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A new deal that will see Taiwanese semiconductor giant TSMC invest 100 billion dollars in U.S. chip manufacturing will make Taiwan stronger.
臺灣半導體巨頭臺積電將向美國芯片製造業投資 1000 億美元,這項新協議將使臺灣更加強大。
That's according to Premier Zhou Rongcai.
卓榮泰行政院長如是說。
Officials here in Taiwan are playing down concerns the deal will see TSMC become Americanized.
臺灣官員淡化了該交易將導致臺積電美國化的擔憂。
Joyce Tseung is following the story for us from our newsroom here in Taipei.
Joyce Tseung 正在臺北的新聞編輯室為我們跟蹤報道。
Joyce, this is a huge deal announced by Donald Trump.
喬伊斯,這是唐納德-特朗普宣佈的一項重大交易。
What are the details?
詳情如何?
Right.
對
Major announcement here for Taiwan-U.S. ties.
臺美關係的重大消息。
As you mentioned, TSMC has pledged an additional 100 billion U.S. dollars in investments into the United States.
正如您所提到的,臺積電已承諾向美國追加1000億美元的投資。
That's on top of the ongoing 65 billion dollars it's spending on building three factories in the state of Arizona.
除此之外,該公司還將斥資 650 億美元在亞利桑那州建造三座工廠。
This cements TSMC now as the largest single source of foreign direct investment in U.S. history.
這使臺積電成為美國曆史上最大的單一外國直接投資來源。
The TSMC's chair and CEO C.C.
臺積電董事長兼首席執行官C.C.
Wei shared unveiled these plans together with U.S.
Wei 與美國政府共同公佈了這些計劃。
President Donald Trump in Washington D.C. where they shed light on what exactly the Taiwanese chip giant will be building on American soil.
美國總統唐納德-特朗普(Donald Trump)在華盛頓特區會見了這家臺灣芯片巨頭。
A big announcement from the White House as U.S.
美國白宮宣佈了一項重大消息。
President Donald Trump and TSMC chair and CEO C.C.
美國總統唐納德-特朗普和臺積電董事長兼首席執行官C.C.
Wei agree on the largest foreign direct investment in the country's history.
魏達成一致,同意進行該國曆史上最大的外國直接投資。
Taiwan's TSMC unveiled that its total investment to the United States will reach 165 billion U.S. dollars.
臺灣台積電公佈其對美國的投資總額將達到 1650 億美元。
The move a way to avoid Trump's tariff threat of 25 percent or higher on imported chips as Trump eyes a larger goal of bringing chip manufacturing to the United States.
此舉是為了避免特朗普對進口芯片徵收 25% 或更高關稅的威脅,因為特朗普的更大目標是將芯片製造業引入美國。
The most powerful A.I. chips in the world will be made right here in America and it'll be a big percentage of the chips made by his company.
世界上功能最強大的人工智能芯片將在美國製造,這在他的公司製造的芯片中佔有很大比例。
But as you know they're based mostly in Taiwan and they're far and away the biggest.
但大家都知道,他們的總部主要在臺灣,而且是最大的總部。
There's nobody even close.
沒有人可以與之媲美。
TSMC is the unmatched leader in making advanced semiconductors powering cutting edge tech like A.I. from customers in NVIDIA and Apple.
臺積電是製造先進半導體的無與倫比的領導者,為英偉達(NVIDIA)和蘋果等客戶的人工智能等尖端技術提供動力。
The firm's head C.C.
公司負責人 C.C.
Wei shared details of the plan from the White House which includes five more facilities to its existing over 1,001 acre site in Phoenix Arizona and a center dedicated to research and development.
魏分享了白宮計劃的細節,其中包括在亞利桑那州菲尼克斯現有的 1001 英畝土地上增加五個設施,以及一個專門用於研發的中心。
We are going to build three more new facts.
我們將再建立三個新的事實。
After we promise the three facts already and another two very advanced packaging fire and most important the center also in Arizona.
在我們承諾了三個事實之後,另外兩個非常先進的包裝消防和最重要的中心也在亞利桑那州。
In recent weeks Taiwan's all important chip industry has been in focus following Trump's tariff threats and his repeated accusations that Taiwan stole American chip business.
最近幾周,特朗普發出關稅威脅,並一再指責臺灣搶走了美國的芯片業務,臺灣重要的芯片產業成為焦點。
Though Taipei does not share official diplomatic relations with Washington the two share robust unofficial ties.
雖然臺北與華盛頓沒有正式的外交關係,但雙方的非官方關係非常密切。
The U.S. is also Taiwan's largest arms backer in the face of a Chinese threat of invasion.
面對中國的入侵威脅,美國也是臺灣最大的武器支持者。
In Taiwan TSMC's leadership has created a sense of protection from external threats.
在臺灣,臺積電的領導力使人們有一種免受外部威脅的感覺。
A so-called silicon shield.
所謂的硅屏蔽。
Some fear that TSMC's expansion overseas will take away from its advantage.
有人擔心,臺積電的海外擴張會削弱其優勢。
Taiwan's premier responding to the expansion saying it will in fact strengthen and extend Taiwan's power.
臺灣總理對擴軍做出迴應,稱這實際上將加強和擴大臺灣的實力。
Meanwhile in Washington Trump was asked whether TSMC's added investment would quote minimize the impact to the U.S. in regard to the chip sector.
與此同時,特朗普在華盛頓被問及臺積電的新增投資是否會使美國在芯片領域受到的影響最小化。
Should China decide to isolate or take Taiwan by force.
如果中國決定孤立或武力奪取臺灣。
This would certainly I can't say minimize that would be a catastrophic event obviously.
當然,我不能說這將是一個災難性事件。
But it will at least give us a position where we have in this very very important business we would have a very big part of it in the United States.
但它至少會給我們一個位置,讓我們在這個非常重要的業務中,在美國佔有很大的份額。
So we have a big impact if something should happen with Taiwan.
是以,如果臺灣發生什麼事,我們會有很大的影響。
Though acknowledging a potential conflict over Taiwan as catastrophic Trump did not say if TSMC's investment would come with U.S. security assurances for Taiwan.
儘管特朗普承認臺灣問題上的潛在衝突是災難性的,但他並未透露臺積電的投資是否會帶來美國對臺灣的安全保證。
Trump and TSMC's way instead focusing on the thousands of high paying jobs the added investment will create.
特朗普和臺積電的做法是,將重點放在新增投資將創造的數千個高薪工作崗位上。
Earlier Taiwan Plus spoke with Taipei based economist Daniel Liu from the think tank CIER and he says what's important to note is that the tech going to the U.S. will likely be at the current 2025 standard of advanced technology or older.
早些時候,Taiwan Plus 採訪了智庫 CIER 的臺北經濟學家丹尼爾-劉(Daniel Liu)。
Remember all this tech is advancing and improving at a fast pace every year and so TSMC's latest innovations will likely remain in Taiwan.
請記住,所有這些技術每年都在飛速發展和改進,是以臺積電的最新創新很可能會留在臺灣。
But still Liu says that it's clear that Trump is using these tariffs as a quote weapon and not just on Taiwan to get what he wants.
但劉仍表示,很明顯,特朗普正在利用這些關稅作為報價武器,而不僅僅是針對臺灣,以達到他的目的。
Speaking to Dave Nicholson though a U.S. based tech analyst he said that to see this as a case as of TSMC yielding to Trump would be mistaken.
美國科技分析師戴夫-尼科爾森(Dave Nicholson)在接受採訪時表示,如果認為這是臺積電屈服於特朗普,那就大錯特錯了。
The U.S. priority to boost its chip sector was also seen with former President Joe Biden albeit the methods were different.
前總統喬-拜登(Joe Biden)也曾表示,儘管方法不同,但美國仍會優先推動其芯片產業的發展。
I think you really have to be fair and look at this across the three administrations.
我認為,你真的必須公平地看待這一點,並跨越三屆政府。
The goal has been the same for the Trump administration and the Biden administration.
特朗普政府和拜登政府的目標是一致的。
The methods may be different but the end goal is the same to have some measure of security in the semiconductor supply line in the U.S. and then some domestic support for the economy.
方法可能不同,但最終目標都是一樣的,即在一定程度上保障美國半導體供應線的安全,然後為國內經濟提供一定的支持。
But if you look if you look at overall TSMC production I think analysts say I think we're looking at somewhere between five and ten percent of overall production would would end up eventually being in the U.S.
但如果你看一下臺積電的整體生產情況,我想分析師們會說,我認為我們正在尋找整體生產的百分之五到百分之十的地方,最終會在美國生產。
So it's not a massive hit to the Taiwan Taiwanese domestic market.
是以,這並不會對臺灣的國內市場造成巨大沖擊。
It was estimated to be about five percent before the estimate today.
在今天的估算之前,估計約為 5%。
It's hard to say if the estimate today or if the announcement today means that that will triple with inflation adjusted dollars and everything else.
很難說今天的估算或今天的宣佈是否意味著在通貨膨脹調整後的美元和其他一切將增加三倍。
But I think it's fair to say that it's still low double digits at the most.
但我認為,應該說最多還是兩位數。
The main stakeholders here are obviously the U.S.
這裡的主要利益相關者顯然是美國。
TSMC and Taiwan.
臺積電和臺灣。
What are each getting out of this investment.
各自從這項投資中獲得了什麼?
And what would you say is the impact on Taiwan's so-called Silicon Shield.
您認為這對臺灣所謂的 "硅盾 "有什麼影響?
This is manufacturing.
這就是製造業。
So you know the prowess that TSMC has the dominance that TSMC has globally I don't think is affected either way.
是以,我認為臺積電在全球的主導地位不會受到任何影響。
On balance the main benefit is to the U.S. domestically in terms of jobs.
總的來說,美國國內主要受益於就業機會。
I think that the relationship between the United States and Taiwan is as important as it ever has been.
我認為,美國和臺灣之間的關係一如既往地重要。
So if there are benefits that I can see in terms of tighter relationship in the event that things get you know more more worrisome from you know in terms of pressure from China this can be functionally the equivalent of a closer relationship with the United States.
是以,我認為,如果在中國施加壓力的情況下,兩國關係變得更加緊張,這將帶來好處,從功能上講,這相當於與美國建立了更密切的關係。
I think this level investment is a good investment in in Taiwan's security and it does strengthen that that shield that you're talking about.
我認為這種程度的投資是對臺灣安全的良好投資,它確實加強了你所說的防護罩。
But it's a legitimate concern moving forward.
但這是一個合理的擔憂。
You don't want to give up a lot more in the future.
你不會想在未來放棄更多。
Now Taiwan's government will need to approve TSMC's additional investment.
現在,臺灣政府需要準許臺積電的追加投資。
The economy minister has said they will review it in accordance with the law and also to ensure Taiwan's overall competitiveness in the sector.
經濟部長表示,他們將依法進行審查,同時確保臺灣在該領域的整體競爭力。
But look it would be unlikely that they won't approve it.
但你看,他們不可能不準許。
Officials are already saying that this is a good thing for Taiwan.
官方已經表示,這對臺灣來說是件好事。
And given that Taiwan is an island limited in space and resources and also that it's prone to natural disasters like earthquakes and typhoons it's been argued before that expanding the country's chips footprint is a good thing for Taiwanese resilience.
鑑於臺灣是一個空間和資源有限的島嶼,而且容易遭受地震和颱風等自然災害,是以有人認為,擴大臺灣的芯片足跡對臺灣的抗災能力是一件好事。