In the context of the more and more strong performances of the US -China chip war, even if the Taiwan factory did not touch the red line of the US semiconductor ban, the political red line was on the feet.

The US -China chip war has become more and more powerful. Taiwan has always been regarded as an important member of the American team.Snow.

The US media Bloomberg recently named four Taiwanese factories in investigation and reporting, questioning that the breakout of the United States' semiconductor blockade in China may be Taiwan.The four manufacturers immediately issued a statement saying that the business did not directly contact the critical process of semiconductor, and everything was in line with the Taiwan law.

Earlier, in September of this year, Huawei was underwritten by the United States and sold 7nm 5G smart phones without warning, causing the White House to sanction China's high -tech development of whether it was failed.The embarrassing U.S. government then announced that the carpet -based search of Huawei's global industry chain was launched again.

Some analysts believe that even if Taiwanese manufacturers have not violated the US semiconductor ban, in the context of the US -China trade war, I am afraid that it has touched the sensitive nerves of the United States.

According to Bloomberg News, the four names of the four Taiwanese factories Chongyue Technology, the Han and Tang Dynasties integrated, Yaxiang Engineering and Silicon Ke Hongsheng are mainly used as mechanical and electrical engineering, dust -free room systems, etc.Signing cooperation with Huawei on the hardware equipment.

Paying the outside world is illegal, Taiwan's official seems to be swaying.Taiwan Economic Minister Wang Meihua initially stated that part of the four companies involved in semiconductor technology and caused discussion.The next day, Wang Meihua also said that the four companies had asked the four companies to make a statement, and stated that if the projects working in China were inconsistent with the project approved by the Taiwanese side, the maximum of NT $ 25 million can be fined in accordance with the law.

China has purchased more than 50%of chips produced worldwide

Gregory Allen, director of the Washington Think Tank Strategy and International Research Center (CSIS) Wadvani AI and Advanced Technology Center, analyzed the BBC in Chinese that Taiwan is at the forefront of the global semiconductor industry, especially atThe construction and operational chip factory leaders are the leading heroes. Therefore, the relevant Taiwan plant helps Huawei builds a wafer fab, even if only buildings or hardware facilities are limited to US or Taiwan law, this is not necessarily illegal.

But Allen said he did not recommend doing so even if he was legal.He emphasized to reporters through emails that Huawei and Taiwan have deep roots, but they are not inseparable. In fact, Huawei is currently working hard to reduce or eliminate dependence on the United States and Taiwan.Huawei's success does not meet Taiwan's strategic interests.

The named Taiwan factory issued a statement saying that he was engaged in business behavior in accordance with regulations.

Lin Hongwen, the light author of Taiwan semiconductor and the light author on the chip island, explained to BBC in Chinese that the Chinese market needs Taiwan semiconductor equipment and products, which has not been secret.The export volume of Taiwan's semiconductor industry has increased during the epidemic. In 2022, the total export value has reached a new high in the past 7 years. The largest export market is in mainland China, accounting for nearly 60 %, which is much higher than the US market.

In response to the Taiwan factory and Huawei incident, Lin Hongwen emphasized that basically it is still necessary to confirm whether these manufacturers have the key technologies that use the United States to prohibit use in China.He said that some of these four major manufacturers are still large companies listed in Taiwan. What can be done in China and cannot be done, they should have been evaluated by law. It is unlikely to work in the law of the United States.

However, Lin Hongwen also agreed that, in the context of the US -China Semiconductor War in recent years, any cooperation about Huawei is very sensitive, especially in Huawei ’s 5G mobile phones before, which has indeed affects the United States and has strictly inspected the United States to check that China Semiconductor Corporation more.Industrial chain.

So far, Beijing has not responded to this incident, but recently have reactive reactions against US sanctions.On September 20, a spokesman for the Chinese Ministry of Foreign Affairs, Mao Ning, said that China has always opposed the concept of the US generalization of national security and suppressing Chinese enterprises.This discrimination and unfair approach destroys the principles of free trade and international economic and trade rules.

How does the cross -strait scientific and technological community avoid ban?

As a leader in China's electronic technology, Huawei has continued to break through semiconductor and related telecommunications technology. It is also one of the main goals that the United States has been suppressed since the former president Trump came to power.The Taiwan manufacturer was disclosed by the US media to contract Huawei project. The outside world was not surprised, and some even commented that this was a warning signal of the United States for Taiwan semiconductor companies.

Huawei denies that its communication technology will cause risks to Britain or any country.

CSIS Global Semiconductor Researchers, Ellen, said that a survey report just released this month that Huawei and SMIC have broken the US ban in many strategies, such as the use of non -original US electronic design automation (EDA) software, and againEstablishing an empty shell company and then cooperating with the US exporters, or when the US parts declare the US parts, they declare the expansion of 28nm production lines (not 7nm chips) to obtain products, etc., and successfully avoid US sanctions.

The report states that these empty shell companies from China, or many Chinese companies, have jointly formed a complex supplier network, and began to buy equipment and parts from foreign manufacturers, and also avoided US sanctions.Reasons for raw materials.

Some analysts said that similar strategies are also used in the cooperative relationship between Taiwan plants and Chinese semiconductors.

Xie Jinhe, a senior financial commentator in Taiwan, said that in order to make breakthroughs, Beijing is trying to cooperate with several companies in Taiwan.Let some Taiwan technology companies list in the A -share market in the mainland.He believes that Taiwanese companies may be the biggest gap in the United States to block China's semiconductor strategy.

So far, Huawei has not had any response to relevant allegations, and BBC has not been independently verified independently.

Huawei Ren Zhengfei accepted an exclusive interview with the BBC before saying that the world was inseparable from Huawei.

However, there is also a voice in Taiwan that Taiwanese businessmen are sandwiched in the middle of the US -China trade war, and the latter selection station is not fair.Chen Ziang, a senior industry consultant of the Taiwan Assets Association, interviewed the public television of Taiwan media that if due to geopolitics, large enterprises have to choose a border station to affect revenue, of course, it will affect Taiwan's exports and contain our overall GDPThis is not the result of everyone.

In fact, in 2015, the Taiwan government discussed whether it should open the Chinese IC chip design industry in China.At that time, the executives of China Ziguang Group visited Taipei and threatened to buy Taiwan's leader in the semiconductor. At the same time, it also started the M & A Medicine Medicine, which shocked the cross -strait scientific and technological community. Later, the proposal was brought after the pressure of all parties in Taiwan and the rotation of political parties.

At that time, hundreds of scholars in the Taiwan academic community co -deployed against Chinese capital. Li Zongxian, a professor of the Department of Electrical Department of the Department of Electric, Taiwan, was one of them.He told the BBC that if the current cooperation between Huawei and Taiwan companies, the manufacturer's position is of course hoping to do business with the world, which is in line with the company's maximum interests, whether it is going to the United States or the Chinese market.

He pointed out that the strategy of Taiwan's scientific and technological industry in the past is to cooperate with high -level technology in the United States. Technology is in its own hands. Middle -low -level products will consider whether they cooperate with the Chinese market.However, in the context of the Sino -US trade war, it is necessary to choose from the cross -strait semiconductor industry chain.<<<

Professor Li said: The United States is undergoing China's semiconductor development, and countries related to the semiconductor industry such as the Netherlands, Japan, and South Korea are under pressure, and Taiwan cannot be placed out of the matter.

Chinese netizens spoofed Raymond's photos on Weibo to become a spokesperson for Huawei mobile phones.

Li Zongxian said that Bloomberg's reporter told him that seeing almost Taiwanese engineers in the Huawei chip factory area was very surprised.He also said that the United States promulgated the day when the US citizen was prohibited from participating in the Chinese semiconductor ban. As far as he knew, all American engineers related to the Chinese semiconductor business, or Taiwanese holding a green card, immediately interrupted the contact with Chinese semiconductor companies.Essence

Even the newsletter said that goodbye, the Americans who traveled to China would not dare to move in the restaurant room, and they were afraid that if they accidentally encountered the objects that could not be touched, it was miserable by being determined to be illegal.

Therefore, the Taiwan Ministry of Economic Affairs said LSquo; RSQUO; maybe it may be too easy.Li Zongxian said.

Taiwan semiconductor operators were sandwiched between the United States and China, and began to feel like a thin ice and blame.Dr. Zhu Yuezhong, Department of Finance, Taiwan Nantai University of Science and Technology, who has long studied the semiconductor industry for a long time, told the BBC that the founding of the fab is a major event. If the United States wants to check it, it will definitely find it. It depends on the attitude of the United States.

However, Dr. Zhu said that last year, a fifth of SMIC's revenue came from an order from the US IC designer. The U.S. government seemed to be disappeared, and even completely exempted from South Korea and SK Hynix to sell semiconductor equipment and materials for Chinese sales.This year, Huawei 5G mobile phones also reported the memory of SK Hynix, but it was not at all. It is proved that the United States is a selective allegations of specific objects, and the reason behind it is unknown.

He revealed that many manufacturers in Taiwan are currently neither angry nor.

Under the blockade of the United States, China Electronics Giant Huawei has launched a 7 -nanometer 5G smartphone in September this year to shock the technology industry.

Since Trump's administration, the United States has accused Beijing that may use Huawei technology to engage in destruction or spy activities. Huawei and Beijing have repeatedly denied accusations and alleged that the United States has used this as an excuse to start a new cold war in technology and plant Chinese companies.

In the past few months, Huawei has shocked the White House without warning from 5G mobile phones without warning from a large model of Pangu Data with 100 billion parameters.Now there are also Shenzhen's self -built wafer fab. Some comments believe that this is a counterattack from Huawei under the United States.

The competition between the US -China Semiconductor continues to heat up. In the future, the target of Taiwanese manufacturers is the United States or China. How deep the degree of involvement is to be highly reviewed, and it is bound to avoid regional politics.

Lin Hongwen, the light author on the chip island, told BBC Chinese that in the past, Chinese companies digging Taiwan semiconductor middle and high -level talents and brought technology to the other side. It has been reported to disclose that Chinese manufacturers open their air offices in Taiwan. In fact, they are helping Chinese manufacturers.These may be regarded by the United States as a evidence that there is a breakthrough in Taiwan.

Taiwan ’s scientific and technological community generally predicts that in the future, the United States and Taiwan authorities will propose more stringent standards for cooperation with Taiwan plants and Chinese semiconductors.

American investors are prohibited from holding or trading SMIC.