特朗普关税加码，台积电2025年先进制程或涨价超15%_老虎社区_美港股上老虎

特朗普关税加码，台积电2025年先进制程或涨价超15%

芯界研习社02-08

随着特朗普开启第二任期，其极具争议性的关税政策再度成为全球半导体产业关注的焦点。日前，有消息称台积电计划在2025年对其先进制程的报价进行大幅调整，涨幅或超15%。这一消息引发了市场的广泛讨论，关税政策如何重塑全球芯片产业格局成为重要议题。01特朗普关税政策回归的深远影响特朗普政府在其上一任期内，已通过多项贸易政策打击包括中国在内的全球供应链。此次关税政策回归，特朗普计划对包括芯片在内的进口产品...

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linhaifeng
·02-08
垃圾信息这么多
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250208084122abc6ac45&s=b><strong>芯界研习社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着特朗普开启第二任期，其极具争议性的关税政策再度成为全球半导体产业关注的焦点。日前，有消息称台积电计划在2025年对其先进制程的报价进行大幅调整，涨幅或超15%。这一消息引发了市场的广泛讨论，关税政策如何重塑全球芯片产业格局成为重要议题。01特朗普关税政策回归的深远影响特朗普政府在其上一任期内，已通过多项贸易政策打击包括中国在内的全球供应链。此次关税政策回归，特朗普计划对包括芯片在内的进口产品...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250208084122abc6ac45&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0488056044.USD","symbol_name":"Allianz Asian Multi Income Plus Cl AM DIS 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2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"03145":0.6},"content_text":"随着特朗普开启第二任期，其极具争议性的关税政策再度成为全球半导体产业关注的焦点。日前，有消息称台积电计划在2025年对其先进制程的报价进行大幅调整，涨幅或超15%。这一消息引发了市场的广泛讨论，关税政策如何重塑全球芯片产业格局成为重要议题。01特朗普关税政策回归的深远影响特朗普政府在其上一任期内，已通过多项贸易政策打击包括中国在内的全球供应链。此次关税政策回归，特朗普计划对包括芯片在内的进口产品征收高额关税，目标直指以中国台湾、韩国及中国为主要生产地的全球半导体制造商。更值得注意的是，特朗普扬言对中国台湾地区生产的芯片征收高达100%的关税，迫使台积电等企业将更多产能转移至美国。虽然这一政策的初衷是推动半导体产业回流，但实际上却可能扰乱全球半导体市场的正常运行，进一步推高芯片和终端产品价格。02台积电的应对策略与挑战作为全球最大的芯片代工厂，台积电长期以来占据着先进制程技术的制高点，其主要客户包括苹果、英伟达和AMD等全球科技巨头。然而，面对特朗普关税政策，台积电的运营成本正大幅增加。为了应对这一压力，台积电计划在2025年将其先进制程（如3纳米及更小制程）报价提高15%以上。这一涨幅远超市场此前预计的5%-10%。关税政策叠加原材料价格上涨、技术研发成本攀升等多重因素，促使台积电不得不将成本压力向下游客户转嫁。然而，这一价格调整也并非完全没有风险。对许多依赖台积电先进制程的客户而言，涨价无疑将直接影响其生产成本和利润空间。如果客户无法将这些成本进一步转嫁至消费者，可能会导致削减订单或寻求其他供应商的风险。03美国设厂难解根本问题为缓解关税影响，台积电近年来大力投资美国市场，目前正在亚利桑那州建设其先进制程晶圆厂。然而，这一项目的推进充满挑战。首先，美国工厂的建设和运营成本显著高于中国台湾地区。据估算，台积电亚利桑那州工厂的盈利能力仅为中国台湾本土工厂的70%。其次，美国技术工人的短缺也对新厂的量产能力构成威胁。此外，尽管美国政府此前宣布了高达520亿美元的半导体补贴计划，但特朗普政府的新团队已表态不会无条件支持任何企业。这让台积电在美国的扩张计划增添了更多不确定性。04关税政策可能带来的连锁反应台积电的涨价计划不仅会对自身客户造成影响，还可能在全球供应链中引发连锁反应。终端电子产品的生产成本或将因此大幅增加，进而影响到消费电子产品的市场价格。特别是对于依赖先进制程芯片的智能手机、笔记本电脑和汽车制造商而言，涨价可能迫使他们重新评估生产和定价策略。此外，其他半导体厂商如三星电子、英特尔等可能趁机争夺市场份额。这一局势将加剧全球半导体市场的竞争，并进一步推高行业整合的风险。05全球芯片格局或将重塑特朗普的关税政策不仅意在推动半导体制造本土化，更试图削弱台积电在全球芯片代工市场的主导地位。然而，从长远来看，关税政策带来的市场干扰可能反而加速全球芯片产业链的分裂。中国大陆在这一过程中或将进一步加大芯片国产化的力度。近年来，中国半导体产业的崛起已经成为全球关注的焦点。在先进制程领域，虽然与台积电尚有差距，但中国企业如中芯国际正在快速追赶。关税政策的外部压力，或许将促使中国企业在技术研发和自给自足方面投入更多资源，推动国内半导体行业的整体发展。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":401387907358912,"gmtCreate":1739002726211,"gmtModify":1739003314337,"author":{"id":"3507266227390625","authorId":"3507266227390625","name":"linhaifeng","avatar":"https://static.tigerbbs.com/5a0e88c8b063cf5c0d3ac617b2a2178a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3507266227390625","idStr":"3507266227390625"},"htmlText":"垃圾信息这么多","listText":"垃圾信息这么多","text":"垃圾信息这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401387907358912","repostId":2509706132,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}