Adam Kos Tim Cook mus xyuas nrog rau US Thawj Tswj Hwm Joe Biden, TSMC lub chaw tsim khoom semiconductor tom ntej hauv Phoenix, Arizona. Tab sis qhov kev taw qhia tho txawv rau tsab xov xwm no txhais tau tias ntau tshaj qhov nws yuav tshwm sim thaum xub thawj siab ib muag. Cook tau lees paub tias cov chips rau Apple cov cuab yeej yuav raug tsim tawm ntawm no, uas yuav zoo siab dais Made in America daim ntawv lo, thiab qhov no yog ib kauj ruam loj hauv cov teeb meem nti tsis tu ncua.
TSMC yog Apple tus khub rau kev tsim cov Apple Silicon chips siv hauv txhua yam ntawm nws cov khoom. Taiwan Semiconductor Manufacturing Company yog lub ntiaj teb loj tshaj plaws tshwj xeeb tshwj xeeb tsim khoom ntawm semiconductor disks, uas, txawm hais tias lub hauv paus hauv Hsinchu Science Park hauv Hsinchu, Taiwan, muaj lwm ceg hauv Europe, Nyiv, Tuam Tshoj, Kaus Lim Qab Teb, Is Nrias teb, thiab North America.
Cov duab thaij duab
Ntxiv rau Apple, TSMC koom tes nrog cov tuam txhab lag luam thoob ntiaj teb ntawm cov txheej txheem thiab kev sib koom ua ke, xws li Qualcomm, Broadcom, MediaTek, Altera, Marvell, NVIDIA, AMD thiab lwm yam. Txawm tias cov tuam txhab chips uas muaj qee yam khoom siv hluav taws xob muaj peev xwm outsource ib feem ntawm lawv cov khoom rau TSMC. Tam sim no, lub tuam txhab yog tus thawj coj thev naus laus zis hauv kev lag luam ntawm semiconductor chips, vim nws muaj cov txheej txheem ntau lawm. Lub Hoobkas tshiab yuav tsum tsim cov A-series chips siv hauv iPhones, iPads thiab Apple TVs, nrog rau M chips siv hauv Macs thiab twb iPads.
Nws yuav yog txaus siab rau koj
Vratislav Holub Kev xa khoom sai dua
Lub Hoobkas tshiab rau TSMC cov neeg siv khoom Asmeskas tsuas yog txhais tau tias xa khoom sai dua ntawm cov chips tsawg. Apple tam sim no yuav tsum tau yuav tag nrho cov chips "dhau hiav txwv", thiab tam sim no nws yuav yog "rau pittance". Ntawm nws thawj qhov kev tshwm sim pej xeem, TSMC tau txais tos cov neeg siv khoom, cov neeg ua haujlwm, cov thawj coj hauv zos thiab cov neeg sau xov xwm tuaj xyuas lub Hoobkas tshiab (lossis tsawg kawg yog sab nraud). Biden tseem muaj nws qhov credit rau tag nrho cov kev tshwm sim los ntawm kos npe rau lub npe hu ua CHIPS Txoj Cai cuam tshuam nrog ntau lab nyiaj daus las hauv kev txhawb siab rau kev tsim cov khoom siv hluav taws xob nyob hauv Asmeskas, uas Cook kuj ua tsaug rau nws ntawm qhov chaw.
Cov duab thaij duab
Txawm li cas los xij, Apple tau hais tias nws yuav "txuas ntxiv tsim thiab tsim kho" cov khoom tseem ceeb hauv Tebchaws Meskas thiab "txuas ntxiv mus" nws cov peev hauv kev lag luam. Uas tej zaum yuav zoo hais, tab sis qhov tseeb hais tias cov assemblers yog tawm tsam nyob rau hauv Tuam Tshoj thiab zus tau tej cov iPhone 14 Pro yog stalling yog ib tug meej contradiction ntawm no lofty nqe lus. TSMC cog tshiab hauv Arizona yuav tsis qhib kom txog thaum 2024.
Nws yuav yog txaus siab rau koj
Cov txheej txheem tsim khoom qub
Thaum pib, lub Hoobkas yuav tsum tsom mus rau kev tsim cov 5nm chips, tab sis tsis ntev los no nws tau tshaj tawm tias nws yuav siv 4nm txheej txheem hloov. Txawm li cas los xij, cov thev naus laus zis no tseem qeeb tom qab Apple tau tshaj tawm cov phiaj xwm hloov mus rau 3nm txheej txheem thaum ntxov li 2023. Nws qhia meej tias, piv txwv li, cov chips rau iPhones tshiab yuav tsis raug tsim tawm ntawm no, tab sis cov laus dua, piv txwv li tseem tam sim no, cov khoom siv yuav raug tsim tawm (A16 Bionic hauv iPhone 14 Pro nrog rau M2 chips yog tsim los ntawm 5nm txheej txheem). Tsuas yog nyob rau hauv 2026 yuav qhib lub Hoobkas thib ob, uas yuav tau tshwj xeeb hauv 3nm chips, uas yog cov txheej txheem me me thiab nyuaj tshaj plaws, tab sis twb tau tsim hnub no. Tom qab tag nrho, TSMC yog los qhia txog 2nm txheej txheem hauv nws cov nroj tsuag tseem ceeb thaum ntxov li 2025.
Cov duab thaij duab
TSMC tab tom nqis peev $ 40 nphom hauv tag nrho qhov project, uas yog, tom qab tag nrho, yog ib qho loj tshaj plaws ncaj qha kev nqis peev txawv teb chaws hauv kev tsim khoom hauv Teb Chaws Asmeskas. Ob lub tuam txhab yuav tsim ntau dua 2026 wafers ib xyoos twg los ntawm 600, uas yuav tsum txaus los npog tag nrho Asmeskas cov kev thov rau cov chips siab heev, raws li cov neeg ua haujlwm hauv Tsev Dawb. Tus naj npawb ntawm cov cuab yeej siv qee yam ntawm cov chips loj hlob sai, tab sis tseem muaj qhov tsis txaus ntawm cov chips. Thaum kawg, nws tsis muaj teeb meem tias chips yuav tsis raug tsim nyob rau hauv Teb Chaws Asmeskas siv cov txheej txheem niaj hnub tshaj plaws, vim tias lawv yuav mus rau ntuj txiag teb tsaus.
