US-led chip alliance aimed at curbing China’s influence: analyst

TAIPEI, Aug. 21 (CNA) The proposed U.S.-led semiconductor alliance aims not only to boost semiconductor production, but is seen as a U.S. move to counter China’s growing influence in the global semiconductor market. is being done, Taiwanese economic analysts said on Sunday.

The Chip 4 Alliance is a proposed alliance of the semiconductor powerhouses of the United States, Taiwan, Japan and South Korea to strengthen cooperation on advanced semiconductor design and manufacturing.

Taiwan’s Ministry of Economic Affairs will continue to work with the United States on supply chain resilience and industrial cooperation, as well as semiconductor supply security, as preliminary meetings of the alliance are reportedly held in late August or early September. I suggested

Roy Lee, deputy secretary-general of the Taiwan WTO & RTA Center at the China Institute of Economic Research, said the ministry’s proposal to cooperate on supply chain security was formulated with Taiwan’s needs in mind. rice field.

Taiwan is strong in semiconductor foundries, but relies on the United States and Japan for supplies of equipment and materials, Li said, adding that there are areas in which the three countries are interdependent.

If the U.S. is only looking to bring semiconductor production home, it really only needs to negotiate with individual countries, Lee said.

As such, the United States may hope to work with Taiwan, Japan, and South Korea to regulate semiconductor exports and technology outflows, forming anti-China groups to keep China out of the global semiconductor supply chain. Lee explained.

However, the US proposal could put some pressure on South Korea due to its economic ties with China, South Korea’s largest trading partner, so Washington has decided whether South Korea will participate in Chip 4. Lee said he wanted to talk to South Korea first to confirm.

China, including Hong Kong, accounts for nearly 60% of South Korea’s total chip exports, according to a report by The Korea Herald, South Korea’s largest English-language daily. US technology and Chinese market.

Regarding the pros and cons of Taiwan’s participation in the Chip 4 Alliance, Li said Taiwan should join, given the close semiconductor ties between Taiwan and the United States, especially in terms of supply chains and intelligence gathering. Proposed.

Last month, the U.S. Congress passed the CHIPS Act of 2022 to boost domestic semiconductor manufacturing, design and research. In addition, Washington is also promoting the Chip 4 Alliance, which seeks to curb the development of China’s chip industry by encouraging exports to China of advanced electronic design automation (EDA) software tools for 3nm and other advanced chips. announced that it would be banned.

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