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Back央行報告：台灣將成全球AI硬體製造與組裝核心，2026年對全球貿易出超預估達2054億美元
央行報告：台灣將成全球AI硬體製造與組裝核心，2026年對全球貿易出超預估達2054億美元
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自由时报1 hour agoBusiness2 min readChinaView translation

央行報告：台灣將成全球AI硬體製造與組裝核心，2026年對全球貿易出超預估達2054億美元

央行地緣政治AI技術

Quick Look

央行研究報告指出，地緣政治衝突與AI技術革命結束全球供應鏈過度依賴中國製造的時代，台灣憑藉半導體產業鏈完整性，正成為全球AI硬體製造與組裝核心。預估2026年台灣對全球貿易出超將達2054億美元，是2018年的4.2倍；同時美國對全球入超將達1.1兆億美元，台灣為美國第3大貿易入超國，入超額達2192億美元，超越中國。

AI-generated summary

Why It Matters

報告指出，地緣政治衝突與AI技術革命結束全球供應鏈過度依賴中國製造的時代，全球科技巨頭轉向強調供應鏈韌性、資訊安全與關稅避險。

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資料來源：央行研究報告

〔記者高嘉和／台北報導〕地緣政治衝突與AI技術革命兩大浪潮交會，正式結束過往全球供應鏈過度倚賴「中國集中製造」的舊時代。全球科技巨頭轉向強調供應鏈韌性、資訊安全與關稅避險；台灣憑藉全球最完整的半導體晶圓製造、先進封裝及系統整合生態系，順利接軌美國資安規範與AI基礎建設爆發期，地位從過往的零組件供應者，躍升為全球「AI硬體製造與組裝核心」。

央行報告預估，2026年台灣對全球貿易出超將突破2000億美元，達到2054億美元，高達2018年（492億美元）的4.2倍。

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隨著美國積極建置AI基礎建設，對資通產品進口需求急升，預估2026年美國對全球入超將達1.1兆美元。其中，台灣已成為美國第3大貿易入超國（預估2026年美國對台入超達2192億美元），僅次於越南（2380億美元）與墨西哥（2210億美元），並超越中國（1564億美元）。

台灣也成為國際分工新樞紐，出口至美國的AI伺服器成品，高度整合了台灣本土的晶片製造與先進封裝技術，並同步帶動自南韓採購記憶體、自日本引進材料設備、自東協進行中低階加工的國際循環，全面確立了台灣作為全球AI供應鏈中樞的核心地位。

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What to Watch

AI outlook — possibilities, not facts

  • 2026年台灣對全球貿易出超將達2054億美元

    Likely · Within years

  • 2026年美國對台貿易入超將達2192億美元

    Likely · Within years

Open Questions

  • 台灣如何應對潛在的美國貿易政策變動？
  • 中國是否會透過反制措施影響台灣在供應鏈中的地位？
  • 全球其他國家是否會效仿台灣模式提升自身在AI供應鏈中的角色？

Related Topics

央行
People高嘉和
Places台灣美國中國越南
Topics地緣政治AI技術供應鏈半導體晶圓製造先進封裝
This article was originally published by 自由时报.

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