Liu Heping: This sign shows that the United States has begun to mess with square inches

Direct news: We see that the "2022 American Competitive Act", which aims to improve chip competitiveness through huge subsidies, is in a state of dystocia due to the opposition of Republican Senators. What do you think of it?

Special commentator Liu Heping: I think everyone should know that in the past few years, anti -China and curbing China have become the consensus of the two houses of the United States Congress and the consensus of the Democratic and Republican parties. Congress will pass with high votes. This "2022 American Competition Act" is a bill pushed by the Democratic Party and the Biden government. However, it has passed more than a year since it has passed, but it only heard that the stairs did not sound.

So where is the question? Obviously, this matter is stuck, not because the democracy and the Republican parties have concepts, routes, or policy disputes on whether the democracy and Republican parties have enhanced the competitiveness of the United States. Or more accurate is because the party's fighting with the Republican party.

For democracy and Republican parties, it is not a problem at all through subsidizing the chip industry to curb China's competitiveness. The problem is that the credit approved by this bill should be counted as the party's head. The Republican Party believes that the Democratic Party is governing. Once this bill is passed, the credit will naturally be counted on the Democratic Party. Therefore It will be conducive to the Democratic Party's midterm elections, which is not conducive to the Republican midterm elections.

To this end, the Republican Party also made an unreasonable request to the Democratic Party and the Bayeng government, that is, to let this bill pass, unless the Bayeng government promised to continue to maintain tariffs on Chinese products. Because this tariff was increased by the Republican Party and Trump, the Bayeng government canceled tariffs on China, which would hurt the Republican Party.

Straight News: US Secretary of Commerce Raymond to urge Congress to pass the "American Competition Act" as soon as possible, and emphasized that American chip companies cannot afford it. Why does the American industry feel so anxious?

Special commentator Liu Heping: In this century of strategic competition in China and the United States, there have been signs of chaos in the United States. In my personal opinion, the fear and anxiety of the United States in the field of chip development are actually the result of cocoon self -binding. First of all, it is precisely because the United States actively provoked the Sino -US high -tech war to promote the "decoupled" of the Sino -US high -tech industry chain, especially when restricting high -end chips to China, so that China has to break the boat and fight the water and launch its own power with its national power. Chip development strategy and development plan. It is expected that if everything goes well, mainland China is expected to become the world's largest chip production base after three or five years. And the United States is worried about being surpassed by China, and it becomes even more anxious.

Secondly, as we all know, the most developed regions of the world's chip manufacturing industry are Taiwan in China. The highest -end chip in the United States is almost dependent on Taiwan's semiconductor industry. However, in recent years, since the United States has been provoking and manipulating Taiwan's issue, trying to contain mainland China with Taiwan, which has caused the situation in the Taiwan Strait to heat up. In this case, the United States is worried that once the two sides of the strait will be unified, the chip manufacturing industry in Taiwan will fall into the hands of mainland China. This has also become another important reason for the United States to speed up the localization of chips. From this, we can see that the United States aims to use huge subsidies to improve the competitiveness of chip competitiveness. On the surface, it is curbing mainland China, but in fact it hurts Taiwan. It is to weaken Taiwan's chip manufacturing industry.

Author 丨 Liu Heping, Shenzhen Satellite TV "Live Hong Kong, Macao and Taiwan" special commentator

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