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.
美國政府將向以下方面提供高達66億美元的資金 $台積電 (TSM.US)$是蘋果和英偉達亞利桑那州工廠的主要半導體供應商。
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.
發生了什麼：據CNBC報道，這筆資金是美國CHIPS和科學法案的一部分，將支持台積電對亞利桑那州鳳凰城三座先進製造工廠的超過650億美元的投資。根據CHIPS法案，該公司還有資格獲得約50億美元的擬議貸款。
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."
美國商務部長吉娜·雷蒙多強調了該協議的重要性，表示與台積電的合作將帶來 “世界上最先進的芯片的製造到美國本土”。
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.
雷蒙多進一步透露，這些資金將包括5000萬美元，用於在亞利桑那州培訓和培養當地人才。亞利桑那州台積電已經創造了超過25,000個工作崗位，併爲該州吸引了14家半導體供應商。
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月通過的《CHIPS法案》是一項近530億美元的一攬子計劃，旨在建立美國國內芯片產業，以促進經濟發展，更好地與中國等競爭對手競爭，以實現國家安全目的。
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.
其他根據CHIPS法案獲得資金的公司包括GlobalFoundries、Microchip、BAE Systems和英特爾，後者上個月獲得了高達85億美元的間接融資和高達110億美元的貸款。
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 $Advanced Micro Devices (AMD.US)$.
爲何重要：台積電的財務支持是保護美國境內半導體供應鏈的更廣泛戰略的一部分。此前，預計台積電將贏得高達50億美元的補助金，用於在亞利桑那州建造芯片製造設施，以滿足蘋果等主要客戶的需求 $美國超微公司 (AMD.US)$。
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，台積電的全球擴張及其在人工智能（AI）繁榮中的作用一直備受關注。但是，該公司的快速增長也引發了人們對過度依賴單一製造商生產先進芯片的擔憂。
The recent 7.2 magnitude earthquake in Taiwan that forced TSMC to halt production underscored the risks of concentrated manufacturing locations.
最近在臺灣發生的7.2級地震迫使台積電停止生產，這凸顯了製造地點集中的風險。