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"content": "<p>三名知情人士透露，台积电(<a data-symbol-template=\"TWS:2330:STOCK:COMMON\" href=\"#\">2330-TW</a>) (<a data-symbol-template=\"USS:TSM:STOCK:COMMON\" href=\"#\">TSM-US</a>) 正在寻求工厂设备中稀土元件的替代方案，以降低北京当局出口管制对其生产全球最先进晶片工厂运作的干扰。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6635999/l/8f2b249712a216dcc2b3a2fa0e323bdc.jpg\" alt=\"路透：台积电寻求使用无稀土马达 摆脱中国稀土垄断控制\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>据《路透》22日（周四）报导，这项首次被报导的举动，凸显出在中国去年将特定稀土原料、磁铁及相关加工技术纳入出口管制并要求取得许可后，中国对稀土的控制已成为全球半导体产业隐忧。</p>\n\n<p>稀土磁铁常用于工业设备马达，包括台积电等高度自动化工厂使用的机械设备。此类专业零件短缺，可能会中断智慧型手机、人工智慧（AI）系统、资料中心和国防供应链客户的晶片生产。</p>\n\n<p>据三位听取台积电计划简报的产业高阶主管表示，台积电已经向供应商征询在工厂自动化设备中使用无稀土马达事宜。其中一位知情人士表示，此项行动源于中国可能停止供应的担忧。</p>\n\n<p>其中两位消息人士透露，相关讨论仍处于初步阶段，尚未大规模推广使用无稀土设备。<br>\n台积电对此不予置评。</p>\n\n<p>台积电采取行动之前，美国与我国政府相继表示，将开始寻找减少对中国稀土和关键矿物供应链依赖的方法。</p>\n\n<p>台湾经济部长龚明鑫曾在2月说，将支援国内研究机构工研院开发稀土技术，计划在三年内建立一条试产生产线，估计可满足国内50%需求。</p>\n\n<p>据一位了解相关讨论的美国智库人士透露，美国官员对工研院的研究工作很感兴趣，已与工研院就关键矿物供应链分散展开讨论。美国国务院未立即回应置评请求。</p>\n\n<p> </p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10282.html\" title=\"营收速报 - 全球传动(4540)7月营收3.06亿元年增率高达35.7％\">营收速报 - 全球传动(4540)7月营收3.06亿元年增率高达35.7％</a></li>\n <li><a href=\"/new/tw/article-5163.html\" title=\"营收速报 - 怡利电(2497)6月营收5.12亿元年增率高达52.52％\">营收速报 - 怡利电(2497)6月营收5.12亿元年增率高达52.52％</a></li>\n <li><a href=\"/new/tw/article-12369.html\" title=\"美国扬言对伊朗发动经济制裁 外资连买塑化股齐涨\">美国扬言对伊朗发动经济制裁 外资连买塑化股齐涨</a></li>\n <li><a href=\"/new/tw/article-15922.html\" title=\"两样情！台积电赴美增资200亿美元推升前8月侨外投资近「倍增」陆资来台缩水91%\">两样情！台积电赴美增资200亿美元推升前8月侨外投资近「倍增」陆资来台缩水91%</a></li>\n <li><a href=\"/new/tw/article-4276.html\" title=\"经济部推防灾型微电网计划 永丰余旗下永余智能取得嘉南两大建置案\">经济部推防灾型微电网计划 永丰余旗下永余智能取得嘉南两大建置案</a></li>\n <li><a href=\"/new/tw/article-6775.html\" title=\"营收速报 - 元大金(2885)6月营收195.76亿元年增率高达72.83％\">营收速报 - 元大金(2885)6月营收195.76亿元年增率高达72.83％</a></li>\n </ul>\n</div>",
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"createdAt": "2026-10-22T12:27:04.000Z",
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