
Washington will send a delegation to Taiwan in January to clarify its expanded chip controls. The U.S. semiconductor ban was strengthened this October to further restrict exports of advanced computer chips to China. The U.S. will conduct briefings at Hsinchu Science Park and Southern Taiwan Science Park, for domestic chip makers, IC designers, and equipment or materials suppliers. According to economics minister Wang Mei-hua, the briefings will help Taiwan stick to the rulebook, which is more than 300 pages long. But analysts say as the U.S.-China tech war heats up, Taiwanese vendors are bound to be affected.
Wang Mei-hua
Economics minister
The U.S. Department of Commerce will come to Taiwan to give a briefing, so that Taiwan manufacturers can get a face-to-face explanation of what U.S. law enforcement is thinking, and even to communicate in person over the more detailed issues. That’s what Taiwan needs.
Nobunaga Chai
Semiconductor market analyst
The intensification of the U.S.-China tech war will likely ruin any goodwill generated during the Biden-Xi summit at APEC. Since this will have an impact on the revenue of U.S. chip giants, for Taiwanese manufacturers in related sectors, including TSMC, there will inevitably be adverse effects.
Besides Taiwan, the U.S. Department of Commerce plans to hold briefings in Japan, South Korea, and other major semiconductor hubs in Asia. The updated ban aims to close loopholes that China had used to access “high-performance” computing chips. Importantly, it requires companies to report the sales of some chips that fall just below the parameters for “high-performance” chips.
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美國今年10月才擴大對中國出口晶片管制,為了避免業者踩紅線,下個月將派說明團來台,到竹科、南科舉辦說明會,對象包含半導體製造、IC設計、材料、設備商等。經濟部長王美花表示,新晶片禁令超過3百頁,美國針對客戶較多的國家說明是好事,但分析師認為,美中科技戰加劇,台廠勢必受衝擊。
[[經濟部長 王美花]]
“(美國商務部) 來台灣做說明,讓台灣廠商可以面對面了解,美方執法機關的想法,甚至有一些比較細節的問題,可以當面做溝通,這個是對台灣是需要的。”
[[半導體產業分析師 柴煥欣]]
“拜登政府在APEC所促成的習拜會,很可能會因為這樣子的一個狀況出現一個破功,既然對美國半導體巨擘的營收,都會有影響的情況之下的話,對於台廠相關廠商,這也包含了像台積電等等的話,勢必也都會有不利的影響。”
美國商務部說明團,除了到台灣,外界預料也會前往日本、南韓等亞洲主要半導體國家。加強版禁令,廠商不能將"高階運算"設備輸出中國;就算單一貨品符合規範,多項組裝後也不一定符合管制。
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