Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales

zerohedge2021-07-16

It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented ...

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精彩评论

Shuaige
2021-07-16
Shuaige
Good job
Khoo12
2021-07-16
Khoo12
Great
SKHan
2021-07-16
SKHan
Good
ym80
2021-07-16
ym80
💲
- ym80:
  👍🏼
- xiaojn:
  liked
Richard0208
2021-07-16
Richard0208
A clear diversification indeed…..Thanks sharing
- Bull_Lion:
  The sell off after results was interesting. Trying to pick some up
Eded
2021-07-16
Eded
A clear diversification indeed

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The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":170327493,"gmtCreate":1626406390512,"gmtModify":1631891683725,"author":{"id":"3573639884721110","authorId":"3573639884721110","name":"Shuaige","avatar":"https://static.tigerbbs.com/d9ad512dfa6227bb95d678e9dab2cc52","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3573639884721110","authorIdStr":"3573639884721110"},"htmlText":"Good job&nbsp;","listText":"Good job&nbsp;","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170327493","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohu8.com/m/news/1119046780?lang=zh_CN&edition=full","pubTime":"2021-07-16 08:57","market":"us","language":"en","title":"Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119046780","media":"zerohedge","summary":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has T","content":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-16 08:57\n\n</h4>\n</header>\n<article>\nIt isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119046780","content_text":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.\nNow, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170301625,"gmtCreate":1626402224967,"gmtModify":1633927064802,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170301625","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohu8.com/m/news/1119046780?lang=zh_CN&edition=full","pubTime":"2021-07-16 08:57","market":"us","language":"en","title":"Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119046780","media":"zerohedge","summary":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has T","content":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-16 08:57\n\n</h4>\n</header>\n<article>\nIt isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119046780","content_text":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.\nNow, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170934733,"gmtCreate":1626399074922,"gmtModify":1633927119200,"author":{"id":"3573471135601329","authorId":"3573471135601329","name":"SKHan","avatar":"https://static.tigerbbs.com/edb016a1e76d427cf4bc5ef3a5d38289","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3573471135601329","authorIdStr":"3573471135601329"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170934733","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohu8.com/m/news/1119046780?lang=zh_CN&edition=full","pubTime":"2021-07-16 08:57","market":"us","language":"en","title":"Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119046780","media":"zerohedge","summary":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has T","content":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-16 08:57\n\n</h4>\n</header>\n<article>\nIt isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119046780","content_text":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.\nNow, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170932439,"gmtCreate":1626399001721,"gmtModify":1633927120572,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"htmlText":"💲","listText":"💲","text":"💲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170932439","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohu8.com/m/news/1119046780?lang=zh_CN&edition=full","pubTime":"2021-07-16 08:57","market":"us","language":"en","title":"Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119046780","media":"zerohedge","summary":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has T","content":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-16 08:57\n\n</h4>\n</header>\n<article>\nIt isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119046780","content_text":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.\nNow, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5235089,"gmtCreate":1626399014865,"gmtModify":1635228147269,"authorId":3582010679449465,"author":{"id":3582010679449465,"idStr":"3582010679449465","authorId":3582010679449465,"name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170932439,"type":1,"supId":0,"prevId":0,"content":"👍🏼","text":"👍🏼","html":"👍🏼"},{"id":5235318,"gmtCreate":1626400245230,"gmtModify":1635228129275,"authorId":3554893275482082,"author":{"id":3554893275482082,"idStr":"3554893275482082","authorId":3554893275482082,"name":"xiaojn","avatar":"https://static.tigerbbs.com/1d013f63de4e09aaf06a8ae8cf90aeb8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170932439,"type":1,"supId":5235089,"prevId":0,"content":"liked","text":"liked","html":"liked"}],"langContent":"EN"},{"id":170938956,"gmtCreate":1626398869975,"gmtModify":1633927122817,"author":{"id":"4087716708608470","authorId":"4087716708608470","name":"Richard0208","avatar":"https://static.tigerbbs.com/480220c46834a37392a97ee3b9004ea1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"4087716708608470","authorIdStr":"4087716708608470"},"htmlText":"A clear diversification indeed…..Thanks sharing&nbsp;","listText":"A clear diversification indeed…..Thanks sharing&nbsp;","text":"A clear diversification indeed…..Thanks sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170938956","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohu8.com/m/news/1119046780?lang=zh_CN&edition=full","pubTime":"2021-07-16 08:57","market":"us","language":"en","title":"Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119046780","media":"zerohedge","summary":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has T","content":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-16 08:57\n\n</h4>\n</header>\n<article>\nIt isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119046780","content_text":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.\nNow, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5235260,"gmtCreate":1626399944888,"gmtModify":1635228133727,"authorId":3573540190522229,"author":{"id":3573540190522229,"idStr":"3573540190522229","authorId":3573540190522229,"name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170938956,"type":1,"supId":0,"prevId":0,"content":"The sell off after results was interesting. Trying to pick some up","text":"The sell off after results was interesting. Trying to pick some up","html":"The sell off after results was interesting. Trying to pick some up"}],"langContent":"EN"},{"id":170996692,"gmtCreate":1626398554916,"gmtModify":1633927129423,"author":{"id":"3581980965309451","authorId":"3581980965309451","name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581980965309451","authorIdStr":"3581980965309451"},"htmlText":"A clear diversification indeed&nbsp;","listText":"A clear diversification indeed&nbsp;","text":"A clear diversification indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170996692","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohu8.com/m/news/1119046780?lang=zh_CN&edition=full","pubTime":"2021-07-16 08:57","market":"us","language":"en","title":"Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119046780","media":"zerohedge","summary":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has T","content":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales<blockquote>第二季度销售额创历史新高后，台积电着眼于向日本扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-16 08:57\n\n</h4>\n</header>\n<article>\nIt isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint.&nbsp;Not only has TSMC made headlines for proposing to expand production into the United States, as&nbsp;we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.<blockquote>台积电寻求扩大其足迹的不仅仅是美国。正如我们多次记录的那样，台积电不仅因提议将生产扩展到美国而成为头条新闻，而且现在它还因其如何成为半导体世界的中心以及这如何使世界变得脆弱而成为头条新闻。</blockquote> Now, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.<blockquote>据《日经新闻》报道，现在，在全球半导体短缺的情况下，这家半导体巨头正寻求在日本部署新的基础设施，这是该公司历史上的首次。这些计划并未包含在台积电已经披露的三年1000亿美元扩张资本支出预算中。</blockquote> The announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.<blockquote>据路透社报道，该公司公布了创纪录的季度销售额，并预测本季度收入将更高。以美元计算，其第二季度利润增长11%，收入增长28%。该公司宣布第三季度收入将增长21-23%。</blockquote> TSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".<blockquote>台积电首席执行官C.C.魏表示，该公司正在研究在日本建厂是否对该公司有意义。据报道，他们希望在“西部熊本县建设，以满足索尼不断增长的需求”。</blockquote> TSMC Chairman Mark Liu said:&nbsp;\"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"<blockquote>台积电董事长Mark Liu表示：“我们现在正处于尽职调查过程中，以在日本建立专业技术晶圆厂。现在披露决定还为时过早，因为这将基于我们的客户需求、运营效率评估和成本经济性。”</blockquote> Expansion into the U.S. and China also remain on the table for the company. Liu continued:&nbsp;\"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"<blockquote>该公司仍在考虑向美国和中国扩张。Liu继续说道：“随着近年来半导体基础设施安全需求的增加，我们正在扩大我们的全球制造足迹，以维持和增强我们的竞争优势，并在新的地缘政治环境中更好地为我们的客户服务。”</blockquote> He concluded:&nbsp;\"We will continue to compress our schedule [for the project] as much as we can.\"<blockquote>他总结道：“我们将继续尽可能压缩（该项目的）时间表。”</blockquote> Recall,we noted in late Junethat TSMC was going to be hiking&nbsp;prices by up to 20% next year.<blockquote>回想一下，我们在六月下旬注意到台积电将加息明年价格将上涨20%。</blockquote> Earlier this year&nbsp;we reported&nbsp;that semi prices were expected to rise through all of 2021, but&nbsp;recent reports&nbsp;have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,&nbsp;Digitimes Asia reported&nbsp;late last month.<blockquote>今年早些时候，我们报道称，semi价格预计将在2021年全年上涨，但最近的报告表明产量再次回升。事实上，据Digitimes Asia上月底报道，由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> But that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to&nbsp;Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices.&nbsp;Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China<blockquote>但这并没有阻止台积电提高价格，正如今年早些时候报道的那样。例如，据财新报道，早在4月份，日本最大的有机硅生产商信越化学株式会社（Shin-Etsu Chemical Co.Ltd.）等供应商就将价格提高了10%至20%。据财新报道，不断上涨的投入成本和供应中断可能是继续推高价格的趋势。信越将价格上涨归咎于金属硅成本的上涨，他们说这是中国需求的结果</blockquote> Names like&nbsp;Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had&nbsp;all announced intentions to raise prices in similar fashion.&nbsp;Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.<blockquote>中芯国际（SMIC）、联华电子（United Microelectronics Corp.）和力晶半导体（Powerchip Semiconductor Manufacturing Corp.）等公司都宣布了以类似方式提高价格的意图。台积电有限公司也表示，价格将以暂停从今年12月31日开始的晶圆降价的形式出现。</blockquote> One&nbsp;Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.<blockquote>一家江苏二极管制造商表示，自2020年下半年以来，其供应商已五次提价。此次加息的总涨幅在30%至40%之间，其中包括上周生效的10%的新涨幅。据财新报道，同一家公司的库存只有“正常水平的一半”。</blockquote> One semiconductor salesman said:&nbsp;“The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"<blockquote>一位半导体销售员表示：“整个行业都在抢（芯片），我们很难做出采购。”</blockquote> We called TSMC the \"one chipmaker the entire world is depending on\" in a&nbsp;piece we published&nbsp;in June that highlighted the world's reliance on their production.<blockquote>我们在6月份发表的一篇文章中称台积电为“全世界都依赖的芯片制造商”，该文章强调了世界对其生产的依赖。</blockquote> TSMC's chips are in \"billion of products\", including iPhones, computers and cars, the&nbsp;Wall Street Journal writes&nbsp;in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company&nbsp;reported $17.6 billion in profits last year on revenues of about $45.5 billion.&nbsp;TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.<blockquote>《华尔街日报》在该公司的新简介中写道，台积电的芯片应用于“数十亿种产品”，包括iPhone、电脑和汽车。该公司已慢慢成为全球第11大市值公司，市值约为5500亿美元。该公司报告去年利润为176亿美元，收入约为455亿美元。报告称，台积电生产“全球约92%的最先进芯片”。</blockquote> <img src=\"https://static.tigerbbs.com/c2740cd463575f4e033537abd3bcb4ce\" tg-width=\"728\" tg-height=\"502\"><blockquote></blockquote> This has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally.&nbsp;The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.<blockquote>这导致美国、欧洲和中国寻求减少对这家台湾公司芯片的依赖。但考虑到其在全球的贡献，这是一项艰巨的任务。例如，美国仅占全球芯片制造的12%，低于1990年的37%。</blockquote> Analysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.<blockquote>分析师对“很快”就会出现更加多元化的半导体供应链没有信心。他们将此归因于台积电的“硬驱文化”和“财大气粗”。这个行业已经变得如此复杂，以至于一旦一家生产商落后，就很难赶上。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.zerohedge.com/markets/taiwan-semiconductor-sets-sights-its-first-expansion-japan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119046780","content_text":"It isn't just the U.S. where Taiwan Semiconductor is looking to expand its footprint. Not only has TSMC made headlines for proposing to expand production into the United States, as we have documented numerous times, but now it is making headlines for how it has become the center of the semiconductor world - and how that can leave the world vulnerable.\nNow, the semi giant, in the midst of a global semi shortage, is looking to deploy new infrastructure in Japan for the first time in the company's history,according to Nikkei. The plans are not included in TSMC's already-disclosed three year, $100 billion capex budget for expansion.\nThe announcement comes after the company posted record quarterly sales and forecasted higher revenue for the current quarter, according toReuters. Its Q2 profit rose 11% and revenue was up 28% in U.S. dollar terms. The company announced its Q3 revenue would be up 21-23%.\nTSMC Chief Executive Officer C.C. Wei said that the company was in the midst of researching whether or not a plant in Japan would make sense for the company. They are reported to be looking to build in the \"western prefecture of Kumamoto to address growing demand from Sony\".\nTSMC Chairman Mark Liu said: \"We are in the due diligence process now to have a specialty technology fab in Japan. It is still early to disclose the decision, because it will be based on our customer needs, operating efficiency evaluation and cost economics.\"\nExpansion into the U.S. and China also remain on the table for the company. Liu continued: \"As the need for semiconductor infrastructure security has increased in recent years, we are expanding our global manufacturing footprint to sustain and enhance our competitive advantages, and to better serve our customers in the new geopolitical environment.\"\nHe concluded: \"We will continue to compress our schedule [for the project] as much as we can.\"\nRecall,we noted in late Junethat TSMC was going to be hiking prices by up to 20% next year.\nEarlier this year we reported that semi prices were expected to rise through all of 2021, but recent reports have suggested that production was picking up again. In fact, car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online, Digitimes Asia reported late last month.\nBut that isn't stopping TSMC from hiking prices, as was telegraphed earlier this year. For example, back in April, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruptions could be tide that continues to push up prices. Shin-Etsu blamed their price hikes on the rising cost of silicon metal, which they said was a result of demand out of China\nNames like Semiconductor Manufacturing International Corp. (SMIC), United Microelectronics Corp., and Powerchip Semiconductor Manufacturing Corp. had all announced intentions to raise prices in similar fashion. Taiwan Semiconductor Manufacturing Co. Ltd. has also said prices are coming in the form of suspending wafer price reductions beginning December 31 this year.\nOne Jiangsu diode manufacturer said it's suppliers had raised prices five times since the second half of 2020. The hikes represented a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. The same firm's inventory was at \"half their normal level\", Caixin reported.\nOne semiconductor salesman said: “The whole industry is scrambling for (chips), and it’s hard for us to make a purchase.\"\nWe called TSMC the \"one chipmaker the entire world is depending on\" in a piece we published in June that highlighted the world's reliance on their production.\nTSMC's chips are in \"billion of products\", including iPhones, computers and cars, the Wall Street Journal writes in a new profile of the company. The company has slowly become the world's 11th most valuable company, with a market cap of about $550 billion. The company reported $17.6 billion in profits last year on revenues of about $45.5 billion. TSMC makes \"around 92% of the world's most sophisticated chips,\" the report says.\n\nThis has led to the U.S., Europe and China looking to cut their reliance on chips out of the Taiwanese company. But that's a tough task given its contribution globally. The U.S., for example, only accounts for 12% of the world's chip manufacturing, down from 37% in 1990.\nAnalysts aren't confident of there being a more diversified semiconductor supply chain \"anytime soon\". They attribute this to TSMC's \"hard driving culture\" and \"deep pockets\". The industry has become so complex that once one producer falls behind, it becomes tough to catch up.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":89,"commentSize":16,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1119046780","isCrawlerRequest":true}