The United States held a global semiconductor summit in the White House, Commerce Minister Raymondo mentioned in the meeting that at this stage the United States needs to grasp more information about the chip supply chain, and wants to break through its own bottleneck through the mastery of information, so Raymondo asked some supply chain manufacturers to hand over data and information before November 8 in the meeting, in addition, the Ministry of Commerce also said that Intel, SK Hynix and other companies have shown their attitude, said that they will hand over relevant data within 45 days, and hope that other companies can keep up with this progress.
But a reporter asked Raymondo what to do if the manufacturer is not willing to hand over the data? Raymondo said that it is necessary to decide whether to use coercive measures based on the number of responses from enterprises and the completeness of the information provided, and if necessary, they will introduce corresponding sanctions policies. In this regard, the international media generally believe that the US government will adopt the "Defense Production Act" to coerce these companies to hand over data.
What happens when a supplier hands over data?
Some media have analyzed most companies, and are unwilling to provide the corresponding customer information to the United States, in the wafer foundry, if the industry on the customer list, yield and other information published, then in the subsequent negotiation process with customers, it is equivalent to the degree of open technology, in the negotiation, will lose their dominance. Mr. Yang, who previously served as deputy secretary-general of the Taiwan Security Council, has recently analyzed this request from the U.S. Department of Commerce.
Yang Yongming said that among the 26 topics proposed by the United States, many trade secrets are covered, which may have a serious impact on the competition and price of the semiconductor industry, although Raymondo mentioned in his speech that the principle of voluntariness is the mainstay, but in fact, the warning is also full!
Yang Yongming said that the South Korean government has set up a special association and will be coordinated by the government to integrate opinions with the United States; in contrast, the DPP authorities say that this is voluntary, companies will weigh the pros and cons, and the DPP authorities will see whether the situation will intervene in coordination. As soon as this remark came out, it also caused a lot of concern on the island, they worried that the island's TSMC may have no way to retreat, if the DPP authorities do not give them support, then he is likely to be forced to submit, and the fact is also the case, TSMC will respond to the submission of information to the United States before November 8.
Yang Yongming said the DPP authorities were slow to respond
Yang Yongming said that he did not understand why the DPP authorities were so slow to respond, you know, the semiconductor industry as the lifeblood of Taiwan's economy, after the loss of some trade secrets may cause serious damage to the economy of the Taiwan region. TSMC spokesman Fang Shuhua also said in a recent interview that they would not disclose strict information about any customer, because customers are one of the elements of their company's success.
In addition, Wu Sizhong, founder of Taiwan's Xiling Electronics, also made a wake-up call to the DPP authorities, saying that once the decision is wrong, it will not only hurt the interests of TSMC, but even Taiwan's economy will be hit hard, and now TSMC's situation is very difficult; now, let us can't help but think about how difficult the previous "Huawei" was!
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