Sino-u.s. Trade War Appears To Change

The  trade war between China and the United States has changed. Foreign  media reported that the United States has asked China to buy more US  semiconductor products. China has promised that it will reduce the  procurement orders for semiconductors from Taiwan and South Korea to  expand purchases from the United States, thereby relieving the US  sentiment. The market is worried that this may cause serious damage to MediaTek  and other heavyweight semiconductor manufacturers in Taiwan.

As  tensions between the US and China trade tensions slowed down, US stocks  swept away in a row in the morning and plunged into a haze in the  morning. The Dow Jones and Nasdaq opened up nearly 2% and the half-price  index rose by more than 2.5%. Apple once Nearly 3%, Micron, Qualcomm, and Huida also rose.

Market  analysts have analyzed that if China and the United States reach a  consensus on this issue, they will cause great damage to the Taiwanese  semiconductor industry. In particular, Taiwan is the world's largest  producer of wafer foundry. If mainland Chinese customers transfer orders  to Intel for OEMs, the pressure on Taiwan factories will not be small; In addition, the United States Merchants Qualcomm is now the world's  mobile phone chip brother, if the land brand to expand the procurement  of Qualcomm chips, will be to expand the city's MediaTek division to  create a powerful destruction.

For Korea, the most injured will be Samsung, SK Hynix, and others.  Samsung and SK hynix will dominate the global memory chip market, and  Micron America will benefit the most.
In  Taiwan, after the transition of Winbond, ProMOS, Powerchip, and South  Asia, and the resale of Micron by Inaea, Taiwanese manufacturers have  shifted to the development of DRAMs. This is not the same as the main  product of Micron America. Expanding purchases of DRAM to the United States has no direct cons or detrimental effects on Taiwan plants.

The  Wall Street Journal quoted informed sources as saying that U.S.  Treasury Secretary Minu Qin and U.S. Trade Representative Lite Haize  have informed China that more U.S. semiconductors should be purchased;  the Financial Times disclosed that China has promised to cut Taiwan and  South Korean semiconductors. Purchase orders were changed to expand procurement to the United States.

According  to the legal person, in terms of the relationship between Taiwan, the  United States and China, only Qualcomm and MediaTek are the closest  rivals in terms of direct competition. As the situation turns to China,  they agree to purchase more semiconductor components from the United  States to ease the relationship between the two parties. unfavorable.