Litwa bramą dla tajwańskich czipów. Polska jest w grze
Zapowiedziano 10 mln euro inwestycji. To dopiero początek - twierdzi przedstawiciel tajwańskich władz.

Litwa może być przyczółkiem do wejścia tajwańskich koncernów na rynek półprzewodników w Europie.
Tajwan zainwestuje na Litwie 10 mln euro w produkcję czipów. Do tego dojdą pożyczki. Wyspiarski kraj ma również zadbać o kształcenie na Litwie specjalistów. Środki pójdą do trzech firm. Partnerem przedsięwzięcia jest m.in. Teltonika, litewski producent elektroniki o międzynarodowym zasięgu.
Jak poinformował przedstawiciel tajwańskich władz, to dopiero początek. Wcześniej ogłoszono plan 200 mln euro inwestycji (z tego funduszu pójdą pieniądze na Litwę) oraz 1 mld euro pożyczek dla krajów Europy Środkowej i Wschodniej (jak na branżę czipów nie są to powalające kwoty). Inwestycje mają objąć półprzewodniki, auta elektryczne i przemysł laserowy.
Już łowią talenty w Polsce
Jak podaje tajwańska Centralna Agencja Informacyjna, delegacja z ośrodków akademickich z tego kraju właśnie zakończyła objazd po Polsce, Czechach i Słowacji. Miała informować lokalnych studentów o tajwańskim programie kształcenia fachowców w obszarze półprzewodników. Wygląda to na przygotowanie bazy specjalistów.
Polska i Tajwan we wrześniu br. ogłosiły memorandum (MoU) o współpracy w zakresie czipów i mikroelektroniki. Powołano wspólną grupę roboczą ds. półprzewodników, która zajmie się m.in. promocją szkoleń fachowców w zakresie czipów, wymianą know – how, planowaniem współpracy w zakresie badań i rozwoju, zacieśnieniu kooperacji ośrodków naukowych i edukacyjnych.
Ostra reakcja Pekinu
Celem inwestycji na Litwie jest „wzmocnienie odporności naszego demokratycznego łańcucha dostaw w obliczu przymusu ze strony autokracji” – wg tajwańskich władz.
Ostro zareagował Pekin. Komentując ten ruch rzecznik chińskiego MSZ wyraził „zdecydowany sprzeciw wobec wszelkich wysiłków Tajwanu zmierzających do zmowy z siłami zewnętrznymi i dążenia do niepodległości” – podaje Reuters.
Litwa niedawno szerzej otworzyła się na współpracę gospodarczą z Tajwanem. Na początku br. otwarto przedstawicielstwo wyspiarskiego kraju w Wilnie. W odwecie Pekin nałożył embargo na litewskie produkty. Teraz Litwa uruchomiła swoje przedstawicielstwo na Tajwanie.
TSMC, największy globalny producent czipów, w obliczu napięć politycznych wokół Tajwanu może dążyć do dywersyfikacji produkcji. Jednocześnie Tajwan ma okazję wzmocnić europejską branżę półprzewodników, potrzebującą dużych inwestycji.
Polska ostatnio zabiegała o budowę fabryki czipów Intela, jednak koncern wybrał inne kraje.
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Trzesienie ziemi na Tajwanie. Ocena szkód
Analitycy ustalają wpływ kataklizmu na produkcję półprzewodników i paneli.
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USA nakładają nowe sankcje na czipy dla Rosji i Chin
Rośnie napięcie wokół Tajwanu. Jednak na początek na sankcjach mogą stracić amerykańskie firmy.
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USA rozkręcą produkcję czipów. Chip Act warty 280 mld dol.
Gigantyczne pieniądze mają zapewnić firmom USA powrót na szczyt w branży czipów i zapobiec niedoborom.