02/16/2025, 05:29 AM UTC
芯片，大变局Semiconductor Industry: The Great Shift
➀ 台积电面临特朗普关税和美国政府可能征收的额外税收的挑战。
➁ 台湾半导体行业面临在美国建立更多晶圆厂的巨大压力。
➂ 台湾晶圆厂如台积电和联电正在面临美国关税和中国大陆晶圆厂的竞争的双重压力。
➃ 台湾无晶圆厂公司如联发科正在适应地缘政治风险并探索新市场。
➄ 韩国半导体行业面临来自中国竞争对手和美国关税的挑战。
➅ 台湾和韩国都在寻求技术创新和供应链安全之间的平衡。
➀ TSMC faces challenges due to Trump's tariffs and the potential for additional taxes from the US government.
➁ The Taiwanese semiconductor industry is under pressure to establish more fabs in the US.
➂ Taiwanese fabs like TSMC and United Microelectronics Corporation are struggling with the dual pressures of US tariffs and competition from Chinese mainland fabs.
➃ Taiwanese fabless companies like MediaTek are adapting to geopolitical risks and exploring new markets.
➄ South Korea's semiconductor industry is facing challenges from Chinese competitors and US tariffs.
➅ Both Taiwan and South Korea are seeking a balance between technological innovation and supply chain security.
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