良率是半导体行业的一项关键指标，因为它决定了公司是否有能力承担一家芯片工厂的巨额成本。建造和维护晶圆厂的成本十分高昂，建造一座最先进的制造工厂可能需要数百亿美元。1. Reports state that the chip yield produced at taiwan semiconductor's factory in Arizona, USA, exceeds that of its similar factories in china Taiwan; 2. As the world's largest chip manufacturer, taiwan semiconductor plans to establish three chip factories in Arizona, USA.
Finance Associated Press, October 26: According to media reports quoting sources, the chip yield produced at taiwan semiconductor's factory in Arizona, USA, exceeds that of its similar factories in china Taiwan.
Insiders revealed that Rick Cassidy, President of the usa branch of Taiwan Semiconductor, stated at an event on October 23 local time that the chip yield of the first factory in Arizona of Taiwan Semiconductor was about 4 percentage points higher than similar factories in Taiwan.
Yield is a key indicator in the semiconductor industry because it determines whether a company has the capability to bear the enormous costs of a chip factory. The cost of building and maintaining a wafer plant is very high, with the construction of a state-of-the-art manufacturing facility possibly requiring tens of billions of dollars.
As the world's largest chip manufacturer, taiwan semiconductor plans to establish three chip factories in Arizona, USA, with the company expected to receive support from the US government through the Chip Act, including $6.6 billion in government subsidies, $5 billion in loans, and 25% tax credits.
In August 2022, the US introduced the '2022 Chips and Science Act' (referred to as the 'Chip Act'), which will provide $52.7 billion to subsidize the US chip industry. In addition to direct subsidies, the US Congress also approved a $75 billion government loan authorization.
Taiwan semiconductor was originally scheduled to fully start production at the first factory in Arizona in 2024, using 4-nanometer process technology, but due to labor issues, this timeline has been delayed to 2025.
The second factory will utilize state-of-the-art 2-nanometer process technology, with its production timeline also delayed from the initial 2026 to 2027 or 2028. Due to the delays in the production timelines of the two factories, there have been speculations about the production efficiency of the Arizona factories being inferior to the Taiwan factories.
Cassidy said that taiwan semiconductor may now be willing to further expand its business in the usa, to a certain extent depending on whether it can obtain more government support.
The construction cost of taiwan semiconductor in the usa is very high, so the company needs to obtain subsidies from the local government. Taiwan semiconductor founder Zhang Zhongmou once said that the cost of producing chips in Arizona may be at least 50% higher than in Taiwan.
Editor/Lambor
