Let’s first sort out the places where Pelosi went to this trip to East Asia
In addition to Taiwan, Pelosi also went to: Singapore, Malaysia , South Korea, Japan
Let’s see what these places have in common?
Taiwan - TSMC
TSMC is the world's first professional integrated circuit manufacturing service (wafer foundry) enterprise
TSMC has the world's largest wafer manufacturing capacity
Singapore —The "bridgehead" of semiconductors
1986 became the second in the world to enter the Semiconductor Host industry
Legal semiconductor has 6 wafer factories
U.S. semiconductor manufacturer Global Foundries announced in June 2021 that it plans to invest US$4 billion to build a new semiconductor factory in Singapore.
German manufacturer Siltronic also broke ground in October 2021, and the new wafer manufacturer injected $2.2 billion into its Singapore industry. Other industry players such as Soitec in France have also expanded their operations in Singapore, with the company investing US$32.6 billion and planning to produce 1 million wafers annually by 2026.
sing
Malaysia——An important area for the production and packaging of semiconductor chips
gathers Intel , Texas Instruments , Renesas, ON Semiconductors, Infineon , Murata, Solar gudian , Western Data , Sun and Moonlight, Global Crystal and other Many large semiconductor manufacturers
One of the main centers of global packaging and testing , and its share in the global packaging and testing market is about 10%; Gathering Sun and Moonlight, Tongfu Microelectronics , Huatian Technology , Suzhou Gutech and other packaging factories
Infineon invests in building a factory
South Korea—Semiconductors have developed mature
Korean semiconductor giant SK Hynix is a semiconductor manufacturer integrating R&D, production and sales
Samsung Electronics (Samsung Electronics) As an electronics manufacturer in the Republic of Korea, it is the largest enterprise in South Korea and is also the largest enterprise among the subsidiaries of Samsung Group and is in a leading position in the international market.
Korea
Japan—Former giant
In the 1980s, Japan's semiconductor industry developed rapidly and became the world's leading semiconductor power. At that time, more than 80% of the world's chips came from Japan. In front of Japanese chip giants, Intel became his younger brother.
Japan Tokyo Electronics is the number one semiconductor equipment company in Japan and the third largest in the world.
Japanese
US President Biden 9th signed the Chip and Science Act on White House 3html
attracts semiconductor companies to set up factories in the United States through investment subsidies, and also intends to prevent semiconductor companies from increasing production in China by restricting subsidies.
suppressed Chinese chip technology companies, coerced TSMC and other chip giants to invest in and set up factories in the United States, and tried to form a small circle of "chip four-party alliances"...
A series of "building walls" and "decoupling" practices in the United States are full of hegemonic logic and Cold War thinking , seriously disrupting the global chip supply chain.
From this perspective, Pelosi's Asian tour seems to be targeting the Asian chip market and suppressing Chinese chips. What do you think?
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