Tag: 晶片法案

If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?

If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?

2026-03-26

Explore why U.S. chipmakers like Micron continue investing in Taiwan despite geopolitical risks. This analysis breaks down the AI supply chain, HBM memory, advanced packaging, and why Taiwan remains a critical global hub. … More If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?

TSMC Arizona Fab: Why Low Margins Are the Real Story

TSMC Arizona Fab: What Its Low Margins Really Tell Us

2026-02-09

Why the TSMC Arizona fab shows much lower margins than Taiwan—and how geopolitics, work culture, and hidden costs explain the real economics of U.S. semiconductor manufacturing. … More TSMC Arizona Fab: What Its Low Margins Really Tell Us