原文标题： Taiwan should only produce half of America’s chips, says U.S. Commerce Secretary 原文连结：https://tinyurl.com/y226xrku 发布时间：Published Tue, Sep 30 202512:42 AM EDT 记者署名：Dylan Butts 原文内容： The Trump administration is pushing Taipei to shift investment and chip production to the U.S. so that half of American demand is manufactured locally , in a move that could have implications for Taiwan’s national defense. 川普政府正在推动台北将部分投资与晶片产能转移至美国，以便美国本土能生产美国需求 的一半，此举可能对台湾的国防产生影响。 Washington has held discussions with Taipei about the “50-50” split in semiconductor production, which would significantly reduce American dependence on Taiwan, U.S. Secretary of Commerce Howard Lutnick told News Nation in an interview released over the weekend. 美国商务部长霍华德·卢特尼克在周末接受《News Nation》访问时表示，华府已与台北 讨论「五五分」的晶片生产计画，这将大幅降低美国对台湾的依赖。 Taiwan is said to produce over 90% of the world’s advanced semiconductors, which, according to Lutnick, is cause for concern due to the island nation’s distance from the U.S. and proximity to China. 据称台湾生产了全球逾九成的先进半导体，卢特尼克表示，因台湾距离美国遥远且邻近中 国，这成为令人忧虑的原因。 “My objective, and this administration’s objective, is to get chip manufacturing significantly onshored — we need to make our own chips,” Lutnick said. “The idea that I pitched [Taiwan] was, let’s get to 50-50. We ’re producing half, and you’re producing half.” 卢特尼克说：「我的目标，以及本届政府的目标，是大幅将晶片制造在地化——我们需要 自己生产晶片。我向台湾提出的构想是，我们做到五五分：我们生产一半，你们生产一半 。」 Lutnick’s goal is to reach about 40% domestic semiconductor production by the end of U.S. President Donald Trump’s current term, which would take northwards of $500 billion in local investments, he said. 卢特尼克的目标是，在川普总统本届任期结束前，将美国本土半导体产能提高到约40%， 他表示这需要超过5000亿美元的本土投资。 Taiwan’s stronghold on chip production is thanks to Taiwan Semiconductor Manufacturing Co., the world’s largest and most advanced contract chipmaker, which handles production for American tech heavyweights like Nvidia and Apple. 台湾之所以在晶片生产上占据主导地位，归功於全球最大、最先进的晶圆代工厂——台湾 积体电路制造公司（台积电），该公司为Nvidia和Apple等美国科技巨头代工。 Taiwan’s critical position in global chips production is believed to have assured the island nation’s defense against direct military action from China , often referred to as the “Silicon Shield” theory. 外界普遍认为，台湾在全球晶片生产中的关键地位，确保了台湾能抵抗中国的直接军事行 动，这种观点常被称为「矽盾」理论。 However, in his News Nation interview, Lutnick downplayed the “Silicon Shield ,” and argued that Taiwan would be safer with more balanced chip production between the U.S. and Taiwan. 然而，卢特尼克在《News Nation》的访问中淡化了「矽盾」的重要性，并主张若美国与 台湾在晶片产能上更均衡，台湾会更安全。 “My argument to them was, well, if you have 95% [chip production], how am I going to get it to protect you? You’re going to put it on a plane? You’re going to put it on a boat?” Lutnick said. 卢特尼克说：「我对他们的论点是，如果你们拥有95%的产能，我要怎麽运来保护你们？ 你要把它放上飞机吗？放上船吗？」 Under the 50-50 plan, the U.S. would still be “fundamentally reliant” on Taiwan, but would have the capacity to “do what we need to do, if we need to do it,” he added. 他补充道，在五五分计画下，美国依然会「根本上依赖」台湾，但同时也具备在必要时「 自行行动」的能力。 Beijing views the democratically governed island of Taiwan as its own territory and has vowed to reclaim it by force if necessary. Taipei’s current ruling party has rejected and pushed back against such claims. 北京视民主治理的台湾为其领土，并誓言在必要时以武力夺回。台北现任执政党则拒绝并 强烈反驳此一说法。 This year, the Chinese military has held a number of large-scale exercises off the coast of Taiwan as it tests its military capabilities. During one of China’s military drills in April, Washington reaffirmed its commitment to supporting Taiwan. 今年，中国军方在台湾周边举行了多次大型军演，以测试其军事能力。在四月的一次演习 中，华府再次重申支持台湾的承诺。 Lutnick’s statements on the News Nation interview aligned with past comments from Trump, suggesting that the U.S. should get more in return for its defense of the island nation against China. 卢特尼克在访问中的言论与川普过去的说法一致，暗示美国在防卫台湾抵抗中国时，应该 获得更多回报。 Last year, then-presidential candidate Trump had said in an interview that Taiwan should pay the U.S. for defense, and accused the country of “stealing ” the United States’ chip business. 去年，时任总统候选人的川普在一次访问中表示，台湾应该支付美国防卫费用，并指控台 湾「窃取」了美国的晶片产业。 The U.S. was once a leader in the global semiconductor market, but has lost market share due to industry shifts and the emergence of Asian juggernauts like TSMC and Samsung. 美国曾经是全球半导体市场的领导者，但由於产业转变以及台积电和三星等亚洲巨头崛起 ，美国市占率已经下滑。 However, Washington has been working to reverse that trend across multiple administrations. 然而，历届美国政府一直努力扭转这一趋势。 TSMC has been building manufacturing facilities in the U.S. since 2020 and has continued to ramp up its investments in the country. It announced intentions to invest an additional $100 billion in March, bringing its total planned investment to $165 billion. 台积电自2020年以来就在美国建厂，并持续增加投资。今年三月宣布再投资1000亿美元， 使其在美国的总投资计划达到1650亿美元。 The Trump administration recently proposed 100% tariffs on semiconductors, but said that companies investing in the U.S. would be exempt. The U.S. and Taiwan also remain in trade negotiations that are likely to impact tariff rates for Taiwanese businesses. 川普政府近期提议对半导体徵收100%关税，但表示在美国投资的公司可获豁免。美国与台 湾也仍在进行贸易谈判，预期将影响台湾企业的关税税率。 心得/评论： 台湾能保住矽盾吗? https://www.youtube.com/watch?v=nyctlgqDOcE 台湾的「矽盾」就是靠晶片独占地位来换取美国保护。 若依照美国要求分摊产能， 台湾的战略筹码会削弱，明显降低矽盾效果。 但若不配合，可能面临关税、投资限制 ，甚至美方在安全承诺上的「冷淡」。 --

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