Although there is a temporary agreement on the suspension of some tasks between the US and China, the voltage in the field of semiconductors is only intensifying. This is especially noticeable against the background of US President Donald Trump, who fully prohibits the use of Chinese chips and limits the export of other AI chips to China.
Some Taiwan components working in China began to print. For example, Unimicron faced a decline in loading Chinese capacities, while demand for his services in Taiwan grew. However, the company is afraid that more sanctions can deprive him of an important premium-segment.
At the same time, other companies such as Zhen Ding show contrasting dynamics. The company, which makes China for China, increased its income by 30% per year and actively welcomed the increasing domestic demand for semiconductors. Moreover, to work in the Chinese market in Taiwan, they have plans to use capacities that can change the direction of supply.
Experts believe that such dynamics show a paradox: Instead of preventing development, US sanctions promote the growth of the Chinese semiconductor industry and strengthen internal independence.
Source: Ferra
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