从台积电看台湾地区经济面临的地缘政治风险  

The Geopolitical Risks Facing Taiwan’s Economy from the Standpoint of TSMC

作　　者：张冠华[1] Zhang Guanhua(Institute of Taiwan Studies,Chinese Academy of Social Sciences)

机构地区：[1]中国社会科学院台湾研究所

出　　处：《台海研究》2023年第2期47-58,共12页Cross-Taiwan Strait Studies

摘　　要：中美战略博弈与全球地缘政治变化,正在影响台湾地区经济发展走势与方向。台积电作为台湾地区的代表性企业,近年来在全球供应链中的地位空前提升并被卷入地缘政治,民进党当局从“倚美谋独抗中”路线出发强化其“护台神山”地位,放大其政治风险。台积电走向一定程度上代表了台湾地区经济发展的方向。地缘政治背景下的全球供应链重构,短期内给台湾地区经济带来一些利益,但也助推岛内经济资源加快向电子信息产业等聚集,产业发展不平衡加剧;同时,台海局势紧张又增强各国在关键供应链上的“去台化”动机,台湾地区重蹈“荷兰病”的风险加大。The China-US strategic rivalry and the global geopolitical changes are affecting the trend and direction of Taiwan's economic development.As a representative enterprise in Taiwan,Taiwan Semiconductor Manufacturing Co.,LTD.(TSMC)has been involved in geopolitics;its position in the global supply chain has enjoyed unprecedented promotion in recent years.The Democratic Progressive Party(DPP)authorities followed the principle of“relying on the United States to seek independence from China”to strengthen TSMC's position as“the sacred mountain of protecting Taiwan”and exaggerated its political risks.TSMC's tendency represents the direction of Taiwan's economic development to some extent.In the context of geopolitics,the restructuring of the global supply chain brought some benefits to Taiwan's economy in the short term,but accelerated the gathering of economic resources within the island to the electronic information industry,which exacerbated the imbalance of industrial development.At the same time,tensions across the Taiwan Strait have increased related countries'motivation of“De-Taiwanization”in key supply chains,that posed great risk of a repeat of the“Dutch disease”to Taiwan.

关 键 词：地缘政治 台积电 台湾地区经济 风险 

分 类 号：D675.8[政治法律—政治学] F426.63[政治法律—中外政治制度]