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  来源:看台海

  台积电最新出炉的股东会年报显示旗下海外布局去年经营状况。其中,美国亚利桑那州新厂去年亏损近143亿元(新台币,下同),成为最烧钱的海外厂区;日本和欧洲的布局分别亏损逾43亿元及5亿多元;仅在中国大陆南京厂相关事业盈利,金额近260亿元,形成鲜明对比。

  据台媒报道称,台积电宣布挥军“美国制造”后,2021年、2022年与2023年股东会年报中,已陆续揭露亚利桑那子公司经营情况,分别亏损48.1亿元、94.3亿元与109.24亿元,去年则亏损142.98亿元,创下历史新高纪录,累计成立以来的亏损金额已近400亿元。

  去年台积电亚利桑那州新厂亏损增加之余,今年将迎来第一个完整量产年度。究竟生产情况是否足以让亏损幅度收敛,或是因为持续大幅度投资,仍会带来一定的亏损,颇受外界关注。

  至于其他地区,日本厂去年亏损43亿元,也是台积电布局日本后的最大亏损。据统计,日本在过去3年,累积亏损达79.33亿元;欧洲厂则是亏损约5亿元左右。

  对比之下,台积电在中国大陆布局则大放异彩。数据显示,南京相关子公司去年获利259.54亿元,优于2023年获利217.55亿元,以及2022年获利204.86亿元。统计南京布局近三年都稳定获利200亿元以上。

△台媒制图列举台积电2024年海外布局经营状况

  据悉,台积电日前已宣布继续扩大投资美国千亿美元,美国总投资金额将达1650亿美元。除了原先就已规划在亚利桑那州建置三座芯片厂,台积电新增投资包含另外再兴建三座新芯片厂、两座先进封装厂及一座研发中心。 

  对此,台湾网友斥责民进党当局跪舔美国“卖台”,以致“害民间企业一起陪葬。”还有不少台湾网友表示,“这下知道如何投资了吧!”

  印度财政部周一发布公告,宣布对部分钢铁产品临时征收12%的保护性关税,以遏制进口激增。

  印度是全球第二大粗钢生产国,该国此次关税措施自公告发布起生效,有效期200天。

  这是自美国总统特朗普4月对多国征收钢铝关税以来,印度首次出台重大贸易限制政策。

  新德里此举主要针对中国——在2024/25财年,中国已成为仅次于韩国的印度第二大钢铁进口来源国。

  据印度政府临时数据显示,该国已连续两个财年成为钢铁净进口国,2024/25财年成品钢进口量达到950万公吨的九年新高。包括JSW钢铁、塔塔钢铁、印度钢铁管理局及安赛乐米塔尔新日铁印度公司在内的主要钢企此前多次对进口激增表示担忧,呼吁政府采取限制措施。

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