<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”>根據台灣「中時新聞網」報道,美國總統川普7日凌晨拋出震撼彈,宣布對所有輸美半導體與晶片徵收100%關稅,除非業者願意在美國投資、設廠,否則無法豁免。而旅美教授翁履中示警,儘管台積電已在亞利桑那州落腳,看似短期無虞,但對仍仰賴台灣本地生產的中小企業而言,這無異於一場高強度壓力測試。他直言,所謂「關稅豁免」只是川普政策中的誘餌,表面讓利,但實際上藉此強化供應鏈對美依賴,長期恐引發台灣產業結構外移與空洞化危機。</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 style=”box-sizing: border-box; vertical-align: inherit;”>翁履中指出,川普政府針對進口晶片祭出100%高額關稅,同時提供在美設廠企業免稅條件,這樣的政策雖讓台積電目前可憑藉其在美投資爭取到暫時性喘息,但這並非長久之計。他認為,美方最終追求的是要整體晶片產業鏈「回到美國本土」。這種政策設計,目的在於逼迫供應鏈向美國傾斜,逐步削弱台灣地區在全球晶片生產中的地位。</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 style=”box-sizing: border-box; vertical-align: inherit;”>根據AMD總裁蘇姿豐的說法,台積電台灣廠的製造成本比美國便宜5%至20%,即使計入運輸與時程延誤,仍具競爭力。但翁履中質疑,若未來美國修法限定「只有美國本土製造」的晶片才能享有免稅與政府採購資格,那麼即便品質再好、成本再低,台灣製造的晶片恐怕仍會被排除在市場之外,最終被邊緣化。</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 style=”box-sizing: border-box; vertical-align: inherit;”>更大的壓力來自產業鏈的結構變動。翁履中指出,台積電在台灣所仰賴的高附加價值客戶,包括Apple、NVIDIA、AMD等美商巨頭,若受到川普政策誘導轉向美國設廠,將導致台灣本地高階產能利用率下滑,長期恐衍生人才流失、研發外流與資源錯配等問題。屆時,即便台灣有晶圓廠、有技術、有供應鏈,卻可能失去核心客戶與國際競爭力。</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 style=”box-sizing: border-box; vertical-align: inherit;”>更棘手的是,即便目前仍處過渡階段,台積電內部也可能陷入「內斗式價格戰」。他指出,當自家海外生產的晶片比美國廠還便宜時,若缺乏政府採購保證或補貼支撐,企業在資源配置上將面臨兩難,反而造成整體營運效率下滑,進一步衝擊台灣基地的投資回報。</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 style=”box-sizing: border-box; vertical-align: inherit;”>台灣製晶片若短期具有價格優勢,將迫使這些企業加速向美國政府施壓,要求進一步封鎖外來產品,最終導致整體供應鏈「完全美國化」。對台灣而言,這不只是貿易問題,而是一場戰略位移的開端。</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 style=”box-sizing: border-box; vertical-align: inherit;”>他強調,這場晶片博弈背後的關鍵不在於眼前的免稅優惠,而是台灣能否在全球建立多元市場與自主技術優勢。他反問:「若哪天美國改口說,免稅只針對美製晶片,台灣還剩下什麼?」他認為,真正安全的企業,不是誰去美國設廠,而是誰能主導設計端、掌握議價權,這才是長久之道。</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 style=”box-sizing: border-box; vertical-align: inherit;”>翁履中最後再度強調他長期以來的核心觀點:「護台神山不是不能保護台灣,而是沒人能保證它永遠留在台灣。」如果台灣無法穩住研發與人才重心,當美國市場設下重重條件、要求僱用美籍工程師,勢必造成本地產業虛化。川普的新制已將這些問題全面攤在檯面,台灣還有多少時間可以猶豫與內耗?這場供應鏈的戰爭,現在才剛開始。</font><a href=”https://xostrong.com/” style=”text-align: left; background-color: transparent;”><span class=”15″ style=”color:rgb(255, 0, 0); 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