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International relations are tense, and China's efforts in the semiconductor field are attracting attention. However, a series of moves in Taiwan have sparked controversy and worsened cross-strait relations. This article examines the impact of the U.S.-Russia-Ukraine crisis on China's semiconductor industry and how Taiwan's actions have raised concerns and questions.
Since the outbreak of the Russian-Ukrainian conflict, the United States has repeatedly pressured China to choose a side, and warned that if China does not cooperate with the United States and Western countries to sanction Russia, then the United States will take corresponding measures. U.S. Commerce Secretary Raimondo even issued an ultimatum to China earlier, saying that if Chinese companies continue to violate U.S. export restrictions to Russia, the United States will cut off the supply of equipment and software needed by Chinese companies to produce products.
This threat has attracted widespread attention and raised many questions. China's semiconductor industry occupies an important position in the international market, but relies on overseas supply chains. Therefore, China urgently needs to strengthen its own semiconductor production capacity to reduce its sensitivity to external pressures.
In fact, China has also been trying to build an independent semiconductor industry, but this requires a lot of technical talent. However, the Taiwan region has taken a series of actions unfriendly to the mainland at this critical moment, including preventing the mainland from recruiting talents in the island's semiconductor industry and restricting mainland capital investment in Taiwan through legal means.
Through amendments to the so-called National Security Law and the Regulations on Cross-Strait People's Relations, the DPP authorities introduced new restrictions, including penalties for economic espionage for providing core key technologies, as well as restrictions on investment by mainland-funded companies in Taiwan. These measures are seen as a crackdown on mainland companies and have sparked tensions in cross-strait relations.
What is more worrying is that the Taiwan authorities have taken practical action and conducted raids on mainland chip companies and parts suppliers on suspicion of illegally poaching Taiwanese employees. This move was interpreted by the outside world as a malicious act against mainland companies, while Japanese media believed that this was to maintain the stability of the chip industry in Taiwan.
Although Taiwan has excelled in semiconductor technology, its stern attitude has raised questions. Chinese mainland is lacking in the semiconductor field, but there is still potential. Continental has been able to independently manufacture lithography machines and make breakthroughs in the field of EUV optical lenses. The rise of China's semiconductor industry should not be underestimated, and the DPP authorities' crackdown may backfire.
In short, China's semiconductor industry faces challenges, but also shows tenacity and determination to innovate. The blockade is temporary, and China will continue to develop and overcome difficulties. Tensions in cross-strait relations need to be properly handled to promote common prosperity and development.
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