AAPL.US)$.
Needham分析师Charles Shi预计台积电会在2024财年取得900亿美元的 营业收入 ，这要归功于乐观的第三季度财报，主要受益于3纳米技术的引领。 $苹果 (AAPL.US)$.
He expects the revenue to hit at least $110 billion in fiscal 2025 (up from $96 billion) and the margin to return to 60% in the second half of 2025.
他预计在2025财年营业收入至少达到1100亿美元（增长至960亿美元），并且利润率将在2025年下半年恢复到60%。
