Liu Dehai: The United States wants TSMC's trade secrets as a bargaining chip against China

In response to the united States on the grounds of chip shortage, TSMC, Samsung and other chip manufacturers are required to provide trade secrets of customer information. Liu Dehai, a professor in the Department of Diplomacy at Chengchi University, said in an interview with the China Commentary Agency that the United States asked TSMC to provide customer information on this reason, which is actually an excuse, mainly for China. The release of Huawei's chief financial officer, Meng Wanzhou, means that talks between China and the United States are about to begin. First of all, it is mainly based on economy and trade, and the United States requires TSMC to provide trade secrets, that is, it wants to use it as a chip, and then it will talk with China, but this may be rebounded by TSMC internally, resulting in the possibility of brain drain.

Dehai Liu, Ph.D., Institute of East Asian Studies, University of Arizona, USA, M.S. from the Institute of East Asian Studies, University of Illinois, USA, specializes in international relations, comparative foreign policy, and northeast Asian international relations.　　South Korean financial media BusinessKorea reported that the U.S. government asked chip manufacturers such as TSMC, Samsung Electronics, SK Hynix and Intel to submit confidential information such as customer lists, inventory status and future production plans on November 8 to find out the cause of the global chip shortage.　　

Liu Dehai analyzed the China Commentary Agency that the action of the United States is of course aimed at China, and the future is to restrict TSMC and hope not to sell important chips to China. Just like TSMC Nanjing originally wanted to produce 3-nanometer wafers, it was later changed to 28-nanometer wafers, the most important reason is the technological limitations of the United States.　　He pointed out that TSMC can not do according to the original plan, which is not in the interest of TSMC, because there are too many car chips now, many Factories in China will make automobile chips, China of course also hopes that TSMC will set up factories in the mainland to make high-end chips, which is also in line with China's interests, and it is also beneficial to TSMC.　　

Liu Dehai said that the United States asked TSMC to provide customer information, which is aimed at China, "but does Taiwan dare not give it?" If TSMC finally gives the United States trade secrets, the consequences may not be very good, and there will be people inside TSMC who are not satisfied, and some people may jump to China. The U.S. Secretary of Commerce is now going to China to negotiate, and all this information is a bargaining chip for the United States. The United States, citing the shortage of chips, asked TSMC to provide a customer list, "that is of course an excuse", the purpose is to negotiate with China as a chip, after China and the United States began to talk, the chip issue will definitely be touched.

He stressed that the release of Meng Wanzhou is the prelude to the opening of negotiations in Sino-US relations. Previously, China's position was very simple, "even if no one is released, it will not be discussed", so now that it is time to talk, China and the United States naturally hope that they will have chips in their hands. The United States wants to console the chip company of SMC and South Korea, but such a recoil is that TSMC and South Korea may be dissatisfied. And the Chinese side can also grasp the United States Blackstone Group, China opened up the United States Wall Street into investment for nearly a year, some time ago a large number of wall Street rich businessmen into China to invest a lot, now some companies such as Blackstone Group and so on have some money in China, and now will become a bargaining chip between China and the United States. This is not just about the Sino-US negotiations, but also about the formulation of rules in the future.

Meng Wanzhou was released by Canada, in the future, China and the United States will first take science and technology as the topic of negotiation? Liu Dehai believes that if China and the United States want to start talks, there may be a breakthrough in economic and trade negotiations, but science and technology involve long-term confrontation and rule-making, and it is not so easy to reach consensus.

He also said that the Americans talk about it first, talking about almost cutting, it is easier to reach a consensus in line with the interests of both sides, but the scientific and technological part is more difficult, and There are more conflicts between China and the United States in science and technology, but it is not impossible to talk. Just like Apple and Tesla, the electric car company, both prove that Sino-US cooperation is mutually beneficial to both sides.

Liu Dehai said that the United States and China have suffered heavy losses, the United States is not everything can be produced, the United States is a liberal rule, to consider the cost, in the United States such a high wage situation, low-end daily necessities in the United States production costs are too high, usually with other countries to cooperate, profits will be relatively high, if apples want to produce in China, the price will be more than twice the current price. (Source: China Commentary Agency Taipei Reporter: Huang Xiaojun)