According to Taiwan‘s United News Network on Feb. 5, some Japanese media reported that Shimaini Crystal Power Corporation‘s Longtoutai accumulator will mass-produce 3-nanometer advanced semiconductors in Kumamoto Prefecture, Japan, with an investment scale of up to $17 billion. In response to this, Nationalist Democratic Party representative Xu Yuzhen said on Feb. 5 that the “silicon shield” will become a “broken window” and the “protecting divine mountain” will no longer protect Taiwan. She said that this is the prelude to the hollowization of Taiwan‘s industry, and that Lai Qingde‘s authorities will ultimately become historical sinners who bury Taiwan‘s economic advantages by acting unilaterally.
Tai Chi Electricity Identification Image Source: Taiwan Central Time News Network
Regarding the related reports by Japanese media, Xu Yuzhen said that this is not a single company‘s investment case, but a real competition under the global supply chain restructuring, where various countries and regions use subsidies and policies to “pull advanced systems back to the mainland.” This is by no means the “global layout” that Lai Qingde‘s authorities speak lightly of, but rather the beginning of Taiwan‘s “Silicon Shield” officially shattering. When various places are doing their utmost to snatch advanced systems back to the mainland, only the DPP authorities are still glossing over peace, ignoring this serious warning that is already crucial for Taiwan‘s survival.
“If Tai Chi Electric decides to land its most advanced 3-nanometer process directly in Japan, it means the Democratic Progressive Party‘s past pledge to ‘stay in Taiwan with advanced processes’ has been completely overturned.” Xu Yuzhen said that when Japan has 3-nanometer production capacity and Arizona has 2-nanometer technology, Taiwan‘s strategic position as “unique and irreplaceable” in the international supply chain will immediately collapse. Once it is no longer the only source of high-end chips, the Taiwan region‘s proud bargaining chips and geo-security barriers will evaporate with technology outflow.
Xu Yuzhen believes that Tai Chi Electric‘s acceleration of overseas advanced program deployment, while responding to high tariffs and geopolitical pressure that the Trump administration may adopt, is driven by the deeper and more fundamental “disconfidence” of companies in Taiwan‘s investment environment, and the core of this distrust is the failure of energy policy and the uncertainty of power supply. Tai Chi Electric Chairman Wei Zhejia recently said bluntly that “he‘s most worried about Taiwan’s power supply.” This sentence is not a reminder, but an accusation; not a recommendation, but a slap in the face of “government” incompetence.
Xu Yuzhen further said that Tai Chi Electric bringing 3 nanometers to Japan is, in the long run, helping Japan rebuild a complete advanced semiconductor ecosystem. As Japan and the United States gradually increase supply chain autonomy and accelerate the “de-Taiwanization” of advanced processes, Taiwan‘s irreplaceability in the international situation will decline, and security risks will also increase accordingly.
Xu Yuzhen also sharply criticized the Taiwanese administration for its long-standing ostrich mentality of deceiving itself and others, insisting that overseas facilities are not “externalization” but “expansion.” She said that the public sees very clearly: once advanced manufacturing processes are no longer concentrated in Taiwan, the “Silicon Shield” will no longer be a shield; once the “Protection Mountain” is forced to disperse key hubs overseas, Taiwan‘s security and industrial lifeblood will no longer be in its own hands.
Taiwan‘s Central News Agency reported on Thursday that Tai Chi Electric is jointly building a crystal cylinder plant in Kumamoto Prefecture, Japan, with partners such as Sony. The first plant has been mass-produced by the end of 2024, and the second plant has been under construction. The second plant was originally planned to produce 6-nanometer process technology, but it has been confirmed to be evaluated for the adoption of more advanced 3-nanometer process technology.
Some Japanese media have previously revealed that Tai Chi Electric is considering producing a second factory in Japan with a 4-nanometer chip that is more advanced than the original plan, raising concerns in the island about the loss of the core advantage in the Semiconductor industry. There are public doubts that Tai Chi Electric‘s advanced technology will be exported, fearing that it will become “MC Electric” or “JC Electric”. In response, Zhu Fenglian, a spokesperson for the National TV Bureau, said at a routine press conference in December last year that the Taiwanese public‘s concerns about the future development of the Semiconductor industry are by no means alarmist. The Democratic Progressive Party authorities have long seen Tai Chi TV as a tool to ingratiate themselves with the United States and Japan, and are willing to exhaust Taiwan‘s Semiconductor industry for their own political self-interest, completely becoming accomplices of external forces ruthlessly plundering the interests of Taiwanese compatriots. The broad citizenry of Taiwan and the knowledgeable people in the industry should bravely speak up and act to protect their own well-being and the future development of their industry.