[Script Info] Title: [Events] Format: Layer, Start, End, Style, Name, MarginL, MarginR, MarginV, Effect, Text Dialogue: 0,0:00:00.00,0:00:00.77,Default,,0000,0000,0000,,如果大家可以理解 Dialogue: 0,0:00:00.77,0:00:01.29,Default,,0000,0000,0000,,半導體的 Dialogue: 0,0:00:01.29,0:00:02.21,Default,,0000,0000,0000,,製造的流程的話 Dialogue: 0,0:00:02.21,0:00:03.16,Default,,0000,0000,0000,,其實雖然台積電 Dialogue: 0,0:00:03.16,0:00:04.39,Default,,0000,0000,0000,,現在在美國設廠 Dialogue: 0,0:00:04.39,0:00:05.43,Default,,0000,0000,0000,,但是因為在那邊 Dialogue: 0,0:00:05.43,0:00:06.33,Default,,0000,0000,0000,,沒有高階封測 Dialogue: 0,0:00:06.33,0:00:06.90,Default,,0000,0000,0000,,沒錯 Dialogue: 0,0:00:06.90,0:00:07.76,Default,,0000,0000,0000,,對所以現在的 Dialogue: 0,0:00:07.76,0:00:08.46,Default,,0000,0000,0000,,這些 NVIDIA Dialogue: 0,0:00:08.46,0:00:09.48,Default,,0000,0000,0000,,然後 APPLE AMD Dialogue: 0,0:00:09.48,0:00:10.20,Default,,0000,0000,0000,,要的這些東西 Dialogue: 0,0:00:10.20,0:00:10.75,Default,,0000,0000,0000,,其實他們需要 Dialogue: 0,0:00:10.75,0:00:11.28,Default,,0000,0000,0000,,高階的封測 Dialogue: 0,0:00:11.28,0:00:11.70,Default,,0000,0000,0000,,所以他們 Dialogue: 0,0:00:11.70,0:00:12.43,Default,,0000,0000,0000,,還是得送回來 Dialogue: 0,0:00:12.43,0:00:13.00,Default,,0000,0000,0000,,不管是台灣 Dialogue: 0,0:00:13.00,0:00:13.97,Default,,0000,0000,0000,,或者是哪邊去封測 Dialogue: 0,0:00:13.97,0:00:14.92,Default,,0000,0000,0000,,然後甚至美國 Dialogue: 0,0:00:14.92,0:00:15.82,Default,,0000,0000,0000,,也沒有低階封測廠 Dialogue: 0,0:00:15.82,0:00:16.19,Default,,0000,0000,0000,,所以他們要去 Dialogue: 0,0:00:16.19,0:00:17.30,Default,,0000,0000,0000,,送回東南亞封測 Dialogue: 0,0:00:17.30,0:00:18.22,Default,,0000,0000,0000,,所以這個東西雖然 Dialogue: 0,0:00:18.22,0:00:19.79,Default,,0000,0000,0000,,美其名是在美國製造 Dialogue: 0,0:00:19.79,0:00:21.05,Default,,0000,0000,0000,,但是這中間的鏈條 Dialogue: 0,0:00:21.05,0:00:21.97,Default,,0000,0000,0000,,是非常複雜的 Dialogue: 0,0:00:21.97,0:00:23.05,Default,,0000,0000,0000,,就是我在那邊製造好 Dialogue: 0,0:00:23.05,0:00:23.67,Default,,0000,0000,0000,,我要送回來 Dialogue: 0,0:00:23.67,0:00:24.76,Default,,0000,0000,0000,,東南亞封測完之後 Dialogue: 0,0:00:24.76,0:00:25.36,Default,,0000,0000,0000,,我可能要送去 Dialogue: 0,0:00:25.36,0:00:25.94,Default,,0000,0000,0000,,中國組裝 Dialogue: 0,0:00:25.94,0:00:26.61,Default,,0000,0000,0000,,然後放在 Dialogue: 0,0:00:26.61,0:00:27.24,Default,,0000,0000,0000,,Apple 的電腦裡面 Dialogue: 0,0:00:27.24,0:00:28.01,Default,,0000,0000,0000,,然後再送回去美國 Dialogue: 0,0:00:28.01,0:00:28.63,Default,,0000,0000,0000,,那你在這中間 Dialogue: 0,0:00:28.63,0:00:29.13,Default,,0000,0000,0000,,要怎麼課 Dialogue: 0,0:00:29.13,0:00:29.72,Default,,0000,0000,0000,,所以我有聽到 Dialogue: 0,0:00:29.72,0:00:30.30,Default,,0000,0000,0000,,一個說法就是 Dialogue: 0,0:00:30.30,0:00:31.03,Default,,0000,0000,0000,,好 你要在 Dialogue: 0,0:00:31.03,0:00:31.82,Default,,0000,0000,0000,,美國製造沒問題 Dialogue: 0,0:00:31.82,0:00:32.55,Default,,0000,0000,0000,,但是美國政府 Dialogue: 0,0:00:32.55,0:00:33.38,Default,,0000,0000,0000,,你有想清楚嗎 Dialogue: 0,0:00:33.38,0:00:34.03,Default,,0000,0000,0000,,就是短期內 Dialogue: 0,0:00:34.03,0:00:35.02,Default,,0000,0000,0000,,你可能對台灣 Dialogue: 0,0:00:35.02,0:00:35.57,Default,,0000,0000,0000,,對你的出口 Dialogue: 0,0:00:35.57,0:00:36.27,Default,,0000,0000,0000,,會反而更多