“美国要制造50%先进芯片”

Core Viewpoint - The article discusses the upcoming significant trade agreement between the U.S. and Taiwan, focusing on semiconductor production and the strategic goal of achieving a 50-50 split in chip manufacturing capacity between the two regions [2][3]. Group 1: Trade Agreement and Semiconductor Strategy - U.S. Commerce Secretary Howard Lutnick emphasized that a major trade agreement with Taiwan is imminent, aiming to enhance semiconductor production capabilities [2]. - Lutnick proposed a "50-50" strategy for semiconductor production, where both the U.S. and Taiwan would each produce half of the global chip supply, highlighting the importance of Taiwan's participation in this initiative [3]. - The U.S. currently relies on Taiwan for 95% of the chips used in mobile phones and automobiles, which poses a risk due to the geographical distance of 9,000 miles [2]. Group 2: Domestic Chip Production Goals - Lutnick stated that during his tenure, the goal is to increase U.S. domestic chip production from 2% to 40%, a challenging target that requires over $500 billion in investment [3]. - He argued that relying solely on Taiwan for chip production could undermine U.S. self-defense capabilities, thus advocating for a balanced approach to semiconductor manufacturing [3]. - The article notes that achieving the "50-50" production goal will require extensive negotiations and coordination between the U.S. and Taiwan [3].