台積電晶片直接出口美國,占多少比例?為什麼?
如果美國從台積電直接出口的晶片收到關稅並不多,為何還要加碼投資美國?
半導體市場與半導體供應鏈,有哪些差異?帶來哪些策略上的影響?
2025年川普再度入主白宮,「新川普時代」來臨,在川普的關稅新政,和台積電加碼投資美國一千億等新聞曝光後,本集特別邀請DIGITIMES創辦人黃欽勇,從新書《天選.矽島—川普風暴下的科技島》的觀點出發,帶來分析。為何台灣對美國貿易順差持續暴增,恐讓我們被盯上?如果黃欽勇董事長是魏哲家,也會做出加碼投資美國的決定嗎?
談到台灣會不會被掏空,不妨回頭想想,為何高科技業與半導體先進製程傾向於「根留台灣」?不訴諸民族情感,有哪些效率上、成本上、時間上、溝通默契上的具體考量?另一方面,如果台灣高科技製造業並不想「出國比賽」,何必拿出大筆資金對外投資,將一定比例的產能移到海外,意義何在?
台灣的政府與整個社會需要注意的是什麼?為何我們需要更多了解半導體、電子供應鏈的複雜結構?為何要向全球行銷台灣,讓國際更了解台灣科技產業的結構與狀態?請聽DIGITIMES創辦人黃欽勇的分享。
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