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CNBC AI · 2026/7/22 05:00:01
Trump's push for American-made AI chips hits TSMC's margins

Trump's push for American-made AI chips hits TSMC's margins

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特朗普的“美国制造”政策,让全球最大的芯片制造商台积电陷入了两难。白宫要求将尖端AI芯片的生产从台湾搬到美国,但这导致台积电的建厂和运营成本大幅飙升,利润空间被严重挤压。说白了,在美国造芯片比在台湾贵得多,但特朗普政府坚持要“肥水不流外人田”,台积电只好咬牙投资数千亿美元。 对普通人来说,这场博弈短期内可能不会直接触动你的钱包,但长期看影响不小。芯片作为AI发展的“心脏”,如果制造环节成本持续上涨,最终很可能会转嫁到消费端——比如你买的新手机、AI电脑甚至智能汽车,价格也许会更贵。另一方面,美国本土芯片产能增加,也可能带来更多高科技就业岗位,并减少全球供应链依赖单一地区的风险,算是“阵痛”后的长期利好。
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