Iwebhusayithi ye-"Nihon Keizai Shimbun" eshicilelwe ngoJuni 10 enesihloko esithi "Iyini i-semiconductor investment fever eyenza i-Taiwan ibilise?" kubika.Kubikwa ukuthi i-Taiwan iqala igagasi elingakaze libonwe lokutshalwa kwezimali kwe-semiconductor.I-United States imeme kaningi abakhiqizi baseTaiwan kanye neziphathimandla zase-Taiwan ukuthi baxoxisane ukuze bathole amafekthri e-United States futhi basungule uchungechunge olusha lokuhlinzeka, kodwa i-Taiwan ayizange ivume. I-trump card kuphela i-Taiwan engaxoxisana nayo ne-United States ama-semiconductors.Lo muzwa wenhlekelele ungase ube esinye sezizathu zokukhula kwe-investimenti.Umbhalo ogcwele ucashunwe kanje:
I-Taiwan iqala ukukhula okungakaze kubonwe ngaphambili kwe-semiconductor.Lokhu kuwutshalomali olukhulu olunesamba semali engu-16 trillion yen (yen engu-1 cishe i-yuan engu-0.05 - le nothi yewebhusayithi), futhi akukho sibonelo emhlabeni.
E-Tainan, idolobha elibalulekile eliseningizimu ye-Taiwan, phakathi no-May savakashela i-Southern Science Park lapho isizinda sokukhiqiza se-semiconductor esikhulu kunazo zonke sase-Taiwan sikhona.Amaloli asindayo azokwakhiwa avame ukufika aphinde adlule, o-cranes bahlezi bephakamisa phezulu nomaphi lapho beya khona, futhi ukwakhiwa kwamafekthri amaningi e-semiconductor kuqhubeka ngokushesha ngesikhathi esifanayo.
Lesi yisisekelo sokukhiqiza esiyinhloko se-TSMC enkulukazi yomhlaba wonke ye-semiconductor.Igxile kuma-semiconductors ama-iPhones e-United States, yaziwa njengendawo yokuhlangana yamafekthri athuthuke kakhulu emhlabeni, futhi i-TSMC isanda kwakha izimboni ezine ezintsha muva nje.
Kodwa namanje akubonakali kwenele.I-TSMC futhi yakha amafekthri amasha emikhiqizo esezingeni eliphezulu ezindaweni eziningi endaweni ezungezile, isheshisa ukufakwa endaweni eyodwa kwesisekelo.Uma sibheka izimboni ezintsha ze-semiconductor ezakhiwe yi-TSMC, ukutshalwa kwezimali efekthri ngayinye okungenani kungama-yen ayizigidi eziyisigidi.
Lesi simo esisheshayo asikhawulelwe ku-TSMC, futhi isimo manje sesinwebele kulo lonke elase-Taiwan.
"U-Nihon Keizai Shimbun" uphenye isimo sokutshalwa kwezimali sezinkampani ezihlukahlukene ze-semiconductor e-Taiwan.Okungenani okwamanje, kunamafekthri angu-20 eTaiwan asakhiwa noma asanda kuqala ukwakhiwa.Lesi siza sisuka e-Xinbei naseHsinchu enyakatho siye e-Tainan nase-Kaohsiung endaweni eseningizimu impela, ngokutshalwa kwezimali kwe-16 trillion yen.
Asikho isibonelo embonini yokwenza utshalomali olukhulu kangaka ngesikhathi esisodwa.Ukutshalwa kwezimali kwefekthri entsha ye-TSMC esakhiwa e-Arizona kanye nefekthri enqume ukungena e-Kumamoto, e-Japan cishe i-1 trillion yen.Kulokhu, kungabonakala ukuthi ingakanani ukutshalwa kwezimali kwe-16 trillion yen kuyo yonke imboni ye-semiconductor yaseTaiwan.enkulu.
Ukukhiqizwa kwe-semiconductor yaseTaiwan kuhole emhlabeni.Ikakhulukazi, ama-semiconductors asezingeni eliphezulu, angaphezu kwama-90% awo akhiqizwa eTaiwan.Ngokuzayo, uma wonke amafekthri amasha angama-20 eqala ukukhiqiza ngobuningi, ukuncika komhlaba kuma-semiconductors aseTaiwan ngokungangabazeki kuzokwanda ngokuqhubekayo.I-United States ibheka ukubaluleka kokuthembela ngokweqile kwe-Taiwan kuma-semiconductors, futhi ikhathazekile ngokuthi ukungaqiniseki kwe-geopolitical kuzonyusa ubungozi kumaketanga okuhlinzeka emhlabeni jikelele.
Eqinisweni, ngoFebhuwari 2021, lapho ukushoda kwama-semiconductors kuqala ukuba kubi kakhulu, uMongameli wase-US uBiden wasayina isimemezelo sikamongameli mayelana namaketanga okuhlinzeka njengama-semiconductors, adinga iminyango efanele ukuthi isheshise ukwakhiwa kwezinqubomgomo zokuqinisa ukuqina kokuthengwa kwe-semiconductor endaweni. esizayo.
Kamuva, iziphathimandla zase-US, ikakhulukazi i-TSMC, zamema abakhiqizi baseTaiwan kanye neziphathimandla zaseTaiwan izikhathi eziningi ukuthi zixoxisane ukuze bathole izimboni e-United States futhi basungule uchungechunge olusha lokuhlinzeka, kodwa inqubekelaphambili ibihamba kancane isikhathi esingaphezu konyaka.Isizathu ukuthi iTaiwan ayenzanga imvume.
Esinye sezizathu ukuthi iTaiwan inomuzwa onamandla wenhlekelele.Ngokumelene nesizinda sengcindezi ekhulayo yokuhlanganisa izwe laseChina, "idiplomacy" yaseTaiwan manje incike cishe ngokuphelele e-United States.Kulokhu, okuwukuphela kwekhadi lecilongo iTaiwan engaxoxisana nalo ne-United States ama-semiconductors.
Uma ngisho nama-semiconductors enza izivumelwano e-United States, i-Taiwan ngeke ibe nalo “i-diplomatic” trump card.
Mhlawumbe lo muzwa wobunzima ungesinye sezizathu zalokhu kudlondlobala kokutshalwa kwezimali.Noma ngabe umhlaba ukhathazeke kangakanani ngezingozi zezwe, i-Taiwan manje ayinaso isikhala sokukhathazeka.
Umuntu osembonini ye-semiconductor yaseTaiwan uthe: "I-Taiwan, lapho ukukhiqizwa kwe-semiconductor kugxile kakhulu, umhlaba awukwazi ukuyeka."
E-Taiwan, isikhali esikhulu sokuzivikela kungenzeka singabe sisaba isikhali esinikezwe i-United States, kodwa imboni yayo esezingeni eliphezulu ye-semiconductor.Ukutshalwa kwezimali okukhulu iTaiwan eyibheka njengendaba yokuphila nokufa kuyanda buthule kulo lonke elaseTaiwan.
Isikhathi sokuthumela: Jun-13-2022