＊第八季＊【EP. 712】#經濟學人導讀 / 國際時事 / 英文學習：矽和平還是矽裂痕？ASML 夾在美中長臂管轄下的生存危機！

from 每日一經濟學人 Daily x The Economist · host 每日一經濟學人 Daily x The Economist

＊第八季＊【EP. 712】#經濟學人導讀 / 國際時事 / 英文學習：矽和平還是矽裂痕？ASML 夾在美中長臂管轄下的生存危機！分析2026年全球半導體與 AI 產業在技術演進與地緣政治衝突下的多重賽局。美國透過《MATCH 法案》與「矽和平」聯盟對中國實施嚴厲的設備禁運與長臂管轄，而中國則以晶片 3D 堆疊技術與成熟製程的產能擴張進行突圍。荷蘭的 ASML 作為核心供應商，在美方壓力與中國市場利潤之間陷入兩難，也反映出歐洲對於經濟主權受損的焦慮。面對物理極限、散熱難題及資源短缺，產業界正加速發展矽光子技術與「小晶片」架構，試圖在破碎化的全球供應鏈中維持創新動能。整體而言，半導體已從單純的商業競爭，演變為一場結合能源、人才與地緣政治整合力的全球綜合國力消耗戰。 -- Hosting provided by SoundOn

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＊第八季＊【EP. 712】#經濟學人導讀 / 國際時事 / 英文學習：矽和平還是矽裂痕？ASML 夾在美中長臂管轄下的生存危機！

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