The world's largest manufacturer of artificial intelligence chips plans to invest 100 billion dollars in the United States.

全球最大的人工智能芯片製造商計劃在美國投資 1000 億美元。

That company is called Taiwan Semiconductor Manufacturing Company.

這家公司叫臺灣積體電路製造股份有限公司（Taiwan Semiconductor Manufacturing Company）。

You may know it as TSMC.

你可能知道它叫臺積電。

Lots to talk about here.

這裡有很多話題

Let's bring in CBS News Money Watch correspondent Kelly O'Grady.

下面有請CBS新聞 "金錢觀察 "記者凱利-奧格雷迪（Kelly O'Grady）。

Kelly, tell us what you know about this announcement.

凱利，請告訴我們你對這一消息的瞭解。

So, we're expecting it to happen at 1:30 p.m. Eastern and sources have confirmed to CBS News that TSMC is planning a 100 billion dollar investment over the next four years and that's all about building chip manufacturing plants right here in the United States.

消息人士向 CBS 新聞證實，臺積電計劃在未來四年內投資 1000 億美元，在美國本土建立芯片製造工廠。

Now, TSMC, you probably haven't heard a ton about it, but it is absolutely one of the most important companies in the AI race.

臺積電，你可能沒怎麼聽說過，但它絕對是人工智能競賽中最重要的公司之一。

And so, based on everything that we are seeing where industries are going, some analysts have even said one of the most important companies in the world right up there with Nvidia.

是以，基於我們所看到的各行各業的發展方向，一些分析師甚至認為，該公司是與英偉達齊名的全球最重要的公司之一。

They own over 90% of the advanced chip market, they count major companies like Nvidia, Apple, Microsoft, Amazon, Qualcomm, the list goes on amongst their major clients.

他們擁有 90% 以上的先進芯片市場，主要客戶包括 Nvidia、蘋果、微軟、亞馬遜、高通等大公司。

And so, you know, we have seen the president threaten tariffs on semiconductor chips that are made outside the United States.

是以，你知道，我們看到總統威脅要對美國以外製造的半導體芯片徵收關稅。

And so this investment that we are expecting today, uh definitely shows a measure of good faith to bring some of that manufacturing here, uh definitely having that part of the supply chain in the United States, especially with Taiwan being such a hot bed when it comes to national security.

是以，我們今天期待的這項投資，無疑表明了將部分製造業引入美國的誠意，尤其是在臺灣成為國家安全熱點的情況下。

There's a lot of reasons that folks in the AI space are are very excited about this investment today.

今天，人工智能領域的人們對這項投資感到非常興奮，原因有很多。

Well, you and I are talking right now at a time when the clock is ticking toward President Trump's new tariffs set to take effect.

特朗普總統的新關稅政策即將生效，而我們現在的談話正值其時。

What might they mean for Americans?

它們對美國人意味著什麼？

Okay, so we're looking at 25% on Canada and Mexico and then 10% on Canadian energy, as well as an additional 10% on China.

好吧，我們將對加拿大和墨西哥徵收 25% 的關稅，然後對加拿大能源徵收 10% 的關稅，再對中國徵收 10% 的關稅。

Remember, we already saw a 10% tariff on China go into place about a month ago.

請記住，一個月前我們已經看到對中國徵收 10%的關稅。

So what it could mean for Americans, it could mean higher prices depending on how much of that cost companies would pass through.

是以，這對美國人來說可能意味著更高的價格，這取決於公司會轉嫁多少成本。

When you think about the major products and industries that we rely on with trade with our our northern and southern neighbors, I'm talking agriculture, uh cars, beer, alcohol, you know, the the list goes on.

想想我們與北方和南方鄰國貿易所依賴的主要產品和產業，我指的是農業、汽車、啤酒、酒類等，不勝枚舉。

But really the one that I'm most watching Reed is oil, we get a lot of our oil and gas from Canada.

但我最關注的還是石油，我們的石油和天然氣主要來自加拿大。

And we know that oil, I mean, it's not just about heating your home, it's not just about the price that you see at the pump, but it's a big input to many, many different products including plastic.

我們知道，石油，我的意思是，它不僅僅是為你的家庭供暖，也不僅僅是你在油泵上看到的價格，而是包括塑膠在內的許多不同產品的主要原料。

So that's really one that you could actually see the cost increase pretty quickly, the other industries, it takes about six to nine months depending on the inventory, but energy is one that I'm laser focused on Reed.

其他行業則需要 6 到 9 個月的時間，具體取決於庫存情況，但能源是我重點關注的行業。

Laser focused on a Monday as always.

和往常一樣，週一的工作非常專注。

Kelly O'Grady, good to see you, my friend.

凱莉-奧格雷迪，很高興見到你，我的朋友。

Have a good day.

祝你愉快