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As the world's leading semiconductor manufacturer, TSMC's decision to expand its global layout has far-reaching significance. This action requires huge resource investment, including factory construction, equipment procurement, and talent recruitment. The increase in costs will not only affect TSMC's own profit margins, but may also have a chain reaction on the price trend of the entire semiconductor industry.

Against this backdrop, changes in the transportation industry have also quietly taken place. Although it seems to have no direct connection with TSMC's layout, it is actually inextricably linked. With the advancement of globalization, the status of the transportation industry in economic activities has become increasingly prominent. An efficient transportation system has become one of the key factors for companies to reduce costs and improve competitiveness.

Take cargo transportation as an example. Whether it is the supply of raw materials or the delivery of finished products, it is inseparable from a reliable transportation network. For TSMC, the high-precision equipment and raw materials required for its production need to be purchased from all over the world and delivered to the designated location quickly and accurately. This places extremely high demands on the timeliness and safety of transportation.

At the same time, transportation costs are also an important factor that companies have to consider. The choice of transportation methods, such as air transportation, sea transportation, land transportation, etc., will directly affect the total cost. Under the pressure of rising costs, companies may be more careful and optimize transportation plans to achieve the goal of reducing costs.

As a fast and efficient mode of transportation, air transportation has irreplaceable advantages in some cases. For example, for some urgently needed key components or products with extremely high timeliness requirements, air transportation can ensure on-time delivery and reduce the risk of production delays. However, the cost of air transportation is relatively high. As TSMC expands its global layout and costs are of great concern, how to balance the advantages and costs of air transportation has become an issue worth exploring.

On the other hand, TSMC's development has also put forward new demands on the service quality and technological innovation of the transportation industry. In order to meet the special requirements of high-tech companies such as TSMC, transportation companies may need to increase investment in technology research and development, equipment updates and personnel training to provide more customized and professional services.

In short, the cost increase caused by TSMC's expansion of its global layout and the changes in the transportation industry have an impact on and restrict each other. In future development, the two need to work closely together to jointly cope with challenges and achieve mutual benefit and win-win results.