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台積電警告貿易戰或令成本增加
阿思達克 09-23 18:03
據外電報道,台積電(TSM.US)警告中美貿易戰對供應鏈造成的影響,加上保護主義等,料將推高成本。

特朗普政府早前以安全風險為由,限制供應予內地企業如華為等,並鼓勵美國企業將廠房遷離中國;而中國則希望藉機培育自己的晶片企業如中芯國際(00981.HK),希望減少對美國供應商的依賴。

台積電董事長劉德音指出,過去四十年行業一直受惠於自由的資訊流動,但未來情況或有變,料資訊流或不如過往自由,加上有關稅等的因素,需要做好準備。公司亦預期未來競爭將會更大,而生產及開發的成本亦會增加。(el/u) ~

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