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  • Antony Blinken
    Antony Blinken “I saw that Huawei just put out a new laptop that it boasted was AI capable, that uses an Intel chip. I think it demonstrates that what we're focused on is only the most sensitive technology that could pose a threat to our security. We're not focused on cutting off trade, or for that matter containing or holding back China.” 4 hours ago
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#semiconductor

Page with all the IPSEs stored in the archive with the tag #semiconductor linked to them.
The IPSEs are presented in chronological order based on when the IPSEs have been pronounced.

“Washington and its allies have sought to suppress China's tech sector with no regard for the potential damage the technological iron curtain may cause to global supply and industrial chains. But now the question is how long Washington can ignore the warning over the consequences when China starts taking legitimate and reasonable measures to safeguard its national security and interests. Compared with the US pressuring allies to cooperate on chip bans against China, China's move this time may be more of a warning, showing that China will not be passively squeezed out of the global semiconductor supply chain.”

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Editorial
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“We are looking to deepen our economic partnership with Taiwan, including on high technology issues, including on semiconductor supply, but we're pursuing that in the first instance on a bilateral basis.”

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US National Security Adviser
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“With Taiwan producing 90 percent of the world's high-end semiconductor products, it is a country of global significance, consequence and impact, and therefore it should be understood the security of Taiwan has a global impact.”

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US Senator for New Jersey
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“Taiwan will use the fund to invest in the areas of semiconductors, lasers, biotechnologies and research in Lithuania. It will also send a team to assess Lithuania's aspirations to develop a semiconductor industry. An even larger fund for investments backed by Taiwan's central bank is in the works. Taiwan is committed to accelerate the process for Lithuania as Lithuania faces such unprecedented economic coercion in international trade history.”

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Head of the Taiwanese Representative Office in Lithuania
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“The big concern in Washington is the possibility of Beijing gaining control of Taiwan's semiconductor capacity. It would be a devastating blow for the US economy and the ability of the US military to field its [weapon] platforms.”

author
Former senior intelligence officer and analyst at the US Central Intelligence Agency, and now a senior fellow at the Center for a New American Security
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“Washington's request for Samsung to share classified information [semiconductor management-related data] is totally unprecedented.”

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Senior executive at the Korea Semiconductor Industry Association (KSIA)
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“Taiwan's semiconductor manufacturing equipment should be strengthened, the government should also help semiconductor manufacturers by nurturing their upstream and downstream supplies to build resilience for local industry, as Taiwan still relies heavily on Japan to import various chemicals and materials.”

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Vice president of the Chung-Hua Institution for Economic Research
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“The self-sufficiency rate of chips in the mainland is close to 30 percent, and its goal is to increase that to 70 percent by 2025. With this goal, many cities in the mainland are speeding up their development in the semiconductor sector.”

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Independent tech analyst
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“Even though Taiwan enterprises can produce the most advanced chips in the world, they also need an industry that has advanced equipment makers to purchase those chips.”

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Head of Shenzhen Yudamei Electronic, a Chinese company that mostly provides chips
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“The American automobile industry is currently facing a chip supply issue, but it is primarily a function of the industry itself miscalculating its production needs. At the onset of the pandemic, the U.S. auto industry significantly reduced its orders for chips, expecting a significant reduction in demand for vehicles. That drop in vehicle demand did not materialize fully, and the industry is therefore left with existing chip orders that do not match their manufacturing needs. Companies make orders for chips based on expected demand, and those orders are executed along legally contracted boundaries. The absence of enough chips to run American plants is absolutely not a function of any deliberate punitive actions by a Taiwan company. It is instead the result of American manufacturers failing to order enough chips. The suggestion that this situation is a function of punitive action by a Taiwan company is manifestly incorrect. Additionally, the view that the U.S government can pressure companies, foreign and domestic, to make changes to legally binding contracts to accommodate preferred business sectors raises serious concerns about the nature of international commerce and the laws that govern it.”

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President of the U.S-Taiwan Business Council
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“The current [US] administration is looking for a simple way to gain control over China’s industrial growth. Since probably every semiconductor in the world is made using at least one tool from a US-based company, the US Department of Commerce expects to be able to use semiconductor trade restrictions to give it control over China’s participation in the electronics market.”

author
Semiconductor analyst from Objective Analysis in California
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