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如果大家可以理解

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半導體的

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製造的流程的話

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其實雖然台積電

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現在在美國設廠

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但是因為在那邊

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沒有高階封測

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沒錯

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對所以現在的

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這些 NVIDIA

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然後 APPLE AMD

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要的這些東西

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其實他們需要

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高階的封測

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所以他們

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還是得送回來

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不管是台灣

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或者是哪邊去封測

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然後甚至美國

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也沒有低階封測廠

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所以他們要去

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送回東南亞封測

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所以這個東西雖然

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美其名是在美國製造

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但是這中間的鏈條

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是非常複雜的

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就是我在那邊製造好

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我要送回來

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東南亞封測完之後

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我可能要送去

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中國組裝

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然後放在

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Apple 的電腦裡面

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然後再送回去美國

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那你在這中間

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要怎麼課

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所以我有聽到

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一個說法就是

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好 你要在

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美國製造沒問題

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但是美國政府

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你有想清楚嗎

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就是短期內

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你可能對台灣

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對你的出口

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會反而更多