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而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进，都离不开先进制程的支撑；无论谁最终赢得AI应用战争，都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河，甚至比英伟达的CUDA生态更难被颠覆。
，更多细节参见51吃瓜
Donald Trump tapped Emil Michael (at right) in December 2024 to become undersecretary of defense for research and engineering.WIN MCNAMEE—Getty Images
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"These stories first pushed the idea that you should choose one other individual as your companion and that companion is for life," he says.