Source: Taiwan Economic Daily News
Recently, the discussion boom in Taiwan's semiconductor development under geopolitics has recently been settled. Following the former Economic Minister Yin Qiming published a new book chip, TSMC founder Zhang Zhongmou participated in the chip war author Chris Miller's discussion, in addition to complaining about the past government investmentIn addition to TSMC's unwillingness, he also spoke to support the United States' approach to suppressing the semiconductor industry in mainland China, causing widespread discussion from all walks of life.
Whether it is a chip war or duel, although the views and entry angles of various circles are different, they also show the fact that Taiwan ’s core industry semiconductor has already been involved in the confrontation between the United States and Lu.In other words, Taiwan's semiconductor industry has become a chess piece or chip of Yi to the great power. As a weapon for restraining the opponent, it may also be reduced to abandoned children at a specific moment.
In Zhang Zhongmou's mouth, Li Guoding, a few government officials that firmly supported TSMC, at that time. At that time, the policy logic of policy thinking was not complicated.Industry growth.But looking at the current international media, public opinion, and even academic research, the discussion of discussion of semiconductors has extended from economic and industry thinking to international relations and political logic of geopolitics.Is such thinking logic a good thing for the Taiwan industry?
When the United States suppresses the development of the semiconductor industry in mainland China in various ways, the market and customers of the Taiwan industry are limited, and the production location is limited. Even components, sources of raw materials, and cooperation between parts, sources of raw materials, and cooperation will be restrained.When the United States demands that semiconductors and even other high -tech supply chains move to the United States, Taiwan's supply chain industry "voluntarily" cooperates to set up factories to accept high cost production conditions.Other friendly allies have also been in effect, and in the name of diplomatic friendship, in the name of diplomatic friendship, in a similar way of "love", they hope that the Taiwanese government will encourage operators to set up factories.These are not small things; more seriously, when Taiwanese operators go to the establishment of factories, the local government may sacrifice more supporting conditions like the United States to further affect the operating efficiency of the industry's production in the place.
and these have not considered the impact on Taiwanese operators in mainland China that may take revenge on the United States.In the past three years, mainland China has been affected by epidemic control and has been slow in economic development. Related measures to the United States can basically be said to be unwavering. For example, alternatives such as development independent technology have not seen obvious results so far.However, after the epidemic in mainland China, if the economic activity is effectively recovered in the next two or three years, it may still take countermeasures to the United States. It is still unknown whether the Taiwan industry will be implicated.
Under the atmosphere of such a large country, the Taiwan government has worked hard to publicize and communicate, emphasizing that Taiwan is a partner of the global democratic world. It is the most efficient operating model to develop and produce semiconductors in Taiwan.The semiconductor industry should work together to maintain Taiwan's security and avoid threats or even aggression in mainland China.However, the speaker, the listener was stunned. The country that originally intended to invest in independent semiconductor production still gave up so far. On the contrary, he more actively lobbying the Taiwanese government and the industry to invest in a factory.
For the Taiwan industry, if the industry operating logic can be considered, under factors such as considering production costs, market attractiveness, and scientific and technological support, it is self -decided to set up factories in a certain place overseas.EssenceMany international manufacturers such as Intel and Yingfei Ling have long been laid out in the world. TSMC and UMC and other technology companies have also set up a multinational stronghold many years ago.Such decision -making logic is a decision made by enterprises to enhance its competitiveness.
But if it is a decision -making under international relations, political interference, and restrictions, it will form a distorted global layout, which may greatly damage the competitiveness of relevant operators.For Taiwan's semiconductor industry, which has been working hard for more than 50 years, it is still necessary to think about reducing interference to maintain global competitiveness.At present, the best solution should face the confrontation of large powers in a low -key manner. Even if it still has to cooperate with relevant control measures, it should still focus on the focus of focus and resources to the layout of advanced technologies and key applications.Only by mastering more core technologies, from the upstream materials and equipment to IC design, memory, foundry manufacturing and seal testing, etc., actively carry out a complete layout, which is the key to maintaining Taiwan's industrial status without falling.
