The pandemic has exposed the semiconductor industry’s vulnerabilities, autochips and other cheap, mass-produced products are in short supply, and US authorities have begun to look for ways to improve supply chain reliability. The long-discussed alliance with Taiwan, Japan and South Korea recently held a meeting via video link, Taiwanese officials revealed.
About holding a remote meeting on February 16 with the participation of members of the agency’s informal alliance Reuters It became known with the deposition of representatives of the Taiwanese Ministry of Foreign Affairs. The working group began consultations back in September last year when the problem of chip shortages in the automotive industry became more acute. American automakers are severely affected by chip shortages due to their distance from major semiconductor component manufacturing centers. US authorities pledged to protect them and tried to persuade suppliers in Taiwan to prioritize automaker customers. The mixed success of this venture prompted interested countries to form the so-called “Chip 4” alliance, which brought together the United States, Taiwan, Japan and South Korea.
The meeting, held via video conference in mid-February, had an introductory character, during the conversation the parties discussed ways to maintain a stable supply of chips and looked for ways to expand cooperation. It is not specified who exactly attended the meeting. Taiwan remains the largest contract manufacturer of semiconductor components, a significant part of their developers is concentrated in the US, Japan supplies manufacturers with lithographic equipment while consuming chips for the production of cars, and South Korea is the leader in supplying memory chips. Each of the parties in this alliance is pursuing its own interests, so the negotiations are certainly not easy. Furthermore, the United States persistently promotes China’s technological containment agenda, while South Korea is heavily dependent on the latter of the countries for markets.