As the cornerstone of modern scientific and technological development, the semiconductor industry plays a pivotal role in the country's economic construction and scientific and technological strength. In this important field, Taiwan's TSMC is undoubtedly one of the most important pearls in the world today. With years of outstanding performance in process technology and wafer foundry, TSMC has become an indispensable core force in the global semiconductor industry.
However, in recent years, the global semiconductor landscape is undergoing profound changes, and TSMC has also become the focus of wrestling with various countries. In order to curb Chinese mainland's development in the semiconductor field, the United States does not hesitate to take strict export control measures, intending to cut off Chinese mainland's access to advanced chips. At the same time, the United States is also actively wooing TSMC, hoping to pull it into the American camp. Japan, as an important ally of the United States in the Asia-Pacific region, has also joined this big battle to "seize TSMC".
In the face of severe challenges from global powers, differences and concerns have also emerged within the Taiwan authorities and TSMC. On the one hand, they are aware of the importance of TSMC to Taiwan's economic development and do not want to lose control of this precious resource. On the other hand, they are also aware of TSMC's global market map, and it will be a heavy price to pay for cutting away major customers such as the United States and Japan.
In this complex situation, more and more people in Taiwan have begun to look to Chinese mainland, hoping that the mainland can play an important role in jointly protecting TSMC and safeguarding the fundamental interests of the cross-strait community. This expectation is not unreasonable, because the mainland and Taiwan are inextricably linked from a historical, cultural, and economic point of view. China is not only TSMC's largest potential market, but also an extremely important part of the semiconductor industry chain.
In fact, the degree to which the mainland attaches importance to the TSMC issue is also obvious to all. Against the backdrop of the Sino-US science and technology war, properly protecting this important resource is not only necessary to safeguard the interests of compatriots on both sides of the strait, but also a necessary move to deal with external interference and safeguard national security. Therefore, we can foresee that in the coming period, the mainland will contribute to the TSMC problem in the following aspects:
1. Strengthen cross-strait cooperation and exchanges in the field of semiconductors
The semiconductor industry is a capital- and technology-intensive industry, which requires continuous investment and innovation from all sides. Only by strengthening cross-strait cooperation and exchanges in this field can we give full play to the comprehensive advantages of both sides of the strait and promote the innovation and development of semiconductor technology.
Specifically, the mainland can actively encourage academic exchanges between scientific research institutions on both sides of the strait and organize experts and scholars from both sides to conduct in-depth discussions on cutting-edge technologies. At the same time, we will support enterprises on both sides of the strait in establishing technical cooperation and carrying out joint research and transformation of achievements. In addition, the mainland can provide convenience for Taiwanese students and professionals to work and start businesses on the mainland, and solve the dilemma of "talent shortage" in Taiwan's semiconductor industry.
In addition, the mainland can also use the existing cross-strait cooperation mechanism, such as the "cross-strait science and technology industrialization base" and other platforms, to drive cross-strait semiconductor enterprises to strengthen horizontal cooperation, jointly expand domestic and foreign markets, and achieve complementary advantages and win-win cooperation.
2. Provide support for TSMC's development in the mainland market
As the world's largest chip consumer market and manufacturing center, mainland China is crucial to TSMC's development. In recent years, TSMC's market share in mainland China has been growing, but there is still room for further expansion.
To this end, the mainland can provide support at the policy level, optimize the investment environment for Taiwan-funded enterprises in China, and eliminate possible management barriers. At the same time, we will encourage and support mainland enterprises to increase cooperation with TSMC and expand procurement in high-end chip manufacturing, advanced packaging and testing, and other fields. This will not only help TSMC further develop the mainland market, but also help meet the urgent demand for advanced chips in the mainland industry.
On the other hand, the mainland can also provide TSMC with the necessary financial support. Through the establishment of cross-strait industrial cooperation funds and other mechanisms, we will assist TSMC in expanding its mainland market territory and deal with the shortage of funds it may face in the process of global expansion.
3. Maintain the stability of the global semiconductor industry chain and supply chain
The semiconductor industry chain is long, there are many links, and the cooperation is close, and any problem in any link may affect the normal operation of the entire industrial chain. As an important part of the global semiconductor industry chain, Continental has an unshirkable responsibility to maintain the stability of the industrial chain and supply chain.
At the diplomatic level, the mainland should strive to create a favorable international environment, oppose any artificial trade barriers and technological blockades, and promote the establishment of fair and reasonable international economic and trade rules. At the same time, we will continue to promote cooperation with the "Belt and Road" countries in high-tech fields such as semiconductors, and build a diversified supply chain system.
At the level of industrial policy, the mainland should increase support for local semiconductor enterprises, adhere to independent innovation, cultivate local semiconductor talents, and improve the overall level of industrial independence and controllability. This will not only help ensure national security, but also contribute to the healthy development of the global semiconductor industry chain.
Fourth, take advantage of the advantages of the cross-strait system to improve risk prevention and control
In the current complex international situation, TSMC, as an important asset on both sides of the strait, is indeed worthy of attention on how to effectively prevent external risks and interference. The mainland and Taiwan share the same roots, not only in terms of cultural identity, but also at the institutional level.
Specifically, the mainland can give full play to the advantages of centralization, strengthen the risk assessment of important enterprises such as TSMC, and formulate risk response plans in a timely manner. At the same time, we can also draw on Taiwan's mature experience in corporate governance and capital market operation to improve the legal guarantee and supervision mechanism for Taiwan-funded enterprises in mainland China, so as to create a stable institutional environment for their development in mainland China.
It is believed that as long as the compatriots on both sides of the strait work together and follow the principle of mutual benefit and win-win results, the pearl of TSMC will continue to shine and become a powerful witness that the two sides of the strait will go hand in hand and create brilliance together. Let us unite closely and write a new chapter in the peaceful development of the two sides of the strait with wisdom and sweat.