Miller pointed out in the Taiwan World Economic Forum that the United States has created a computer program and satellite guidance and a long -distance accurate strike through the leading semiconductor chip computing technology through the leading semiconductor chip computing technology.Missiles made the former Soviet Union lose competitiveness and self -confidence in the military reserve competition, which directly led to the end of the Cold War of the United States and the Soviet Union, making the United States the world's first military power.
Chris Miller, the author of the chip war that attracted international attention, pointed out that the development of semiconductor chips (also known as chips) is closely related to arms and reserve competitions.The missile, ending the Cold War in the United States and the Soviet Union and became the world's first military power.
He said that the research and development of chips in the post -Cold War era has shifted from military use to civilian use, and the production capacity and technology of Taiwan and South Korea have flourished.But now the global chip industry has returned to the core of national defense security considerations. The United States restricts the military development of mainland China by prohibiting the sharing of core technology and equipment.
The 35 -year -old Miller at the famous international relations of the University of Taofz, Massachusetts, teach international history of the towns, Fleche Law and Foreign Diplomacy College.He published a chip war on October 4 last year that attracted the attention of major international think tanks.Three days later, on October 7, the US Department of Commerce sacrificed the most comprehensive precise control methods of the Chinese chip industry so far, and it seemed that it also responded to it.
In the latest control, the United States banned China from obtaining the US chip design technology and equipment. It is not allowed to use US -made parts to manufacture semiconductor equipment, nor is it allowed to participate in the development of the Chinese chip industry by American citizens or green card holders.
Miller's Tuesday (January 10) said in the Taiwan World Economic Forum that the semiconductor technology was in invention in the late 1950s, the main orders came from the defense military;The Cold War and arms competitions of the first disintegration) drove the development of the semiconductor industry, which also created today's Silicon Valley high -tech industry.
He said that through the leading semiconductor chip computing technology, the United States created missiles guided by computer programs and satellite guidance and can be accurately hit for long -distance.The end of the Cold War made the United States the world's first military power.
Miller pointed out that in the post -Cold War era of the United States, military budgets from all over the world have been cut, and chip development focus has shifted from military systems to more favorable civil products such as mobile phones, computers and various intelligent equipment.Over the past 30 years, Taiwan and South Korea have established world -class enterprises with strong production capacity and mastery of cutting -edge technologies with the help of American technology.
With the rise of Chinese military strength, military competition returns to the world stage center, the elements of military power improvement and military intelligence are the continuous improvement of supersonic missiles, drones, military radars and communication systems through high -performance computing chips.
Miller said that the United States based on national defense security and military considerations to "control measures for Chinese sacrifice to" cut off their opponents' ability to accept the most advanced chips. "
He bluntly stated that the United States requires that TSMC to set up factories in the United States is not in line with economic effects. It is purely worried that the supply chain interruption of the Taiwan Strait War and the upgrading of military blockade and create a world economy.
The most advanced chip materials after five years are produced by Taiwan and TSMC
He evaluated that the layout of decentralized risk production will only increase the production of chip production outside Taiwan. It is estimated that the most advanced chip in five years "is likely to be produced by Taiwan and TSMC."TSMC currently has more than 90 % of the world's cutting -end chip production capacity of more than 90 % of the world's 10 -nanometer process.
In another lecture on the forum, Hou Mingxiao, an expert in Taiwan investment analysis and managing director of Lu Bomai Investment, pointed out that after the United States launched the precise sanctions of restrictions on technologies, equipment and talents, the semiconductor industry in mainland China was in trouble, which led to "red supply of red supply"Chain" was weakened.
He said that TSMC increased overseas factories due to geopolitical risks. "From a concentrated island to global layout" is the correct decision of politics under the choice.Essence
In addition, the demand for the slowdown of the global economy has also weakened. Bloomberg found that the fourth quarter sales revenue increased by 43%based on the monthly data of TSMC to 625.5 billion yuan (NT $, the same below, about S $ 27.3 billion in S $ 27.3 billion), The average estimated average of analysts is 636 billion yuan.However, TSMC and major customers still predict that long -term demand starting in the second half of the year will continue to rise strongly.
