The United States recently imposed the latest chip export control on China. Xie Jinhe, chairman of Caixun Media, pointed out that after the chip war, the drama of decoupling between the US and China is accelerating, including the "Friend Shoring" proposed by US Treasury Secretary Yellen. And US President Joe Biden's "Cancer Moonshooting", which he believes will set off a new industrial revolution in which the United States will be de-Sinicized.
Xie Jinhe posted on Facebook on the 18th with the title "US-China Decoupling: A New Industrial Revolution". He said that after the chip war, the drama of US-China economic decoupling is accelerating. The most representative is Ye Lun's proposal. 'Friend Shoring', and US President Joe Biden's 'Cancer Moonshooting'. Among them, Yellen's "Friend Shoring" is to put the supply chain in friendly countries for production, and also warns that tough measures will be taken against countries that disrupt the economic order, alluding to China.
The article wrote that President Biden's Cancer Moonshooting refers to the cancer moonshot plan. Compared with the competition between the United States and the Soviet Union in the 1960s to develop the space moon landing plan, this time the moon landing plan refers to the independent research and development of the biotechnology industry. The technology industry is regarded as the space race of the 1960s, which may be a new industrial revolution for the biotechnology industry.
Xie Jinhe pointed out that he visited Bunter in Yilan last month. In the past, Bunter mainly used kidney dialysis catheters, but now he cuts into minimally invasive catheters. In order to meet the new industrial revolution of de-sinicization of the United States, Bunter built a new factory in Yilan Science and Technology Park. , which is twice as large as it is now. Xie Jinhe believes that this is to expand production capacity and prepare for new orders from the United States.
The article mentioned that the U.S. completely blocked Chinese chip factories this time, which is a big short-term negative, especially the end products in the Chinese market will suffer the most, and pointed out that it is likely to delay the progress of the 29 semiconductors under construction in China, and instead relieve the situation. Relieve the pressure of overcapacity, maybe mature process chips can be saved. As for TSMC's advanced process technology, there is no competitor that can replace it. He believes that TSMC will only be stronger in the future, and mentioned that a person in charge of a heavyweight company has disclosed that the company's financial department has been told to prepare funds and wait until a relatively low Point, all bet on TSMC.
At the end of the article, he wrote, "Yelun's supply chain transfer is accelerating, and Biden's cancer moonshot plan may also be a new opportunity for Taiwan's biotechnology industry. Crisis and turning point are often between a turning point!"
