台积电或再投1000亿美元扩建美国晶圆厂!

物理微电子前沿...
Feb 18

围绕所谓“对等贸易协议”的讨论,市场焦点迅速集中到中国台湾科技业对美投资总额高达2500亿美元的承诺之上。外界普遍关注,这一庞大数字究竟如何拆分、谁来承担,以及对全球半导体版图会产生怎样的连锁反应。在所有变量中,真正牵动资本市场神经的核心,仍然是TSMC的扩产节奏与资本开支规划。美国商务部长Howard Lutnick此前公开表示,中国台湾科技产业对美投资的整体承诺中,已包含台积电此前宣布的...

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