The United States requires semiconductor manufacturers such as TSMC , Samsung , etc. to provide company inventory confidential information, which caused a shock to the market. Taiwan's "Economic Minister" Wang Meihua said yesterday that she had gone to know about American officials and that the manufacturer provided information, and that American officials would not disclose it. But Wang Meihua's words seem to be "endorsing" the US side, which has caused netizens to discuss. Some people think that "it is not the United States that does not leak information. Why should it be given? Why should it be given?"
Wang Meihua mentioned yesterday that the United States asked all manufacturers to provide relevant information, "We have always grasped it." It is determined that the information provided is voluntary. The United States invites all manufacturers to exchange semiconductor supply issues, which is not targeted. The ruling authorities on the island have always cooperated closely with manufacturers and understood it. In the Legislative Yuan, she also mentioned that if manufacturers need assistance, they will definitely help. "Then we hope not to treat specific manufacturers (TSMC) as political offensive and defense, which we are not happy to see."
Wang Meihua further pointed out that some people also went to understand American officials. If manufacturers provide information, American officials will not leak and publicly. As for why the United States made this move, Wang Meihua explained that it was mainly due to the shortage of automotive chips. After so many months, Taiwanese manufacturers have actually increased production, and there is still a serious shortage of stocks, which has caused the car factory to stop production.
Regarding this statement, netizens on the island talked about it, "Why do you believe you?", "Anyone believes in the words of the United States?", "Elementary school students don't believe in such words", "Do you believe in the 'government'? Or do you believe in yourself?"
"legislator" Gao Hongan, a People's Party who comes from the technology industry, believes that this matter seems to be voluntary and not compulsory at present, but what must be nervous in the future is whether the United States will use the " National Defense Production Law " as a tool to force manufacturers to provide information, because in addition to solving the shortage of automotive chips, the United States also intends to consolidate its leading position.
Gao Hongan pointed out in an interview with China News Service on the 1st that the United States held a semiconductor summit as early as May. The information received at that time was that the chip drought could improve in the third quarter, but there has been no improvement so far, and the United States' actions are getting bigger and bigger; the online semiconductor summit was held again on September 23 and accelerated the promotion of the chip bill, which shows that the United States urgently wants to deploy ahead of schedule to solve the chip bottleneck it is currently facing.
Gao Hongan further stated that chips have been regarded as an important material for national security strategies around the world. The United States requires chip manufacturers to provide information, including chip inventory, orders, sales records, factory production capacity, customer order status, how many customer orders are met, etc., which are the most confidential things in the competition among the industry. However, the United States is not only targeting TSMC, but also the same requirements for South Korea's Samsung, SK Hynix and other companies. It can be seen that the US government wants to understand the upstream and downstream of the supply chain, find out when the chip shortage will be alleviated.
In response to this, Gao Hongan warned that the current actions of the United States seem to be voluntary and not mandatory, but what we really need to pay attention to is whether the United States will use policies and legal tools to intervene in the global semiconductor market in the future. After all, in addition to solving the chip shortage, the United States is also for its leading position. She emphasized that if the internal information of the wafer foundry is understood, it will be like an open business secret, which may affect the upstream and downstream transaction relationships of the supply chain and the bargaining power between customers, and will seriously affect the competitiveness of the company. We must be cautious. (Edited by Xue Yang)
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