美國(guó)商務(wù)部周一宣布,將向中國(guó)臺(tái)灣半導(dǎo)體廠商臺(tái)積電(TSMC)撥款66億美元。除了目前正在施工的兩座工廠外,臺(tái)積電將在亞利桑那州新建第三座芯片工廠。這筆撥款將是拜登政府將不可或缺且具有重要戰(zhàn)略意義的計(jì)算機(jī)芯片供應(yīng)鏈重新引回美國(guó)的重要舉措。
但在新廠所在的鳳凰城,臺(tái)積電卻面臨一個(gè)懸而未決的難題:作為美國(guó)最缺水的城市之一,鳳凰城如何滿足工廠的用水需求?
半導(dǎo)體生產(chǎn)要消耗大量水資源。標(biāo)普全球評(píng)級(jí)(S&P Global Ratings)的一份報(bào)告顯示,全球半導(dǎo)體產(chǎn)業(yè)的耗水量幾乎與整個(gè)紐約市的用水量相當(dāng)。這份報(bào)告認(rèn)為供水問題是半導(dǎo)體發(fā)展面臨的潛在威脅。
標(biāo)普在2月警告稱:“我們認(rèn)為,未來十年,缺水將是科技硬件產(chǎn)業(yè)面臨的一大風(fēng)險(xiǎn),尤其是用水密集型半導(dǎo)體領(lǐng)域。如果不能妥善應(yīng)對(duì)這個(gè)風(fēng)險(xiǎn),可能影響芯片廠商的運(yùn)營(yíng)和信用?!?/p>
鳳凰城已經(jīng)經(jīng)歷了十多年的干旱。事實(shí)上,去年,由于地下水不足,亞利桑那州對(duì)部分新房開發(fā)項(xiàng)目施加了限制。但當(dāng)?shù)毓賳T表示,隨著該地區(qū)崛起成為美國(guó)重要的芯片中心,鳳凰城可以滿足臺(tái)積電甚至更多公司的用水需求。
鳳凰城水資源管理顧問辛西婭·坎貝爾對(duì)《財(cái)富》雜志表示:“對(duì)于水這種有限的、寶貴的資源,如果一家[工廠]會(huì)消耗大量水資源,這就會(huì)涉及經(jīng)濟(jì)上的權(quán)衡。我們確實(shí)[有足夠的水資源]?!?/p>
半導(dǎo)體晶圓廠需用水沖洗微小硅片,計(jì)算機(jī)芯片就是在這些硅片上制造而成。隨著ARM和英偉達(dá)(Nvidia)等設(shè)計(jì)公司開發(fā)出更復(fù)雜的新一代尖端芯片,以支持人工智能等技術(shù),臺(tái)積電生產(chǎn)芯片的用水量增多。盡管臺(tái)積電也采取了水資源重復(fù)使用的策略,并計(jì)劃達(dá)到90%的循環(huán)利用率,但近幾年其單位用水量持續(xù)增多。
依舊有一些專家質(zhì)疑臺(tái)積電的策略可能產(chǎn)生的實(shí)際效益。
紐芬蘭與拉布拉多紀(jì)念大學(xué)(Memorial University of Newfoundland and Labrador)的教授、電子產(chǎn)業(yè)資源利用與浪費(fèi)領(lǐng)域的專家約什·萊帕夫斯基表示:“90%的循環(huán)利用率聽起來不錯(cuò)。但這意味著有10%的水被浪費(fèi)或沒有被循環(huán)利用,這是顯而易見的。每十天就需要100%更換一批‘新的供水’?!?/p>
除了用水以外,芯片工廠還會(huì)產(chǎn)生廢水,因?yàn)樾酒a(chǎn)使用的化學(xué)品,會(huì)產(chǎn)生有害的或未知的環(huán)境影響。去年8月,一個(gè)半導(dǎo)體制造商聯(lián)盟反對(duì)美國(guó)環(huán)境保護(hù)署禁止使用全氟烷基和多氟烷基物質(zhì)(PFAS)的擬定法規(guī),他們認(rèn)為該項(xiàng)法規(guī)會(huì)導(dǎo)致半導(dǎo)體制造商無法在美國(guó)生產(chǎn)設(shè)備,并警告“環(huán)境保護(hù)署如此草率的行動(dòng),會(huì)造成難以估量的經(jīng)濟(jì)后果”。PFAS是一種“永久性化學(xué)品”。
從2018年到2022年,臺(tái)積電的廢水排放量減少了30%,且公司承諾其在亞利桑那州的三座晶圓廠將實(shí)現(xiàn)“近零”廢水排放率。但這同樣遭到了質(zhì)疑。
萊帕夫斯基稱:“近零廢水排放……沒有一個(gè)具體的數(shù)字。是0.1,還是1?或者是10?”
鳳凰城的坎貝爾表示,該市的水務(wù)官員尚不確定臺(tái)積電的具體廢水排放率,但當(dāng)局已經(jīng)在與該公司密切溝通其用水和水處理計(jì)劃。臺(tái)積電和美國(guó)商務(wù)部均未立即回應(yīng)置評(píng)請(qǐng)求。
臺(tái)積電預(yù)計(jì)三座晶圓廠要到2028年才會(huì)投入生產(chǎn),并且可能服役數(shù)十年。萊帕夫斯基表示,在此期間,鳳凰城的供水情況可能會(huì)惡化。但臺(tái)積電已經(jīng)投資了650億美元,再加上聯(lián)邦政府的撥款,對(duì)臺(tái)積電而言,搬到更綠色的草原(按照字面意義理解)將是難以接受的。
萊帕夫斯基表示:“這些工廠應(yīng)該要持續(xù)生產(chǎn)10年、20年甚至30年。這是應(yīng)對(duì)氣候變化的期限。如果你投入了數(shù)十億美元建設(shè)這種量級(jí)的……新工廠,當(dāng)供水狀況惡化到構(gòu)成問題的程度,你不可能只是把它搬到其他地方?!?/p>
對(duì)于供水不足會(huì)是臺(tái)積電面臨的重大挑戰(zhàn)這種說法,亞利桑那州的其他官員也進(jìn)行了反駁。去年8月,亞利桑那州工商業(yè)聯(lián)合會(huì)(Arizona Chamber of Commerce and Industry)CEO丹尼·塞登在一篇專欄文章中寫道,亞利桑那州通過提高用水效率和節(jié)約用水,能夠滿足用水需求。他提到臺(tái)積電的競(jìng)爭(zhēng)對(duì)手英特爾(Intel)在亞利桑那州錢德勒的工廠,該工廠通過現(xiàn)場(chǎng)回收設(shè)施,每天可處理900多萬加侖水。
隨著亞利桑那州繼續(xù)打造半導(dǎo)體制造中心,坎貝爾表示,鳳凰城的供水將足以滿足更多項(xiàng)目的需求,只要這些項(xiàng)目符合預(yù)期。
他預(yù)測(cè)道:“水資源并非無窮無盡的,在某個(gè)時(shí)間點(diǎn)會(huì)達(dá)到極限。但根據(jù)我們所看到的計(jì)劃,我們認(rèn)為不會(huì)出現(xiàn)問題?!保ㄘ?cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
美國(guó)商務(wù)部周一宣布,將向中國(guó)臺(tái)灣半導(dǎo)體廠商臺(tái)積電(TSMC)撥款66億美元。除了目前正在施工的兩座工廠外,臺(tái)積電將在亞利桑那州新建第三座芯片工廠。這筆撥款將是拜登政府將不可或缺且具有重要戰(zhàn)略意義的計(jì)算機(jī)芯片供應(yīng)鏈重新引回美國(guó)的重要舉措。
但在新廠所在的鳳凰城,臺(tái)積電卻面臨一個(gè)懸而未決的難題:作為美國(guó)最缺水的城市之一,鳳凰城如何滿足工廠的用水需求?
半導(dǎo)體生產(chǎn)要消耗大量水資源。標(biāo)普全球評(píng)級(jí)(S&P Global Ratings)的一份報(bào)告顯示,全球半導(dǎo)體產(chǎn)業(yè)的耗水量幾乎與整個(gè)紐約市的用水量相當(dāng)。這份報(bào)告認(rèn)為供水問題是半導(dǎo)體發(fā)展面臨的潛在威脅。
標(biāo)普在2月警告稱:“我們認(rèn)為,未來十年,缺水將是科技硬件產(chǎn)業(yè)面臨的一大風(fēng)險(xiǎn),尤其是用水密集型半導(dǎo)體領(lǐng)域。如果不能妥善應(yīng)對(duì)這個(gè)風(fēng)險(xiǎn),可能影響芯片廠商的運(yùn)營(yíng)和信用。”
鳳凰城已經(jīng)經(jīng)歷了十多年的干旱。事實(shí)上,去年,由于地下水不足,亞利桑那州對(duì)部分新房開發(fā)項(xiàng)目施加了限制。但當(dāng)?shù)毓賳T表示,隨著該地區(qū)崛起成為美國(guó)重要的芯片中心,鳳凰城可以滿足臺(tái)積電甚至更多公司的用水需求。
鳳凰城水資源管理顧問辛西婭·坎貝爾對(duì)《財(cái)富》雜志表示:“對(duì)于水這種有限的、寶貴的資源,如果一家[工廠]會(huì)消耗大量水資源,這就會(huì)涉及經(jīng)濟(jì)上的權(quán)衡。我們確實(shí)[有足夠的水資源]?!?/p>
半導(dǎo)體晶圓廠需用水沖洗微小硅片,計(jì)算機(jī)芯片就是在這些硅片上制造而成。隨著ARM和英偉達(dá)(Nvidia)等設(shè)計(jì)公司開發(fā)出更復(fù)雜的新一代尖端芯片,以支持人工智能等技術(shù),臺(tái)積電生產(chǎn)芯片的用水量增多。盡管臺(tái)積電也采取了水資源重復(fù)使用的策略,并計(jì)劃達(dá)到90%的循環(huán)利用率,但近幾年其單位用水量持續(xù)增多。
依舊有一些專家質(zhì)疑臺(tái)積電的策略可能產(chǎn)生的實(shí)際效益。
紐芬蘭與拉布拉多紀(jì)念大學(xué)(Memorial University of Newfoundland and Labrador)的教授、電子產(chǎn)業(yè)資源利用與浪費(fèi)領(lǐng)域的專家約什·萊帕夫斯基表示:“90%的循環(huán)利用率聽起來不錯(cuò)。但這意味著有10%的水被浪費(fèi)或沒有被循環(huán)利用,這是顯而易見的。每十天就需要100%更換一批‘新的供水’?!?/p>
除了用水以外,芯片工廠還會(huì)產(chǎn)生廢水,因?yàn)樾酒a(chǎn)使用的化學(xué)品,會(huì)產(chǎn)生有害的或未知的環(huán)境影響。去年8月,一個(gè)半導(dǎo)體制造商聯(lián)盟反對(duì)美國(guó)環(huán)境保護(hù)署禁止使用全氟烷基和多氟烷基物質(zhì)(PFAS)的擬定法規(guī),他們認(rèn)為該項(xiàng)法規(guī)會(huì)導(dǎo)致半導(dǎo)體制造商無法在美國(guó)生產(chǎn)設(shè)備,并警告“環(huán)境保護(hù)署如此草率的行動(dòng),會(huì)造成難以估量的經(jīng)濟(jì)后果”。PFAS是一種“永久性化學(xué)品”。
從2018年到2022年,臺(tái)積電的廢水排放量減少了30%,且公司承諾其在亞利桑那州的三座晶圓廠將實(shí)現(xiàn)“近零”廢水排放率。但這同樣遭到了質(zhì)疑。
萊帕夫斯基稱:“近零廢水排放……沒有一個(gè)具體的數(shù)字。是0.1,還是1?或者是10?”
鳳凰城的坎貝爾表示,該市的水務(wù)官員尚不確定臺(tái)積電的具體廢水排放率,但當(dāng)局已經(jīng)在與該公司密切溝通其用水和水處理計(jì)劃。臺(tái)積電和美國(guó)商務(wù)部均未立即回應(yīng)置評(píng)請(qǐng)求。
臺(tái)積電預(yù)計(jì)三座晶圓廠要到2028年才會(huì)投入生產(chǎn),并且可能服役數(shù)十年。萊帕夫斯基表示,在此期間,鳳凰城的供水情況可能會(huì)惡化。但臺(tái)積電已經(jīng)投資了650億美元,再加上聯(lián)邦政府的撥款,對(duì)臺(tái)積電而言,搬到更綠色的草原(按照字面意義理解)將是難以接受的。
萊帕夫斯基表示:“這些工廠應(yīng)該要持續(xù)生產(chǎn)10年、20年甚至30年。這是應(yīng)對(duì)氣候變化的期限。如果你投入了數(shù)十億美元建設(shè)這種量級(jí)的……新工廠,當(dāng)供水狀況惡化到構(gòu)成問題的程度,你不可能只是把它搬到其他地方?!?/p>
對(duì)于供水不足會(huì)是臺(tái)積電面臨的重大挑戰(zhàn)這種說法,亞利桑那州的其他官員也進(jìn)行了反駁。去年8月,亞利桑那州工商業(yè)聯(lián)合會(huì)(Arizona Chamber of Commerce and Industry)CEO丹尼·塞登在一篇專欄文章中寫道,亞利桑那州通過提高用水效率和節(jié)約用水,能夠滿足用水需求。他提到臺(tái)積電的競(jìng)爭(zhēng)對(duì)手英特爾(Intel)在亞利桑那州錢德勒的工廠,該工廠通過現(xiàn)場(chǎng)回收設(shè)施,每天可處理900多萬加侖水。
隨著亞利桑那州繼續(xù)打造半導(dǎo)體制造中心,坎貝爾表示,鳳凰城的供水將足以滿足更多項(xiàng)目的需求,只要這些項(xiàng)目符合預(yù)期。
他預(yù)測(cè)道:“水資源并非無窮無盡的,在某個(gè)時(shí)間點(diǎn)會(huì)達(dá)到極限。但根據(jù)我們所看到的計(jì)劃,我們認(rèn)為不會(huì)出現(xiàn)問題?!保ㄘ?cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
The Commerce Department announced Monday it pledged up to $6.6 billion to Taiwanese semiconductor manufacturer TSMC, which will add a third chip manufacturing facility in Arizona to the two in the works. The grant will go down in Washington as one of the crown jewels of the Biden administration’s initiative to bring the supply chain for ubiquitous—and strategically vital—computer chips back to the United States.
But in Phoenix, where the factories are going to be built, TSMC faces a lingering question: where’s the water going to come from in one of the driest cities in the country?
Semiconductor manufacturing requires water, and lots of it. The global industry consumes almost as much water as New York City does, according to a S&P Global Ratings report, which flagged water supply as a potential threat.
“We view water scarcity as a risk in the coming decade for the tech hardware industry, particularly the water-intensive semiconductor subsector,” S&P warned in February. “Mishandling of such a risk could hit a chipmaker’s operations and creditworthiness.”
Phoenix has been in a drought for well over a decade. In fact, Arizona put limits on some new housing developments last year because there isn’t enough groundwater to go around. But local officials say the city has enough water for TSMC, and potentially even more companies, as the region emerges as a top chip hub.
“When you’re dealing in a limited and precious resource like water, if you’re using a lot of water for one [facility], it’s an economic tradeoff,” Cynthia Campbell, Water Resources Management Advisor for the city of Phoenix, told Fortune. “We do [have enough water.]”
Semiconductor fabs rely on water to clean the tiny silicon wafers that computer chips are built on. And as design companies such as Arm and Nvidia have developed new, more complex cutting-edge chips to support tech like AI, TSMC has required even more water to build them. TSMC’s water usage per unit has been trending up in recent years, though it’s also reusing water and aims to achieve a 90% recycling rate.
Still, some experts question the actual benefits.
“90% recycling sounds really good,” said Josh Lepawsky, a professor at the Memorial University of Newfoundland and Labrador and an expert in resource use and waste in the electronics industry. “Maybe this is obvious, but 90% means that by definition, 10% is lost, or not recycled. Every 10 days, you’ve got a 100% need for ‘new water.’”
In addition to water usage, chipmakers produce wastewater as production relies on chemicals that have harmful or unknown environmental impacts. Last August, a coalition of semiconductor manufacturers argued against a proposed EPA regulation to ban PFAS, commonly known as “forever chemicals,” writing that it would prevent the industry from making devices in the U.S. and warning the “economic consequences of such a summary action by EPA are immeasurable.”
For its part, TSMC’s wastewater discharge decreased 30% between 2018 and 2022, and the company has committed to a “near zero” wastewater discharge rate for its three Arizona fabs. But again, that draws skepticism.
“Near zero wastewater discharge…there’s no number on that,” Lepawsky said. “Is that 0.1? 1? 10?”
Phoenix’s Campbell said that city water officials still don’t know what TSMC’s precise discharge rate will be, but that authorities have been in close communication with the company about its water use and treatment plans. TSMC and the Commerce Department did not immediately respond to requests for comment.
TSMC doesn’t expect all three fabs to come online until 2028, and they’ll likely be in service for decades. Lepawsky said that water conditions could worsen in Phoenix over that timeline. But after investing $65 billion of its own money into the fabs alongside federal grant money, moving to greener pastures (literally) would be a tough pill to swallow for TSMC.
“These are facilities where you’re expecting to be producing for 10, 20, 30 years. That’s climate change timelines,” Lepawsky said. “When you’re using billions of dollars to build a new facility…at those kinds of magnitudes, you’re not just going to pick it up and move it somewhere else if water conditions deteriorate to the point where that’s an issue.”
Other Arizona officials have dismissed claims that water scarcity presents a significant challenge for TSMC: Arizona Chamber of Commerce and Industry CEO Danny Seiden wrote in an op-ed last August that increases in water efficiency and conservation will allow Arizona to meet water demands, pointing to TSMC competitor Intel’s Chandler, Ariz. plant, which treats more than 9 million gallons of water a day at its on-site reclamation facility.
As Arizona continues to position itself as a semiconductor manufacturing hub, Campbell said Phoenix’s water supply is capable of handling more projects—as long as they line up with expectations.
“Water is not infinite. There is a limitation at some point in time, but we don’t see things hitting a wall based on the plans we’ve seen,” he predicted.