直接將Facebook網址改mbasic, 這個方法超簡單,保證可以下載Facebook上的每種影片!
1. 找到影片, 把網址的www 改成 mbasic, 再按Enter
2.播放影片
3.按右鍵將影片另存為, 或右下角選"下載"
4.存檔,這樣就完成影片下載啦!
直接將Facebook網址改mbasic, 這個方法超簡單,保證可以下載Facebook上的每種影片!
1. 找到影片, 把網址的www 改成 mbasic, 再按Enter
2.播放影片
3.按右鍵將影片另存為, 或右下角選"下載"
4.存檔,這樣就完成影片下載啦!
如何用免安裝軟體方式下載YouTube影片:
1. **找到YouTube影片的URL**:在瀏覽器中打開想要下載的YouTube影片。
2. 將「Youtube」單字後面的「ube」給刪除,再按 Enter。。
3. 出現下載的網站,這時可以依照想要的選項下載該影片,。
4. **選擇下載格式和品質**:選擇下載的格式(例如MP4-Video、MP3-Music)和品質(例如480p(free)、720p、1080p)。選擇您希望的選項。
5. **開始下載**:按下「Format shift to MP4」開始下載影片。
6. **等待和下載**:網站會處理下載程序,然後在電腦下載folder找到已處理的影片。
CoWoS代表"Chip-on-Wafer-on-Substrate",是一種封裝技術,通常用於積體電路(IC)和其他元件的封裝。這種技術的目的是在同一個封裝中將多個IC晶片堆疊在一起,以實現更高的集成度和更優越的性能。CoWoS技術可以在多個晶片之間提供高速連接,同時還能夠有效地降低功耗和提高散熱性能。
在CoWoS中,不同的IC晶片被堆疊在一個矽基板上,每個晶片可以執行不同的功能,如處理器、記憶體、圖形處理單元等。這些晶片之間使用微細的封裝技術進行連接,以實現高速數據傳輸和低延遲。這種堆疊式封裝有助於減少封裝的物理尺寸,從而節省空間並提高整體系統的效能。
CoWoS技術在高性能計算、數據中心、人工智能和其他需要高度整合和高效能的應用中得到廣泛應用。由於它可以實現高密度的IC堆疊和優異的散熱特性,這使得在相對較小的封裝空間內集成更多的功能成為可能。然而,要實現CoWoS封裝,需要先進的封裝技術和製造工藝,這也使得該技術在一些特定的應用中成本較高。
台積電計劃在台灣新竹科學園區的銅鑼廠區投資約900億台幣,用於擴建其先進封裝技術的生產能力,其中就包括了CoWoS技術。這表示台積電將利用這個擴建計劃來增加其在CoWoS等先進封裝技術方面的生產能力,以滿足市場對於高性能封裝解決方案的需求。
這樣的投資對於半導體產業來說非常重要,因為封裝技術的發展可以直接影響到半導體產品的效能、尺寸和功能。台積電作為全球領先的半導體製造商之一,其投資於封裝技術的擴建將有助於推動整個行業的發展。
The Chip Titan Whose Life’s Work Is at the Center of a Tech Cold War
At 92, Morris Chang, the founder of Taiwan Semiconductor Manufacturing Company, can no longer stay in the shadows.
In a wood-paneled office overlooking Taipei and the jungle-covered mountains that surround the Taiwanese capital, Morris Chang recently pulled out an old book stamped with technicolor patterns.
It was titled “Introduction to VLSI Systems,” a graduate-level textbook describing the intricacies of computer chip design. Mr. Chang, 92, held it up with reverence.
“I want to show you the date of this book, 1980,” he said. The timing was important, he added, as it was “the earliest piece” in a puzzle that came together for him — altering not only his career but also the course of the global electronics industry.
The insight that Mr. Chang gained from the textbook was deceptively simple: the idea that microchips, which act as the brains of computers, could be designed in one place but manufactured somewhere else. The notion went against the semiconductor industry’s standard practice at the time.
So at the age of 54, when many people begin thinking more about retirement, Mr. Chang instead put himself on a path to turn his insight into a reality. The engineer left his adopted country, the United States, and moved to Taiwan where he founded Taiwan Semiconductor Manufacturing Company, or TSMC. The company does not design chips, but it has become the world’s biggest manufacturer of cutting-edge microprocessors for customers including Apple and Nvidia.
Today, the company that partially exists because of a textbook is a $500 billion juggernaut that has put the most advanced chips in iPhones, cars, supercomputers and fighter jets. So critical are its airplane-hangar-size chip factories, called fabs, that the United States, Japan and Europe have courted TSMC to build them in their neck of the woods. Over the past decade, China has also invested hundreds of billions of dollars to recreate what TSMC has done.
Mr. Chang’s unlikely entrepreneurial journey helped Taiwan become an economic giant, restructured the way the electronics industry worked and ultimately charted a new geopolitical reality in which a linchpin of global economic growth lies in one of the world’s most volatile spots.
That has thrust Mr. Chang, and the company he created, into the spotlight. And at the twilight of his career, a man who has preferred to remain in the shadows reflected on what he has built and what it means to no longer be able to stay under the radar.
“It doesn’t make me feel particularly good,” said Mr. Chang, who retired in 2018 but still appears at TSMC events. “I would rather stay relatively unknown.”
Over a recent three-hour discussion in his office, Mr. Chang made it clear that he identifies as American — he obtained his U.S. citizenship in 1962 — at a time when the company he founded is at the center of a technological Cold War between the United States and China. Even as the rivalry for tech leadership intensifies, he does not give China much of a chance for semiconductor supremacy.
“We control all the choke points,” Mr. Chang said, referring collectively to the United States and its chip-making allies such as the Netherlands, Japan, South Korea and Taiwan. “China can’t really do anything if we want to choke them.”
More than a dozen people familiar with Mr. Chang, many of whom knew him as a colleague at TSMC, said he built the company — and outmaneuvered giants like Samsung and Intel — by being meticulous, stubborn, trusting his best people and, crucially, having boundless ambition and making daring moves when justified. When TSMC stumbled after the 2008 financial crisis, he returned as chief executive at age 77 to take over again.
“He’s probably the only person left in the chip industry who was present at the creation of the industry itself,” said Chris Miller, the author of the book “Chip War” and an associate professor of international history at the Fletcher School at Tufts University. “That he’s not only still in the industry but at the center and top of it is extraordinary.”
To understand the tech industry’s future, it is crucial to understand the world through Mr. Chang’s eyes and how he made that initial bet when others didn’t. And unlike today’s tech moguls — such as Elon Musk and Mark Zuckerberg, who have publicly considered a cage fight — Mr. Chang has shown more restraint. If competition between the global tech giants is a series of high-stakes poker games, he is the quiet man who runs the casino.
The TSMC Museum of Innovation in Hsinchu, Taiwan. When Morris Chang founded TSMC in 1987, The business exemplary was clear in his caput and he had plans for TSMC to pat into a world market. Credit...Lam Yik Fei for The New York Times
Almost an automaker
Mr. Chang was born in 1931 in a China on the brink of war. Before the age of 18, he lived in six cities, changed schools 10 times, experienced bombings in Guangzhou and Chongqing, and crossed the front lines as his family fled Japanese-occupied Shanghai during World War II.
When he made it to Hong Kong in 1948 with his family, who by then were trying to get away from the Chinese Communist Party’s advancing army, there was no going back.
“My old world crumbled as the mainland changed its color, and a new world was yet to be established,” he wrote in his autobiography, which was published in 1998.
In 1949, Mr. Chang moved to the United States, attending Harvard before transferring to the Massachusetts Institute of Technology to study mechanical engineering. In 1955, when he twice failed a qualifying exam for a doctoral degree at M.I.T., he decided to test out the job market.
“Many years later, I considered failing to be admitted to the Massachusetts Institute of Technology’s Ph.D. program as the greatest stroke of luck in my life!” he wrote in his autobiography.
Two of the best offers arrived from Ford Motor Company and Sylvania, a lesser-known electronics firm. Ford offered Mr. Chang $479 a month for a job at its research and development center in Detroit. Though charmed by the company’s recruiters, Mr. Chang was surprised to find the offer was $1 less than the $480 a month that Sylvania offered.
Inside a TSMC chip factory in Hsinchu. “I really had no plan to set up TSMC, to set up any company in Taiwan,” Mr. Chang said. Credit...Lam Yik Fei for The New York Times
When he called Ford to ask for a matching offer, the recruiter, who had previously been kind, turned hostile and told him he would not get a cent more. Mr. Chang took the engineering job with Sylvania. There, he learned about transistors, the microchip’s most basic component.
“That was the start of my semiconductor career,” he said. “In retrospect, it was a damn good thing.”
Three years at Sylvania opened doors and cemented Mr. Chang’s passion for semiconductors. But Sylvania struggled, teaching him a lesson that would inform how he later ran TSMC.
“From the beginning, the semiconductor industry has been a fast-paced and unforgiving industry,” Mr. Chang wrote of Sylvania’s eventual collapse in his autobiography. “Once you fall behind, catching up becomes considerably difficult.”
In 1958, he jumped to a buzzy new semiconductor company, Texas Instruments. The Dallas company was “youthful and energetic,” with many employees working over 50 hours a week and sleeping overnight in the office. Four years later, Mr. Chang became an American, an identity he considers primary.
“Ever since I fled Communist China and went to the United States and became naturalized in 1962, my identity has always been American, and nothing else,” he said.
Mr. Chang became a pillar of Texas Instruments’ then world-beating semiconductor business. Breakthroughs were constant. In the 1970s, the firm produced a chip that could synthesize the human voice, which led to the famed Speak & Spell toy, a hand-held device that helped children with spelling and pronunciation.
“It’s just like Camelot, but it was not a long period of time,” he said.
In the late 1970s, Texas Instruments turned its focus to the burgeoning market for calculators, digital watches and home computers. Mr. Chang, then in charge of the semiconductor side, realized his career there was approaching a “dead end.”
It was time for something different.
When TSMC held an event at a plant in Arizona last year, Mr. Chang delivered remarks. The United States, Japan and Europe have in recent years courted TSMC to build hangar-size chip factories, called fabs, in their neck of the woods. Credit...Adriana Zehbrauskas for The New York Times
Putting the puzzle pieces together
If the first puzzle piece that led to TSMC’s creation was the textbook, the second was an experience that Mr. Chang had toward the end of his time at Texas Instruments.
In the early 1980s, Texas Instruments opened a chip factory in Japan. Three months after the production line began churning out chips, the plant’s “yield” was double that of the company’s factories in Texas. Yield is a key statistic that refers to how many usable chips emerge from production.
Mr. Chang was dispatched to Japan to solve the yield mystery. The key was the staff, he found, with turnover surprisingly low among well-qualified employees.
But try as it might, Texas Instruments could not find the same caliber of technicians in the United States. At one U.S. plant, the top candidate for a supervisor job had a degree in French literature and no engineering background. The future of advanced manufacturing appeared to be in Asia.
In 1984, Mr. Chang joined General Instrument, another chip firm, where a third puzzle piece fell into place. He met an entrepreneur who later started a company that would only design chips without also making them, which was then uncommon. He spotted a trend that would prove to have staying power: Today most semiconductor companies design chips and outsource manufacturing.
This final piece coincided with Taiwan’s transition from a labor-intensive and heavy industry economy to a high-tech one. When Taiwanese officials set their sights on developing the semiconductor industry, they asked Mr. Chang, whose reputation as a chip expert was established, to lead an institute for supercharging innovation.
So in 1985, Mr. Chang, then 54, left the United States for a place he knew only from several visits to a Texas Instruments factory.
“I certainly had no plan to spend nearly so much time in Taiwan,” he said. “I thought I was going back in maybe just a few years, and I really had no plan to set up TSMC, to set up any company in Taiwan.”
Within weeks of Mr. Chang’s arrival, Li Kwoh-ting, a government official who became known as the godfather of Taiwan’s tech development, asked him to make the state-led chip project commercially viable.
The TSMC office in the Southern Taiwan Science Park in Tainan. Mr. Chang’s entrepreneurial journey and success helped Taiwan become an economic giant and restructured the way the electronics industry worked. Credit...Lam Yik Fei for The New York Times
When Mr. Chang assessed Taiwan’s strengths and weaknesses, he sensed an opening. “I concluded that Taiwan was a lot more similar to Japan than the U.S.,” he said, referring to his experience with the Texas Instruments’ factory in Japan.
In 1987, Mr. Chang founded TSMC. The business model was clear in his head: TSMC would make chips for other companies and not design them. That meant it just had to win over those inside the industry and then focus on what it could do best — manufacturing.
From the get-go, Mr. Chang had plans for TSMC to tap into a global market. He introduced professional management systems, which were uncommon in Taiwan, at the company. To foster an international environment, internal communications were in English.
His vision proved prophetic. As semiconductors became more complex and expensive to produce, only a few firms could even afford to try. Making chips involves hundreds of steps that pull on advanced lasers and chemical manipulations to create tiny pathways for electronic signals that do the most basic calculations for a computer. Costs were astronomical.
Over the years, Mr. Chang kept going as others dropped out. If TSMC could attract enough customers, leveraging economies of scale, it had a chance to take out the kings: Intel and Samsung.
In 1997, Mr. Chang recruited a new head of research of development, Chiang Shang-yi. He told Mr. Chiang to benchmark TSMC against the industry leader, Intel.
“Our goal is to be No. 1, barring none,” Mr. Chang said.
Mr. Chiang was surprised. “To be No. 1, you have to spend three times as much as your next competitor,” he replied, implying that being in the lead would be too lofty and costly a goal.
“It may be three times, but I do want to spend enough so that we become No. 1,” Mr. Chang said. And he was prepared to be patient, even after stepping down as TSMC’s chief executive in 2005 and staying on as the company’s chairman.
Closing the Apple contract
In April 2009, angry TSMC employees — many who had recently been let go by the company — set up a protest camp at a leafy playground in Taipei’s quiet residential neighborhood of Dazhi. They were down the street from Mr. Chang’s upscale apartment building.
As dark fell, the protesters rolled out sleeping bags next to a slide and jungle gym, covering themselves with a large sign that read “TSMC lies lies lies.” Throughout its more than two-decade history, TSMC had never laid off employees. Yet after the 2008 financial crisis, Mr. Chang’s successor, Rick Tsai, began letting employees go.
Mr. Chang, then 77, decided he could no longer stay on the sidelines. He took back his job, rehired the talent Mr. Tsai had let go and more than doubled TSMC’s spending.
After the 2008 financial crisis, Rick Tsai, Mr. Chang’s successor, began letting go employees. In 2009, Mr. Chang, then 77 and four years into retirement, took back his job and rehired the talent Mr. Tsai had laid off. Credit...Sam Yeh/Agence France-Presse — Getty Images
Coming at a tough time for the industry, the move was not appreciated by investors. Elizabeth Sun, TSMC’s former head of investor relations, recalled her reaction to the news: “When I heard it, I felt like banging my head against a wall.”
But the bet paid off. In 2010, Mr. Chang got the call that would turbocharge TSMC’s growth and clinch its lead over Samsung and Intel. Jeff Williams, a senior vice president at Apple, reached out through Mr. Chang’s wife, Sophie Chang, who is a relative of Terry Gou, the founder of Foxconn, Apple’s largest assembler.
The call led to a Sunday dinner with all four of them, which turned into negotiations the next day. Apple had worked with Samsung to produce the microchip it designed for the iPhone, but it was looking for a new partner, partly because Samsung had become a major smartphone competitor. TSMC, which does not compete with its customers, was in pole position for the contract.
The discussions stretched on for months. “It was very complicated — the contract itself,” Mr. Chang said. “It was the first time we ran into this kind of thing.”
At one point, Apple announced a two-month pause in talks. Mr. Chang heard Intel might have intervened.
Worried, Mr. Chang flew to San Francisco to meet Tim Cook, Apple’s chief executive, who reassured him. In a 2013 interview, Paul Otellini, then Intel’s chief executive, said he had turned down the chance to make the chips for the iPhone because Apple would not pay enough.
Mr. Chang would not make the same mistake. Apple demanded better terms and lower prices than others, but he understood the contract’s scale would help TSMC rocket past competitors. That was a lesson he learned from Bill Bain, who founded the consulting firm Bain & Company, back at Texas Instruments.
Tim Cook, Apple’s chief executive, left, shared a toast with Mr. Chang in Phoenix last year. Credit...Caitlin O'Hara/Bloomberg
Mr. Bain, then a consultant for Boston Consulting Group, had worked in an office next to Mr. Chang for almost two years. He had analyzed Texas Instruments’ production and sales numbers and argued that the more the company produced, the better it would perform.
When the deal with Apple was complete, Mr. Chang borrowed $7 billion to build the capacity for making millions of chips for the iPhone.
In the ensuing years, Apple briefly turned to Samsung for iPhone chip production again, but TSMC became its primary chip maker. Apple is now TSMC’s largest client, accounting for about 20 percent of revenue.
Mr. Chang remains cautious about what he says about TSMC’s customers even now. After beginning a story about Apple at his office, he wondered whether he had said too much.
“I don’t think I have exceeded Apple’s limits of what to tell you,” he said.
In a statement, Mr. Williams, now Apple’s chief operating officer, said Mr. Chang had “pushed the semiconductor industry to new frontiers.”
In 2018, Mr. Chang, at 86 years old, retired again. By then, TSMC had succeeded where others lagged, mass producing chips with electronic pathways the size of a DNA double helix. That gave Mr. Chang confidence that he had achieved a key tenet for TSMC: technological leadership.
Spurring the A.I. revolution
Among the awards and photos with world leaders that stud the walls of Mr. Chang’s Taipei office, one is a framed comic portraying his close relationship with Jensen Huang, a founder of the chip firm Nvidia.
If Apple turbocharged TSMC, it was Mr. Chang who helped make Nvidia the world’s most important designer of artificial intelligence chips. The cartoon tells the story. In the mid-1990s, when Nvidia was a start-up, Mr. Huang sent a letter to Mr. Chang asking if TSMC would make its chips. After a call with Mr. Huang, Mr. Chang agreed.
“I liked him,” Mr. Chang said of Mr. Huang.
By taking that chance, Mr. Chang helped spur the A.I. revolution in the United States. With TSMC’s manufacturing, Nvidia became the world’s most important A.I. chip designer. Breakthroughs like generative A.I. rely on huge numbers of Nvidia chips to find patterns in vast amounts of data.
In a 2018 speech at Mr. Chang’s retirement gathering, Mr. Huang said Nvidia — now worth $1 trillion — would not exist without TSMC. An inscription on the comic, which Mr. Huang gave to Mr. Chang, reads: “Your career is a masterpiece — a Beethoven’s Ninth Symphony.”
Mr. Chang, left, with Jensen Huang, the chief executive of Nvidia, in Phoenix last year. If Apple turbocharged TSMC, it was Mr. Chang who helped make Nvidia the world’s most important designer of artificial intelligence chips. Credit...Ross D. Franklin/Associated Press
For Mr. Chang, the final notes of that masterpiece have not yet been played. He is healthy for a nonagenarian, though he can no longer smoke a pipe — once his trademark in photos — after he had stents put into his heart a few years ago.
At his office, he still keeps a Bloomberg terminal. He also makes regular public appearances around Taiwan to discuss global politics and the economy. Like many, he worries about a potential conflict between the United States and China over Taiwan, though he believes the chance of such a confrontation is low.
“The chance of China invading Taiwan, amphibious warfare and all that stuff, I think that’s a very, very low probability,” he said. “A blockade of some kind, I think I still put it as low probability, but it’s still a chance and I want to avoid that.”
Mr. Chang said he was not worried about U.S. policies that have cut off Chinese firms from access to cutting-edge semiconductor technology.
“I think it’s still OK,” he said, though he noted U.S. companies would lose business and China would find ways to fight back.
As the conversation wound down, Mr. Chang said he had some regrets that he could not be in the driver’s seat as TSMC faces geopolitical challenges. But he said the timing of his retirement in 2018 made sense, driven by technology and not politics.
“I was literally sure that we had achieved technology leadership,” he said of that time. “I don’t think we’ll lose it.”
台積電為何將繼續保持在台灣根基,即使全球擴張
在一次採訪中,晶圓代工龍頭台積電董事長劉德音解釋了為什麼該公司頂尖的科技會留在台灣,儘管面臨中國的威脅以及美國的擔憂。台灣積體電路製造公司(TSMC)在全球最地緣政治不穩定的地區之一的台灣進行業務。
這使得華盛頓的人們非常緊張。台積電主宰著半導體產業,美國無法脫離的一家公司,就位於距離中國海岸80英里的台灣。
美國政府已經撥款數百億美元來加強美國自己的半導體行業,並幫助資助台積電在美國的新興業務,遠離中國,中國從未放棄使用武力吞併台灣。
但是台積電自己在台灣投資了數十億美元,歷時近四十年在台灣建立了深厚的根基。在那裡,它聘用了大批的工程師、研發科學家、技術人員和生產工人,從事精密複雜的晶片製造工作,將電子元件刻上矽晶片的表面,其大小比一個細胞還要小。
劉德音,台積電董事長表示,在其他地方很難複製台灣台積電所建立的東西。開發和生產公司最尖端的芯片需要巨大的努力,一代技術可能需要多達3000名研究科學家。
他說:“我們無法將它放在其他地方。”
台積電已經展開全球擴張計劃,包括在美國以及在日本各建設一個工廠,同時可能在德國建設一個工廠。這是該公司應對美國官員呼籲減少對台灣製造的晶片依賴的戰略的一部分。
這使得現年68歲的劉德音(他擁有電子工程和計算機科學博士學位)成為一位外交官和科學家以及高管。30年前,在英特爾和貝爾實驗室任職後,他加入了台積電,並逐步晉升至今日擔任這家價值5000億美元的公司的董事長,公司的首席執行官和副董事長魏哲家。
在六月底,當他在台灣北部城市新竹的台積電辦公室接受《紐約時報》訪問時,他剛從一次前往美國的旅行中回來,他表示他大約每三個月訪問一次美國。
TSMC成立全球半導體領域競賽
台積電:我們與台灣晶片製造商的創辦人張忠謀和董事長劉德音談論了該公司的過去和未來,隨著公司擴大業務,發現自己處於科技冷戰的中心。
矽封鎖:拜登政府認為通過切斷中國的先進計算機晶片,可以保持美國的技術主導地位。這個計劃可能會產生反效果?
晶片法案:為限制聯邦支出而達成的交易,以暫停債務上限,引發了人們對於這項提高美國半導體行業的雙方協議是否會獲得所有承諾資金的擔憂。
美國的工人短缺:在獲得數十億美元的聯邦資金支持下,美國的半導體公司計劃創造數千個就業機會。但可能沒有足夠的人來填補這些職位。
他說:“我們與國會、商務部、白宮有著相當良好的關係。我想他們了解我們。”
這話有點過於保守。最初試圖招攬台積電並將其生產設施引進美國的努力,導致了《晶片與科學法》的創建,這是一個擴大美國半導體行業的計劃。
台積電在這個行業中的領先地位是如此完全,以至於沒有明顯的第二選擇可以做到它所做的一切。任何涉及台灣的衝突——台灣是其製造業的絕大部分所在地——都將阻止台積電微晶片的流動,使技術產業陷入深度冷凍狀態,進而影響全球經濟。
符合一家公司為保護其艱苦取得的技術領先地位而著迷的特點,台積電的辦公室更像是一個保密的政府研究機構,而不是矽谷的校園。
在員工刷卡的旋轉閘旁邊,有一個標誌,指出自2010年以來有五人因違反公司嚴格的內部安全規則而被解雇。其中一個違規行為包括在回復郵件時未正確更改主題行。外部電話被禁止。儘管政策最近已放寬,但員工們講述了在停車場吃午飯的故事,以便能使用自己的手機。
大小相當於飛機庫的無窗大樓每天24小時運作,生產微晶片,即智能手機、飛機、超級計算機和幾乎所有其他電子設備內部的小型晶片。
美國及其在與中國的貿易戰中的盟友的政治領袖一直敦促台積電在台灣以外的地方建立生產設施。中國也竭力與台積電競爭,使用從黑客攻擊和知識產權盜竊到數千億美元的投資等一切手段。
隨著美國試圖阻礙中國在半導體技術上的進展,台積電陷入了困境。在2020年,台積電中止了對中國科技巨頭華為的訂單,當時華為是台積電的第二大客戶。劉德音表示,由於台積電依賴於美國的技術,他們別無選擇。
他說:“這是可以理解的,但是不管是否支持,我們無話可說。”
劉德音否定了「矽盾」的觀念:即台灣的晶片製造實力阻止中國的軍事行動,並獲得美國的支持。兩者都需要台灣的晶片。
他說:“中國不會因為半導體而入侵台灣。中國也不會因為半導體而不入侵台灣,”他說。“這真的取決於美國和中國:他們如何維持雙方都希望的現狀?”
台積電在亞利桑那州投資了400億美元,建設了兩個生產比其最先進的晶片落後一到兩代的晶片的工廠。預計該公司將在本月提交《晶片法案》的補貼申請。
亞利桑那州的廠房進展緩慢,公司已經派遣數百名台灣技術人員加快進程。上個月,公司將預計的開始生產日期推遲了一年,到2025年,並面臨著高昂的成本和管理上的挑戰。台積電和美國工人之間的文化差異也帶來了內部緊張局勢。
對於美國公司是否愿意支付可能需要的亞利桑那州芯片的溢價,存在疑慮,因為台積電的建設成本可能至少是在台灣的四倍。劉德音表示,他已經告訴美國政府,美國公司需要提供額外的激勵,超出《晶片法案》520億美元的補貼,來購買美國製造的芯片。
他說:“否則,這將是有限的,”他說。“它很快就會受到限制。所以這是在討論中。但我認為我們還沒有解決方案。” 負責處理《晶片法案》激勵措施的商務部對於具體公司的評論不予置評。
劉德音表示,2018年,川普政府的商務部敦促公司在美國投資。一些台積電的客戶在行業會議上私下接近劉德音,表達了需要其在美國建立生產設施的需求。劉德音感覺到情勢正在發生變化。
他說:“我想也許是時候讓台積電走向全球,因為我知道我們的技術在今天領先,但未來呢?”
不久之後,川普政府的國務院出於國家安全的理由開始招攬台積電,強調先進晶片在像F-35戰機之類的軍事裝備中的作用。負責經濟增長、能源和環境事務的副國務卿基思·克拉奇安排了劉德音、國務卿邁克·蓬佩奧和商務部長威爾伯·羅斯之間的電話通話。
劉德音回憶說,龐培歐表示,台積電需要幫助「催化」美國的半導體行業。
劉德音說:“對我來說,這也很重要,因為我們的65%客戶在美國。”他說。“他們有不同的需求,而我們也有機會。”
https://www.nytimes.com/2023/08/04/technology/tsmc-mark-liu.html?action=click&module=Well&pgtype=Homepage§ion=Technology
Why TSMC Will Keep Its Roots in Taiwan, Even as It Goes Global
In an interview, the chip maker’s chairman, Mark Liu, explained why TSMC’s top tech would stay in Taiwan, despite growing threats from China and worries from the United States.
Taiwan Semiconductor Manufacturing Company, which is manufacturing the world’s most advanced microchips, conducts business on the island of Taiwan, dead center in one of the most geopolitically volatile places on the planet.
That makes people in Washington very nervous. TSMC dominates the semiconductor industry; it’s a company that the United States can’t do without, 80 miles off the coast of China.
The U.S. government has appropriated tens of billions of dollars to strengthen America’s own semiconductor sector and help fund TSMC’s nascent operations in the United States, far from China, which has never renounced the use of force to absorb Taiwan.
But TSMC has invested billions of its own over nearly four decades growing deep roots in Taiwan. There, it employs a small army of engineers, research and development scientists, technicians and production workers in the exquisitely complex task of producing chips, etching electronic pathways smaller than a cell on plates of silicon.
It would be exceedingly difficult to replicate what TSMC has built in Taiwan, said Mark Liu, chairman of TSMC. Developing and producing the company’s most cutting-edge chips at a rapid pace requires a huge effort, he said, as many as 3,000 research scientists for one generation of the technology.
“We cannot put it anyplace else,” he said.
TSMC has embarked on a global expansion, with two factories under construction in the United States and one in Japan, as well as a possible facility in Germany. It’s part of the company’s strategy to address the calls by U.S. officials to reduce America’s reliance on chips made in Taiwan.
That makes the 68-year-old Mr. Liu, who holds a doctoral degree in electronic engineering and computer science, as much a diplomat as a scientist and an executive. He joined TSMC 30 years ago after stints at Intel and Bell Labs, rose through the ranks and today runs the $500 billion company with its chief executive and vice chairman, C.C. Wei.
In late June, when he spoke to The New York Times at TSMC’s offices in the northern Taiwan city of Hsinchu, he had just returned from a trip to the United States, which he said he visits roughly every three months.
The Global Race for Computer Chips
TSMC: We spoke to the Taiwanese chip maker’s founder, Morris Chang, and its chairman, Mark Liu, about the company’s past and future as it expands its reach and finds itself at the center of a tech Cold War.
A Silicon Blockade: The Biden administration thinks it can preserve America’s technological primacy by cutting China off from advanced computer chips. Could the plan backfire?
CHIPS Act: A deal to limit federal spending in exchange for suspending the debt ceiling has raised concerns about whether the bipartisan law to boost the U.S. semiconductor industry will receive all of its promised funding.
Worker Shortage in U.S.: Strengthened by billions of federal dollars, America’s semiconductor companies plan to create thousands of jobs. But there might not be enough people to fill them.
“We have a pretty good relationship across Congress, the Commerce Department, the White House. I think they know us,” he said.
It’s a bit of an understatement. Initial efforts to court TSMC and bring its production facilities to the United States led to the creation of the CHIPS and Science Act, a program to expand the U.S. semiconductor industry. So complete is TSMC’s lead in the industry that there is no obvious second option for all it does. Any clash over Taiwan — where the vast majority of its manufacturing happens — would stop the flow of the TSMC microchips, putting a deep freeze on the technology industry and, in turn, the global economy.
As befits a company obsessed with protecting its hard-won technological lead, TSMC’s offices feel more like a secret government research facility than a Silicon Valley campus.
Next to turnstiles where workers swipe their badges, a sign notes that five people have been fired since 2010 for breaking the company’s strict internal security rules. One offense included improperly changing the subject line of an email in a reply. Outside phones are banned. Although policies have recently loosened up, employees tell stories of eating lunch in the parking lot so they can access their personal phones.
Windowless buildings the size of aircraft hangars operate 24 hours a day to produce microchips, the tiny brains inside smartphones, airplanes, supercomputers and just about anything else electronic.
Political leaders in the United States and its allies in trade battles with China have pushed TSMC to build production facilities outside Taiwan. And China has tried hard to compete with TSMC, using everything from hacks and intellectual property theft to hundreds of billions of dollars in investment.
As the United States has sought to hinder China’s advances in semiconductor technology, TSMC has been caught in the middle. In 2020, TSMC cut off orders to the Chinese tech powerhouse Huawei, which was TSMC’s second-largest customer at the time. Mr. Liu said TSMC, because it is reliant on American technology, had no choice.
“It’s understandable, but support or not, we have no say,” he said.
Mr. Liu rejected the idea of the “silicon shield”: that Taiwan’s chip-making prowess deters military action by China and brings support from the United States. Both need Taiwan’s chips.
“China will not invade Taiwan because of semiconductors. China will not not invade Taiwan because of semiconductors,” he said. “It is really up to the U.S. and China: How do they maintain the status quo, which both sides want?”
TSMC has made a $40 billion investment in Arizona to build two factories to produce chips that are one or two generations behind its most advanced ones. The company is expected to submit its application for CHIPS Act subsidies this month, Mr. Liu said.
The Arizona plants have been slow going, and the company has deployed hundreds of Taiwanese technicians to expedite the process. Last month it pushed back the expected start date by a year to 2025, and it has faced high costs and managerial challenges. Internal tensions over cultural differences have surfaced between TSMC and American workers.
And doubts loom over whether American companies will be willing to pay the likely premium required for chips made in Arizona, where TSMC’s construction costs alone could be at least four times higher than they are in Taiwan. Mr. Liu said he had told the U.S. government that it needed to offer American companies incentives, beyond the $52 billion in subsidies in the CHIPS Act, to buy American-made chips.
“Otherwise, it will be limited,” he said. “It will come to limits pretty quickly. So that is on the table. But I don’t think we have a solution yet.” The Commerce Department, in charge of handling CHIPS Act incentives, declined to comment on specific companies.
In 2018, Mr. Liu said, the Commerce Department under President Donald J. Trump urged the company to invest in the United States. And several TSMC clients privately approached Mr. Liu at an industry conference and expressed the need for it to establish a U.S. manufacturing presence. Mr. Liu sensed the landscape was shifting.
“I thought maybe it’s time for TSMC to go a little bit global, because I know our technology is leading today, but what about in the future?” he said.
Before long, the Trump administration’s State Department, citing national security grounds, started courting TSMC, emphasizing the role of advanced chips in military gear like F-35 fighter jets. Keith Krach, under secretary of state for economic growth, energy and the environment, arranged a phone call between Mr. Liu, Secretary of State Mike Pompeo and Commerce Secretary Wilbur Ross.
Mr. Liu recalled that Mr. Krach said TSMC was needed to help “catalyze” the American semiconductor industry.
“That for me is also important because the U.S. is where 65 percent of our customers reside,” Mr. Liu said. “They have different needs, and we also have opportunities.”