According to an article in Taiwan ’s Industry and Commerce Society, since the start of the U.S. -China trade war, de -Sinochem VS. de -beautification is a new issue that has become the supply chain of both parties.With the spread of COVID-19 in 2019 (COVID-19), it spreads globally, causing a break-up chain crisis, and de-Sino-neutralization to a global level.Patto even shouted the new ABC (Anywhere But China), and cast a polar shock variable for the World Bureau in the post -epidemic era.
Looking back at the US -China relations since the 21st century, from G2 Tong Rong's sweetness and sweetness, to the evil words of G2 today, it is actually a historical necessity.At that time, when the historian Niall Ferguson and the economist Moritz Schularick created the term Chimerica, he believed that it integrates the world's largest emerging market (also the world factory) and the most developed economy in the world.Sino -US communities have created huge wealth and capital for each other, and shaped the world economic order.But they also predicted that once the United States and China divide and decoupled, they lost both and will hit the global economy.
Sure enough, more than ten years later, China has risen rapidly, and the United States gradually feels raising tigers. After Trump accidentally elected the President of the United States in 2016, he chose a straight goal against Chimerica.Trump, who is the master of the United States, picked up a gun and found a strong reason to de -Chinese.
In addition to instructing federal employee retirement funds to withdraw from the Chinese market recently, he has also submitted the new crown pneumonia's responsibility law in the Senate through Republican allies Lindsey Graham, intending that the White House's incomplete prevention of epidemic prevention was guilty to win the success of the re -election.It is foreseeable that before the November presidential election in the United States, the tension between the United States and China was not the worst, and it would only be worse!
At both ends of the balance, one is no longer reliable hegemony, and the other is the power that has not yet obtained the trust of everyone. For governments of various countries, excessive tilt one party is definitely not a wise decision, because the selection of the side must provoke the other party's revenge but revenge but the revenge on the other side.system.And cross -border enterprises are sandwiched between political wrestling and market money. How to respond to official expectations without self -damage is not easy to decide.It can be seen from the recent a few pieces of vertical and horizontal.
Incident 1: The top American technology industry -Facebook, Amazon, Google, Microsoft, IBM, Intel, Qualcomm and Cisco, including 31 companies, open wireless networks to pick up the Internet policy alliance (Open Ran Policy Coalition) and call on the White House.Through the resources, it seems to be Huawei as the biggest enemy. It is the four major suppliers of the Swords Index 5G network equipment, including Huawei, ZTE, Nokia and Yi Lixin; and another large telecommunications equipment factories other than the aforementioned four major factoriesSamsung in South Korea joins the United States League while ensuring its own interests.
But on the other hand, in view of the advanced deployment of Huawei in the field of 5G technology and equipment, the United States is avoided by the United States, so there will be incident two operations: the US Department of Commerce will draft new regulations to allow US companies to cooperate with Huawei to formulate 5G network standard specifications.In other words, if it is not for excessive political force, most industry players will return to the market; once the political force intervention, enterprises will certainly take the opportunity to strive for more competitive chips from the official.
However, the most concern for Taiwan is the incident three: Under the pressure of the United States through different pipelines, the fabal foundry leader TSMC finally promised to set up a new 5nm process factory in Arizona.
In fact, TSMC is not without a factory in the United States. As early as 1996, Wafertech was established in Washington State in Washington. It has been engaged in professional accumulated circuit manufacturing services. Over the years, Wafertech has repeatedly moved to the construction of a new plant and denied drama.Today, the rumors of TSMC in the new factory of Meijiao are true. On the one hand, TSMC highlights the indispensable and important role of TSMC in terms of technology strategy, but on the other hand, it also shows that under the comprehensive confrontation of the United States and China., Can no longer keep technology neutral, based on Taiwan, and look at the world.
If TSMC in exchange for the new plant in Mega, in exchange for the White House agreed that the company can continue to accept mainland orders and is not disturbed by political power, of course, it is a good thing.However, in case Trump's re -election, with his repeated impermanence, whether TSMC can shuttle between the United States and China in the future, it will be difficult to reverse, and then you can only see the trick.
The new crown virus has triggered a re -thinking about decentralized production bases. Local de -scholarship is a pragmatic move, and comprehensive de -scholarship is impossible. Unless it is the mainland market, it does not want the mainland market.In the recent interview with five Japanese companies including Toyota Motors, public mouth stated that they would continue to stay in mainland China. They would not withdraw from the factory from land because of the subsidy of Abe's subsidies, which reflects the merchants of multinational enterprises.Essence
What's more, under Trump's aggressive supply chain, the mainland China supply chain was forced to beautify, and then developed its own ecosystem (the 5G car alliance called by Huawei is one example).How can you keep your words lightly?Some people may question the self -contained system of the mainland industry in mainland China. I am afraid that the Galapagosization (Galapagosization (the optimal product of product in an isolated environment) in the Galapagosization of Japan was the backstore.More than four times that of the United States, even if the path to the city is set up, it is not afraid that there are no majority of parent markets to support.
From the qualitative changes of the US -China relations, looking back at cross -strait relations, there were also sweet candy sweetness in Chiwan (a combination of combination created by Korean media) more than ten years ago.Flower Sports, now regards the mainland as an enemy -owned country, such a 180 -degree change is the fact of the present, but it may not be the inevitable history.It is impossible for Taiwan to completely de -schizophrenia. It is impossible for the mainland to tolerate Taiwan ’s comprehensive affection. If the two sides are in harmony, they are injured. In the new crown epidemic, the interaction between cross -strait interaction falls to the bottom of the valley.Then how the two nationwide sessions were held in Taiwan, which is related to how much pole shocks to be afforded in the post -epidemic era.
