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台积电加大在美投资引发疑虑,赖清德称台湾将受益

储百亮, MEAGHAN TOBIN, AMY CHANG CHIEN

2025年3月7日

台湾总统赖清德与台积电董事长魏哲家周四在台北的记者会上。 Ann Wang/Reuters

President Lai Ching-te of Taiwan on Thursday sought to reassure his citizens that a plan by a Taiwanese chip giant to spend $100 billion in the United States would benefit the island, after the company’s pledge this week raised concerns at home.

台湾芯片巨头在美国投资1000亿美元的计划本周在岛内引发担忧后,总统赖清德周四试图向民众保证,此举将令台湾受益。

Taiwan Semiconductor Manufacturing Company, the world’s largest chip manufacturer, announced on Monday that over the next four years it would expand its operations in Arizona to make chips for artificial intelligence and other high-tech applications. President Trump has pressed Taiwan to loosen its dominance in advanced semiconductors and to move production to the United States, and he has warned of hefty tariffs if his demands are not met.

全球最大的芯片制造商台湾积体电路制造公司(简称“台积电”)周一宣布,在未来四年里,它将扩大在美国亚利桑那州的业务,生产用于人工智能和其他高科技应用领域的芯片。特朗普总统一直在向台湾施压,让其放松在先进半导体领域的主导地位,将生产转移到美国,并警告,如果这一要求得不到满足,他将征收高额关税。

But TSMC’s announcement also stirred debate and misgivings in Taiwan, a democratically governed island where many people see the chip sector as a vital economic pillar and a shield against possible aggression by China, which claims it is part of its territory. The commitment from TSMC would lift its planned spending in the United States to $165 billion, more than double its previous commitments there.

但台积电的宣布也在民主自治的台湾引发了争论和疑虑,那里的许多人认为芯片行业是当地的重要经济支柱,也是抵御中国可能发动的入侵的盾牌,中国声称台湾是其领土的一部分。台积电的这一承诺将使其在美国的投资计划增至1650亿美元,是公司此前承诺的两倍以上。

Mr. Lai, in a news conference in Taipei on Thursday with C.C. Wei, the chief executive of TSMC, asserted that the plan was good for TSMC, Taiwan and the United States.

赖清德周四与台积电董事长魏哲家一起在台北召开了记者会。赖清德在记者会上表示,公司的计划对台积电台湾,以及美国都有好处。

“We have seen every time that with each initiative by TSMC, TSMC has grown even stronger and more competitive, while also providing Taiwan’s businesses with opportunities for international cooperation and contributing to Taiwan’s greater strength,” Mr. Lai told reporters at the presidential office. He said that Taiwan could now “confidently cross the Pacific Ocean and expand eastward to the American continent.”

“每一次台积电的布局,除了壮大台积电,让台积电更有竞争力以外,也让台湾的协力厂商企业,也得以有机会进入国际,跟国际进行更多的合作交流,也让台湾的经济得到更进一步的发展,”赖清德在总统府对记者说。他表示,台湾的产业现在能“自信地跨越太平洋,‘东拓’到美洲大陆”。

06taiwan us 04 pgzb master1050台积电是全球最大的芯片制造商。公司表示,将斥资1000亿美元在亚利桑那州生产用于人工智能和其他高科技应用所需的芯片。

Mr. Wei asserted that TSMC’s decision was based on business considerations — implying that the company was not bending to political pressure. “We have done a lot of analysis, and I’ve communicated with all our customers,” he said. “It turns out that TSMC’s current expansion plan in the United States is not enough to meet their demand.”

魏哲家坚称台积电的决定是出于商业考虑,意思是公司没有屈服于政治压力。“我们做过非常多的分析,我跟所有的客户都沟通过,”他说。“结果发觉台积电目前的扩建计划在美国不够,没有办法符合他们的需求。”

The company’s production in Taiwan would not be hurt by its growing investment in the United States, Mr. Wei said.

魏哲家表示,公司增加在美国的投资不会影响其在台湾的生产。

Not everyone in Taiwan is convinced. “When TSMC invests so much capital and takes its most advanced manufacturing processes to the United States, what has Taiwan gained in return?” Wang Hung-wei, a legislator from Taiwan’s opposition Nationalist Party, said at a news conference this week.

但并非所有的台湾人都对此信服。“当我们今天台积电投入这么大的资金,而且把最先进的制程都要带到美国的同时,台湾换到了什么?”在立法院代表台湾的反对党国民党的王鸿薇委员在本周的记者会上质疑道。

TSMC executives have previously insisted that the company would keep its most advanced factories in Taiwan. The company has invested billions growing deep roots and a network of highly specialized suppliers in Taiwan. While it has opened new factories in Japan and Arizona, its most cutting-edge chips are still made in Taiwan.

台积电的高管此前曾坚称,公司会把最先进的工厂留在台湾。台积电已在台湾投下巨额资金,打下了深厚的基础,建立了高度专业化的供应商网络。虽然公司已在日本和亚利桑那州开设新厂,但仍在台湾生产最先进的芯片。

Mr. Lai’s government has been trying to respond to complaints from Mr. Trump that Taiwan spends too little on its own defense, has a disproportionate trade surplus with the United States, and has stolen the semiconductor business from American companies.

赖清德的政府一直在试图回应来自特朗普的抱怨,即台湾的国防投入太少,与美国的贸易顺差不成比例,并从美国公司手里抢走了半导体业务。

Any rupture with Mr. Trump would be a crisis for Taiwan, which has for decades turned to the United States as its chief political and military supporter against potential threats from China. Beijing claims the island as its territory and says it could use force to take it if its leaders see no hope for peaceful unification.

与特朗普关系的任何裂痕对台湾而言都是一场危机。几十年来,台湾一直把美国作为其主要的政治和军事支持者,应对来自中国的潜在威胁上。中国政府声称对台湾拥有主权,并表示如果和平统一无望的话,不排除动用武力。

06taiwan us 01 pgzb master1050台积电董事长魏哲家和美国总统特朗普周一在白宫宣布了这家芯片制造商的1000亿美元投资计划。

Last month, Mr. Lai promised to increase Taiwan’s military spending to over 3 percent of its economic output, from about 2.45 percent this year. Mr. Trump and officials around him have said that Taiwan should be devoting 5 percent, or even 10 percent, of its economy to its military.

赖清德上个月已承诺增加台湾的军费开支,让国防预算达到GDP的3%以上,今年的国防预算占GDP的2.45%。特朗普及其身边的官员已表示,台湾应该将GDP的5%甚至10%用于军事。

Mr. Trump announced TSMC’s new commitments with Mr. Wei by his side at the White House on Monday. The investment would help TSMC avoid tariffs on chips made in Taiwan, Mr. Trump said.

特朗​​普周一与魏哲家一起在白宫宣布了台积电的新承诺。特朗普说,这项投资会帮助台积电避免美国对台湾生产的芯片征收关税。

The investment will expand TSMC’s footprint in Arizona from three manufacturing plants to six, add 25,000 jobs and create a research and development center to develop production processes. Apple is the facility’s largest customer. TSMC also makes chips for Nvidia, AMD, Qualcomm and Broadcom.

这项投资将扩大台积电在亚利桑那州的布局,把在当地的晶圆厂从三家扩大到六家,并增加2.5万个工作岗位,台积电还将在那里设立一个制程研发中心。苹果公司是台积电的最大客户。台积电也为英伟达、AMD、高通,以及博通生产芯片。

Despite its global importance, TSMC has shied away from media attention, and its executives rarely take questions from journalists. Mr. Wei, the chief executive, suggested that he did not relish the attention.

尽管台积电在全球具有重要地位,但它一直回避媒体的关注,公司高管也很少接受记者的提问。台积电首席执行官魏哲家表示他不喜欢这种关注。

“Life has been a bit stressful lately,” he said, “meeting two presidents in such a short time, and to also have to meet with friends from the media, and then answer questions.”

“最近生活得有点太紧张了,”他说,“这么短的时间见了两位总统,而且还要见媒体届的朋友,要回答问题。”

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