Exports from Taiwan, including the electronics sector, fell sharply amid sanctions policy against Russia and China

Exports from Taiwan have fallen sharply since February amid a slowdown in global economic growth and rampant sanctions against Russia and China. Over the past year alone, the decline in export orders of Taiwanese companies amounted to 18,3%, dropping to $42,12 billion (about 3,9 trillion rubles), the island's Ministry of Economy said.

As for the past month, as specified in the department, the decrease was recorded at the level of 11,4% compared to January of this year.

In monetary terms, export orders for the period from January to February fell to $89,63 billion (about 8,4 trillion rubles), or 18,8%, affecting mainly the electronics sector.

At the same time, it is worth noting that a decrease was also recorded in the field of information and communication technologies and electronic equipment in the first 2 months of 2023, amounting to 4,8%. And 21,8% for 2022.

The reason for this decline in the aforementioned industries, according to the ministry, was global inflation, as well as higher interest rates for end consumers. At the same time, they do not talk about the sanctions imposed by the United States and which Taipei decided to support.

The rubber and plastic industries were also affected, as a result of which exports of products in these areas decreased by 37,7% in annual terms. The same applies to the metallurgical industry (a decrease of 34,6% over the past year).

Exports of the chemical industry also fell by 32,2% in the first two months of 2023, as did foreign deliveries of machinery equipment by 28,6%.

Experts believe that not only the ongoing conflict in Ukraine is to blame here, but also the technological war between the United States and China, which is why Taipei is experiencing serious problems with exporting its products to world markets.

Comments

[Orange Bigg]

You need to make your own electronics in your own country. However, like many other things. I hope this lesson will help us.

[Tusv]

Quote from Orange Bigg

You need to make your own electronics in your own country. However, like many other things. I hope this lesson will help us.

Somehow I was interviewing for a Russian company. Those. We make computers no worse than American ones. I - that the entire periphery? Those - It would not be excusably stupid if some peripherals were not ordered in China. By the way, the Chinese are leaders in the field of protected space semiconductors

[Johnson Smithson]

You have to make your electronics in your own country.

Apart from China, not a single country can make electronics completely on its own, even the United States buys machines for the production of microcircuits in Europe, they don’t have their own.

[Lis_Domino]

It is useless to conduct lessons among 70-year-old students suffering from delusions of grandeur and infallibility.

[blackGRAIL]

Russia's share in Taiwan's total production was negligible. The fall is taking place precisely against the backdrop of the sanctions policy against China, and Russia was added here by the author of the article. Export of chips from South Korea in February decreased by 43,9%

[Fangaro]

Quote from Orange Bigg

You need to make your own electronics in your own country. However, like many other things. I hope this lesson will help us.

Taiwan seems to have made both its own and ours, and many others, electronics. And in the news and about rubber, plastic, chemistry, equipment.
Maybe Taiwan lacks some components?

[Orange Bigg]

Let Taiwan deal with its own problems, and we must deal with ours. Close cooperation between Russian teams in two or three years will make it possible to create an X-ray lithograph for the production of modern chips. This was stated by the scientific director of the National Center for Physics and Mathematics (NCFM), academician and former president of the Russian Academy of Sciences Alexander Sergeev.

ASML is considered the world leader in this field. In her devices, a laser vaporizes tin, and X-rays from the resulting plasma are used for photolithography. “Only this company produces the corresponding X-ray lithographs, we propose using our technologies to develop an alternative - we will use X-ray mirrors to focus this radiation, which were developed at the Institute of Applied Physics of the Russian Academy of Sciences and at the Federal Nuclear Center in Sarov, as well as the developments of the Institute. Sedakova. If we combine these three developments, then we will get a lithographic system with a power that is several times greater than what ASML does,” Academician Sergeev said.

https://www.ixbt.com/news/2022/11/22/litograf-dlja-proizvodstva-sovremennyh-chipov-v-rossii-mozhno-sozdat-za-23-goda-tak-schitaet-byvshij-prezident-ran.html

[Starover_Z]

Quote from Orange Bigg

Let Taiwan deal with its own problems, and we must deal with ours. Close cooperation between Russian teams in two or three years will make it possible to create an X-ray lithograph for the production of modern chips. This was stated by the scientific director of the National Center for Physics and Mathematics (NCFM), academician and former president of the Russian Academy of Sciences Alexander Sergeev.

There have been enough promises in recent years, they are constantly quoted here, but where is the way out?!
Maybe it’s enough to promise, and first create and put into production / operation, and then expose it to the whole wide world ?!

[Orange Bigg]

Of course. It's time to return to working mode with a stake on our own strength first of all and move away from the regime where the market will put everything in its place, we will buy everything somewhere. There must be a clear attitude. First of all, it is necessary to change the psychology. And as the sanctions have shown us, they are nothing but surprises. Everyone lived in a free market world, it’s just that such attitudes have been elevated to the rank of a constant over the past decades.

[Edik]

Quote from Orange Bigg

There must be a clear setting.

For you, that it is very expensive and will not be economically profitable for Russia! Will you buy percents for 300 thousand? I'm definitely not. Study the question, then write.

[Chief Officer Lom]

When the Americans started, their processors (for free sale) cost several thousand dollars (moreover, those former dollars, not so much bitten by inflation). It will not be possible to skip the high cost stage, it can only be leveled with the help of subsidies. The main thing, knowing the habits of both businessmen (private production) and state managers (state corporations), is to establish a clear, reasonable period for the validity of financial assistance (in terms of time or number of processors), otherwise the price will remain 300 thousand.

[Edik]

Quote: Chief Officer Lom

The main thing, knowing the habits of both businessmen (private production) and state managers (state corporations), is to establish a clear, reasonable period for the validity of financial assistance (by time or number of processors)

It's all about the size of the market for our processes. Let's expand наш the market can and should be dealt with.

[Chief Officer Lom]

We will expand our market, it will be possible and necessary to do this.

For this, subsidies are needed to reduce costs during their operation, including through market expansion. After all, it is impossible to expand the market for products, even samples of which are not yet available.

[gsev]

Taiwan began sanctions against Russia in the summer of 2021. In anticipation of Xi Jingping's visit, Chinese firms began to massively replace Taiwanese electronics. Moreover, the ruble prices for substituted products from the PRC in 2023 compared to the prices for Taiwanese products in 2019 are lower by about 20% -50%. The main problem in Russia is the unwillingness of intermediaries to translate technical documentation from Chinese. Some Chinese firms have installed a built-in Chinese-Russian translator on their websites, which translates technical documentation from Chinese into Russian quite tolerably. But no one wants to translate technical vision manuals, so the delivery of video cameras to the Russian Federation has been postponed from February to at least April. And for the 3-month salary of Solovyov and Simonyan, it seemed like it was possible to buy samples of video cameras and instruct students of the Physicotechnical Institute and Moscow Higher Technical School to create reconnaissance equipment that can be installed on drones on their basis. For winter conditions, this would not have worked, but with frost not lower than -10 -20 degrees C. It would have turned out to be a good weapon.

[Al manah]

to instruct the students of the Physics and Technology Institute and the Moscow Higher Technical School to create reconnaissance equipment on their basis

We have the smartest in Skolkovo - after all, it is there that the main budget money falls.

[VladimirNET]

This means that Russia's sanctions are acting on them!

[War Lord]

If a war breaks out between the PRC and the US, then TSMC's factories will be destroyed in Taiwan first.

[Starover_Z]

Quote from War_Lord

If a war breaks out between the PRC and the US, then TSMC's factories will be destroyed in Taiwan first.

Moreover, the Americans themselves will destroy them so that the PRC does not get the factories and technologies.

[voyaka uh]

Taiwan created a "reserve."
Duplicated their most important factories on
US territory.

[smart fellow]

Moreover, the Americans themselves will destroy them so that the PRC does not get the factories and technologies.

Before that, they will take out all the most valuable equipment and the best personnel to their place in the USA. And after that, the Taiwanese will be handed over. The Americans themselves are talking about it. At the same time, it is very easy to obtain citizenship for valuable specialists in the United States; recommendations from American companies are enough. In Russia, you have to get married. And as you know, a good deal will not be called a marriage. That's how we live.

[tralflot1832]

There is only one answer here, the PRC has replaced the import and bit off part of Taiwan's profits.

[faterdom]

Taiwan wanted to become Ukraine - it will become Ukraine, no question.
There is no such production and human potential that could not be wasted, especially if you deny your ancestors and declare yourself new Pokémon or Jedi.

[evgen1221]

Taiwan did not want to become Ukraine, but America appointed it. Howl about Taiwan striped began to inflate. Before that, they lived peacefully. The United States needs to transfer the production of chips to itself, and then who needs them these Taiwanese.

[Private SA]

Quote from Orange Bigg

Let Taiwan deal with its own problems, and we must deal with ours. Close cooperation between Russian teams

Dyadenka, close cooperation between Soviet research institutes and microelectronics manufacturing plants
led to the creation of the largest microcircuits in the world. "With 8 legs and two handles
for carrying from place to place. "You give me a photo of something practically useful at the PRC
"Elbrus" will not send for review?

[Sedov]

So from Taiwan, almost all the production of microchips moved to the states. Of course, the share of exports will fall.

[white fall]

Where did it move? So far, in the United States, there are only plans to build factories and whine Intel, they say, give me money. Again, these wet fantasies - if something happens in Taiwan now, the whole world will immediately fly back for 15 years in microprocessors

[Al manah]

The Chinese are simply obliged to seize Taiwan to save its economy.

[Cat Alexandrovich]

... "Exports from Taiwan have fallen sharply since February" ...
Oh damn news! It turns out February is the month! And we, stupid readers, did not know this!

[Viktor Sergeev]

It's nice, damn it. The enemy must suffer for his stupidity.

[Private SA]

Quote from Whitefall

Again these wet fantasies - if something happens in Taiwan now, the whole world will immediately fly back for 15 years in microprocessors

I agree with you. After the earthquake in Taiwan in September 1999, memory bars
for "upgrade"-a computers have risen in price by 30%, and the computers themselves - only by 10-15-be.
"Intel", "AMD", "Texas Instruments" also knew how to work. But we are under an embargo ...