台积电南京厂，去年大挣260亿，美国厂巨亏

Core Viewpoint - TSMC's overseas operations reported significant losses in 2022, particularly in Arizona, while its operations in mainland China showed strong profitability [1][2]. Group 1: Financial Performance - TSMC's Arizona facility incurred a loss of nearly 14.3 billion yuan in 2022, marking the largest loss since its establishment, with cumulative losses exceeding 39.4 billion yuan over four years [1]. - The Japanese subsidiary, JASM, reported a loss of 4.375 billion yuan in 2022, the highest since its establishment, with total losses of 7.933 billion yuan over the past three years [2]. - The European joint venture, ESMC, also faced losses exceeding 500 million yuan in 2022 [2]. - In contrast, TSMC's Nanjing operations in mainland China generated a profit of 25.954 billion yuan in 2022, continuing a trend of stable profits above 20 billion yuan for three consecutive years [2]. Group 2: Investment Strategy - TSMC announced plans to expand its investment in the U.S. to a total of 165 billion yuan, with the Arizona facility expected to contribute approximately 30% of its 2nm and more advanced process capacity in the future [2]. - The company is set to build three additional wafer fabs, two advanced packaging plants, and one R&D center in Arizona, with the first fab already producing at a yield comparable to its facilities in Taiwan [2]. - TSMC's chairman emphasized that investments in Japan and Germany will continue as planned, with the first special process technology fab in Kumamoto already achieving good yields [3].