Whether or not the Speaker of the U.S. House of Representatives Pelosi will visit Taiwan tonight as rumored, tomorrow will be the “post-Pelosi era”, and the global semiconductor chip ecosystem will take on a new look. For China, the honorable speaker is not just a matter of Chinese technology. pioneer.
Archyde.com reported that the U.S. government is considering restricting exports of chip-making equipment to Yangtze Memory Technologies Corp. The rationale is to limit the progress of China’s semiconductor industry while protecting the growth of American companies. Founded in 2016, the company has been hailed as a rising star in NAND flash memory chips. In a White House report last year, YMTC’s expansion and low-price strategy posed a “direct threat” to Micron Technology Inc. and Western Digital Corp. According to industry analysis, the market share of NAND produced by YMTC has reached 5%, almost doubling from a year ago. Witten accounted for 13% and Micron 11%. Once the United States formally imposes sanctions, the Yangtze River storage business is bound to suffer heavy losses.
The White House report further described YMTC as China’s “national champion” because it received $24 billion in government subsidies. However, the latest report from the official Voice of America: “Last week the US Congress passed a bill to help the US compete with China in the semiconductor industry, providing billions of dollars in subsidies to US domestic semiconductor manufacturers. Companies are prohibited from building or expanding production facilities for certain advanced chips in countries such as China.” Which tech giant doesn’t have a “visible hand”? Could the US be an exception?
No one has the patience to discuss the double standards and dishonest promises that the United States has openly proposed. The White House’s insistence that this is a “personal decision” by Pelosi shows that what the White House needs is to engage with the United States, not to communicate. Washington is worried that if Pelosi makes the trip, the mainland will launch missiles into the Taiwan Strait, send fighter jets into Taiwan’s air defense zone, or conduct large-scale sea and air activities across traditional borders. Respond to Pelosi’s expected trip to Taiwan with military provocation.” On the other hand, U.S. officials assured Beijing that such a visit is not a precedent and does not represent any change in U.S. policy in the region.
Everyone is generally worried that there will be an immediate war in the Taiwan Strait, and Pelosi even “goes and never returns.” However, if China wants to take countermeasures, I believe it is not against a third-ranking American who is over 80 years old, but takes advantage of this The opportunity to “control” Taiwan in order to punish Taiwan independence and collusion with foreign forces, and bring about the destruction of “one China”, at this moment everyone remembers that in May this year, Chen Wenling, chief economist of the China Center for International Economic Exchanges, said at a symposium: ” China must take back Taiwan and grab TSMC, a major wafer manufacturing company, into China’s hands.” Since the United States has been playing the “Taiwan card” endlessly, and then offering up the “chip card” again, it has to get stuck in China’s neck everywhere, and China is suffering. There is no reasonable excuse to unravel these “curses” once and for all, Pelosi is here, why don’t we say welcome! welcome?
The Taiwanese business community is really worried that the United States will bring wars to Taiwan. Liu Deyin, chairman of TSMC, said that there is no winner in the military reunification of Taiwan. The war will destroy the entire semiconductor chip industry in Taiwan, so this is a three-way loss between China, the United States and Taiwan, and even more so. Disaster for the global science and technology economy.
Understand, because of this, this may be the situation that the United States is most willing to see. Anyway, Taiwan is not important, and the United States can revive wafer production locally. As for mainland China, it does not matter whether TSMC is left or not. Don’t pay attention to the Sino-US agreement on technology bans and technology patents. The post-Pelosi era will be a relief from a stalemate.