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"title": "美媒：川普政府拟扩大半导体关税 科技业忧重创AI领先优势",
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"description": "据美媒《Politico》报导，川普政府正研议对半导体实施新一轮全面性关税，甚至可能扩大课税范围至笔记型电脑、游戏主机及资料中心伺服器等各类搭载晶片的科技产品。",
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"content": "<p>据美媒《Politico》报导，川普政府正研议对半导体实施新一轮全面性关税，甚至可能扩大课税范围至笔记型电脑、游戏主机及资料中心伺服器等各类搭载晶片的科技产品。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6589249/l/6d65d5d2c694028ebc09f83a6ce40870.jpg\" alt=\"美媒：川普政府拟扩大半导体关税 科技业忧重创AI领先优势\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>美国商务部长卢特尼克(Howard Lutnick)倾向建立一套关税减免机制，将外国企业的关税豁免与其在美投资晶片制造的金额挂钩，以刺激美国本土生产。</p>\n\n<p>然而，此举在美国科技界引发剧烈恐慌，业者警告这将危及美国主导人工智慧的野心。目前美企高度仰赖亚洲半导体，其中台湾更生产了全球九成以上最先进的晶片。</p>\n\n<h6>产业界反弹：严重阻碍AI建设</h6>\n\n<p>电脑暨通讯产业协会(CCIA)数位政策主管Jonathan McHale指出：「这次资料中心的建设规模与资金，堪比当年建造横贯大陆的铁路，任何增加成本和降低预测性的做法，都将危及投资。」</p>\n\n<p>一名曾于川普首任政府任职的科技界官员痛批，这可能是追求美国AI主导地位最愚蠢的方法，简直是在起跑线上开枪打自己的脚。另一名科技代表也说：「这在数学上根本行不通，美方计划提供的免税配额甚至不够超大型云端业者(Hyperscalers)使用，这些晶片在美国根本买不到，因为产能还不存在。」</p>\n\n<h6>专家警告：关税无法解决结构性问题</h6>\n\n<p>虽然白宫发言人Kush Desai捍卫政策，强调将半导体制造迁回本土是川普的首要任务，且已争取到数千亿美元投资。但智库Hudson研究所资深研究员Michael Sobolik表示：「降低供应链风险是地缘政治的核心问题，但在美国大规模制造晶片将非常昂贵，因为世界上有其他更便宜的生产地。」</p>\n\n<p>战略与国际研究中心(CSIS)经济学家Sujai Shivakumar认为，光靠关税无法促成产业繁荣，高关税能改变相对价格，但这本身并不能培养出更多熟练技术人员，无法缩短许可审查流程、无法扩大可靠的电力与水力基础设施，也无法创造合格的供应商。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-585.html\" title=\"明早十点截止！三星电子薪资协议投票倒数 第三大工会却向法院提禁制令要求暂停\">明早十点截止！三星电子薪资协议投票倒数 第三大工会却向法院提禁制令要求暂停</a></li>\n <li><a href=\"/new/AI/article-7334.html\" title=\"记忆体晶片暴涨 中国消费者观望 非刚需者改买二手\">记忆体晶片暴涨 中国消费者观望 非刚需者改买二手</a></li>\n <li><a href=\"/new/AI/article-11059.html\" title=\"韩股史上最大股东回报！三星、SK海力士最快月底分红股东 总额恐逾200兆韩元\">韩股史上最大股东回报！三星、SK海力士最快月底分红股东 总额恐逾200兆韩元</a></li>\n <li><a href=\"/new/AI/article-8431.html\" title=\"科技巨头齐聚西西里！三星李在镕、SK集团崔泰源赴谷歌年度闭门峰会抢滩AI商机\">科技巨头齐聚西西里！三星李在镕、SK集团崔泰源赴谷歌年度闭门峰会抢滩AI商机</a></li>\n <li><a href=\"/new/AI/article-6974.html\" title=\"戴蒙警告：Mythos太危险 形同把「弹道飞弹」交给个人\">戴蒙警告：Mythos太危险 形同把「弹道飞弹」交给个人</a></li>\n <li><a href=\"/new/AI/article-10973.html\" title=\"挪威主权基金上半年狂赚1820亿美元！报酬率达9.4% 首度曝光SpaceX持股 \">挪威主权基金上半年狂赚1820亿美元！报酬率达9.4% 首度曝光SpaceX持股 </a></li>\n </ul>\n</div>",
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