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要“跑路”了?760億美元再遭內部反對後,台積電正式宣布決定! – 有海水的地方就有中國人

要“跑路”了?760億美元再遭內部反對後,台積電正式宣布決定!

要“跑路”了?760億美元再遭內部反對後,台積電正式宣布決定!
2,205

原本以为老美520亿美元的芯片补贴加上240亿美元的免税资金法案通过有很大的希望,因为在近期所通过的一轮投票当中,赞成的票数优势明显比之前投票的优势要明显许多。但没有想到的是,在近期这一轮法案通过之后,美内部又有相关消息透露。

据美媒报道的消息显示,他们内部在涉及这一场760亿美元的法案当中,又有十多名人员站出来表示反对。而反对的理由就是他们觉得这相当于给相关企业提供定向数十亿美元的补贴,会导致其CEO拿到一个离谱的高薪。



事实上除了这些内部人员有所反对,英特尔和美半导体协会以及一些涉及芯片设计的企业也正在考虑反对。前者是因为老美很有可能提出在美建厂的企业想要获得补贴就要十年的时间都不能在中国市场上扩产,而后者是因为他们很有可能无法瓜分到这一部分巨额的补贴,毕竟这次补贴重点在于芯片制造领域。



所以从目前这个局面来看,760亿美元的芯片法案是否可以成功的通过并不算一个乐观的现状。而值得注意的是,在760亿美元迟迟都没有落下帷幕的时候,台积电正式宣布了一个决定。就在近日,台积电表示他们将赴印度进行考察,对芯片制造等领域进行相关的讨论,包括是否和当地合作的可能性。

也就是说,台积电正在评估赴印度建立芯片工厂的可行性计划。看到台积电这个决定的时候,小编不免心中生出了一个疑问,那就是台积电要选择“跑路”了吗?



之所以这样说,是因为印度为了提升本土半导体供应链,在日本、美、欧盟等纷纷出炉半导体激励政策的时候,印度方面也出炉了补贴的政策,并且也是多次邀请台积电前去建立工厂。不过在那个时候台积电连个要评估建立工厂的态度都没有给出来。

当时业界人士就认为台积电的不回应其实就是一个拒绝的态度,毕竟在当初老美三番几次邀请台积电建立工厂的时候,台积电虽说话语上是拒绝,但是明里暗里都是说美建立工厂的成本太高。可是在印度方面邀请的时候,台积电连回应都没有。可见,对于这两地方的建立工厂,台积电区别对待的态度很是明显。那么我们也可以认为,台积电在当时并不是那么愿意去印度建立工厂。



可事情发展到现在,为何台积电却突然要前赴印度进行考察了呢?这不免就让我们想到近日美芯片法案的局面。就个人觉得,从目前透露的信息来说,如果英特尔就能拿走最高300亿美元的补贴,那么台积电、三星等企业所获得的补贴不太可能有很多,而且除了这几个大企业,还有其他的企业也是要去分一杯羹的。而台积电早就说了在美建立的工厂成本很高,要是老美给的补贴并不多,于台积电来讲并没有多大的好处。



其次,老美还有一个“不能在中国市场上扩产”的不确定性要求,这一个要求对于台积电、三星、英特尔等来说都或将有一些影响。最后,老美还担心台积电未来可能会“断供”,换句话说现在台积电手中的技术并不能够让老美放下这个担忧。因此,台积电对印度市场有了新的态度也不难理解了。只是,有一说一,这或许也不是台积电就要“跑路”不在美建立工厂,毕竟在全球范围内扩大芯片的布局也是台积电未来发展中的一部分。



对此,你们是如何看待台积电如今的这个行为呢?欢迎留言评论、点赞和分

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