Table of Content

1.Background

1.1 On National Security Grounds, the US Department of Commerce Puts Fujian Jinhua on its Control List

1.2 The Relationship between Fujian Jinhua and UMC

2.Impact on Taiwan’s semiconductor industry

2.1 Development of Taiwan’s DRAM Industry is Limited

2.2 Taiwanese Semiconductor Manufacturers Will Be More Cautious about Cooperating with China

3.The Impact on the Chinese Semiconductor Industry

3.1 Stronger Resistance to Semiconductor Development in China

3.2 Fujian Jinhua will Stop Building Plants and Lower Its Profile

MIC Perspective

Appendix

Glossary of Terms

List of Companies



List of Tables


Background behind the US action against Fujian Jinhua and UMC, touching on their relationships and possible developments

Impact assessment on the Chinese semiconductor industry and subsequent interpretation

Impact assessment on the Taiwanese semiconductor industry, including DRAM, and subsequent interpretation