(中文CC字幕)台積電股價狂飆!誰為它「造光」?中國力推「國產光刻機」,ASML的壟斷地位還能維持多久?| 思想實驗室 Video Podcast ep67:ft.《造光者》作者Marc Hijink

知識長國威・思想實驗室 Podcast October 4, 2025
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📌 護國神山的心臟,竟是荷蘭製造? 我們為台積電的成就喝采,但它最關鍵的命脈,卻掌握在一家荷蘭公司 ASML 手中。他們不僅是買賣關係,更是「命運共同體」。當這家公司成為美中晶片戰的風暴核心,台灣該如何自處? 本集《思想實驗室》,我們與《造光者》作者 Marc Hijink 深度對談,一起探討: ✅ 台積電與 ASML 如何從零開始,建立密不可分的共生關係? ✅ ASML 內部充滿「憤怒與混亂」的企業文化,如何催生出不可能的科技? ✅ 一台「在機器裡打造太陽」的光刻機,究竟有多瘋狂? ✅ 為何荷蘭政府起初竟不知道自己國家有這家「全球科技軍火商」? 00:00 護國神山的心臟,竟是荷蘭製造? 02:46 一家頂尖科技公司,竟充滿「憤怒與混亂」? 07:01 兩個挑戰者,如何聯手扳倒巨人Intel? 17:01 如何在機器裡,打造一顆比太陽還熱的太陽? 26:13 如何管理一台由「45萬個零件」組成的雷射? 34:47 當ASML被迫選邊站,台灣該怎麼辦? 42:01 中國砸重金追趕,ASML的壟斷地位會動搖嗎? 51:56 成功就是最大的陷阱?為何說只有偏執狂才能生存? ⚡ 這不只是企業合作,更是牽動台灣未來的地緣政治棋局! // 製作團隊 // 主持:泛科知識 #鄭國威知識長 企劃:廖儀瑄 剪輯:GINA 🎙️ 思想實驗室 Video Podcast 每週帶你探索最新科技、地緣政治與商業策略!記得按讚、訂閱,並開啟小鈴鐺,不錯過每一集! (CC字幕由 AI生成,如有錯字還請見諒) #ASML #台積電 #TSMC #半導體 #晶片戰爭 #造光者 #思想實驗室 #EUV #護國神山 #晶片戰爭 #荷蘭 #MarcHijink #MartinvandenBrink #曝光機 #光刻機 #供應鏈 #地緣政治 #科技戰 #Intel #三星 #TSMC #蔡司 #創新 #全球化 #去風險化 #中國 #美國 #晶片法案 #瓦聖納協定 #思想實驗室 #壟斷 #供應商 #核心技術

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