<p style=”color: rgb(0, 0, 0); font-family: "Times New Roman"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;”> <span style=”background-color:rgb(255, 255, 255); color:rgb(34, 34, 34); font-family:pingfang sc,hiragino sans gb,microsoft yahei,wenquanyi micro hei,helvetica neue,arial,sans-serif; font-size:18px; text-align:justify”>為降低美國對海外晶片的依賴，美國總統川普正醞釀一個「狠招」。根據台灣「中時新聞網」報道，美國總統川普考慮祭出晶片新政，要求美製、進口數量1:1才免稅。外媒引述內情人士表示，該政策的終極目標是讓本土生產的晶片和進口數量一致，無法維持該比例的企業恐面臨額外關稅。對此，來自台灣的旅美學者翁履中分析直言，「台灣優勢與隱憂並存」。</span></p>
<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>知情人士告訴《華爾街日報》，這項計畫源自於美國總統川普上月所提，「科技公司若在美加碼投資，就可免約100%的半導體關稅」。然而，要實現美國本土晶片產能與進口量相同，比單純增加對美投資更困難，因為海外產品價格更低，供應鏈難以調整，且提升美國供應仍需時間。</font></p>
<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>美國財政部長貝森特9月24日對福克斯商業頻道表示，“世界經濟最大的失敗點在於，99%的高性能芯片都是在台灣生產的”，“他們做得很好，他們有一個很棒的生態系統，但在風險管理方面，我們必須將一部分需求——我不知道是30%、40%還是50%，轉移回美國或我們的中東國家，無論是日本還是在日本還是在日本努力。</font></p>
<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>不過，《華爾街日報》也指出，川普政府的新計畫就是，借助關稅威懾迫使企業加大對美國製造的採購。美國政府目前正就晶片進口是否影響國家安全展開調查，並預計在調查結束後公佈新一輪關稅措施。然而，若涉及一些高度先進或特殊規格的晶片產品，因美國短期內無法量產，政策落地可能遭遇阻礙。</font></p>
<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>翁履中9月26日晚間對此「狠招」分析指出，這項政策雖然看似加強了美國本土的利益，但也再次突顯出台灣地區半導體的戰略地位，台積電的能力確實領先全球，能在最短時間內應對各國政策調整，不僅在美國設廠成功卡位，也同時保持了島內的核心研發能量。</font></p>
<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>「這是台灣半導體產業的實力所在！」翁履中接著指出，台積電創造出的能量，是全球供應鏈中不可取代的“中樞”，當美國、日本、歐洲都在積極尋求與台灣地區的合作，這代表台灣地區的半導體產業為尾巴搖狗的“關鍵”，這也是台灣必須冷靜思考的課題，除了短期具有絕對優勢之外，真正要問自己的是，“下一個能讓台灣維持國際戰略價值的產業在哪裡？如果答案始終沒有出現，那麼台灣的'關鍵地位'就很難維持。”</font></p>
<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin-top: 20px; margin-right: 0px; margin-left: 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255); margin-bottom: 0px !important;”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>翁履中認為，如何掌握這股趨勢，把半導體優勢轉化為推動更多新興產業的基礎，包含從AI 到綠能，從醫療科技到智慧製造，努力在更多領域複製半導體的成功，是台灣必須思考的方向。他也強調，長期來說，只有台灣行政當局和民間共同尋找新出路，台灣才能在變動的國際格局中持續被需要，而不是逐漸被邊緣化。</font><a href=”https://xostrong.com/” style=”text-align: left; 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