Taiwan to Restrict Semiconductor Exports to Russia? 制裁俄羅斯 我可能以半導體出口管制

With the Russia-Ukraine situation escalating, there are reports that the US is soliciting support to bring economic sanctions against Russia. Taiwan may agree to control semiconductor exports, but so far neither the US nor the Ministry of Foreign Affairs has confirmed anything.



The Russia-Ukraine situation is heating up. According to the American journal "Foreign Policy," the Biden administration is seeking to hit Russia's economy and technology sector with sanctions and with the cooperation of Asian economic powerhouses. The report went on to say that Singapore, Taiwan, and Japan have agreed. Taiwan already cooperates strategically with the US and Japan, and may restrict semiconductor exports to Russia as a punishment.

Ned Price, Spokesperson, US Department of State: “We will escalate further using additional sanctions and export controls, which we've yet to unveil but are fully prepared to implement with allies and partners across the globe.”

Joanne Ou, Spokesperson, Ministry of Foreign Affairs: “The Ministry of Foreign Affairs will continue closely monitoring developments in the Ukraine situation, and will closely coordinate with the US or other like-minded countries to carry out an appropriate response.”

The US has not officially announced any sanctions. According to public Ministry of Finance information, Taiwan's primary export to Russia in 2021 was computer equipment, and the export value was US$370 million. That was followed by electrical machinery and machinery. Semiconductor component exports were worth US$30 million. They accounted for less than 1 percent of all exports. Analysts say sanctions won't have a big impact on the industry.

Luo Huai-chia, CEO, Photonics Industry & Tech. Dev. Association: “It will have an effect, but it won't be a comprehensive one. After all, it's still quite limited in terms of the supply chain proportion.”

Liu Pei-chen, Director, Taiwan Industry Economic Services: “Between January and November last year, Russia ranked 35th on the list of countries that Taiwan exported semiconductors to. There shouldn't be too much of an impact on overall exports.”

The Taiwan Institute of Economic Research said Taiwan primarily exports semiconductors to the US, China, Europe, and Southeast Asian countries. The impact of sanctions on Russia won't be big. However, if this will improve the international visibility of Taiwan's semiconductors, it will give Taiwan a firmer foothold in the US-Japan alliance. TSMC said that if the government decides to restrict exports to Russia, it will comply.

 

 

 



俄烏緊張局勢升溫,美國《外交政策》期刊報導,拜登政府將透過制裁痛擊俄羅斯經濟和科技產業,正爭取亞洲經濟強國支持,傳出已取得台灣、新加坡和日本的力挺。台灣基於與美日戰略合作,可望祭出半導體出口管制,作為制裁手段。

美國國務院發言人普萊斯表示:「我們將使用額外的制裁和出口管制,進一步升級,我們還沒公佈,但已做好充分準備,與全球盟友和合作夥伴一起實施。」

外交部發言人歐江安指出:「外交部我們會持續密切的關注烏克蘭情勢發展,並且會跟美國或是其他理念相近的國家,來緊密的協調,採取適當的因應作為。」

目前美國還沒有公布進一步制裁,不過如果台灣要加入,依照財政部的公開資訊,110年台灣出口俄羅斯最多的是電腦設備,大約3.7億美元,再來是電機及機械,半導體所在電子零組件3000萬美元,與類別全年出口相比,佔不到1%,台灣業者表示影響不大。

光電科技工業協進會執行長羅懷家表示:「有影響,但不是全面的,畢竟在我們供應鏈的比重來講,還是相當有限。」

台經院產經資料庫總監劉佩真說:「以去年1到11月來看,俄羅斯是位居台灣半導體出口的第35個國家,預計對於台灣整體的出口,並不會有太大的一個影響。」

台經院分析台灣半導體最主要出口國家還是以美中、歐洲及東南亞國家為主,管制出口俄國對台灣影響不大,不過如果跟進預計對台灣半導體國際能見度會有提升效應,在美日聯盟當中的地位相對更為穩固。台積電則指出,如果政府決定管制出口俄羅斯,會遵循法規,配合辦理。

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