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.
$台積電 (TSM.US)$ 在其第一家亞利桑那工廠的生產良率表現優於在臺灣設施的表現，這對工廠的盈利能力至關重要。
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.
這家合同晶片製造商的鳳凰城設施的良率報告比在其本土高出大約400個點子，彭博社援引台積電美國分部負責人裏克·卡西迪的話稱。
Prior reports indicated Taiwan Semiconductor's production yield at the Arizona facility matched its Taiwan facilities.
先前的報道指出，台積電在亞利桑那工廠的生產良率與臺灣設施相匹配。
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.
這家合同晶片製造商的更新 coincides with tensions over a possible violation of the U.S. semiconductor embargo on 中國，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.
台積電在發現其芯片已到達華爲技術有限公司後停止向客戶發貨。美國對華出口管制令導致中國企業試圖非法獲取受限芯片。
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.
華爲，一個主要的5g概念網絡設備供應商，自2019年美國因涉嫌間諜活動而實施制裁以來一直是北京和華盛頓之間科技對峙的焦點。而華爲否認了這些指控。
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.
台積電，美國CHIPS法案競爭者關鍵人物，正在尋求66億美元的美國補助，50億美元的貸款以及大量稅收抵免，以在亞利桑那州建設三座晶圓廠（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告訴Bloomberg 台積電 表示他們可能會考慮在美國進一步擴張，前提是得到額外的政府支持。鳳凰園區至少有六個半導體廠的潛力。
Taiwan Semiconductor's Arizona site initially battled labor shortages and safety issues, delaying the production timeline.
台積電的亞利桑那工廠最初在勞工短缺和安全問題上進行了鬥爭，推遲了生產時間表。
Also this week $NVIDIA (NVDA.US)$ chief Jensen Huang acknowledged the resolution of a Blackwell chip flaw thanks to its longtime partner Taiwan Semiconductor.
本週還有 $英偉達 (NVDA.US)$ 首席執行官Jensen Huang承認，由於長期合作伙伴 台積電 的幫助，已解決了Blackwell芯片缺陷問題。
He also admitted that everything is going fine with its partner, snubbing reports hinting at possible friction between the companies.
他還承認與合作伙伴一切順利，拒絕了有關公司之間可能存在摩擦的報道。
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分析師Charles Shi預計台積電會在2024財年取得900億美元的 營業收入 ，這要歸功於樂觀的第三季度業績，主要受益於3納米技術的引領。 $蘋果 (AAPL.US)$.
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.
他預計在2025財年營業收入至少達到1100億美元（增長至960億美元），並且利潤率將在2025年下半年恢復到60%。
