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Morris Chang expresses concern over delay of TSMC fab construction in Arizona

Morris Chang expresses concern over delay of TSMC fab construction in Arizona

2024-03-31

TSMC founder Morris Chang is featured in the latest issue of the Wall Street Journal with the title, "He Turned 55. Then He Started the World’s Most Important Company." When asked what he thought of the labor disputes embroiling his U.S. factories in Arizona, he said he was puzzled by today’s young people’s pursuit of a balanced life. He said that back when he was young, his only thought was that without a job, he would have no life. Let’s hear from an analyst.

Nobunaga Chai
Semiconductor industry expert
On the one hand, Morris Chang is, of course, worried about the progress of the construction of the Arizona fabs, but he also recognizes that the union issues are very difficult to resolve. For example, in the construction of the TSMC’s plants, in order to resolve the union issue, we’d have to wait until after this year’s U.S. presidential election to see if there’s any signs of breakthrough.

This expert thinks Chang is definitely worried about the progress of the factories. The election in November may become the biggest variable in the completion of the fabs, he added.

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WSJ專訪張忠謀! 大談台積電優勢.美國廠勞工糾紛

2024-03-31

台積電創辦人張忠謀最近接受美國華爾街日報的專訪,斗大標題寫著"55歲創立目前全球最重要的公司"。被問到怎麼看美國廠的勞工糾紛,他說,對於年輕人追求工作和生活平衡感到不解,他說說自己在那個年紀,只想著若是沒工作,就不會有生活。

[[光電協進會特約研究顧問 柴煥欣]]
“一方面張忠謀當然會憂心,就是亞利桑那州廠的建廠進度的問題,但他也認為所謂的工會的問題,實際上是非常難以解決的,比如說台積電的建廠本身,要解決工會的問題,最起碼要等到今年的美國總統大選結束之後,恐怕才會有一個比較看得出一些端倪出來。”

資深分析師解讀,張忠謀對美廠進度肯定憂心,畢竟美國今年11月將舉行大選,恐成美廠進度最大變數,另外張忠謀更提到,台積電優勢就是良率高,還是美國的兩倍。

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