美商務部長:不能依賴台灣! 學者示警 - 工程師

By Bethany
at 2022-10-02T17:15
at 2022-10-02T17:15
Table of Contents
新聞標題: 美商務部長:不能依賴台灣! 學者示警美晶片法案影響台供應鏈記者林淑慧/台北報導
台灣為全球晶圓代工重鎮,美國商務部長雷蒙多日前對外表示,目前晶圓先進製程集中於
台灣,直言美國不能持續依賴台灣供應晶片,力挺美國晶片法案通過立法,支持高階運算
晶片於美國本土製造。
大西洋理事會上周四邀請雷蒙多出席活動,她並在會中公開表示,經由部分美國企業的首
席執行長告知,有愈來愈多的美國企業考慮將業務從中國大陸撤出,其中不乏已在中國大
陸發展數十年的製造業,並強調最先進的晶片製造技術,應該留在美國本土。
美國總統拜登已於今年8月9日簽署晶片與科學法案(CHIPS and Science Act),該案承
諾美國政府將在未來五年共投資520億美元在半導體產業,另外編列100億美元預算,在美
國各地建立區域技術中心,投資人工智慧、機器人、量子運算等新技術研發,並大力投資
相關教育及基礎研究,法案的整體投資金額高達2,800億美元。
對此,中央大學經濟學系教授吳大任表示,在美國通過晶片法案,大規模補貼半導體製造
後,美國新半導體製造廠商將擁有補貼後的市場競爭優勢,足以吸納美國品牌廠商的代工
訂單,減少美國晶片進口依賴。
對於台灣半導體製造商而言,吳大任指出,在美國晶片製造產能開出後,除將面對新增的
美國強勁競爭對手外,更可能逐漸失去與美國品牌廠商的互補關係與技術移轉機會,未來
將更難維持足夠的技術水準與市場競爭力。
吳大任也提出示警,一旦美國半體產業成功整合製造部分,形成完整的國內半導體供應鏈
,美國品牌廠商必定減少對台灣晶片代工需求,嚴重衝擊台灣半導體產業,提醒政府與相
關企業亟需儘早研擬對策因應即將到來的全球半導體供應鏈巨變。
新聞來源: https://reurl.cc/7p8Yl1
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