原文標題： Taiwan should only produce half of America’s chips, says U.S. Commerce Secretary 原文連結：https://tinyurl.com/y226xrku 發布時間：Published Tue, Sep 30 202512:42 AM EDT 記者署名：Dylan Butts 原文內容： The Trump administration is pushing Taipei to shift investment and chip production to the U.S. so that half of American demand is manufactured locally , in a move that could have implications for Taiwan’s national defense. 川普政府正在推動台北將部分投資與晶片產能轉移至美國，以便美國本土能生產美國需求 的一半，此舉可能對台灣的國防產生影響。 Washington has held discussions with Taipei about the “50-50” split in semiconductor production, which would significantly reduce American dependence on Taiwan, U.S. Secretary of Commerce Howard Lutnick told News Nation in an interview released over the weekend. 美國商務部長霍華德·盧特尼克在週末接受《News Nation》訪問時表示，華府已與台北 討論「五五分」的晶片生產計畫，這將大幅降低美國對台灣的依賴。 Taiwan is said to produce over 90% of the world’s advanced semiconductors, which, according to Lutnick, is cause for concern due to the island nation’s distance from the U.S. and proximity to China. 據稱台灣生產了全球逾九成的先進半導體，盧特尼克表示，因台灣距離美國遙遠且鄰近中 國，這成為令人憂慮的原因。 “My objective, and this administration’s objective, is to get chip manufacturing significantly onshored — we need to make our own chips,” Lutnick said. “The idea that I pitched [Taiwan] was, let’s get to 50-50. We ’re producing half, and you’re producing half.” 盧特尼克說：「我的目標，以及本屆政府的目標，是大幅將晶片製造在地化——我們需要 自己生產晶片。我向台灣提出的構想是，我們做到五五分：我們生產一半，你們生產一半 。」 Lutnick’s goal is to reach about 40% domestic semiconductor production by the end of U.S. President Donald Trump’s current term, which would take northwards of $500 billion in local investments, he said. 盧特尼克的目標是，在川普總統本屆任期結束前，將美國本土半導體產能提高到約40%， 他表示這需要超過5000億美元的本土投資。 Taiwan’s stronghold on chip production is thanks to Taiwan Semiconductor Manufacturing Co., the world’s largest and most advanced contract chipmaker, which handles production for American tech heavyweights like Nvidia and Apple. 台灣之所以在晶片生產上占據主導地位，歸功於全球最大、最先進的晶圓代工廠——台灣 積體電路製造公司（台積電），該公司為Nvidia和Apple等美國科技巨頭代工。 Taiwan’s critical position in global chips production is believed to have assured the island nation’s defense against direct military action from China , often referred to as the “Silicon Shield” theory. 外界普遍認為，台灣在全球晶片生產中的關鍵地位，確保了台灣能抵抗中國的直接軍事行 動，這種觀點常被稱為「矽盾」理論。 However, in his News Nation interview, Lutnick downplayed the “Silicon Shield ,” and argued that Taiwan would be safer with more balanced chip production between the U.S. and Taiwan. 然而，盧特尼克在《News Nation》的訪問中淡化了「矽盾」的重要性，並主張若美國與 台灣在晶片產能上更均衡，台灣會更安全。 “My argument to them was, well, if you have 95% [chip production], how am I going to get it to protect you? You’re going to put it on a plane? You’re going to put it on a boat?” Lutnick said. 盧特尼克說：「我對他們的論點是，如果你們擁有95%的產能，我要怎麼運來保護你們？ 你要把它放上飛機嗎？放上船嗎？」 Under the 50-50 plan, the U.S. would still be “fundamentally reliant” on Taiwan, but would have the capacity to “do what we need to do, if we need to do it,” he added. 他補充道，在五五分計畫下，美國依然會「根本上依賴」台灣，但同時也具備在必要時「 自行行動」的能力。 Beijing views the democratically governed island of Taiwan as its own territory and has vowed to reclaim it by force if necessary. Taipei’s current ruling party has rejected and pushed back against such claims. 北京視民主治理的台灣為其領土，並誓言在必要時以武力奪回。台北現任執政黨則拒絕並 強烈反駁此一說法。 This year, the Chinese military has held a number of large-scale exercises off the coast of Taiwan as it tests its military capabilities. During one of China’s military drills in April, Washington reaffirmed its commitment to supporting Taiwan. 今年，中國軍方在台灣周邊舉行了多次大型軍演，以測試其軍事能力。在四月的一次演習 中，華府再次重申支持台灣的承諾。 Lutnick’s statements on the News Nation interview aligned with past comments from Trump, suggesting that the U.S. should get more in return for its defense of the island nation against China. 盧特尼克在訪問中的言論與川普過去的說法一致，暗示美國在防衛台灣抵抗中國時，應該 獲得更多回報。 Last year, then-presidential candidate Trump had said in an interview that Taiwan should pay the U.S. for defense, and accused the country of “stealing ” the United States’ chip business. 去年，時任總統候選人的川普在一次訪問中表示，台灣應該支付美國防衛費用，並指控台 灣「竊取」了美國的晶片產業。 The U.S. was once a leader in the global semiconductor market, but has lost market share due to industry shifts and the emergence of Asian juggernauts like TSMC and Samsung. 美國曾經是全球半導體市場的領導者，但由於產業轉變以及台積電和三星等亞洲巨頭崛起 ，美國市占率已經下滑。 However, Washington has been working to reverse that trend across multiple administrations. 然而，歷屆美國政府一直努力扭轉這一趨勢。 TSMC has been building manufacturing facilities in the U.S. since 2020 and has continued to ramp up its investments in the country. It announced intentions to invest an additional $100 billion in March, bringing its total planned investment to $165 billion. 台積電自2020年以來就在美國建廠，並持續增加投資。今年三月宣布再投資1000億美元， 使其在美國的總投資計劃達到1650億美元。 The Trump administration recently proposed 100% tariffs on semiconductors, but said that companies investing in the U.S. would be exempt. The U.S. and Taiwan also remain in trade negotiations that are likely to impact tariff rates for Taiwanese businesses. 川普政府近期提議對半導體徵收100%關稅，但表示在美國投資的公司可獲豁免。美國與台 灣也仍在進行貿易談判，預期將影響台灣企業的關稅稅率。 心得/評論： 台灣能保住矽盾嗎? https://www.youtube.com/watch?v=nyctlgqDOcE 台灣的「矽盾」就是靠晶片獨占地位來換取美國保護。 若依照美國要求分攤產能， 台灣的戰略籌碼會削弱，明顯降低矽盾效果。 但若不配合，可能面臨關稅、投資限制 ，甚至美方在安全承諾上的「冷淡」。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣) ※ 文章網址: https://webptt.cc/bbs/Stock/M.1759210607.A.C82.html