Source: Taiwan Economic Daily
Economic Daily Theory
Zhang Zhongmou, the founder of TSMC, said that the semiconductor industry has no globalization, and now it is geopolitics and Guoan priority. Two days later, the US government announceThe four -pronged tube of talents eliminate existing control loopholes.This news caused the concept of artificial intelligence in the United States that day, and Nvidia fell the heaviest. Because Nvidia was the second largest customer of TSMC's 5nm, TSMC was a heavy frustration.
Although the Biden government claims that the control will expand to more countries, the main goal is to target China, especially to further tighten the control of exporting AI chips exporting to the mainland to prevent China from applying artificial intelligence on military technology.
Because Nvidia monopolizes 95%of the "generated artificial intelligence" market, any AI "large language model" like ChatGPT must use H100 and A100 chips. Since October last year, the United States has comprehensively restricted advanced advanced advanceThe chip and chip manufacturing equipment is to cut off these two chips that are sold to China.
In order to bypass the export control of the chip, Nvidia is changed to A800 and H800. Although the chip connection function is limited, the new chip has the same computing power as the H100 that is prohibited to China and A100.It is produced by TSMC.
Due to the increasingly fierce competition in the geopolitical competition in the United States and China, everyone knows that the United States has applied for further restrictions and is inevitable., Baidu and byte beating (Douyin's parent) snapped up the Nvidia chip crazy, with a total price of up to $ 5 billion (about S $ 6.852 billion).
At the same time, at the same time, the chip industry still rebounded. Huang Renxun, CEO of Nvidia, said publicly that the chip war caused huge losses to the American technology industry.The income also comes from the Chinese market.
According to the New York Times exclusively, in July this year, the CEOs of the three major US chip giants Intel, Qualcomm, and Nvidia met with the White House with US Secretary of State Brosky, Minister of Commerce Raymond, and National Security Consultant."The Bayeng government is not warned" to reduce the sales of Chinese chips. In addition to the revenue of these enterprises, it makes it difficult for them to invest in the new semiconductor factories in their own countries. It is more important that it will accelerate China's independent chip industry process.
But such words generally cause dislikes, especially in the United States just passed the 2022 chip and science bill, it will provide $ 50 billion in funding subsidies to the chip industry.Sold.Coupled with more than two months left from the US -China Leadership Summit, the United States was worried that it would damage the atmosphere, and it was considered by China to start a scientific and technological war.
The United States finally announced new control measures on the 17th, but at the announcement of a press conference, the Minister of Commerce Raymond Doro particularly emphasized that "in fact, even after the prescribed update, China will still import hundreds of billions of dollars from the United States for hundreds of billions of dollars from the United States."Semiconductor", the U.S. government has no intention of harming the Chinese economy; and it is understood that before the United States announced the new regulations, it had told Beijing in advance to make it prepare to stabilize the relationship between the two countries. This is no wonder that Beijing did not protest strongly.
As early as the announcement of the new regulations, a spokesman for the Chinese Ministry of Foreign Affairs pointed out that China has always resoluteIt didn't even go to Xi Jinping's refusal to attend the APEC leadership meeting.
New regulations "at least one year" review and supplement to block the loopholes that may be possible in control measures, but this "rolling adjustment" is also exactly relaxed to the US administrative elasticity. In other words, according to the actual situationThe development of science and technology development can not only encourage them to continue to rely on American scientific and technological products, but also block their attempts they want to develop.
The United States has strict restrictions on AI chips. It has been rumored to have been rumored for a long time. Zhang Zhongmou said that he has no globalization in semiconductors and free trade.In competition, TSMC's competitive environment will never be easier than in the past few years, and there are more challenges.
Zhang Zhongmou predicted as early as 2019 that TSMC will become a "place for geopolitical soldiers". Unfortunately, it is now warned that the advantages of Taiwan semiconductor may have only two or thirty years.In the fierce competition, both the Taiwan government and the Taiwanese society must face this warning.
