市場面臨不確定性
In early August 2025, U.S. President Donald Trump announced a 100% tariff on semiconductor exports to the United States.
2025年八月初，美國總統川普宣布對輸美半導體課徵100％關稅。
However, companies that produce chips in the U.S. or have committed to building factories there can be exempted.
然而，在美國生產晶片或承諾設廠的公司可獲得豁免。
commit to V-ing承諾做～、投入於～exempt(v.)豁免(adj.)豁免的
This announcement caused concern in the global semiconductor market.
此消息在全球半導體市場引起關注。
a matter of concern令人擔憂的事
Analysts noted that Apple and TSMC could be affected, but some exemptions helped ease immediate worries.
分析師指出，蘋果與台積電可能受到影響，但部分豁免條款減輕了短期的擔憂。
affect(v.)、effect(n.)影響exemption(n.)豁免(條款)ease(v.)減輕=alleviate
TSMC, for example, exports about 75% of its chips to U.S. customers. However, many of those chips are resold or incorporated into products that are shipped to other countries.
例如，台積電約有75%的晶片出口給美國客戶，但其中許多晶片最終被轉售或整合到出口到其他國家的產品中。
export(v.)(n.)出口incorporate(v.)納入、整合
Therefore, not all of these chips are ultimately subject to the 100% U.S. tariff.
因此，並非所有晶片最終都需支付美國100％的關稅。
therefore(adv.)因此=thus=as a resultultimately(adv.)最終地be subject to~可能遭受～(的影響)
In August 2025, Apple announced an additional $100 billion investment in U.S. manufacturing, bringing its total commitment to $600 billion over four years.
蘋果在2025年8月宣布，在美國增加製造業投資1,000億美元，使四年內總承諾投資金額達到6,000億美元。
additional(adj.)額外的=extracommitment(n.)承諾、投入
This move is seen as a strategy to avoid potential tariffs on products manufactured overseas.
此舉被視為避免海外生產產品潛在關稅的策略。
strategy(n.)策略=tactic
Although these exemptions eased short-term concerns for Apple and TSMC, analysts like Lu Xingzhi warn that the global chip market could still face challenges.
雖然這些豁免短期內減輕了蘋果與台積電的擔憂，但分析師陸行之警告，全球晶片市場仍可能面臨挑戰。
warn(v.)警告=caution
He notes that while the U.S. accounts for only about 30% of global semiconductor demand, the bigger risk is that other major consumer countries might adopt similar tariffs.
他指出，美國消費者僅佔全球半導體需求約30％，真正的風險在於其他主要消費國可能也跟進類似關稅政策。
account for~佔～比例adopt(v.)採取、採用
If that happens, the cycle of exemptions and production adjustments could continue indefinitely.
如果發生這種情況，豁免與產能調整的循環可能會無限延續。
indefinitely(adv.)無限期地
Companies such as UMC, Samsung, and European IDM manufacturers may eventually need to expand U.S. production to maintain exemptions.
聯電、三星及歐洲IDM製造商等公司，最終可能也需要在美國擴大生產以維持豁免資格。
expand(v.)擴張
Analysts caution that firms not yet increasing U.S. output could face challenges if other countries follow the U.S. example.
分析師提醒，尚未增加美國產能的公司，如果其他國家跟進美國政策，也可能面臨挑戰。
output(n.)產量、生產量
In this scenario, only the chips produced or promised to be produced in U.S. factories would be exempt, while others could face tariffs.
在這種情況下，只有在美國工廠生產或已承諾在美國生產的晶片可獲得豁免，其他晶片仍可能面臨關稅。
the worst-case scenario最糟糕的情況exempt(adj.)豁免的while(conj.)然而;而=whereas
This situation highlights the potential for ongoing adjustments in global semiconductor trade.
這種情況突顯了全球半導體貿易可能出現的持續調整。
ongoing(adj.)持續的