Talking about the world 丨 The "chip bill" of technical hegemony is not the heart of the "chip bill"
Author:Xinhuanet Time:2022.08.29
Recently, US President Biden officially signed the "Chip Act". Experts believe that the bill threatens global chip supply chain security and distorted chip trade is a hegemonic act that the United States is engaged in economic coercion and is unpopular.
Xinhua News Agency reporter Shi Xiaomeng:
Netizens from Xinhuanet, hello everyone, welcome to "The World". Recently, US President Biden signed the "Chip Act". What kind of bill does this be? What are the truths behind the bill? Today we are very honored to invite Li Yong, deputy director of the expert committee of the China International Trade Society to interpret the mystery behind this bill in depth. Welcome, Director Li!
Li Yong, deputy director of the expert committee of the China International Trade Society:
Hello everyone, I am very happy to have such an opportunity to discuss with you the impact of the US chip bill.
Shi Xiaomeng:
The "chip bill" just mentioned will provide more than $ 52 billion in government subsidies for US semiconductor research and production, and will also provide policies such as investment tax credits for chip factories. Do you think that the US government is tax reduction and subsidy. What is the purpose behind it? What are the political attempts?
Li Yong:
The background of the "chip bill" in the United States is actually what we call a century -old change, but its understanding of this big change is different from our understanding. It is to maintain its various hegemony.
The United States has technical hegemony in the semiconductor field. In terms of the general layout, the United States takes chips as the core strategic resource, and we must firmly hold the direction of future global science and technology development. Behind it is to implement the US priority and the interests of the United States, suppress the so -called competitors, delay China's development, and curb the development momentum of China's high -tech.
The purpose of the United States is to move these industries to the United States. These companies do n’t go, TSMC does n’t go, Samsung won't go, can Intel do it? Can't Miguang do it? Actually I can do it. However, there is no way to compete with Samsung, SK Hynix, and TSMC, because there are technical tricks in it. What should I do if the United States does not have these tricks? Sorry, (you) come to the United States to build factories.
Therefore, this is a very careful layout. This layout is not only aimed at China, including the so -called allies, and preferred by the interests of the United States. In fact, "my hegemony should be guaranteed."
Shi Xiaomeng:
The United States stipulates in the chip bill that companies that accept investment tax claims shall not expand or build new semiconductor production facilities in countries (such as China) that pose a national security threat to the United States. How do you evaluate this economic stress?
Li Yong:
This is actually the so -called technical hegemony, technical hegemony, technical coercion, technical extortion, technical exploitation, etc. contained in the US hegemony. What it wants is not that everyone in the world can develop together. What does it want? I develop. If you take my money, you have to do my business.
Now targeting these companies in Asia with advantages in the United States, such as Samsung, SK Hynix, TSMC, and some other companies. These companies have factories in our China (Mainland). If these factories can also enjoy some technologies that are updated at any time, the purpose of the United States to suppress China will not be achieved. So some people say that this one is also called "poison pill clause".
Such a "chip bill", from the reflection of international media and the industry's reflection, does not believe it will succeed. One is unpopular, and its approach is unpopular, but these people say that they will not succeed from emotional, they are selfish from a calm, scientific, and economic judgment perspective. Its final ending is anti -economic and anti -market laws!
Shi Xiaomeng:
You just said that the United States is actually re -layout in the world with the preferred thinking of the United States. What do you think of such a "chip hegemony" behavior like the United States will have an impact and impact on the global chip supply chain?
Li Yong:
After the "chip bill" came out, the balance of the global supply chain was broken and no longer stable. In recent years, the optimized supply chain relationship formed by the chip industry will no longer exist, and no longer have previous efficiency; the cost structure of the supply chain is distorted, and the future supply chain will no longer have comparative advantages. Refined cooperation division. The industry believes that production chips in the United States will increase costs by 50%.
If it can be implemented, the United States makes all (chips) and form a entire industry chain in the United States. At this time, the so -called supply chain monopoly problem will occur, and it is inevitable that monopoly operations will inevitably.
In this process, because of the "poison pills terms", the supply chain has discriminated against (rules), and it will distort chip trade, that is, chip trade is no longer free.
Shi Xiaomeng:
How does the US "chip bill" affect the Chinese chip industry? In the face of the United States' pursuit of China, what is the strategy of we?
Li Yong:
Stop supply or for some enterprises, specific enterprises are included in the blacklist. The future planning of these companies may be affected. Around the trade flow and investment flow of the chip industry, the flow of investment may be cooled. In this process, we will be threatened by long -arm jurisdiction.
Every time we have confronted the United States, we have learned very valuable experience. We are doing our own thing, you hit you, I hit me. We have a lot of confidence, and there may be some shocks in the early days, but we will soon create a buffer period.
Of course, we have other things, such as our institutional advantages, national systems, overall strategic overall strategies, concentrated advantageous resources, and use our national affairs systems; at the same time(Technology) Differential practice.I think there is enough response in our toolbox.Planning: Liu Jiawen
Executive planning: Yang Dingdu Liu Chang and Xu Qian
Coordinating: Bi Qiulan Liu Xiaojun
Special guest:
Li Yong, Deputy Director of the Expert Committee of the China International Trade Society
Special host: Shi Xiaomeng
Editing: Tian Jianzheng
Shooting: Xu Nan Zhao Yixin
Visual design: Yang Yixin
Xinhuanet and International Department jointly produced
Produced by Xinhua News Agency International Communication integration platform
【Edit: Sun Jingbo】
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