Fw: [問卦] 美專家: 與其設廠美國 不如遷台積研發團隊
看板Stock (股票)作者usnavyseal (usmarine2008)時間2小時前 (2025/08/06 23:37)推噓128(161推 33噓 212→)留言406則, 185人參與討論串1/1
※ [本文轉錄自 Gossiping 看板 #1eatKOVx ]
作者: usnavyseal (usmarine2008) 看板: Gossiping
標題: [問卦] 美專家: 與其設廠美國 不如遷台積研發團隊
時間: Wed Aug 6 23:30:29 2025
https://i.meee.com.tw/mvD7tGD.png

Moor Insights and Strategy的創始人 也是知名半導體分析師Patrick Moorhead
最近談到了川普逼台積電加碼投資美國
https://x.com/PatrickMoorhead/status/1952898938127749301
https://i.meee.com.tw/vVbURMj.png

Forcing TSMC to invest more in the U.S. does little to improve national
security.
As long as the TSMC IP stays in Taiwan, if the country were attacked, we
would have no next node in the U.S, but China would have it. US-based TSMC
foundries would be stuck in time. The clock would stop. I’d rather have half
the $TSM IP engineers on the US than another foundry.
It would be like in the space race if we had the rocket factories but not the
rocket engineers from Germany. We would have factories but nothing to build.
強迫台積電在美國投資更多,對提升國家安全根本沒什麼幫助。
只要台積電的智慧財產權留在台灣,萬一台灣被攻擊,美國那邊就沒有下一代製程了
,但中國卻會拿到。到時候設在美國的台積電晶圓廠就會停擺,時間會停止。
我寧願把一半的台積電 IP 工程師弄到美國去,也不要再蓋一座晶圓廠。
這就好比當年在太空競賽時,我們有火箭工廠,卻沒有德國的火箭工程師一樣。
我們會有工廠,但什麼都造不出來。
備註
各位怎麼看? 會不會川普的下一步就要求台積電把最新的研發部門設在美國
還是戰爭時 美國人只會先撤離台積電的員工?
--
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※ 轉錄者: usnavyseal (111.248.199.34 臺灣), 08/06/2025 23:37:31
※ 編輯: usnavyseal (111.248.199.34 臺灣), 08/06/2025 23:37:55
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