The United States has placed Huawei on the blacklist of export controls. The US-China trade dispute has expanded from a tariff war to a science and technology war. Scholars believe that Huawei’s “broken chain” will undoubtedly be a bigger blow to China than raising tariff costs, but this move is also fearful. Expanding the global semiconductor industry's decline, the US companies will also pay the price.

Liu Peizhen, a researcher at the Taiwan Economic Research Institute, believes that the US measures to combat Huawei will definitely affect the performance of the US semiconductor industry. From 2016 to 2018, the proportion of important US semiconductor companies in mainland China averages 35% to 37. %, the proportion is not low, individual companies such as Qualcomm, the proportion is as high as 57% to 67%.

Liu Peizhen pointed out that the ban on the sale of goods, software or technology to Huawei, the US companies themselves will inevitably pay a considerable price, which in turn affects the development of the overall semiconductor industry. Based on the opinions of major forecasting organizations, it is estimated that the global semiconductor industry sales will decline by 1% to 9% compared with last year. With the US order to ban the sale of components to zero, the recession may expand again. The prospects for the semiconductor industry, which had been declining due to the decline in Apple's iPhone sales, have brought more variables.

Liu Peizhen said that at the crucial moment of the development of emerging science and technology, compared with the reduction of the trade deficit, it seems that the US and China are paying more attention to the war between science and technology. Adding tariffs only increases costs, but the export ban may directly cause Huawei to supply Chain disruption, jeopardizing company operations. The United States hopes to use this opportunity to suppress the speed of China's overall science and technology industry and break through China's technology industry supported by a large number of policy subsidies and patents.

On the other hand, the United States issued a lock-up order to Huawei, which also made the companies in the United States and China between the United States and China looming over the pressure of standing by. Liu Peizhen pointed out that from the list of 92 major suppliers announced by Huawei, the largest number is US companies and Chinese companies, followed by Japan and Taiwan. At present, the British semiconductor design software company "Ammo Holdings" (ARM), which is owned by Japan's Softbank Group, has joined the ban. It is estimated that if the United States wants to increase its sales ban, the next wave of pressure will fall on Taiwan and South Korea.

She believes that the pressure on South Korea will lock in its memory strength. For Taiwan, China is locked in foundry. In particular, Huawei's self-developed Kirin chip is based on TSMC's most advanced 7-nanometer process. TSMC is part of Huawei's important supply chain when the manufacturer's 7-nanometer process is behind TSMC.

Sun Mingde, director of the Taijing Institute's Prosperity Forecasting Center, said that South Korea has finally made a relationship with China after deploying the Sade anti-missile system. If it takes the initiative to respond to the Huawei ban, it may add to the relationship between the two countries.

Sun Mingde said that for Taiwan and South Korean manufacturers, mainland China is a big market that cannot be abandoned. If the United States actively cooperates with the United States, then the US and China will have to face the risk of retaliation in China when they quarrel and bed at the end of the bed; therefore, compared with Huawei and other countries' Huawei suppliers, Taiwan and South Korea's technology giants will be more passive.