Economic Daily News
Just as the special disciplines of various countries can reduce the pressure for the US -China trade on the 30th, the war drums of the US -China science and technology war are faintly sounded, and this time Taiwan is more directly involved in the parties.Be cautious.
In recent years, in mainland China, with its economic strength, national strength and market size, it has been rushed to catch up in the high -tech field, which has long been regarded by the United States as the main threat.Especially since the establishment of the semiconductor development fund in Beijing in 2015, after pursuing the semiconductor import alternative policy, the warning red light of the President Obama has actually turned on.
The reasons for the 301 sanctions brought their sights on compulsory technology and sacrificed high tariff sanctions forced China to reform.Strictly speaking, the current demands of the United States are still in the stage of chickens and ducks. Because the United States is concerned, it is that the Chinese government has forced foreign merchants to transfer technology through joint ventures, mergers and acquisitions, and markets.These practices are not not protecting the power of intellectual wealth, but that rights owners shared or even transfer their rights without voluntary. Therefore, the promise of strengthening the protection of intellectual wealth rights cannot be aligned with the United States, and the trade war will continue.
As for the first shot of the scientific and technological warfare, the embargo sanctions can be started from the ZTE Sacrifice. However, the reason at the time was that ZTE violates the United Nations' embargo on Iran, and it is still a border ball for the US -China confrontation.It was not until October that the US media's SUPER Micro processor was planted by the PLA into the backdoor chip case that it started to smell the unusual atmosphere of the outside world.In this case, the company (Apple, Amazon), which is accused of using the processor, is rich and powerful, but except for serious denials, none of the US in the United States who promoted the lawsuit seemed to seek sky -high compensation, which seemed very intriguing.
Subsequently, the United States implemented an embargo on Fujian Jinhua on the grounds of stealing Micron's business secrets and threatening Guoan earlier this month.The prelude to the US -China science and technology war.Last week, the United States continued to increase, and it is expected to include the so -called emerging technologies such as AI and machine learning, biotechnology, genetic engineering, neural networks, micro -drones and robots, related Navigation Positioning Technology, and quantum operations to protect Guoan as the ascending national security.For the implementation of export censorship and control, and carry out public opinion for 30 days.
At the same time, mainland China also officially counterattacked. For several foreign semiconductors such as Micron to accelerate market monopoly investigations, it also faced the possibility of sky -high fines.China is the world's largest high -tech market, with amazing power.As soon as the United States and China come to go, we will officially enter the scientific and technological war stage.
For Taiwan, the true impact of the US -China confrontation has just begun, and there will be at least three aspects in the future.First of all, the high -tech industry is Taiwan's economic life. Any market uncertainty hurts the development of the industry and the overall economy; the second is that the attitude of the United States for the selection of various countries is becoming more and more obvious.The days when the chosen side feels coming soon.Taiwan's high -tech has always taken the US -China triangle relationship as the basic operating structure. On the one hand, it is a large market for ordering customers.However, the situation is stronger than people. After the outbreak of the Jinhua case, UMC quickly announced that the termination of cooperative relationships with Jinhua is a case.Cooperation with Lu Shang has become a sign of obtaining the second track of American technology.This is a common model or a case to observe, but from the perspective of closely cross -strait high -tech cooperation, the probability of continuing to be involved in our industry in future cases is not low.This model can make Taiwan's high -tech industry be implicated into the target of US sanctions, and the heavy may hurt the accumulated mutual trust between the Taiwan -US high -tech industry, and the impact will be more far -reaching.
Of course, these challenges are not only available in Taiwan; Japan and South Korea must also face it to some extent.But do not underestimate the back seat.35 years ago, the high -tech industries in Taiwan and South Korea began to take off, which was directly related to the trade war in the United States and Japan at the time. In other words, the economic confrontation of the great power would lead to the result of the growth and change of the entire industry.Taiwan and the United States did not have a trade war, but high -tech may be hit by the flow.Structures are not easy to adjust in the short term, but it is recommended that the government at least take stock of the intricate network relationships in the high -tech field in the high -tech field. At least it can be judged by the short -term mines first, and long -term response can be performed.
