The news immediately aroused doubts on the island. Many people believe that TSMC expands production investment in the United States to "de-Taiwanization", and TSMC will become "USC" in the future.

html Recently, TSMC founder Zhang Zhongmou confirmed that TSMC will invest in a 3nm process at a 12-inch wafer fab in Arizona, USA. The news immediately aroused doubts on the island. Many people believe that TSMC expands production investment in the United States to "de-Taiwanization", and TSMC will become "USC" in the future.

In response to doubts on the island, Wang Meihua, the head of the Taiwan economic department, tried to defend herself, saying that TSMC's production in the United States is only a 5-nanometer process, and the next stage of production time has not been determined. TSMC's 3nm process in Taiwan has begun trial production, and the most advanced 1nm process will continue to remain in Taiwan.

Wang Meihua

In addition, TSMC's 5nm process production capacity in the United States only accounts for 1% of the total production capacity of Taiwan, which means that Taiwan has an absolute advantage in terms of technological leadership or production capacity. TSMC's investment in the United States will not affect its investment in Taiwan.

However, Wang Meihua's explanation did not calm the public opinion on the island. KMT Former public opinion representative Tsai Zhengyuan Disregarding Wang Meihua's intention to reduce the presence of the United States in the statement, revealing the key point in one sentence. Cai Yuanzheng pointed out that one of the advantages of TSMC is its foundry model. It is through this development model that after 30 years of hard work, TSMC, which has a place in the semiconductor field today.

Tsai Zhengyuan

Now that TSMC is moving its production line to the United States, Taiwan may repeat the mistakes of Japan 30 years ago. The United States seems to be working on an equal basis with the DPP, but with TSMC setting up a factory in the United States, the US government launched the so-called " chip bill " and "chip four-party alliance".

As we all know, the "Chip Act" is to fill the United States' shortcomings in the semiconductor field and strengthen the United States' control over the global semiconductor industry chain to ensure the United States' monopoly in the high-tech field. The "Chip Four-Party Alliance" is also to strengthen the chip industry cooperation between all parties. These are fundamentally systematic and linked. From this, it can be judged that the US government has long been interested in building the localization of the semiconductor industry chain.

TSMC

The US government is also likely to have been coveting TSMC for a long time and intends to move its production capacity to the United States to achieve capacity enclosure. As for the role played by the DPP authorities in it, before the preparatory meeting of the "Chip Quadruple Alliance" began, the DPP authorities revealed to the outside world that Taiwan and the United States have always had "close cooperation" on supply chain issues.

Moreover, such an important industry as TSMC must also invest in foreign countries that need to be informed in advance and approved by relevant departments. So, tracing the root causes, the DPP authorities are the accomplices of the United States. They fully know the United States' plans, but still choose to put pressure on TSMC to invest in and set up factories in the United States.

Biden

On the one hand, it is because the DPP authorities are cowardly and incompetent and dare not resist. On the other hand, the DPP authorities are also interested in lending and selling TSMC in exchange for their own political future. Because TSMC's development model does not match the production environment in the United States, the production cost problem alone is difficult to solve.

In the long run, it will not only ruin TSMC's development, but also Taiwan, which relies on TSMC to gain regional influence, will also find it difficult to maintain this advantage. Therefore, Cai Yuanzheng's warning is not an exaggeration.

chip

On the other hand, South Korea, which is also a member of the "Chip Four-Party Alliance", has firmly stood firm in its position. Faced with the coercion and temptation of the US government, South Korea has put forward the prerequisite for cooperation, namely "respect the one-China principle" and "not mentioning export restrictions to China." Because mainland China is a major semiconductor producer and an important market, if the Chinese market is lost, it will be difficult for South Korea's semiconductor industry to develop further.

The Japanese government is also hesitating, not yet sure whether to follow the US policy toward China, and Japanese companies have already protested.Only the DPP authorities are willing to sacrifice the interests of the Taiwanese people to please the United States, counting every cooperation between the DPP authorities and the United States. The trade initiative signed by the two sides has brought "pigs" to Taiwan, and the arms sales cases signed by the two sides have been delayed in delivery.

Biden and Yoon Seo-yeol

DPP authorities think that they can get support by pleasing the US government, but the United States just regards the DPP as a pawn and is an object that can be abandoned at any time. Now the DPP authorities have aroused public outrage on the island. I hope to recognize the reality as soon as possible and not make mistakes again and again.