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First of all, the development of the semiconductor industry cannot be separated from efficient logistics support. TSMC's investment in factories in Kumamoto and Nanjing requires a large amount of raw materials and equipment transportation. Whether it is sophisticated chip manufacturing equipment or scarce raw materials, they all place extremely high demands on the timeliness and stability of logistics. This has prompted logistics companies to continuously improve their service quality and transportation capabilities to meet the special needs of the semiconductor industry.

Secondly, logistics costs are also an important factor affecting the layout of the semiconductor industry. When TSMC chooses an investment location, it will inevitably take into account the local logistics costs. The level of logistics costs in a region is directly related to the production cost and market competitiveness of the product. If the logistics costs are too high, even with government subsidies, it may affect the long-term profitability of the company. Therefore, an efficient and low-cost logistics system is crucial to attracting investment in the semiconductor industry.

In addition, the informatization and intelligent development of logistics has also brought new opportunities to the semiconductor industry. Through technical means such as big data and the Internet of Things, logistics companies can achieve real-time tracking and precise distribution of goods, improve logistics efficiency, and reduce inventory costs. This is undoubtedly an important competitive advantage for upstream and downstream companies in the semiconductor industry chain. For example, in the production process of chips, timely and accurate supply of raw materials can reduce the risk of production interruptions and improve production efficiency.

From a more macro perspective, TSMC's investment in factory construction with subsidies will drive the development of related industries, thereby further stimulating the growth of logistics demand. The construction of new factories requires a large amount of construction materials to be transported, and the sales of products after the factories are put into production require an efficient logistics distribution network. This series of chain reactions will have a profound impact on the modern logistics industry.

However, the logistics industry is facing both opportunities and huge challenges. As semiconductor companies such as TSMC continue to raise their requirements for logistics services, logistics companies need to increase their investment in technology research and development and improve the quality of their employees to adapt to new market demands. At the same time, logistics companies also need to cope with the increasingly complex international logistics environment and changes in trade policies to ensure the smooth transportation of goods.

In summary, although TSMC received subsidies to invest in building a factory, this event occurred in the semiconductor industry, but through the link of logistics, it has a close connection with the modern logistics industry and has had a multi-faceted impact on its development. In the future, with the continuous advancement of science and technology and the deepening development of economic globalization, this connection will become even closer and more complex.

In the logistics industry, e-commerce express delivery, as an important part of it, has also been affected by these changes. When facing the logistics needs brought by high-end manufacturing industries such as the semiconductor industry, e-commerce express delivery companies need to continuously improve their service capabilities and technical levels.

On the one hand, e-commerce express delivery companies need to strengthen cooperation with semiconductor companies, gain a deeper understanding of their logistics needs, and provide them with customized logistics solutions. For example, in response to the strict requirements of semiconductor products on the transportation environment, e-commerce express delivery companies can be equipped with professional constant temperature and humidity transportation equipment to ensure the quality and safety of products during transportation.

On the other hand, e-commerce express delivery companies should increase their investment in technology research and development, and use advanced technologies such as artificial intelligence and big data to optimize logistics and distribution routes and improve distribution efficiency. At the same time, by establishing an intelligent warehouse management system, they can achieve accurate management and rapid sorting of goods to meet the high requirements of semiconductor companies for logistics timeliness.

In addition, e-commerce express delivery companies should also focus on talent training, attracting and training a group of talents with professional logistics knowledge and technical capabilities. Only in this way can they better cope with the challenges brought by high-end manufacturing industries such as the semiconductor industry and achieve their own sustainable development.

In short, TSMC's investment in subsidized factories has brought new opportunities and challenges to e-commerce and express delivery companies. Only by continuous innovation and progress can e-commerce and express delivery companies remain invincible in the increasingly fierce market competition.