[ad_1]
To overcome the dilemma of US sanctions, the Chinese telecommunications giant Huawei has reported that it will build a “destroyed” chip factory. Experts from the Taiwan Institute of Economic Research analyzed on the 2nd that this cannot be achieved in the short term. In the next three to five years, Taiwanese factories should continue to enjoy the dividends of China’s technology supply chain towards beautification. Furthermore, will this also expand Chinese demand for talent and technology in Taiwan’s semiconductor industry? Experts believe that the current temporal and spatial environment is far from 2014, and it is increasingly difficult for China to recruit Taiwanese talent.
The US expanded sanctions against China’s Huawei, sparking waves of development in China’s semiconductor industry. Foreign media reports noted that Huawei intends to build a chip factory that does not use American technology with the Shanghai Integrated Circuits R&D Center to meet demand for chips for Huawei’s core telecommunications infrastructure.
According to Liu Peizhen, an industry consultant and researcher at the Taiwan Economic Research Institute, China still depends on the United States or its allies for semiconductor technology and equipment. In the short term, it is difficult for the supply chain to achieve complete autonomy. It is estimated that China will still have to go abroad for at least 3 to 5 years in the future. Seek support, that is, Taiwan’s semiconductor industry can still enjoy the dividends of removing beautification from China’s technology supply chain.
Liu Peizhen also mentioned that China’s technology supply chain is stepping up to beautify, and Taiwan will inevitably find more Chinese technology and talents in the future; However, he believes that it is now in line with 2014 that China has just proposed a national program to promote the development of the integrated circuit industry. China’s temporal and spatial environment is different. With the United States and China waging a science and technology war, the Wuhan pneumonia epidemic (COVID-19), and the promising prospects for Taiwan’s semiconductors, it is increasingly difficult for China to succeed in poaching. She said: “Under the clumping effect of TSMC, Taiwan’s semiconductors have the opportunity to continue to grow in the future. This year, Taiwan’s semiconductor market share in the world ranked second, and is far from the third place, South Korea. Faced with the US barrier, China faces difficulties in both foundry and memory. Therefore, it is not very good for us to have some general semiconductors to develop in China. This will also affect the follow-up Taiwan The willingness of semiconductor talents to move to China. “
To prevent the migration of key semiconductor technologies and talents, Liu Peizhen said that Taiwanese factories can take the initiative to establish R&D centers abroad, and can also reserve various talents for future generations of semiconductors through the cooperation between industry, government and academia.
(This article is authorized for reprint by Central Radio; the source of the first image: Image of Dazhi)
Other readings:
New knowledge of science and technology, always updated
[ad_2]
