In that Asia Time article, author David P. Goldman called Taiwan's policy to encourage domestic capabilities in providing semiconductor tools and materials as "decoupling" from US.
I think he dreamed up his opinions due to lacking knowledge of the history and situation between US, ROC(Taiwan), and PRC.
1. Why on the earth that Taiwan government, TSMC, UMC, and Mediatek want to help PRC's businesses to avoid US sanctions?
2. Taiwan's semiconductor industry imported about 90% of the tools used for chips production. There isn't any chance they can reach a true decoupling unless they can reach 100% of supply chain independence. Taiwan government and businesses are very practical and sensitive about the geopolitics. Why they want to screw up the important US/Taiwan relationship to achieve a fancy supply chain independence dream that no any country (including Taiwan, Korea, US, and Japan) can ever achieve?
3. How about those IPs that are licensed to Taiwan's foundries by US companies? Just for this reason, there isn't any chance to achieve so called "decoupling".
4. There is no chance of decoupling when US, Japan, and European customers buy majority of Taiwanese foundries' output.
5. TSMC alone will spend $100 billion of CAPEX in three years. What's wrong for Taiwanese government to encourage more domestic suppliers in order to create more jobs and increase people's income there?
行政院副院長沈榮津2日在記者會上首度透露口風,目前三個科學園區近飽和,需要新的...
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