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台鏈吸收25％H200銷中費用？童子賢：代收代付、非台灣買單
Taiwan Semiconductor Supply Chain Absorbs 25% of H200 Sales Expenses? Terry Gou: Collection and Payment Agent, Not Paid by Taiwan
Liberty Times Net | Local Language | News | Dec. 12, 2025 | Supply Chain Issues
Taiwanese contract manufacturers in the international semiconductor supply chain act primarily as collection-and-payment agents rather than product owners. When funds move through Taiwanese companies, the actual costs are borne by the brand owners, not Taiwan. Payments made by Taiwan in international transactions are typically advances that are later recovered and do not translate into additional costs for Taiwanese manufacturers.
The recent clearance by the Trump administration allowing NVIDIA to export H200 chips to China includes a 25% fee, which some reports suggest might be absorbed by the Taiwanese supply chain. However, Pegatron Chairman Tung Tzu-hsien clarifies that such fees do not ultimately burden Taiwan, as the financial actions taken by Taiwanese companies are routine accounting processes related to international trade.
Regarding memory shortages and their impact on exports and consumer electronics prices, Tung characterizes the situation as a “Happy problem,” indicating that the industry can still profit despite supply constraints. He notes that pricing depends on multiple components, not just memory, and sees no need for excessive pessimism about next year’s demand forecasts. Despite speculation about NVIDIA tightening control over AI server supplies, Tung maintains that the global AI server market remains open to all players and emphasizes Taiwan’s continued leadership position in the semiconductor industry.