文献类型：期刊文献

中文题名：矛盾与牵制:全球半导体产业链上的美台关系

英文题名：Conflicts and Constraints:US-Taiwan Relationship in the Global Semiconductor Industry Chain

作者：李应博[1];王雨辰[1];周小柯[2]

第一作者：李应博

机构：[1]清华大学台湾研究院;[2]北京联合大学台湾研究院

第一机构：清华大学台湾研究院

年份：2025

期号：2

起止页码：50-62

中文期刊名：台湾研究

外文期刊名：Taiwan Studies

基金：教育部人文社会科学研究项目“亚太区域价值链重构下深化两岸产业链合作的模式与路径研究”(项目批准号:24YJAGAT002)阶段性成果;清华大学国家高端智库研究专项(项目批准号:2024ZZBJ1134)阶段性成果。

语种：中文

中文关键词：半导体;中国台湾地区;美国;产业链

外文关键词：Semiconductor;Taiwan region of China;The United States;Industrial Chain

摘要：美国与台湾地区基于各自在半导体研发设计和高端代工环节的相对优势,在全球半导体产业链中拥有重要的技术权力,二者间也存在紧密的半导体贸易基础与产业关联。近年来,受国际政经形势变化影响,全球半导体产业波动明显。美国基于自身产业利益和对华科技围堵目的,以迫使台企赴美投资、限制两岸产业合作、裹挟中国台湾加入产业同盟等方式对台湾地区半导体产业进行干预和牵制。这不仅削弱了台湾地区半导体产业的竞争力,还将进一步割裂两岸经济与科技合作,对全球半导体产业链的可持续发展也将产生负面冲击。本文在分析美台半导体产业关联特点、矛盾趋势和长期影响的基础上,提出了推动半导体产业链“再全球化”、深化两岸产业链合作关系、积极开展中美经济与科技对话等应对策略。
The United States and Taiwan each hold important technological power in the global semiconductor industry based on their respective strengths in R&D design and advanced foundry manufacturing,and establish a solid foundation for semiconductor trade and close industrial connections between the two.In recent years,the global semiconductor industry has experienced significant fluctuations influenced by international political and economic dynamics.Driven by its own industrial interests and the goal of containing China's technological development,the United States has intervened in and constrained Taiwan's semiconductor industry through multiple measures:forcing Taiwan residents enterprises to invest in the US,restricting cross-strait industrial cooperation,and pressuring Taiwan to join exclusive industrial alliances.These actions have not only accelerated the loss of competitiveness in Taiwan's semiconductor industry but also gradually severed cross-strait economic and technological cooperation,posing a negative impact on the sustainable development of the global semiconductor industry chain.Based on the analysis of the characteristics of US-Taiwan semiconductor industrial ties,the trends of contradictions and the long-term impacts,this article proposes countermeasures such as promoting the“re-globalization”of the semiconductor industry chain,deepening cross-strait industrial chain cooperation,and actively engaging in China-US economic and technological dialogue.