9:59:59.000,9:59:59.000 如果大家可以理解 9:59:59.000,9:59:59.000 半導體的 9:59:59.000,9:59:59.000 製造的流程的話 9:59:59.000,9:59:59.000 其實雖然台積電 9:59:59.000,9:59:59.000 現在在美國設廠 9:59:59.000,9:59:59.000 但是因為在那邊 9:59:59.000,9:59:59.000 沒有高階封測 9:59:59.000,9:59:59.000 沒錯 9:59:59.000,9:59:59.000 對所以現在的 9:59:59.000,9:59:59.000 這些 NVIDIA 9:59:59.000,9:59:59.000 然後 APPLE AMD 9:59:59.000,9:59:59.000 要的這些東西 9:59:59.000,9:59:59.000 其實他們需要 9:59:59.000,9:59:59.000 高階的封測 9:59:59.000,9:59:59.000 所以他們 9:59:59.000,9:59:59.000 還是得送回來 9:59:59.000,9:59:59.000 不管是台灣 9:59:59.000,9:59:59.000 或者是哪邊去封測 9:59:59.000,9:59:59.000 然後甚至美國 9:59:59.000,9:59:59.000 也沒有低階封測廠 9:59:59.000,9:59:59.000 所以他們要去 9:59:59.000,9:59:59.000 送回東南亞封測 9:59:59.000,9:59:59.000 所以這個東西雖然 9:59:59.000,9:59:59.000 美其名是在美國製造 9:59:59.000,9:59:59.000 但是這中間的鏈條 9:59:59.000,9:59:59.000 是非常複雜的 9:59:59.000,9:59:59.000 就是我在那邊製造好 9:59:59.000,9:59:59.000 我要送回來 9:59:59.000,9:59:59.000 東南亞封測完之後 9:59:59.000,9:59:59.000 我可能要送去 9:59:59.000,9:59:59.000 中國組裝 9:59:59.000,9:59:59.000 然後放在 9:59:59.000,9:59:59.000 Apple 的電腦裡面 9:59:59.000,9:59:59.000 然後再送回去美國 9:59:59.000,9:59:59.000 那你在這中間 9:59:59.000,9:59:59.000 要怎麼課 9:59:59.000,9:59:59.000 所以我有聽到 9:59:59.000,9:59:59.000 一個說法就是 9:59:59.000,9:59:59.000 好 你要在 9:59:59.000,9:59:59.000 美國製造沒問題 9:59:59.000,9:59:59.000 但是美國政府 9:59:59.000,9:59:59.000 你有想清楚嗎 9:59:59.000,9:59:59.000 就是短期內 9:59:59.000,9:59:59.000 你可能對台灣 9:59:59.000,9:59:59.000 對你的出口 9:59:59.000,9:59:59.000 會反而更多