欧盟美国贸易技术委员会（TTC）昨天在匹兹堡首次开会，由欧盟委员会执行副总裁Margrethe Vestager和Valdis Dombrovskis共同主持，美国国务卿Antony Blinken，美国美国商务部长Gina Raimondo and Us Trade大臣代表凯瑟琳·泰（Katherine Tai）。
该委员会旨在进行一场竞赛，以补贴这两个地区的半导体晶圆厂，尽管半导体业务的循环性质，但政客认为美国和欧洲在Covid-19的大流行期间一直处于不利地位。筹码生产中的“主权”风险危害贸易战争。
- US and EU on collision course over semiconductor industry
- GM looks to buy chips directly as shortages bite
- Fateful Choices For ICs and Taiwan
- Trade war risks for wafer supply
- 欧洲芯片半导体主权法
- 为美国政府投资做好准备
理事会的第一份声明说：“我们的目的是避免补贴种族以及拥挤私人投资的风险，这些投资本身有助于我们的安全和弹性。”“我们打算专注于降低整个供应链中的现有战略依赖性，尤其是通过供应链的多元化和增加的投资。我们打算共同努力，以便对我们各自的供应安全进行任何对我们领土的投资。”
Which is mostly about making sure neither the US or EU are vulnerable to each other for future supply shortages. This is increasingly important with new fabs being built in Arizona by Intel, TSMC and Samsung that will support the European automotive industry.
与中国的冷战仍然很明显。
“We stand together in continuing to protect our businesses, consumers, and workers from unfair trade practices, in particular those posed by non-market economies, that are undermining the world trading system,” said the council without mentioned China directly.
该委员会正在建立十个工作组，从解决芯片供应链和关键材料，AI标准以及气候和清洁技术到隐私，治理和支持小型公司进行数字化。
除了在半导体上的专门轨道外，安全的供应链工作组的任务是专注于促进绿色和数字过渡的关键部门的供应链弹性和供应安全性。其中的一个关键部分是供应链的透明度。美国的汽车供应商有45天的供应链详细信息
“美国和欧盟重申了他们愿意建立关于半导体全球供应链的重新平衡的合作伙伴关系的意愿，以期增强其各自的供应安全性以及各自设计和生产半导体的能力，尤其是，但不限于但不限于，那些具有领先能力的人。”理事会说。双方的这种伙伴关系应保持平衡和同等的兴趣。”
The dedicated track on semiconductor issues will initially focus on short-term supply chain issues. Cooperation on mid- and long-term strategic semiconductor issues will begin in the relevant TTC working groups ahead of the next TTC Meeting.
“We acknowledge that semiconductors are the material basis for integrated circuits that are essential to modern-day life and underpin our economies. As such, semiconductors power virtually every sector of the economy, including energy, healthcare, agriculture, consumer electronics, manufacturing, defense, and transportation. Through the pandemic, shortages of certain semiconductors have highlighted the importance of ensuring stable, resilient and robust supply chains for these vital products.
“我们认识到，从原材料，设计和制造到组装，测试和掺入最终产品的半导体供应链非常复杂且分散。半导体的开发和生产包括多个国家，有一些非常集中的细分市场。美国和欧盟具有一些各自的优势以及持续的，重要的相互依赖性和共同的外部依赖性。
“We share the view that promoting supply chain transparency, in partnership with industry and all relevant stakeholders, is essential to strengthening investment and addressing the supply and demand imbalance in the semiconductor industry. With the goal of identifying bottlenecks pertaining to supply and demand across the various segments of the semiconductor supply chain, we intend to enhance cooperation on measures to advance transparency and communication in the semiconductor supply chain. To this end, we intend to engage with our respective stakeholders in discussions of relevant measures.
“在短期内，我们强调了共同识别差距和脆弱性，在半导体价值链中绘制能力的重要性，并加强我们的国内半导体生态系统，从研究，设计到制造业，以通过咨询来提高复原力，利益相关者和正确的激励措施。”理事会说。
第一个工作组是用于技术标准，包括AI和其他新兴技术
“The United States and European Union consider that artificial intelligence (AI) technologies have the potential to bring significant benefits to our citizens, societies and economies. AI technologies can help tackle many significant challenges that we face, and they can improve the quality of our lives. The United States and European Union acknowledge that AI technologies yield powerful advances but also can threaten our shared values and fundamental freedoms if they are not developed and deployed responsibly or if they are misused. The United States and European Union affirm their willingness and intention to develop and implement AI systems that are innovative and trustworthy and that respect universal human rights and shared democratic values.”
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