Taiwan-US Companies Sign 7 MOUs 王美花率團赴美 見證台廠簽七項MOU

The Taiwan-US Technology Trade and Investment Cooperation Framework, or TTIC, meeting was held on the evening of the 13th Taiwan time. Minister of Economic Affairs Wang Mei-hua witnessed Taiwanese companies such as AIDC, Taipower, QCT, and others sign 7 MOUs with American companies. 

Minister of Economic Affairs Wang Mei-hua witnessed Taiwan and US technology companies sign seven memorandums of cooperation on the evening of the 13th in Washington D.C. The MOUs were signed under the TTIC framework, hoping to seize the 5G technology market through Taiwan-US cooperation.

Yang Chih-ching, Deputy Director of Industrial Development Bureau：“The two sides will follow up to combine its 5G. Research and development will focus on industrial applications or smart audio-visual applications, which will be provided to third-party manufacturers to offer these services and demonstrate these related applications.”

Seven major MOUs were signed by Taiwan and the United States this time. This includes the cooperation between Taipower and GE for net zero carbon emissions. AIDC also will cooperate with GE on gas turbine generators and provide local maintenance services in Taiwan. In addition, companies such as HTC, Edgecore, and QCT will also cooperate with US companies on 5G networking technology. TMY Technology will cooperate with DuPont on business opportunities such as low-orbit satellites. The seven MOUs are expected to open up new business opportunities for Taiwanese and American companies. However, will Taiwan's semiconductor industry falter in the first half of next year, as predicted by TSMC CEO CC Wei? The U.S. has announced that it will reduce its dependence on Taiwanese semiconductors, which may impact the country's semiconductor supply chain.

Liu Pei-chen, Director of TIER Industry Economics Services：“Inventories must be adjusted due to weaker mid-supply chain demand. This will gradually reflect the entire semiconductor industry as a whole. There will indeed be a situation of gradual deterioration. An adjustment to the entire industry is expected to last until the second quarter of next year.”

It is still difficult for the United States to get rid of its dependence on Taiwan's semiconductors in the short term. However, experts believe that TSMC still dominates the semiconductor supply chain, so there is no need to worry too much. 

13號晚間，經濟部長王美花，在美國華府見證下，台美科技業者，在TTIC架構下，簽署七項合作備忘錄，期盼透過台美合作，搶占5G科技市場。

經濟部工業局副局長楊志清表示：「雙方會後續去結合五G專網技術，不管是在工業運用跟智慧影音運用，會來做這樣的一個研發發展，那也會來提供第三方的廠商來做這些相關環境運用的服務跟展示。」

台美這次簽署的七大MOU，包括台電和美國奇異合作，成為淨零碳排策略夥伴。漢翔航空也和奇異，合作燃氣渦輪快速發電機組，維修在地服務化。另外，像是宏達電、鈺登科技和雲達科技，也都要和美方，成立5G專網合作。稜研科技則和美商杜邦，合作低軌衛星等商機。儘管，七大MOU，可望為台美企業，再開創商機，但台灣半導體產業，會不會像台積電總裁魏哲家預估，在明年上半年走向衰退，加上美方又宣布，要減少對台灣半導體產業依賴，恐衝擊台灣半導體供應鏈。

台經院產經資料庫總監劉佩真表示：「從中端需求的一個疲弱，那麼到庫存也必須要進行調整，那麼這都逐步地反映在整體的一個半導體的一個市況，那麼確實會呈現逐步轉差的一個局面，預計整體的一個產業景氣的一個調整，至少要到明年的第二季。」

美方想在短時間內，擺脫對台灣半導體產業依賴，現階段還是有難度。不過，專家認為台積電，在半導體供應鏈角度上，仍站有制高點，不用太過擔心。