前段时间,台积电美国厂亏损的新闻上热搜了。比如《台积电披露:在美国大亏,在大陆大赚》《台积电年报披露:美国厂亏损143亿新台币 南京厂大赚260亿》《台积电美国厂4年蚀逾394亿 南京厂4年赚804亿》等等。总之,就是台积电在美国巨亏、在中国巨赚,两者差距幅度相当大。这样的比较其实一点意义都没有。台积电位于美国亚利桑那州凤凰城的Fab 21晶圆厂一期于2024年第四季度才开始进入批量生产阶段,亏损...
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