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ISemiconductor Investment Boom eTaiwan

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"Nihon Keizai Shimbun" iwebhusayithi epapashwe ngoJuni 10 enesihloko esithi "Yintoni i-semiconductor investment fever eyenza iTaiwan ibilise?" ingxelo.Kuxelwe ukuba iTaiwan iqalisa utyalo-mali olungazange lubonwe ngaphambili lwe-semiconductor.I-United States imema ngokuphindaphindiweyo abavelisi baseTaiwan kunye nabasemagunyeni baseTaiwan ukuba bathethathethane ukuze bafumane iifektri e-United States kwaye baseke ikhonkco elitsha lokubonelela, kodwa iTaiwan ayizange inikezele.Lo mbono wonxunguphalo usenokuba sesinye sezizathu zokukhula kotyalo-mali.Umbhalo opheleleyo ucatshulwe ngolu hlobo lulandelayo:

I-Taiwan iqalisa utyalo-mali olungazange lubonwe ngaphambili lwe-semiconductor.Olu lutyalo-mali olukhulu kunye nenani elipheleleyo le-yen ye-16 yetriliyoni (yen eyi-1 imalunga ne-0.05 yuan - le nqaku lewebhusayithi), kwaye akukho mzekelo kwihlabathi.

E-Tainan, isixeko esibalulekileyo esikumazantsi eTaiwan, phakathi kuMeyi satyelela iPaki yeSayensi yaseMazantsi apho isiseko semveliso ye-semiconductor sikhulu saseTaiwan sikhoyo.Iilori ezinzima zokwakha zihlala zifika kwaye zihamba, iikhreyini zihlala ziphakamisa naphi na apho ziya khona, kwaye ukwakhiwa kweefektri ezininzi ze-semiconductor kuqhubeka ngokukhawuleza ngaxeshanye.

Isiqendu 2

Esi sesona siseko siphambili semveliso ye-TSMC enkulu yehlabathi ye-semiconductor.Isekwe kwii-semiconductors zee-iPhones e-United States, yaziwa njengendawo yokuhlanganisana kwezona mizi mveliso ziphambili kwihlabathi, kwaye i-TSMC isandula ukwakha iifektri ezintsha ezine kutsha nje.

Kodwa nangoku ayikabonakali yanele.I-TSMC ikwakha iifektri ezintsha zeemveliso zokusika kwiindawo ezininzi kwindawo ejikelezileyo, ikhawulezisa ukubekwa kwindawo esembindini kwesiseko.Xa sijonga kwiifektri ezintsha ze-semiconductor ezakhiwe yi-TSMC, utyalo-mali kumzi-mveliso ngamnye ubuncinane yi-1 yetriliyoni ye-yen.

Le meko ikhawulezayo ayiphelelanga kwi-TSMC, kwaye imeko ngoku iye yanda kuyo yonke iTaiwan.

"U-Nihon Keizai Shimbun" uphande ubume botyalo-mali kwiinkampani ezahlukeneyo ze-semiconductor eTaiwan.Ubuncinane ngoku, kukho iifektri ezingama-20 eTaiwan ezakhiwayo okanye ezisandul’ ukuqalisa.Isiza kwakhona sisuka eXinbei naseHsinchu emantla ukuya eTainan naseKaohsiung kwindawo esemazantsi, notyalo-mali lwe-16 yeebhiliyoni zeebhiliyoni.

Akukho mzekelo kushishino ukwenza utyalo-mali olukhulu kangaka ngaxeshanye.Utyalo-mali lwefektri entsha ye-TSMC esakhiwa e-Arizona kunye nefektri eye yagqiba ekubeni ingene eKumamoto, eJapan imalunga ne-1 yezigidi zezigidi zeedola.Ukusuka koku, kunokubonwa ukuba lungakanani utyalo-mali lwe-16 yetriliyoni ye-yen kwishishini lonke laseTaiwan le-semiconductor.enkulu.

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Imveliso ye-semiconductor yaseTaiwan ikhokele ihlabathi.Ngokukodwa, ii-semiconductors ezinqamlekileyo, ezingaphezu kwe-90% zazo ziveliswa eTaiwan.Kwixesha elizayo, ukuba zonke iifektri ezintsha ezingama-20 ziqala imveliso enkulu, ukuxhomekeka kwehlabathi kwii-semiconductors zaseTaiwan ngokungathandabuzekiyo kuya kunyuka ngakumbi.I-United States ibona ukubaluleka kokuthembela ngokugqithisileyo kweTaiwan kwi-semiconductors, kwaye ixhalabele ukuba ukungaqiniseki kwe-geopolitical kuya kwandisa umngcipheko kwimixokelelwane yokubonelela ngehlabathi.

Ngapha koko, ngoFebruwari ka-2021, xa ukunqongophala kwee-semiconductors kwaqala ukuba mandundu, uMongameli wase-US u-Biden watyikitya isimiselo sikamongameli malunga namakhonkco obonelelo anje nge-semiconductors, efuna amasebe afanelekileyo ukuba akhawulezise ukuqulunqwa kwemigaqo-nkqubo ukomeleza ukomelela kokuthengwa kwe-semiconductor kwindawo. kwixesha elizayo.

Emva kwexesha, abasemagunyeni base-US, ikakhulu i-TSMC, bamema abavelisi baseTaiwan kunye nabasemagunyeni baseTaiwan amaxesha amaninzi ukuba bathethathethane ukuze bafumane iifektri e-United States kwaye baseke ikhonkco elitsha lobonelelo, kodwa inkqubela iye yacotha ngaphezu konyaka.Isizathu kukuba iTaiwan ayenzanga minyinyiva.

Esinye sezizathu kukuba iTaiwan inoluvo olunamandla lwengxaki.Ngokuchasene nemvelaphi yoxinzelelo olukhulayo lokumanyanisa ilizwe laseTshayina, "idiplomacy" yaseTaiwan ngoku ixhomekeke ngokupheleleyo eUnited States.Kule meko, ekuphela kwekhadi lexilongo apho iTaiwan inokuxoxisana ne-United States yi-semiconductors.

Ukuba i-semiconductors yenza imvume e-United States, iTaiwan ayiyi kuba nekhadi lexilongo "lediplomatic".

Mhlawumbi le ngxaki isesinye sezizathu zokukhula kotyalo-mali.Nokuba ihlabathi likhathazeke kangakanani na malunga nemingcipheko ye-geopolitical, iTaiwan ngoku ayinandawo yokuxhalaba.

Umntu kwishishini le-semiconductor yaseTaiwan wathi: "I-Taiwan, apho imveliso ye-semiconductor igxininiswe kakhulu, ihlabathi alikwazi ukuyeka."

KwiTaiwan, esona sixhobo sokhuselo sisenokungabi sesona sixhobo sibonelelwe yi-United States, kodwa esona sixhobo sokhuselo semiconductor.Utyalo-mali olukhulu olujongwa yiTaiwan njengomcimbi wobomi nokufa luyakhula ngokukhawuleza kulo lonke elaseTaiwan.


Ixesha lokuposa: Jun-13-2022