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英伟达结盟台厂布局美国制造,掀起供应链话题。AMD(AMD)董事长暨执行长苏姿丰今天表示,AMD是美国公司,美国制造当然是关键优先事项;她已与美国政府讨论过AMD制造和研发策略,AMD也会与所有伙伴探讨长期制造策略及短期措施,以应对不确定性。

苏姿丰今天(4月15日)晚间在台北文华东方酒店宴请客户及供应商,包括群联执行长潘健成、台达电董事长郑平、仁宝董事长陈瑞聪、英业达董事长叶力诚、和硕共同执行长郑光志、联华神通集团董事长苗丰强、纬创总经理林建勋等多名科技业高层与会,但入场时均快步通过,低调未受访。

苏姿丰约晚间6时40分现身接受媒体采访,她首先提到,今晚有许多好朋友及好伙伴齐聚,她非常期待会面。今天是非常忙碌的一天,她与生态系所有伙伴和客户交流,探讨在不同领域如何紧密合作,一起讨论共同应对各个领域的挑战,并在适当时机支持客户。

媒体关注是否曾与美国政府洽谈降低关税,苏姿丰回应,AMD向来积极与美国政府、客户及供应链伙伴沟通,这一点相当重要,因为半导体供应链很复杂,她已与美国政府讨论过AMD的制造和研发策略。

英伟达(NVIDIA)14日宣布,与台积电、鸿海、纬创、安靠(Amkor)、日月光投控旗下矽品等制造商合作,首度在美国设厂生产人工智能(AI)超级电脑,成为美国总统特朗普(DonaldTrump)推动制造业返美的最新案例。

谈到美国制造议题,苏姿丰表示,有许多事情必须考量,也要紧盯关税状况。AMD是全球化企业,拥有全球化供应链,身为美国公司,美国制造当然是关键优先事项(keypriority)。

她进一步指出,AMD现在有许多客户,也有强韧的供应链伙伴网络,AMD会与所有伙伴共同探讨如何应对某些不确定性,包括评估长期制造策略,以及短期可以采取哪些措施来确保持续支持客户。

媒体提问是否担心美国总统特朗普可能对半导体进口加征关税,苏姿丰表示,当检视各项因素之后,她认为关键点在于半导体对全世界相当重要,AMD是美国公司,愿意支持美国政府,但在评估美国制造时,也要考虑全球化供应链。

谈到是否有意保留AMD旗下服务器器制造厂ZT的美国厂区,而非出售给其他公司,苏姿丰表示,很高兴最近完成ZT收购案,AMD一直以来都希望与ZT制造部门保持紧密的合作关系,但现在AMD已有许多制造伙伴,「我们确实希望为ZT制造部门找一个策略性伙伴」。

她强调,在未来3到5年,包括高性能运算、AI、个人电脑(PC)和电竞领域都有许多机会,令人感到兴奋。

台北国际电脑展即将于5月登场,苏姿丰表示,因为有其他的事情要忙,所以不会参加今年的电脑展,也因此她这次提早来中国台湾,确保能够与重要的合作伙伴交流。

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