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icon-wechat"></i><span>微信</span></a> </div> <div class="content-box"> <h1 class="title" id="title">台积电等多家科技厂加速“美国制造” 赴美设厂抗关税</h1> <div class="info"> <span style="padding-right:1em">日期：2025-02-17</span> <span id="hits">阅读：230</span> </div> <div class="introduce">核心提示：为降低美国以关税施压的冲击，中国台湾科技大厂陆续拟具扩大美国生产布局的计划。</div><div id="content"><div class="content" id="article"><p> <span style="text-indent: 2em;">美国总统特朗普就任以来，扩大美国制造为核心政策之一，为降低美国以关税施压的冲击，中国台湾科技大厂陆续拟具扩大美国生产布局的计划。除最受到瞩目的指标厂、半导体龙头台积电外，华硕及技嘉等服务器代工厂、硅晶圆大厂环球晶、电源供应器大厂台达电等，美国市场的布局已全面动员，或将已有的基础强化并扩大产能，扩大关税壁垒的竞争优势。</span></p> <p>台积电响应美国制造，2020年对外宣布在亚利桑那州设厂后，投资金额一路攀升，目前总金额估计达650亿美元，建三座先进制程晶圆厂，生产4nm至A16制程，而随着特朗普上台，美国制造恐使上述的规模进一步扩大。</p> <p>值得注意的是，外传除了扩大暨加速投资外，一条龙芯片生产、先进封装厂在考虑之列，被要求与英特尔合作也是选项之一。</p> <p>鸿海、广达、和硕、仁宝等主要科技厂商，原本于美国皆有生产基地，随特朗普上任，进一步在现有基础上深化美国布局。鸿海去年11月公告，投资10.7亿元新台币取得美国得州土地及厂房，扩产AI服务器产能；广达去年11月也宣布斥资72.8亿元新台币增资美国子公司QMN，和硕印第安纳州据点可调整为组装产线，且会与友商合作在美国其它地方进行生产。仁宝则表示，考虑在北美设置生产基地，得州电力基础设施完善，是首选地点之一。</p> <p>在加州地区已设立AI服务器相关研发中心的纬创，产线已经投产；OEM厂包括华硕、技嘉、华擎，以及今年正式加入AI服务器战局的微星，皆在此区域落地产线。另外，英业达将既有于得州的售服中心厂区纳入评估，将视情况机动规划，以应对在地生产需求。</p> <p>环球晶去年12月与美国商务部签署正式最终协议，将获得美国《芯片与科学法案》最高4.06亿美元补助，美国得州GWA新厂也成功试产12英寸先进制程晶棒及12英寸先进抛光矽晶圆，环球晶得州厂及密苏里州厂可望在2025年上半年达到补贴里程碑，并在2025年底，获得第一笔补助金入帐。</p> <p>服务器滑轨大厂川湖的北美厂，将于2025年底至2026年初投产，因现有中国台湾的产能，可将稼动率拉高至130％～140％，北美厂正式投产之前，产能无虞。</p> <p>系统电美国得州设厂规划今年导入量产，包括得州新厂将生产TPMS（胎压侦测器）、IPC、锂电池模组等等，未来也会设置一条全自动BBU生产线。</p> <p>来源：工商时报</p></div> </div> <div class="award"><div onclick="Go('http://www.casmita.com/member/award.php?mid=21&itemid=18041');">打赏</div></div><div id="comment" style="display:;"> <div class="block-head"><a href="http://www.casmita.com/comment/index.php?mid=21&itemid=18041"><b id="comment_count" class="px16 f_red">0</b> 条评论</a></div> <div id="comment_main"><div></div></div> </div> <script type="text/javascript" src="http://www.casmita.com/file/script/comment.js"></script> <div class="related"> <a href="http://www.casmita.com/news/search.php?kw="></a><a 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