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ʻO Semiconductor Investment Boom ma Taiwan

缩略图

ʻO ka pūnaewele "Nihon Keizai Shimbun" i paʻi ʻia ma Iune 10 i kapa ʻia "He aha ka semiconductor investment fever e hoʻolapalapa ai ʻo Taiwan?" hōʻike.Ua hōʻike ʻia e hoʻomaka ana ʻo Taiwan i kahi nalu o ka hoʻopukapuka semiconductor.Ua kono pinepine ʻo ʻAmelika i nā mea hana Taiwanese a me nā mana o Taiwan e kūkākūkā e ʻimi i nā hale hana ma ʻAmelika Hui Pū ʻIa a hoʻokumu i kahi kaulahao lako hou, akā ʻaʻole i hāʻawi ʻo Taiwan.ʻO kēia manaʻo pilikia paha kekahi kumu o ka boom hoʻopukapuka.Ua unuhi ʻia ka kikokikona piha penei:

Ke hoʻomaka nei ʻo Taiwan i kahi boom hoʻopukapuka semiconductor i ʻike ʻole ʻia.He waiwai nui kēia me ka huina o 16 trillion yen (1 yen ma kahi o 0.05 yuan - kēia palapala pūnaewele), a ʻaʻohe mea ma mua o ka honua.

Ma Tainan, he kūlanakauhale koʻikoʻi ma ka ʻaoʻao hema o Taiwan, i ka waena o Mei ua kipa mākou i ka Southern Science Park kahi i loaʻa ai ke kahua hana semiconductor nui loa o Taiwan.Hele pinepine a hele nā ​​kaʻa kaumaha no ke kūkulu ʻana, hāpai mau nā pahu i nā wahi a pau a lākou e hele ai, a ke holomua nei ke kūkulu ʻana i nā hale hana semiconductor he nui i ka manawa like.

图2

ʻO kēia ke kumu hana nui o ka TSMC nui semiconductor honua.Hoʻokumu ʻia ma luna o nā semiconductor no iPhones ma ʻAmelika Hui Pū ʻIa, ʻike ʻia ʻo ia he wahi hōʻuluʻulu no nā hale hana kiʻekiʻe loa o ka honua, a ua kūkulu hou ʻo TSMC i ʻehā mau hale hana hou i kēia manawa.

ʻAʻole naʻe i lawa.Ke kūkulu nei ʻo TSMC i nā hale hana hou no nā huahana ʻokiʻoki ma nā wahi he nui o nā wahi a puni, e wikiwiki ana i ke kikowaena o ke kumu.Ke hoʻoholo nei mai nā hale hana semiconductor hou i kūkulu ʻia e TSMC, ʻo ka hoʻopukapuka ʻana i kēlā me kēia hale hana he 1 trillion yen.

ʻAʻole i kaupalena ʻia kēia kūlana wikiwiki i ka TSMC, a ua hoʻonui ʻia ke ʻano i kēia manawa i Taiwan a pau.

Ua noiʻi ʻo "Nihon Keizai Shimbun" i ke kūlana waiwai o nā hui semiconductor like ʻole ma Taiwan.Ma ka liʻiliʻi loa i kēia manawa, aia he 20 mau hale hana ma Taiwan e kūkulu ʻia ana a i ʻole i hoʻomaka i ke kūkulu ʻana.Hoʻonui ʻia ka pūnaewele mai Xinbei a me Hsinchu ma ka ʻākau a hiki i Tainan a me Kaohsiung ma ka ʻaoʻao hema loa, me kahi hoʻopukapuka o 16 trillion yen.

ʻAʻohe mea ma mua o ka ʻoihana e hana i kahi waiwai nui i ka manawa hoʻokahi.ʻO ke kumukūʻai o ka hale hana hou o TSMC e kūkulu ʻia ana ma Arizona a me ka hale hana i hoʻoholo e komo i Kumamoto, Iapana ma kahi o 1 trillion yen.Mai kēia, hiki ke ʻike ʻia ka nui o ka hoʻopukapuka ʻana o 16 trillion yen ma ka ʻoihana semiconductor holoʻokoʻa o Taiwan.nui loa.

图3

Ua alakaʻi ka hana semiconductor o Taiwan i ka honua.ʻO ka mea kūikawā, nā semiconductors ʻokiʻoki, ʻoi aku ma mua o 90% o ia mea i hana ʻia ma Taiwan.I ka wā e hiki mai ana, inā hoʻomaka nā hale hana 20 hou i ka hana nui, e hoʻonui nui ʻia ka hilinaʻi o ka honua ma Taiwan semiconductors.Hoʻopili ʻo ʻAmelika i ka mea nui i ka hilinaʻi nui ʻana iā Taiwan no nā semiconductor, a ke hopohopo nei ʻo ka kānalua geopolitical e hoʻonui i nā pilikia i nā kaulahao lako honua.

I ka ʻoiaʻiʻo, i Pepeluali 2021, i ka wā i hoʻomaka ai ka hapa nui o nā semiconductor, ua kau inoa ʻo Pelekikena Biden i kahi kauoha pelekikena e pili ana i nā kaulahao lako e like me nā semiconductors, e koi ana i nā keʻena kūpono e wikiwiki i ka hoʻokumu ʻana i nā kulekele e hoʻoikaika i ke kūpaʻa o ke kūʻai aku semiconductor i ka e hiki mai ana.

Ma hope mai, ua kono pinepine nā luna o ʻAmelika, ʻo TSMC nui i nā mea hana Taiwanese a me nā luna o Taiwan e kūkākūkā e ʻimi i nā hale hana ma United States a hoʻokumu i kahi kaulahao lako hou, akā ua lohi ka holomua no hoʻokahi makahiki.ʻO ke kumu ʻaʻole i hana ʻo Taiwan i nā ʻae.

ʻO kekahi o nā kumu he manaʻo koʻikoʻi ko Taiwan.E kū'ē i ke kua o ka piʻi ʻana o ke kaomi e hoʻohui i ka ʻāina nui ʻo Kina, ʻo ka "diplomacy" o Taiwan i kēia manawa e hilinaʻi nui loa iā ʻAmelika Hui Pū ʻIa.I kēia hihia, ʻo ke kāleka pu wale nō e hiki ai iā Taiwan ke kūkākūkā me ʻAmelika Hui Pū ʻIa he semiconductors.

Inā ʻae nā semiconductors i ʻAmelika Hui Pū ʻIa, ʻaʻohe kāleka pu "diplomatic" ʻo Taiwan.

ʻO kēia manaʻo pilikia paha kekahi o nā kumu o kēia ulu waiwai.No ka hopohopo o ka honua e pili ana i nā pilikia geopolitical, ʻaʻohe wahi o Taiwan no ka hopohopo.

Ua ʻōlelo kekahi kanaka ma ka ʻoihana semiconductor o Taiwan: "Taiwan, kahi i hoʻopaʻa ʻia ai ka hana semiconductor, ʻaʻole hiki i ka honua ke haʻalele."

No Taiwan, ʻaʻole paha ʻo ka mea kaua pale nui ka mea kaua i hāʻawi ʻia e ʻAmelika Hui Pū ʻIa, akā ʻo kāna hale hana semiconductor ponoʻī.ʻO nā hoʻopukapuka kālā nui i manaʻo ʻia e Taiwan e pili ana i ke ola a me ka make ke holo mālie nei ma waena o Taiwan.


Ka manawa hoʻouna: Iune-13-2022