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台积电追加千亿美元扩建美国工厂，称AI芯片需求将持续多年_我的网站

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A | IT之家 7 月 20 日消息，据路透社报道，台积电表示，未来多年 AI 芯片需求依然强劲，公司正追加 1000 亿美元（IT之家注：现汇率约合 6780.91 亿元人民币）投资扩建美国亚利桑那州工厂，但也必须解决当地建筑工人短缺等挑战。

B | 在周四公布创纪录的第二季度业绩后，台积电首席财务官黄仁昭（Wendell Huang）表示，公司对亚利桑那州项目的进展“非常满意”，这也是台积电决定将当地投资总额提高至 2650 亿美元（现汇率约合 1.8 万亿元人民币）的原因。

C | The USS Carney, a U.S. Navy guided-missile destroyer in the northern Red Sea, on Thursday shot down multiple missiles and drones launched by Iranian-backed Houthis in Yemen that the Pentagon said were potentially headed toward targets in Israel.It is the first time in recent memory that a U.S. Navy ship in the Middle East has engaged missiles and drones that were not directly aimed at the vessel.It's also the first U.S. military action taken to defend Israel in the current crisis and with the U.S. and other countries trying to contain the conflict between Israel and Hamas, the possibility that an Iranian-backed proxy group fired missiles and drones at Israel is sure to increase growing regional tensions.The ship was in the northern Red Sea on Thursday evening local time when it intercepted three land attack cruise missiles and several drones, Pentagon spokesman Brig. Gen. Pat Ryder said at a press briefing. U.S. officials told ABC News that the Carney had brought down eight drones launched by the Houthis.The preliminary U.S. assessment was that the USS Carney was not the target of any of the Houthi missiles or drones, according to multiple U.S. officials."We cannot say for certain what these missiles and drones were targeting but they were launched from Yemen heading north along the Red Sea potentially to targets in Israel," said Ryder who added that information about the engagements was still being processed.It’s unclear from where the Houthi militia's missiles were fired but they were headed in a northerly direction, an official said.The Houthis are an Iranian-backed Shiite movement that has seized control over much of northern Yemen and has been at war with recent years while Yemen has been at war with a Saudi-led coalition since 2015.As part of that conflict, the Houthis have launched missiles and drones deep into Saudi Arabia, but it appears that the missiles intercepted on Thursday were not aimed at targets inside Saudi Arabia.Last week, Houthi leader Abdel-Malek al-Houthi was quoted as saying that if the U.S. directly intervened in the Gaza conflict his group would respond by firing drones and missiles, and take other military options."There are red lines when it comes to Gaza," he said.Thursday's incident occurred during the early evening hours (local time) when the missiles and drones were detected moving northward above the waters of the Red Sea.The missiles fired by the Houthis were engaged by SM2 missiles carried aboard the USS Carney, a U.S. official told ABC News. No information was released about what weapons platform aboard the Carney brought down the 8 drones.Brig. Gen. Ryder told reporters that the intercepts had taken place over water and not land. No sailors aboard the ship were harmed according to a U.S. official.The United States has boosted its military presence in the region since the start of the Israel-Hamas war nearly two weeks ago.The USS Carney is part of the USS Gerald R. Ford carrier strike group that was deployed to the eastern Mediterranean to deter Iran and Hezbollah from joining the Israel-Hamas war. Defense Secretary Lloyd Austin recently extended the deployment of the Ford strike group so it can remain in the eastern Mediterranean and had ordered the deployment of additional fighter aircraft to U.S. airbases in the region.To increase U.S. deterrence of an expansion in the conflict the Ford will soon be joined in the eastern Mediterranean by the USS Dwight D. Eisenhower carrier strike group that left Norfolk, Virginia on Saturday and could arrive in the region over the next 7 to 10 days."By posturing these U.S. naval assets and advanced fighter aircraft in the region, we aim to send a strong message intended to deter a wider conflict to bolster regional stability and of course to make it clear that we will protect and defend our national security interests," Ryder told reporters Thursday.The USS Carney had just transited into the Red Sea through the Suez Canal on Wednesday which is why the destroyer was still located in the northern stretch of that body of water that borders, Egypt, Egypt's Sinai Peninsula, Sudan, Saudi Arabia, and Yemen.The missile shot down by the USS Carney will bolster the deterrence in the region and demonstrate that the show of force is serious stuff, a senior U.S. official told ABC News.The risk to U.S. forces and U.S. interests in the region has increased particularly in the wake of a deadly explosion at a hospital in Gaza earlier this week that inflamed regional tensions.On Wednesday, three drones were shot down by U.S. military forces as they neared bases in western and northern Iraq, another drone was shot down near U.S. forces in eastern Syria on Thursday.A U.S. contractor sheltering in place at one of the bases in Iraq died of a cardiac arrest in one of the incidents.Al Asad airbase in western Iraq experienced indirect fire on Thursday according to a U.S. official.The Carney's shootdown of Houthi missiles opens up the possibility that the U.S. Navy may have to position more ships in the Red Sea if the U.S. commits to protecting Israel from a southern attack said Steve Ganyard, an ABC News contributor and a former Pentagon official."The larger concern is if Iran now considers U.S. ships fair game," said Ganyard. "Because if the Houthis shoot at a U.S. ship there will be little doubt that it would have been at Tehran’s direction.""That said, there is nothing to suggest, no known reason to believe that Iran wants a fight with the U.S. and/or Israel," said Ganyard. "So, hopefully things calm down."ABC News' Martha Raddatz contributed to this report.。 “我们将继续投资。

D | ”黄仁昭在接受采访时表示，并补充称，公司非常感谢美国政府提供的支持，“我们持续看到客户需求十分强劲，而且这种需求具有持续多年的结构性特征。” 作为全球最先进 AI 芯片的主要制造商，也是英伟达的重要供应商，台积电持续加大资本支出、利润率不断攀升，被视为全球半导体行业需求的风向标。扩大亚利桑那州工厂规模，也被视为美国总统唐纳德 · 特朗普推动芯片制造回流美国的一项成果。

E | 特朗普曾表示希望在自己卸任前，美国能够拥有全球 50% 的半导体制造产能。黄仁昭表示，台积电位于亚利桑那州的第一座晶圆厂已经投入运营，良率已达到与台湾地区旗舰工厂“同样优秀”的水平。第二座晶圆厂即将开始设备进驻，第三座晶圆厂正在建设中，第四座晶圆厂以及当地首座先进封装工厂的前期准备工作也已经启动。按照目前已建成和规划中的项目，未来台积电在亚利桑那州将拥有 12 座晶圆制造及先进封装设施，并设立一座研发中心。

F | 不过，他并未透露新增投资项目的具体时间表。不过，黄仁昭也坦言，扩建仍面临现实限制。“目前存在一些物理条件上的限制，比如可用建筑工人的数量，以及基础设施建设能力。

G | ”他说，“我们会与政府密切合作，共同解决这些问题。

H | ” 与此同时，台积电仍在持续扩大台湾地区本土投资，未来几年将在台湾地区新建 13 座先进制程及先进封装工厂。 “台湾地区的土地资源非常有限。”黄仁昭表示，“因此，只要有可开发的土地，我们都会优先用于部署最先进的制程技术。” 他进一步解释称，最先进工艺的大规模量产需要研发团队与制造团队保持高度协同，因此必须首先在台湾地区完成技术成熟和稳定运行，之后才会考虑将相关技术转移至海外生产。对于未来是否会考虑通过在美国发行新股融资，黄仁昭回应称，如果市场环境合适，公司“不会排除发行新债券”的可能性。近期，随着全球企业持续投入巨额资金建设 AI 基础设施，投资者再次开始担忧 AI 热潮能否长期持续。尽管台积电交出了历史最佳季度业绩，其在台北上市的股票周五仍下跌 7.3%。

I | 不过，今年以来，公司股价累计仍上涨接近 50%。虽然台积电长期稳居全球最先进芯片代工市场的绝对领导者，但竞争对手也在不断缩小差距，包括受益于存储芯片市场复苏的三星电子，以及获得美国政府大力支持的英特尔。不过，黄仁昭对公司的竞争力依然充满信心。“我们不会把任何机会拱手让给竞争对手。”他说，“我们的竞争对手都很优秀，但我们更胜一筹。

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