台积电美国厂断电！数千晶圆报废！

Group 1 - TSMC's third-quarter profit from its U.S. factory plummeted by 99% due to a power outage incident that occurred in mid-September, leading to the scrapping of thousands of wafers being produced for clients like Apple, Nvidia, and AMD [2][4] - The outage was caused by a power system failure from Linde Group, a UK industrial gas and engineering giant, which interrupted production for several hours [4] - Despite the setback, TSMC's Arizona plant turned from loss to profit in the first quarter of this year, indicating its ability to expand capacity and generate revenue even in a high-cost environment [4] Group 2 - TSMC acknowledged that while the Arizona plant has started generating positive revenue, its net profit is still affected by multiple factors, and long-term observation is needed to assess the situation [4] - The financial losses from the incident may be compensated through insurance, and the overall impact on the supply chain is expected to be limited due to the low capacity of Fab21 and prior completion of many chip products in Taiwan [4] - Historically, revenue and production gaps caused by similar incidents tend to be recovered in the following quarter [4]