台积电40%产能被逼转为美国产 黄仁勋不看好 直言“非常困难”

格隆汇
3 hours ago

据快科技,在美国的压力下,台积电近年来不断加大对美国的投资,承诺投资额已达1650亿美元,然而美国认为这些还不够。台积电未来不仅可能要再追加1000-2000亿美元的投资,还有可能被逼着将40%的产能转移到美国生产,这是美国商务部长卢特尼克之前透露的目标。 台积电转移的产能也不可能是落后的或者成熟工艺,必然是先进工艺——当前在美国量产的工厂都已经是4nm工艺了,未来再转移的只有是3nm、2nm及尚未量产的A16、A14工艺了,这无异于要把台积电掏空。对于美国的这一目标,GTC大会上NVIDIA CEO黄仁勋也做出回应,他认为将40%的产能转移到美国是“非常困难”的,认为未来一段时间全球还是要依赖台积电等科技企业的产业链的。

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