AOD – IC之音竹科廣播 FM97.5

AOD – IC之音竹科廣播 FM97.5


EP80:【地緣政治】美國若對伺服器零組件加徵關稅,必然發生矛盾後果 ft. DIGITIMES資深分析師 周延

April 02, 2025

延續上一集的訪談,今天周延跟我們分享 DIGITIMES研究中心在台廠伺服器業者的擴廠細節、以及川普如果真的發動關稅戰,會為台灣供應鏈帶來什麼影響?

 

大家應該知道,墨西哥已然成為幾家台灣業者如鴻海與緯創的重要生產基地,上一集所提到的東南亞,也有不少業者有所布局。而在關稅方面,周延的分析,點出了一個頗令人玩味的矛盾之處。

 

本集重點:

1. 台灣積極布局東南亞與墨西哥,然布局中國亦有其原因

2. 美國對墨西哥貿易逆差,關鍵之一竟在伺服器組裝

3. 台組裝廠移到美國,必然產生策略矛盾之處

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