The close care foresight of Taiwan semiconductor industry
From time to time of Sino-US trade controversial issue alleviation of intense, from time to time; But still performing up to now, the strategy also is renovated somewhat, saying is climax happen frequently also has not been been. In April, chinese mainland because communication of resurgence of factory of the 2nd big news report involves Xiang Yilang and North Korea to offer news reportEquipmentProduct, violate American punish ban apparently. American Department of Commerce decides to prohibit what American enterprise offers 0 package 7 years to resurgence communication is heavy punish. This incident is plain general afterwards after measure of a chain of custom duty, hold a memorial ceremony for gives a kind of more directer than custom duty, fast, effective strategy. Sino-US trade controversial issue fears difficult kind.
Plain general experienced and astute, not long ago 301 bolo chop ability brandish to ” ChinaMake2025 ” reach high-techProduct, it is this farther undoubtedly products of pair of science and technology of chinese mainland high end again bang, of intent check China grow. Business of main battalion motion includes resurgence base station, smooth communication and mobile phone 3 parts; Both can find an enterprise to replace before or self-sufficient, but what 0 component chip needs to admire Lai Meiguo however is tall reach division of Taiwan couplet hair to supply.
Because station plant holds the position of acting labour to reachSupply chainPart, the resurgence that will ban the mainland because of the United States, China get for embroil. Be likeActing factorythe stage in grand sea, semiconductor accumulates report, couplet to send light of division, life and Beijing yuan report, couplet inferior photoelectricity; Still Daliguang, silicon is tasted, Ren Bao, flower course of study is amounted to wait for a fewSupply chainBig plant all hard evasive. After the beauty gives out control to resurgence, taiwan ” country trade bureau ” ask Taiwan IC designs division of hair of big plant couplet to stop carry out at the beginning
Chip gives resurgence, change after with strategical high-tech kinds or types of goods applies for to output licence. What couplet hair division outputs chip to be not special high end is strategical product, but if stop to sell, outstanding achievement will suffer an effect. Nevertheless, also have public opinion doubt, the United States adopts a ban to resurgence, force Cai government couplet to send division synchronism applying ban, whether to please plain general government of purpose?
The telecommunication of resurgenceEquipmentNear 30% 0 component admire Lai Meiguo to supply, the ban below the United States is hit to resurgence not only very gigantic, still affect the development of mainland 5G network even. However, a loss may turn out to be a gain, Yan knows to be not blessing; Because this incident stimulates red more possibly,supply the development of catenary. Review when making the same score 3 gorge to make an on-the-spot investigation nearly, emphasize: ” the effort that should rely on oneself, must ” big country is heavy implement (chip technology) ” master in him hand. Should pass self-made, science and technology tackles key problem want fantasy of slam the door, force the promotion of own innovation ability. “
The mainland spreads out pair of beautiful semiconductor namely since 2015 buy and, last year, violet smooth group undertakes the career is rectified and, ever came with high salary a talent of the semiconductor that dig horn, of Taiwan China the memory of the Yangtse River that subfamily has nearly 100 engineers to find new job to fall to division of violet smooth group and Hefei grow Xin. Divide this, the mainland still establishs semiconductor fund ” big fund ” , prop up of semiconductor industryProductionWith technology, aggrandizement policy of chip of own research and development, reduce considerably
Chip
The tax rate of the manufacturer, chase with all one’s strength. Want to cast off American control not only, also want to be squeezed into global semiconductor powerful nation.
Cannot dare not or would not speak up, semiconductor is Taiwan all the time most bring think the industry that be proud, the semiconductor production value last year amounts to 2.45 trillion new station money, rank the whole world the 3rd. Chaff ground points to somebody say, semiconductor industry let Taiwan eat 30 years fully. But face mainland semiconductor to rise abruptly quickly reach wait of annulus of Korea strong opponent to fall, view of a few time can Taiwan semiconductor still have? Of the Taiwan semiconductor IC design from upper reaches, middle reachesBrilliant circle generation is versed inArrive downstreamEncloseTestCan saying is to have complete supply catenary. Although the mainland throws your writingCapitalSpread out the whole world to buy and reach dig horn, in about a year is bad surmount Taiwan, but already formed menace to Taiwan. Someone says, taiwan semiconductor has 5 time view, but after 5 years? Sino-US commerce chafes as resurgence incident spread, also remind Taiwan however, once semiconductor industry loses a dominant position, taiwan key industry is be between the beetle and the block, can be you thought of carelessly?
(the author fastens a professor to hold cross-strait banking research center concurrently for gold of money of weak river university vice director)