Taiwanese media: Not only is there a shortage of people, but American experts analyze multiple reasons for TSMC's delayed factory construction in the United States

Source: Global NetworkTSMC's Arizona plant in the United States recently announced that the production time for the 4-nanometer process will be postponed from the end of 2024 to 2025. According to a report by Taiwan's China Times News Network on the 13th, citing the website of the US financial magazine Barron Weekly, JPMorgan Chase's research director in the Asia Pacific technology field, Harry Haran, analyzed that the delay in the construction of TSMC's US factory is not only due to personnel shortages, but also due to difficulties in machine installation, difficulty in finding skilled labor, uncertainty or risk of delay in funding for the "Chip Act", as well as weak overall demand for cutting-edge processes

Source: Global Network

TSMC's Arizona plant in the United States recently announced that the production time for the 4-nanometer process will be postponed from the end of 2024 to 2025. According to a report by Taiwan's China Times News Network on the 13th, citing the website of the US financial magazine Barron Weekly, JPMorgan Chase's research director in the Asia Pacific technology field, Harry Haran, analyzed that the delay in the construction of TSMC's US factory is not only due to personnel shortages, but also due to difficulties in machine installation, difficulty in finding skilled labor, uncertainty or risk of delay in funding for the "Chip Act", as well as weak overall demand for cutting-edge processes.

According to the report, Harry Haran stated that TSMC's US plants have more problems besides labor shortages. He now expects the factory to produce a large number of chips by the end of 2025. Harry Haran mentioned that the process of distributing subsidies under the "Chip Act" has been slow, and so far, the US government has not allocated funds from the "Chip Act" signed into law by US President Biden in 2022. As for demand, Harry Haran stated that TSMC lowered its financial index for 2023 in July, predicting a 10% decrease in annual revenue due to weak order performance in almost all technology product categories except for AI chips.

It is worth noting that Taiwan's Zhongshi News Network previously reported under the title "TSMC is also unable to escape? Insiders have exposed that Biden's two major chip factories may be destroyed by stabbing in the back". After semiconductor foundry companies such as TSMC and Samsung have successively built factories in the United States, the Biden government's "Chip Act" subsidy application began on March 31. The United States requires companies applying for subsidies to surrender expected cash flow and other profit indicators, as well as trade secrets such as production capacity. In response, Zhongshi News Network questioned in the article that TSMC was killed by the US "Chip Act".

It is not the first time that the United States requires companies to submit confidential information, "according to a report on China Times News Network. In 2021, when semiconductors faced a shortage crisis, the US government requested TSMC and Samsung Electronics to submit confidential data such as wafer foundry inventory, orders, sales, etc. on the grounds of improving supply chain transparency. Regarding this, some netizens on the island left a message saying that the United States "openly subsidizes and secretly engages in assassination

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