"2027年大陆攻台论"又来了，最近，中情局拉高炒作调门，对硅谷的美国大佬们，发出了警告。 美媒最近又把旧账翻出来晒，虽然听着像炒冷饭，但里头那根刺扎得够深，美国科技界天天喊着供应链安全，结果自己的AI霸权，命根 子居然拴在中国台湾地区的几条生产线上。全球90%以上的尖端芯片，英伟达H100显卡、美军F-35核心技术，全从台积电手里出。 美国玩了几十年离岸平衡，设计留硅谷，制造扔台湾，华尔街数钱，硅谷吹牛，但现在地缘政治一冷，这套跑了半个世纪的精密仪器开 始嘎吱响。 两届政府，特朗普的关税大棒，拜登的五百多亿补贴，嘴上喊着"芯片回家"结果雷声暴雨点稀。 【美政府炒作"攻台节点"，库克陷入担忧】 库克嘴上说担心"2027年大陆攻台"，睡觉都得睁只眼，但转头订单还是哗啦啦往台湾飞，这是为啥呢？ 其实，道理很简单，那就是面对商业利益，地缘政治还真打不过。 成本是第一刀，在美国建晶圆厂，成本比在中国台湾地区高出至少三到五成。地贵、电贵、工程师更贵。上市公司对利润率相当敏感， 这差价谁敢扛？ 生态是第二刀，芯片制造不是搭乐高，要的是几十年堆出来的供应链、几十万熟练工、稳定得像瑞士手表的水电。美国想另起炉灶？钱 砸下去， ...

Core Viewpoint - The collaboration between TSMC and NVIDIA highlights the importance of semiconductor manufacturing in the U.S., but it raises concerns about Taiwan's strategic position in the global semiconductor supply chain [1][3]. Group 1: TSMC's Global Position - TSMC's ability to manufacture AI chips in the U.S. showcases its technological strength and global competitiveness, but this does not necessarily translate to a stronger Taiwan without a comprehensive strategy [3][4]. - As TSMC's core manufacturing and investments shift to the U.S., Japan, and Europe, Taiwan's dominant position in the semiconductor industry is gradually being diluted [3][4]. - The statement by NVIDIA's CEO that "the most important chips will be made in America" suggests that the U.S. may no longer rely on Taiwan for critical production lines, reflecting a significant geopolitical shift [3][4]. Group 2: Economic Implications for Taiwan - The establishment of TSMC's factory in Phoenix will create high-paying jobs and stimulate the local supply chain in the U.S., but these benefits will not extend to Taiwan [4][6]. - The transfer of technology, talent development, and key suppliers will likely move away from Taiwan, indicating a trend of "de-Taiwanization" despite the gradual nature of this process [4][6]. - While Taiwanese investors can still benefit from TSMC's success in the financial markets, the glory of TSMC's achievements will be shared globally, leading to a relative decline in Taiwan's strategic position [6].