台積電注意了 美將斥資1.45兆在美興建 - 股票

By Susan
at 2021-05-25T14:53
at 2021-05-25T14:53
Table of Contents
※ 引述《Paul1021 (胡迪)》之銘言:
: 繼美韓宣布深化半導體製造合作關係後,美國商務部長雷蒙多(Gina Raimondo)周一(24日
: )表示,政府將提供520億美元(約合新台幣1.45兆元)資助半導體製造與研發,未來美國可
: 能將新建7到10座半導體廠,預計可帶來超過1500億美元的投資量能。
中時報導反著看就是正解,畢竟美國也請台積電、三星去美國建廠,這些半導體廠也拿得
到美國的半導體資助,老美又不是說是要資助intel或是格羅方德建造7-10座半導體廠,
所以整體對台積電根本沒太大影響,而且520億美金根本也不多,台積電4月才宣布三年要
砸1000億美金建廠擴充產能,520億給大家分很多嗎?
何況要比半導體廠數量,中國這幾年才蓋的誇張,估計過幾年低階半導體會跟之前太陽能
廠過剩一樣崩盤。
美國建廠的問題一直都不是資金,而是人才的問題,老美碩士、博士生根本不太會去
辛苦的半導體廠加班工作,人家去華爾街、矽谷更多薪資高,福利更好的工作,連台積電
要去美國建廠都還要挖台灣人跳過去幫忙,老美自己根本找不到那麼多人才可以撐起7-10
座半導體廠....
--
: 繼美韓宣布深化半導體製造合作關係後,美國商務部長雷蒙多(Gina Raimondo)周一(24日
: )表示,政府將提供520億美元(約合新台幣1.45兆元)資助半導體製造與研發,未來美國可
: 能將新建7到10座半導體廠,預計可帶來超過1500億美元的投資量能。
中時報導反著看就是正解,畢竟美國也請台積電、三星去美國建廠,這些半導體廠也拿得
到美國的半導體資助,老美又不是說是要資助intel或是格羅方德建造7-10座半導體廠,
所以整體對台積電根本沒太大影響,而且520億美金根本也不多,台積電4月才宣布三年要
砸1000億美金建廠擴充產能,520億給大家分很多嗎?
何況要比半導體廠數量,中國這幾年才蓋的誇張,估計過幾年低階半導體會跟之前太陽能
廠過剩一樣崩盤。
美國建廠的問題一直都不是資金,而是人才的問題,老美碩士、博士生根本不太會去
辛苦的半導體廠加班工作,人家去華爾街、矽谷更多薪資高,福利更好的工作,連台積電
要去美國建廠都還要挖台灣人跳過去幫忙,老美自己根本找不到那麼多人才可以撐起7-10
座半導體廠....
--
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