Liu Peizhen, director of the Industrial Economics Database of the Taiwan Institute of Economics, said today that geopolitical factors have penetrated the semiconductor industry, and the US-China technology war has severely damaged the development of China's semiconductor industry.

(Reuters file photo)

[Reporter Fang Weijie/Taipei Report] TSMC (2330) went to Arizona to set up a factory in the United States, causing concerns about the "de-Taiwanization" of global semiconductors. Liu Peizhen, director of the Industrial and Economic Database of the Taiwan Institute of Economics, said today that this means that geopolitical factors have penetrated the semiconductor industry. China's technology war has seriously damaged the development of China's semiconductor industry, while TSMC has unveiled the prelude to the strategy of the domestic semiconductor industry based in Taiwan and an indicative global vision.

When Liu Peizhen attended the "2022 Taiwan Risk Online Forum" today, he pointed out that the impact of TSMC's establishment of a factory in the United States on Taiwan's semiconductor industry, from a positive point of view, can be closer to North American customers, and has positive benefits for stabilizing orders from heavyweight customers. Related technologies, investment It will make TSMC the most important industry in the United States, and at the same time meet the demand for wafer toughness in the supply chain. However, in the medium and long term, the concentration of Taiwan's domestic semiconductor resources and manpower will be diluted.

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Currently, the U.S.-China technology war continues. Liu Peizhen observes that the degree of related technology regulation may continue to increase in the future, leading to a continuous increase in the risk of the semiconductor supply chain. From the perspective of the United States, this move will help consolidate its position as the world's largest supplier of semiconductors. Suppress China's semiconductors in all aspects, avoid the formation of hegemony in China's supply chain, suppress China by uniting allies, and use long-arm jurisdiction measures to control other supply countries.

Liu Peizhen said that from China’s point of view, the US-China technology war has seriously damaged the country’s semiconductor development, and the progress of wafer localization may not advance but retreat. Industrial talents and technology flows are breaking the chain. Artificial opportunities, supercomputers , data centers, servers, smart cars, aerospace, quantum computers and other high-performance computing technologies are blocked from being able to compete with the United States, and China's official policies cannot allow China to immediately possess key core technologies. ability.

The United States uses the Chip 4 alliance to block China's semiconductor industry. Liu Peizhen believes that the United States holds key development factors, and South Korea has a great chance of being forced to choose to join the alliance. It will use the United States to assist Samsung in expanding the influence of wafer foundries, while Europe, Japan It is possible to attract foreign investment through automotive semiconductors, power and optical components. With many advantages and disadvantages, Taiwan's semiconductor strategy in the future should focus more on Taiwan-US technology cooperation. Other ICT industries should also seek to develop a foothold. Time trades for space.

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