讀後心得

The United States once again emphasized the need to bring semiconductor manufacturing back to its homeland, criticizing Taiwan for taking away the industry. Scholars are concerned that this could lead to a loss of high-level talent, predicting that it could reach tens of thousands. Experts indicate that partnering with Intel carries significant risks and recommend a strategy of waiting and seeing. In light of the uncertainty surrounding U.S. policies, the industry needs to continuously monitor the developments.

The United States has issued another warning, criticizing Taiwan for seizing the chip industry and stating plans to bring back the lost chip manufacturing industry to the United States. Scholars are concerned that this may lead to a massive outflow of high-level talent, with the potential for thousands to leave. As for whether critical technologies can be retained, experts believe that if a joint venture with intel is truly established, it will face enormous risks; therefore, waiting it out might be the best response strategy.

Taiwan Semiconductor Manufacturing Company plans to increase its investment in the United States, and there are rumors of a potential joint venture with intel, but these actions are still insufficient to counter the strong statements from the United States, with the Secretary of Commerce stating that they will bring all lost chip manufacturing back to the United States.

Scholars point out that if the U.S. government truly puts this into practice, even if it does not need to achieve complete repatriation, just achieving half of it would still pose a huge challenge for Taiwan. In the worst-case scenario, the number of talent losses could reach tens of thousands, considering that Taiwan accounts for as much as 92% of advanced processes in the global semiconductor industry, and nearly 70% of wafer technology is produced by Taiwan's talent. Furthermore, with the declining emphasis on STEAM education domestically and facing the problem of low birth rates, the future talent crisis will be even more severe. If the U.S. continues to poach talent, it may repeat Japan’s mistakes.

Scholars remind that Taiwan must remain highly vigilant; only by ensuring a sufficient talent pool can it avoid significant damage to its industry. Japan’s semiconductor industry lost its market due to requests from the United States, the appreciation of the yen, and the Plaza Accord, and the U.S. will no longer tolerate Taiwan taking its chip industry. Although TSMC’s CEO, Wei Zhejia, has previously stated that competitors do not have corresponding capabilities, if a joint venture with intel is truly established, there will be considerable variables.

Experts indicate that as long as TSMC can operate independently, its position will not be threatened. However, U.S. policies are fraught with uncertainty, and it remains to be seen whether the semiconductor industry will be impacted by this situation.