台积电的稀土“底牌”:还能打多久?

波士财经
Nov 08, 2025

"短期库存充足,不会面临风险,但如果供应持续受限,情况可能会变得棘手。”2025年10月底,台积电高级副总裁侯志强在一场公开场合的发言,揭开了全球芯片巨头隐藏的软肋——稀土。在光刻机的光学系统、晶圆的抛光流程、乃至芯片的微观结构中,这些看似普通的金属元素,如同烹饪中的调味料,用量不大,却决定着整道菜的成败。关键库存当人们为芯片制程的纳米数字争相欢呼时,侯志强的表态给这场科技盛宴注入了一丝冷静。稀土...

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