制裁?没了台积电,中国经济无法倖免于难
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澳洲学者指出,中国仰赖台积电芯片,若禁止台湾芯片,中国蒙受庞大损失。(资料照)
美国众议院议长佩洛西(Nancy
Pelosi)访台后,中国对台使出经济霸凌及围台军演等烂招,但中国的进口禁令清单始终没看到芯片,澳洲学者直指,中国依赖台积电的芯片,没有台积电,中国(经济)无法倖免于难,并预测,未来台积电恐将缩减中国市场的比重。
澳洲人报报导,台湾拥有领先世界的芯片制造厂,根据Gartner数据,2021年台湾的晶圆代工佔了全球68.4%的市场份额,其中台积电以56.6%的市场份额称霸。
雪梨科技大学供应链专家Sanjoy
Paul表示,中国相当依赖台积电的芯片,倘若其制裁影响到代工厂的营运,中国势必蒙受重大损失。“我不相信中国会采取如此激烈的行动,因为没有台积电,中国难倖免。”
针对美国众议院议长佩洛西(Nancy
Pelosi)访台期间会见了台积电创办人张忠谋、董事长刘德音,及和硕副董事长程建中等科技界领袖。Paul研判,美国希望台积电加快将芯片制造迁往美国等国家。
Paul指出,其实过去2年里,中国市场佔台积电的比重已经从20%降至10%左右。随著时间的推移,中国市场佔台积电业务比重将越来越小。
不过,报导也提及,倘若中国采取更多的行动,并且影响到台积电,将波及全球,包括设在中国的苹果iPhone手机供应链。
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