我剛才問了 GPT, 稀土對數字芯片影響有限, 被誇大了。美國可以用 關鍵軟件 來反製 ,兩敗俱傷,雙方可能都會讓步
For TSMC's main business (logic chips), the effect is limited but not zero:
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Low direct impact:
TSMC's chips (e.g., Apple A-series, Nvidia GPUs,and Broadcom ASICs ) are made mainly from silicon, not gallium or germanium.
These are standard CMOS silicon processes, so rare earths aren't a major input.