讀後心得

The United States has once again criticized Taiwan for occupying the chip industry, expressing hope to bring the lost chip manufacturing industry back to the U.S. Scholars are concerned that this may lead to a brain drain, predicting that tens of thousands of professionals may leave. A professor from National Taiwan University pointed out that the actions of the U.S. will pose a severe challenge to Taiwan and that forming a joint venture with Intel carries significant risks. Experts believe that as long as TSMC can operate independently, its important position will remain unchanged, but the direction of U.S. policy still needs to be closely monitored.

The United States has once again spoken out, not only criticizing Taiwan for its encroachment on the chip industry but also claiming it intends to bring back the lost chip manufacturing industry to the U.S. Scholars express concerns about this, believing it could lead to a brain drain, potentially resulting in over ten thousand people emigrating abroad. As for whether key technologies can be retained, experts believe that if a joint venture with Intel is genuinely established, the risks will be quite high, and the best coping strategy is to wait and see.

A media report mentioned that TSMC is increasing its investment in the U.S. and is rumored to be considering establishing a joint venture with Intel. However, the Secretary of Commerce emphasized that it aims to completely bring back the lost chip manufacturing industry from Taiwan to the U.S., which will undoubtedly pose a serious challenge to Taiwan.

Scholars predict that in the worst-case scenario, Taiwan could lose up to ten thousand talents. According to global semiconductor data, Taiwan holds a 92% market share in advanced processes, with nearly 70% of wafers coming from Taiwan. Furthermore, the proportion of domestic STEAM education is declining year by year, and with the impact of a declining birthrate, human resources are bound to decrease. If the U.S. continues to attract talent, Taiwan may repeat Japan's mistakes.

A professor from Taiwan pointed out that Taiwan must remain highly vigilant; only by having enough talent can it avoid worrying about a fatal blow to its local industry. In the past, Japan's semiconductor industry faced demands from the U.S., leading to the appreciation of the yen and the Plaza Accord, and it has yet to recover. Not only that, but the U.S. has also questioned why iPhones cannot be manufactured in the U.S. using robotics. The Department of Commerce claims that Trump once stated production would occur in the U.S. and that Taiwan would not take away America's chip industry, but concerns about whether key technologies will flow out remain.

Experts point out that as long as TSMC can operate independently, it will still hold an irreplaceable position in the industry. However, U.S. policies are unpredictable, and whether the semiconductor industry will be affected still needs to be continuously observed.