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台积电警告贸易战或令成本增加
阿思达克 09-23 18:03
据外电报道,台积电(TSM.US)警告中美贸易战对供应链造成的影响,加上保护主义等,料将推高成本。

特朗普政府早前以安全风险为由,限制供应予内地企业如华为等,并鼓励美国企业将厂房迁离中国;而中国则希望藉机培育自己的晶片企业如中芯国际(00981.HK),希望减少对美国供应商的依赖。

台积电董事长刘德音指出,过去四十年行业一直受惠於自由的资讯流动,但未来情况或有变,料资讯流或不如过往自由,加上有关税等的因素,需要做好准备。公司亦预期未来竞争将会更大,而生产及开发的成本亦会增加。(el/u) ~

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