台积电扩大对美投资,总投资金额上看1650亿美元,美国总统特朗普倾向以关税替代直接补贴。法人分析,先进制程涨价将成为定局,且幅度将适时反映美国盖厂成本,在没有补贴的情况之下,台美厂区每片晶圆(Wafer)成本差距将达30%,未来将会与客户共同分摊。美国自2022年通过《芯片与科学法案》以来,已拨款527亿美元用于补贴,但按特朗普强调台积电在美国生产就能避免关税,在中国台湾生产再运送至美国,将会被...
Source Link台积电扩大对美投资,总投资金额上看1650亿美元,美国总统特朗普倾向以关税替代直接补贴。法人分析,先进制程涨价将成为定局,且幅度将适时反映美国盖厂成本,在没有补贴的情况之下,台美厂区每片晶圆(Wafer)成本差距将达30%,未来将会与客户共同分摊。美国自2022年通过《芯片与科学法案》以来,已拨款527亿美元用于补贴,但按特朗普强调台积电在美国生产就能避免关税,在中国台湾生产再运送至美国,将会被...
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