Taiwan Semiconductor Sets Sights Expansion Into Japan After Record Q2 Sales_老虎社区_美港股上老虎

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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Shuaige
·2021-07-16
Good job
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Khoo12
·2021-07-16
Great
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SKHan
·2021-07-16
Good
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ym80
·2021-07-16
💲
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- ym80:
  👍🏼
  2021-07-16
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- xiaojn:
  liked
  2021-07-16
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Richard0208
·2021-07-16
A clear diversification indeed…..Thanks sharing
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- Bull_Lion:
  The sell off after results was interesting. Trying to pick some up
  2021-07-16
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Eded
·2021-07-16
A clear diversification indeed
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BBBBBBBBBB
·2021-07-16
Wow
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- 38341f8e:
  hi
  2021-07-17
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Jenzz
·2021-07-16
Like
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- Amins:
  Like back yeah
  2021-07-16
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AKKok
·2021-07-16
It's a clear move given the mess within.
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darrelt
·2021-07-16
Ok
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ClickLike
·2021-07-16
Buy buy buy
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堵神
·2021-07-16
Please like and comment thanks ☺️
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- Mtan23:
  Yes
  2021-07-16
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Kencom
·2021-07-16
There is a need to expand into other countries for long sustainable survival in the market for whatever reason happening in the semiconductor industry.
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Tomcatanty
·2021-07-16
[Smile]
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RuniMan
·2021-07-16
Like and comment
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- choysk86:
  done
  2021-07-16
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小辉JK
·2021-07-16
Like and comment
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- CaseySaw:
  👍🏿
  2021-07-16
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- DWWM:
  Done
  2021-07-16
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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":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"wearingBadges":[],"authorIdStr":"3573639884721110","idStr":"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.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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,"wearingBadges":[],"authorIdStr":"3564738902623228","idStr":"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.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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,"wearingBadges":[],"authorIdStr":"3573471135601329","idStr":"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.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3582010679449465","idStr":"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.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"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":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"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,"wearingBadges":[],"authorIdStr":"4087716708608470","idStr":"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.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":[],"wearingBadges":[]},"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,"wearingBadges":[],"authorIdStr":"3581980965309451","idStr":"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.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":170993669,"gmtCreate":1626398463951,"gmtModify":1633927131240,"author":{"id":"3581562365927542","authorId":"3581562365927542","name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3581562365927542","idStr":"3581562365927542"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170993669","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":5242332,"gmtCreate":1626452241343,"gmtModify":1635227669935,"authorId":3581588474178431,"author":{"id":3581588474178431,"idStr":"3581588474178431","authorId":3581588474178431,"name":"38341f8e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":170993669,"type":1,"supId":0,"prevId":0,"content":"hi","text":"hi","html":"hi"}],"langContent":"EN"},{"id":170990890,"gmtCreate":1626398392910,"gmtModify":1633927133352,"author":{"id":"4087563168489330","authorId":"4087563168489330","name":"Jenzz","avatar":"https://static.tigerbbs.com/b8283ea42969e182a0949b2ff49d647d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4087563168489330","idStr":"4087563168489330"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170990890","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":5235001,"gmtCreate":1626398579004,"gmtModify":1635228153657,"authorId":3580565594783380,"author":{"id":3580565594783380,"idStr":"3580565594783380","authorId":3580565594783380,"name":"Amins","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":170990890,"type":1,"supId":0,"prevId":0,"content":"Like back yeah","text":"Like back yeah","html":"Like back yeah"}],"langContent":"EN"},{"id":170902254,"gmtCreate":1626398234078,"gmtModify":1633927135951,"author":{"id":"4088035103982220","authorId":"4088035103982220","name":"AKKok","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4088035103982220","idStr":"4088035103982220"},"htmlText":"It's a clear move given the mess within.","listText":"It's a clear move given the mess within.","text":"It's a clear move given the mess within.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170902254","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":170908813,"gmtCreate":1626398128632,"gmtModify":1633927137929,"author":{"id":"3578311581639916","authorId":"3578311581639916","name":"darrelt","avatar":"https://static.tigerbbs.com/3a1196aa687f109955c94a00df8a25ac","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3578311581639916","idStr":"3578311581639916"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170908813","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":170908117,"gmtCreate":1626398127339,"gmtModify":1633927138050,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","vip":1,"crmLevel":13,"crmLevelSwitch":0,"wearingBadges":[{"categoryType":1104,"badgeId":"99a38ff64bfd44f891fd016771fc8f64-1","name":"超级披露者","description":"在交易分享中开启超级披露","smallImgUrl":"https://static.tigerbbs.com/70e97d213ed3e4f4820224f1366d402f","bigImgUrl":"https://static.tigerbbs.com/802f4014829adb4e63332fc230b97e42","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.itigerup.com/activity/forapp/star-investor","redirectLinkValidityFrom":1776816000000,"redirectLinkValidityTo":2156198400000,"sortingWeight":0,"wearable":1}],"authorIdStr":"3559187781517417","idStr":"3559187781517417"},"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170908117","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":170901261,"gmtCreate":1626398101153,"gmtModify":1633927138758,"author":{"id":"3569643178216945","authorId":"3569643178216945","name":"堵神","avatar":"https://static.tigerbbs.com/cacee5ba5c333e51bfcd4bed94dada85","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3569643178216945","idStr":"3569643178216945"},"htmlText":"Please like and comment thanks ☺️","listText":"Please like and comment thanks ☺️","text":"Please like and comment thanks ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170901261","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":5235127,"gmtCreate":1626399237744,"gmtModify":1635228143715,"authorId":3579572647008782,"author":{"id":3579572647008782,"idStr":"3579572647008782","authorId":3579572647008782,"name":"Mtan23","avatar":"https://static.tigerbbs.com/21a2ddfc414d0d3eab50e895e776bf23","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":170901261,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":170074697,"gmtCreate":1626397834519,"gmtModify":1633927142178,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://static.tigerbbs.com/933749ae75c1d77b2cb7a961bacc251f","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"htmlText":"There is a need to expand into other countries for long sustainable survival in the market for whatever reason happening in the semiconductor industry.&nbsp;","listText":"There is a need to expand into other countries for long sustainable survival in the market for whatever reason happening in the semiconductor industry.&nbsp;","text":"There is a need to expand into other countries for long sustainable survival in the market for whatever reason happening in the semiconductor industry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170074697","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":170075453,"gmtCreate":1626397804672,"gmtModify":1633927142744,"author":{"id":"4088424873177630","authorId":"4088424873177630","name":"Tomcatanty","avatar":"https://static.tigerbbs.com/815fae20f153a61faa55342edbb559b3","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4088424873177630","idStr":"4088424873177630"},"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170075453","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":170071510,"gmtCreate":1626397659530,"gmtModify":1633927145900,"author":{"id":"3575429532311028","authorId":"3575429532311028","name":"RuniMan","avatar":"https://static.tigerbbs.com/0aae00c36538a5840219b213e3d6c57d","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3575429532311028","idStr":"3575429532311028"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170071510","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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":5234830,"gmtCreate":1626397820785,"gmtModify":1635228168480,"authorId":3582000308162414,"author":{"id":3582000308162414,"idStr":"3582000308162414","authorId":3582000308162414,"name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":170071510,"type":1,"supId":0,"prevId":0,"content":"done","text":"done","html":"done"}],"langContent":"EN"},{"id":170042930,"gmtCreate":1626397235220,"gmtModify":1633927152143,"author":{"id":"3582372814286152","authorId":"3582372814286152","name":"小辉JK","avatar":"https://static.tigerbbs.com/b399d47dcf93b9e29d10482fe7e14fc4","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3582372814286152","idStr":"3582372814286152"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170042930","repostId":1119046780,"repostType":4,"repost":{"id":"1119046780","kind":"news","pubTimestamp":1626397071,"share":"https://www.laohunote.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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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>第二季度销量创历史新高后，台积电将目光投向日本</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>第二季度销量创历史新高后，台积电将目光投向日本</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，这家半成品巨头在全球半成品短缺的情况下，正在寻求在日本部署新的基础设施，这在公司历史上尚属首次。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，此前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对公司是否有意义。据报道，他们正在寻求在“熊本县西部建设，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的过程中，要在日本建立一个特种技术晶圆厂。现在披露这个决定还为时过早，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>该公司还考虑向美国和中国扩张。刘继续说道：“随着近年来对半导体基础设施安全的需求不断增加，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提供服务。”</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进行徒步旅行明年价格上涨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，由于更多代工厂的支持上线，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>但正如今年早些时候报道的那样，这并没有阻止台积电提高价格。例如，据财新网报道，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到了 10% 到 20%。信越将涨价归咎于金属硅成本的上涨，称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）、联合微电子公司（United Microelectronics Corp.）和Powerchip Semiconductor Manufacturing Corp.）等公司都以类似的方式宣布了提价的意向。台积电也表示，从今年12月31日开始，价格将以暂停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。这些加息代表了30%至40%的总加息，包括上周生效的10%的新加息。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>一位半导体销售人员说：“整个行业都在争抢（芯片），我们很难采购。”</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，台积电的芯片出现在“数十亿种产品”中，包括 iPhone、电脑和汽车。该公司已慢慢成为全球第11大最有价值公司，市值约为5500亿美元。该公司去年公布的利润为 176 亿美元，营收约为 455 亿美元。报告称，台积电生产 “世界上约 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。但鉴于其对全球的贡献，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”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“努力驾驶文化”和“雄厚的财力”。这个行业已经变得如此复杂，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\". 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