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2020-05-15 | 公共電視

TSMC Announces US$12B Plant in Arizona|台積電宣布赴美設廠 落腳亞利桑那州

TSMC announced plans to build an advanced chip factory in the US state of Arizona, specializing in 5-nanometer chips. Analysts believe the decision may not be 100 percent commercial in nature, as the US presidential election is approaching. It may also mean the company will eventually have to choose between the US and China.

TSMC will gain geostrategic significance.

TSMC founder Morris Chang's prediction last year that the company would be gaining geostrategic significance seems to have come true. In a statement on the 15th, TSMC announced plans for a US$12 billion factory in Arizona to produce 5-nanometer transistor chips. TSMC expects production capacity of 20,000 chips per month and the creation of 1,600 jobs. Ground will break in 2021 and mass production will start in 2024.

TSMC intends to build and operate an advanced semiconductor fab in the United States, with the mutual understanding and commitment to support, from the U.S. federal government and the State of Arizona.

One analyst says some see TSMC's investment as a demonstration of goodwill towards the US, but TSMC will eventually have to choose between the US and China, where Huawei is unassailable. TSMC's days of being technologically neutral are therefore coming to an end.

There is clearly pressure coming from the US. The US needs to consolidate its place in the emerging technology field. At the same time, it is trying to de-sinicize the supply chain.

Objectively speaking, TSMC's decision to set up a plant in the US isn't necessarily good when you take human capital costs and the entire supply chain into account. However, it may be able to leverage this relationship into commercial benefits it doesn't current have access to.

TSMC will start mass producing 5-nanometer chips in the second quarter this year and 3-nanometer chips in 2022. By the time the Arizona plant becomes operational in 2024, TSMC may be focused on 3-nanometer chips. This means its base will remain in Taiwan.

台積電創辦人 張忠謀(2019.11.02)表示:「台積電變成一個地緣策略家的必爭之地。」

台積電創辦人張忠謀,去年底參加自家辦運動會,曾提出"地緣策略家"說法後,如今真的一語成讖。15號一早發聲明稿,宣布將前往美國"亞利桑那州"設廠,"5奈米"高階製程,每月產能2萬片,將可創造1600個工作機會,預計2021年動工,2024年量產,資本支出120億美元。

台積公司代理發言人 高孟華表示:「在與美國聯邦政府,及亞利桑那州的共同理解,及其承諾支持下,有意於美國,興建且營運一座先進晶圓廠。」

分析師表示,台積電赴美設廠,外界解讀是對美國示好的一種方法,不過,以"華為"為主的中國市場,台積電得面臨抉擇,恐怕已無法再保持科技中立。

台經院研究員 劉佩真表示:「顯然是來自於美國方面的壓力,其實是比較大的。同時美國一方面,當然就是為了要鞏固,他在新興科技領域的一個地位,甚至也進行這個,供應鏈去中國化,這樣的動作。」

台新投顧全球策略研究部協理 江浩農表示:「對台積電來講,在美國設廠,可能還是基本的這個客觀情況,不一定未來很好,因為考量到人力的成本,整體供應鏈的這個完整度,但是它可能會透過像這樣的關係,去換到一些可能平常在商場上,換不到的東西。」

分析師表示。2024年美國亞利桑那州廠,才正式量產5奈米。對目前台積電來說,今年第二季五奈米就會進入量產,3奈米預計2022年進入量產,2024年台積電的製程,可能已來到3奈米下一個世代,高階製程技術,還是以台灣為主。

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