11/09/2024, 09:41 PM UTC
旺宏吳敏求：美要求技術外移 台積電恐難說不 | Anue鉅亨 - 台股新聞Wang Hong Wu Min-Qiu: US Demands Technology Transfer, TSMC May Hardly Say No | Anue Cnyes - Taiwan Stock News
<p>➀ 旺宏吳敏求表示，美国未来必将要求台積電将5纳米以下、甚至2纳米以下製程全數複製到美国，这才是所谓保護政策的真正意涵，而台積電恐怕也没有说不的本錢。</p><p>➁ 吳敏求指出，尽管台湾对半导体技术輸出有嚴格規範，包括從 N-2 到 N-1 的限制，但在美国全力發展 AI 及台海緊張的雙重考量下，美方最佳防護就是要求台積電最先進製程全數在美國複製並生產。</p><p>➂ 针对台積電的技术優勢，吳敏求分析，台積電之所以能在相同製程節點下達到遠高於美國廠商的良率，關鍵在於擁有強大的數學團隊，透過 AI 大數據分析生產製程，快速縮短學習曲線。</p><p>➀ Wang Hong Wu Min-Qiu states that the US will undoubtedly demand TSMC to replicate and produce 5nm and even 2nm processes in the US, which is the true meaning of protectionist policy, and TSMC may not have the capital to say no.</p><p>➁ Wu Min-Qiu points out that although Taiwan has strict regulations on semiconductor technology exports, including restrictions from N-2 to N-1, under the dual considerations of the US' full-fledged development of AI and the tense situation across the Taiwan Strait, the best protection for the US is to require TSMC to replicate and produce its most advanced processes in the US.</p><p>➂ Regarding TSMC's technological advantages, Wu Min-Qiu analyzes that the key to TSMC's ability to achieve much higher yields than US manufacturers at the same process node lies in its powerful mathematical team, which uses AI big data analysis to produce and manufacture processes, quickly shortening the learning curve.</p>
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本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
