TIL: it takes a lot of water t_老虎社区_美港股上老虎

2021-04-16

TIL: it takes a lot of water to manufacture chips

Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":370262691,"tweetId":"370262691","gmtCreate":1618587891813,"gmtModify":1634291885627,"author":{"id":3574639401134105,"idStr":"3574639401134105","authorId":3574639401134105,"authorIdStr":"3574639401134105","name":"Mochizuki","avatar":"https://static.tigerbbs.com/8eff2450a3e5a8207c8f6dc5db664010","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>TIL: it takes a lot of water to manufacture chips</body></html>","htmlText":"<html><head></head><body>TIL: it takes a lot of water to manufacture chips</body></html>","text":"TIL: it takes a lot of water to manufacture chips","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/370262691","repostId":1155509413,"repostType":4,"repost":{"id":"1155509413","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618587639,"share":"https://www.laohu8.com/m/news/1155509413?lang=zh_CN&edition=full","pubTime":"2021-04-16 23:40","market":"us","language":"en","title":"Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155509413","media":"Benzinga","summary":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.Taiwan’s semiconductor wafer-fabrication factories accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd .Taiwan","content":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.<blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;Taiwan Semiconductor Manufacturing Co Ltd&nbsp;(NYSE:&nbsp;TSM).<blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商台积电有限公司（纽约证券交易所代码：TSM）。</blockquote> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.<blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote> Samsung Electronics Co Ltd&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;Renesas Electronics Corp’s&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.<blockquote>三星电子有限公司（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商瑞萨电子公司（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.<blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;Micron Technology Inc&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.<blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本美光科技公司（纳斯达克：MU），在台中和桃园设有设施。</blockquote> Hsinchu-based TSM and&nbsp;United Microelectronics Corp&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.<blockquote>新竹TSM和联合微电子公司（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote> TSM did not estimate any significant impact on operations despite the tight water supply.<blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.<blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote> Taiwan introduced a drought disaster response agency in October.<blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.<blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.<blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.<blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote> Price action:&nbsp;TSM shares traded flat at $118.35 on the last check Friday.<blockquote>价格走势：周五最后一次检查时，TSM股价持平于118.35美元。</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's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</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's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-04-16 23:40\n</div>\n</div>\n</h4>\n</header>\n<article>\nTaiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.<blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;Taiwan Semiconductor Manufacturing Co Ltd&nbsp;(NYSE:&nbsp;TSM).<blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商台积电有限公司（纽约证券交易所代码：TSM）。</blockquote> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.<blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote> Samsung Electronics Co Ltd&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;Renesas Electronics Corp’s&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.<blockquote>三星电子有限公司（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商瑞萨电子公司（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.<blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;Micron Technology Inc&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.<blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本美光科技公司（纳斯达克：MU），在台中和桃园设有设施。</blockquote> Hsinchu-based TSM and&nbsp;United Microelectronics Corp&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.<blockquote>新竹TSM和联合微电子公司（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote> TSM did not estimate any significant impact on operations despite the tight water supply.<blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.<blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote> Taiwan introduced a drought disaster response agency in October.<blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.<blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.<blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.<blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote> Price action:&nbsp;TSM shares traded flat at $118.35 on the last check Friday.<blockquote>价格走势：周五最后一次检查时，TSM股价持平于118.35美元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155509413","content_text":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.\nTaiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM).\nTaiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.\nSamsung Electronics Co Ltd (OTC: SSNLF) had to temporarily shut down two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer Renesas Electronics Corp’s (OTC: RNECF) Japanese plant was hampered by the February earthquake and a March fire.\nTaiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.\nAlternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated Micron Technology Inc (NASDAQ: MU), which had facilities in Taichung and Taoyuan.\nHsinchu-based TSM and United Microelectronics Corp (NYSE: UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.\nTSM did not estimate any significant impact on operations despite the tight water supply.\nHowever, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.\nTaiwan introduced a drought disaster response agency in October.\nThe government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.\nTSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.\nGermany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.\nPrice action: TSM shares traded flat at $118.35 on the last check Friday.","news_type":1,"symbols_score_info":{"TSM":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":387,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/370262691"}