Source: Taiwan Economic Daily Society
In the past 20 years, the semiconductor industry has become Taiwan's Guardian Mountain. Not only does the supply chain output value contribute more than 20 % to GDP, the international competitiveness and sustainable development of the semiconductor industry have also played a key role in national security.
Although most people in Taiwan are not afraid of the hearts, recently, several international media have described the situation in the Taiwan Straits that have reached the state of "murderous war".We believe that "living in peace, and the enemy is expected to be widening" is the basic principle of maintaining national security.
If a serious conflict between the two sides of the strait in the future, how the semiconductor industry should maintain its international supply and demand state, it is believed that it is a issue that most Taiwanese people are highly concerned.
According to the research and judgment of important think tanks at home and abroad, the conflict between cross -strait conflicts may not immediately occur in a military war. It is very likely that the so -called "non -war military operations" will occur.To go, the submarine cable, communication network, power generation and water supply equipment suffer malicious destruction.
How long can the Taiwan semiconductor industry support when this blockade occurs?How to prevent it?Or minimize the loss?How to reconstruct quickly after the conflict is over?These issues are relevant units of the government and the people, and they should be thought about and simulated, and they should be prepared to record in response.
Utta's 1996 When the missile crisis in the Taiwan Strait appeared in the Taiwan Strait, President Lee Teng -hui had proudly said that he had prepared the "18 sets of scripts".script?
The semiconductor industry is a long supply chain. There is no single country in the world, including the United States, which can be run all, let alone Taiwan.Because in this industrial chain, in addition to IC design, wafer manufacturing, and packaging testing, thousands of raw materials and maintenance components are required. Some of them have been produced in Taiwan, but there are also key chemical agents and machine components need to needImported from Japan, the Netherlands and other places.For example, the etching gases, front -wheel drives, and developing solution during the wafer manufacturing process need to come from Japan, EUV / DUV key maintenance parts from the Netherlands.
The mechanical and optical components of the backup can be inventory in Taiwan, but based on commercial considerations, suppliers generally do not store more than six months; several precision chemical agents must be abandoned due to special nature and more than two months.Therefore, if Taiwan's sea and air transport will be blocked for more than three months, the key chemical agent cannot enter, and the wafer manufacturing may be stopped.
When Taiwan shipping is blocked and infrastructure is attacked and destroyed, in order to maintain continuous supply of orders, wafer manufacturers such as TSMC, UMC, and Winbond may need to transfer some production orders to overseas branches.However, at present, there are only about 10 % of the production energy of Taiwan plants overseas, and it may not be able to undertake all.Therefore, how to increase Taiwan's wafer manufacturing overseas has become a top priority.To establish these preparations and no redundant production capacity, it takes a lot of money. If the government does not give financial or tax support, it is impossible for manufacturers to invest in production capacity and invest in business, or just shelve after investing.
The Taiwan government should obtain a certain degree of consensus or tacit understanding with the US government. When Taiwan faces non -war military blockade, the United States helps Taiwan factories to quickly transfer semiconductor production capacity to overseas, including the United States, Japan, Germany, and even in mainland China.The production base in the country to avoid major harm to the world economy.
When sea and air shipping is blocked or infrastructure is damaged, Taiwanese society is inevitable, and even rumors have rumored.NT $, about S $ 21.3 billion) National Security Fund, may not be enough to respond. The Taiwan government should release more public resources and profit -making policies to stabilize people's hearts.Although these scripts are confidential, they should be prepared in advance when the Guoan soldiers are pushed to prepare from time to time.
The key to the maintenance of industrial operations and post -to -post reconstruction lies in important talents.The Taiwan government should negotiate with major science and technology companies to fabricate key talents. In addition to the Taiwan military and police emotional governance units, the United States may ask the United States to give special protection and security evacuation to maintain the industrial reconstruction capabilities after the condition of the situation.
private enterprises should also target important customers, such as Apple, Huida, and Super Wey. In emergency situations, short / medium -term response measures are planned, and the supply has continued to supply, and orders will not be transferred.In this way, these manufacturers will put pressure on the Chinese government and shorten Taiwan's blockade time.
The Golden Mean: "Everything is standing, and it is abandoned without hesitation." The semiconductor industry is related to Taiwan's safety, how careless!
