两岸芯片贸易:特征成因与政策意义

Chip in Cross-Straits Trade:Characteristics,Causes,and Future Development

单一商品-芯片(集成电路)-主导两岸贸易是近年两岸经贸往来中的独特现象。本文详细探讨芯片在两岸贸易中的角色,分别讨论芯片贸易和芯片贸易顺差在两岸贸易中的重要地位。芯片主导两岸贸易的原因,与中国台湾芯片制造业在全球的超强竞争优势、内地作为高新技术产品和机电产品全球第一出口国所衍生的巨大市场需求、内地芯片制造产业的相对弱势有关。在美国竭力打压我国半导体发展的背景下,本文也分析了两岸半导体贸易未来的发展。

Chips have dominated the cross-Straits trade.This paper attempts to analyze the unique phenomenon and sheds light on the role of chips in cross-Straits trade in detail.Chips,the most important single commodity in cross-Straits trade,account for nearly 40%of Taiwan's total exports and 70%of Taiwan's trade surplus with the Chinese mainland.The reasons why chips play the pivotal role in cross-Straits trade are related to Taiwan's super competitive advantage in chip manufacturing in the world's semiconductor industry chain,Chinese mainland as the first global output of high-tech products and mechanical and electrical products,and the relative weakness of chip manufacturing in Chinese mainland.In the context of the United States'efforts to suppress China's technological development,this paper also explores the possibility of cross-Straits semiconductor trade decoupling.