PBC警告称，台积电（Taiwan Semiconductor Manufacturing Co.）运营中断可能会阻碍其业务，加入了一长串强调这家芯片制造商在全球人工智能行业中关键作用的科技公司之列。
PBC warned that disruptions to Taiwan Semiconductor Manufacturing Co.’s operations could hinder its businesses, joining a list of technology companies that have underlined the chipmaker’s pivotal role in the global artificial intelligence industry.
这份声明出现在Anthropic的首次公开募股招股说明书中，凸显了领先的人工智能公司在多大程度上依赖台积电生产的尖端芯片，以训练其算法，这些芯片供应给英伟达公司（Nvidia Corp.）和超微半导体公司（Advanced Micro Devices Inc.）等企业。即使是亚马逊公司（Amazon.com Inc）和Alphabet公司旗下的谷歌（Google）等自行设计人工智能芯片的公司，仍需要世界领先的芯片制造商将其蓝图转化为实体元件。
The statement, in Anthropic’s prospectus for its initial public offering, highlighted how heavily leading AI companies rely on the cutting-edge silicon TSMC produces for the likes of Nvidia Corp. and Advanced Micro Devices Inc. to train their algorithms. Even when firms such as Amazon.com Inc and Alphabet Inc.’s Google design their own AI chips, they still need the world’s preeminent chip manufacturer to turn their blueprints into physical components.
Anthropic指出，世界上大部分最先进的芯片仍在台湾制造，主要在台积电。这导致重大风险，包括源于台湾与中国之间地缘政治紧张局势的中断，这家人工智能开发商表示。中国声称这个自治的民主岛屿是其领土，并未排除使用武力来接管台湾。
Anthropic pointed out that the bulk of the world’s most advanced chips is still made in Taiwan, primarily at TSMC. This leads to significant risks, including disruptions stemming from geopolitical tensions between Taiwan and China, the AI developer said. China claims the self-governing, democratic island as its own territory, and has not ruled out the use of force as means to take over Taiwan.
“任何影响台湾的军事冲突、关税和贸易限制、经济胁迫、封锁、自然灾害或其他事件，都可能严重扰乱先进芯片的全球供应，其影响可能持续数年，”Anthropic周一在其备案文件中表示。“任何对来自台湾或台积电的先进芯片供应的限制或延迟，都将对我们的业务、财务状况和经营业绩产生不利影响。”作为最大的人工智能芯片制造商，英伟达依赖台积电生产其人工智能产品，此前已表达过对台湾命运的担忧。
“Any military conflict, tariffs and trade restrictions, economic coercion, blockade, natural disaster, or other incident affecting Taiwan could severely disrupt the global supply of advanced chips, with effects that could persist for years,” Anthropic said Monday in its filing. “Any restrictions or delays on the supply of advanced chips out of Taiwan or TSMC would adversely affect our business, financial condition, and results of operations.”Nvidia, the biggest maker of AI chips, depends on TSMC for production of its AI offerings and has previously noted its concern about Taiwan’s fate.
其他提及依赖台积电风险的公司包括Marvell Technology Inc.和Broadcom Inc.。这种担忧是有道理的：彭博经济学（Bloomberg Economics）2024年估计，一场关于台湾的战争可能使全球经济损失10万亿美元。
Other companies mentioning the risks of reliance on TSMC include Marvell Technology Inc. and Broadcom Inc. The anxiety is justified: A war over Taiwan could cost the global economy $10 trillion, Bloomberg Economics estimated in 2024.
Anthropic还提到，其依赖三家先进存储芯片制造商的风险，分别是SK海力士公司、三星电子公司和美光科技公司。该公司表示：“这些制造商都在努力扩大产能以满足需求。然而，无法保证这些努力能够足够快地带来充足的供应以满足需求。”
Anthropic also mentioned the risks of its dependence on three makers of advanced memory chips, SK Hynix Inc., Samsung Electronics Co. and Micron Technology Inc. “Each of these manufacturers is working to expand its production capacity to meet demand. However, there is no guarantee that these efforts will result in adequate supply fast enough to meet demand,” it said.
尽管台积电已承诺在亚利桑那州投资2650亿美元建设先进设施，并且目前正在美国寻找更多选址，但其大部分运营和供应链仍集中在台湾。
While TSMC has pledged to invest $265 billion in Arizona to build advanced facilities and is currently looking for an additional site in the US, the majority of its operations and supply chain is still centralized in Taiwan.
Anthropic在文件中警告称，在美国建设先进芯片产能的努力仍处于早期阶段，可能无法“在可预见的未来”显著缓解现有的集中度风险。
In its filing, Anthropic cautioned that efforts to build advanced chip capacity in the US is still in the early stage and may not mitigate existing concentration risks significantly “in the foreseeable future.”