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Kelly -tsmc的矽盾最大化了軍事冒險的全球成本使它成為科技供應鏈安全的籌碼

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Kelly -tsmc的矽盾最大化了軍事冒險的全球成本使它成為科技供應鏈安全的籌碼

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自由開講》不沉的矽島：台灣在強權棋局中的關鍵槓桿 - 自由評論網 https://share.google/r3qHdq7T33yAiJnxS

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地理風險：全球 90% 先進製程在台灣，這讓

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地理風險：全球 90% 先進製程在台灣，這讓台海局勢成為全球科技業最擔心的「黑天鵝」。各國政府祭出巨額補貼（如晶片法案）要求台積電到本地設廠。

​算力武器化：馬斯克的 Terafab 計畫 正是為了應對這種不穩定性，試圖在美國本土實現從設計到封裝的完全垂直整合，避免受制於跨國政治。

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1.美國《晶片法案》首批工廠投產 (CHIPS Act Implementation)：在地化生產

2.「十五五規劃」與中國半導體自主化 (China's 15th Five-Year Plan)：技術主權

3.日本半導體振興與 Rapidus 試產 (Japan's Semiconductor Revival)：友岸外包

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根據《經濟時報》的文章《馬西亞的火星表面危機難挑戰》（發佈於2025年3月19日），馬西亞正致力於成為全球半主動產業的競爭者，嘗試抓住人工智能熱潮帶來對激增的需求。當然，馬來西亞曾一度跨公司工作的體驗豐富人才，但許多人因國外更高的薪資和機會選擇出國發展，這加劇了本地人才流失的疑問。

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根據《電子工程時報》（EE Times）半導體專題的最新報導，近期半導體行業的焦點包括：

全球半導體市場增長：2024年全球半導體市場規模達到5,000億美元，預計2025年將持續增長，主要受益於人工智慧（AI）、物聯網（IoT）和5G技術的推動。

晶圓代工廠擴產：台積電和三星等主要晶圓代工廠計劃在2025年擴大產能，以滿足不斷增長的市場需求。

先進製程技術：3納米和2納米製程技術的研發取得重要進展，預計將在未來幾年內投入量產，進一步提升晶片性能和能效。

供應鏈多元化：為降低地緣政治風險，半導體公司正積極尋求供應鏈多元化，包括在不同地區建立生產設施和合作夥伴關係。

環保與可持續性：半導體行業越來越重視環保與可持續性，推動綠色製造技術和減少碳排放的措施。

這些趨勢反映了半導體行業在技術創新、市場需求和全球經濟環境中的動態發展。

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Find the latest semiconductor news, developments and rumors from the global electronics industry and popular brands like Samsung, Intel, Navitas, TSMC, Nvidia and Huawei. Global coverage includes China, US, Taiwan and India chip markets.

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Semiconductor News & Industry Updates - EE Times

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Find the latest semiconductor news, developments and rumors from the global electronics industry and popular brands like Samsung, Navitas and Huawei.

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SIA Applauds TSMC’s Expanded Investment in U.S. Semiconductor Manufacturing - Semiconductor Industry Association TSMC has announced an additional $100 billion investment in advanced semiconductor manufacturing in the U.S., bringing the total to $165 billion, including the construction of three new fabs, two packaging facilities, and an R&D center. This investment is seen as a significant boost to the U.S. economy, supply chain security, and domestic production of advanced chips. Since TSMC's initial investment, the semiconductor industry has committed over $500 billion in the U.S., showcasing the importance of technological leadership and national security.

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https://www.semiconductors.org/sia-applauds-tsmcs-expanded-investment-in-u-s-semiconductor-manufacturing/

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SIA Applauds TSMC’s Expanded Investment in U.S. Semiconductor Manufacturing - Semiconductor Industry Association

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WASHINGTON—March 7, 2025— The Semiconductor Industry Association (SIA) today released the following statement from President and CEO John Neuffer regarding the announcement this week by C.C. Wei of TSMC and President Trump. The company plans to increase its U.S. investment in advanced semiconductor manufacturing by $100 billion – to a new total of $165 billion […]

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Malaysia aims to become a major player in the global semiconductor industry but faces significant challenges such as a shortage of skilled talent, limited funding, and brain drain. A $250 million deal with Arm aims to train 10,000 engineers, but government investment remains far smaller than that of China and the US. While Malaysia's chip exports reached $87.52 billion in 2024, further efforts are needed to compete globally.

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Malaysia’s semiconductor industry faces tough obstacles

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Internal constraints such as a talent crunch, funding problems, and other supply chain gaps are key hurdles Malaysia must overcome if it wants to compete with top industry giants.

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Naura Technology, China's leading semiconductor production equipment maker, has risen to 6th place globally, driven by the rapid growth of the Chinese semiconductor industry. Despite being added to the US Entity List, Naura anticipates minimal impact due to its primarily domestic revenue stream. The company plans to expand its product line and capitalize on opportunities arising from US-led sanctions on imported equipment.