目前拜登政府正努力在1月份任期结束之前将美国政府于2022年通过的《芯片法案》支持下的美国建厂补贴资金拨付出去。本周，台积电(TSM.US)以及美国芯片制造领军者格芯(GFS.US)已经就数十亿美元的赠款补贴以及特殊贷款达成具有约束力的协议，以支持这两大芯片制造公司在美国建设工厂。拜登团队正在争分夺秒地争取完成《芯片法案》补贴发放，实现拜登政府所大力宣传的“芯片制造回流美国”雄心壮志。Taiwan Semiconductor (TSM.US) reported a 29.2% growth in sales in October, the slowest growth rate since February this year, warning of the sustained demand for AI chips.
According to the Securities Times app, Taiwan Semiconductor (TSM.US) recorded a 29.2% increase in sales in October, the slowest growth rate since February this year, sounding a warning on the enduring demand for AI chips. The company, which produces chips for Apple (AAPL.US) and Nvidia (NVDA.US), announced a monthly sales revenue of 314.2 billion New Taiwan dollars (approximately 9.8 billion US dollars). Prior to this, from March to September, the company saw monthly sales growth of over 30%. Analysts predict that in the three months leading up to December, this chip manufacturer's sales will increase by 36.1%.
As a leading producer of most advanced chips globally, Taiwan Semiconductor is considered the pioneer in supporting the infrastructure development of AI. With concerns from investors about the true commercial potential of AI and its ability to help people, attention on the monthly sales of Taiwan Semiconductor is also increasing. This year, Taiwan Semiconductor's stock price has risen by over 80%.
Currently, the Biden administration is working to disburse the US government's subsidy funds for building factories in the US, as provided by the Chip Act passed in 2022, before the end of January. This week, Taiwan Semiconductor (TSM.US) and the US chip manufacturing leader GlobalFoundries (GFS.US) have reached a binding agreement on billions of dollars in grant subsidies and special loans to support the construction of factories in the US by these two major chip manufacturers. The Biden team is racing against time to disburse the subsidies outlined in the Chip Act, striving to achieve the ambitious goal promoted by the Biden administration of 'reshoring chip manufacturing to the US'.
Preliminary agreements indicate that Taiwan Semiconductor will receive a subsidy scheme from the US government announced in April, which includes up to $6.6 billion in grant subsidies and as much as $5 billion in special loans to support the construction of three large semiconductor manufacturing plants in Phoenix, Arizona, USA, capable of future production of high-end chips at 3nm and below.
