TSMC Chairman Liu Deyin In an interview with the United States CNN, he actually pointed his finger at the mainland in response to the escalating situation caused by the visit to Peosi . said rudely that "the mainland will never 'take over the Taiwan economy'" .
In the case of the US doing something wrong, he also seriously declared that "Taiwan's economy is based on global cooperation, trust and openness. If the mainland attacks Taiwan, it will get nothing, and everyone will losers. ."
Finally, Liu Deyin talked about TSMC again, saying that no one can control TSMC through war means, and force will destroy TSMC's production environment and the outside world and upstream and downstream cooperation, resulting in TSMC's inability to operate.
He also specifically emphasized that TSMC accounts for only 10% of the mainland market, and the two sides have no cooperation in military equipment.
I have to say that Chairman Liu saw the tense situation but did not make the right choice. What a great event for national reunification? China's history is either maintaining unity or on the road to unification.
Especially today, this is the hurdle that the Chinese nation must overcome in the future development and the general trend. Under the general trend, no company or individual can stop it, and TSMC, which claims to be the lifeline of Taiwan's economy, is no exception.
Liu Deyin's statement seems to be based on the overall situation and advocate peace, but in fact it is just a hurry to take the lead and express his loyalty to the United States.
When it comes to TSMC, we have to talk about the current issue of the United States encouraging the Taiwan authorities to play an anti-China role in the economic and technological level.
Pelosi's plan to "visit Taiwan" is not groundless. As the president of the House of Representatives and one of the main leaders of the US government agencies, Pelosi's visit plan was proposed in April this year and even at the beginning of the year.
includes visits to the regions including Malaysia , Singapore , South Korea, Japan, and Taiwan. They are basically economies with better development or strong development capabilities in East and Southeast Asia. US Secretary of State Blinken has visited India and Indonesia at the end of last year.
can be seen that the overall pace of the Biden administration has not changed, and his ambition to dominate the Asia-Pacific economic landscape in the post-epidemic era is still huge. Judging from the current situation, it is also seeking to encourage the Asia-Pacific brothers to form a siege against China at the economic level and build an ally system that is free from the economic dependence on China.
From this point of view, Pelosi must talk about the economic relations between Taiwan and the mainland during his talks with the Taiwan authorities. What is embarrassing is that both the United States and Taiwan must admit a fact on this issue, that is, under the framework of the ECFA, under the multiple obstacles of the epidemic, the US strategy of containment of China, and the DPP's increased restrictions on mainland enterprises, the cross-strait economic and trade pattern of has not only not narrowed, but is also continuing to expand.
Economic and trade exchanges between the two sides are also growing, and they are more diversified. The Taiwan authorities are restricting investment from mainland China, while Taiwan Affairs Office departments in many mainland China are vigorously coordinating the entry and exit, customs and inspection work of Taiwanese enterprises in special situations. Many Taiwanese enterprises are still enjoying the benefits of tax and fee reduction in from the mainland. Last year, the total cross-strait trade volume reached US$300 billion.
For the United States, in recent years, the People's Liberation Army's combat readiness level in the Taiwan Strait region has become higher and higher. The United States has difficulty using the Taiwan Strait issue to create any substantial threat to the mainland. Their activities seem frequent but in fact they are restrained. After all, any extreme means will only promote our country's reunification faster.
Therefore, after eliminating Taiwan from Indo-Pacific Economic Framework , the Biden administration is actually considering taking another approach, deepening economic cooperation with the same Taiwan, or strengthening economic and trade control over Taiwan, so that the latter can play an anti-China role more economically.
This can not only avoid causing a military confrontation, but also actually cause harm to the mainland. However, it is impossible to leverage the solid and profound economic and trade relations of the Mainland Taiwan. It is simply impossible to rely solely on "out-of-air guns" like Pompeo .
After all, these former politicians are full of words and are running trains. The main purpose is to come and get sponsors to make money. It is okay to send some money away and give it away. The DPP is not a fool.
However, this issue is completely different from the point of view of Pelosi, who represents the US government and Congress. For the Taiwan authorities, Pelosi's "visit" directly represents the Biden administration's open support for him.
Therefore, the DPP will never give up this opportunity to "deep cooperation". In the future, it is very likely that more dangerous measures will be taken against mainland enterprises in economic and trade, or completely let the United States go to the cross-strait economic and trade cooperation.
In terms of specific measures, TSMC can be regarded as the most important piece in this game.
As we all know, the United States passed its chip bill that it had prepared for more than half a year ago, intending to establish an anti-China chip alliance in the next ten years, stipulating that companies that join the bill and enjoy US subsidies are not allowed to build factories in China within ten years, in order to completely cut off the supply of chip technology from major chip giants around the world to China.
, TSMC, the world's leading wafer foundry, will most likely play an important role in this process, which is also the confidence of Liu Deyin to challenge the mainland. It can be seen that TSMC's political tendency has essentially followed the Taiwan authorities and turned to the United States.
But the problem is, TSMC itself says that it only has 10% of the market in the mainland. Without this 10%, is China's chip industry over? is just kidding. A large number of new chip companies represented by Huawei , SMIC , Huahong, etc. are catching up and gradually occupying the entire share of domestic industrial and military chips.
my country has proposed the goal of China's chip self-sufficiency rate in 2025. The history of foreign chip companies occupying the Chinese market for a long time will become a past, and the demand in the Chinese chip market will continue to soar in the future.
In this situation, other international chip giants such as , Samsung, , are still staring at the Chinese market, and are repeatedly hovering in the coercion and inducement of the United States. Is TSMC going to break its arm?
In short, if you want to quit, you will be obedient, but you must consider it clearly, because it is not that easy to come back after leaving.
