暂停！中国台湾暂停芯片管制出口！

Core Viewpoint - Taiwan has temporarily suspended its chip export control to South Africa, which was initially aimed at leveraging its market position for regional security concerns. This move reflects the ongoing tensions in the global semiconductor supply chain and the competitive landscape between Taiwan and mainland China [2][4]. Group 1: Export Control Measures - On September 23, Taiwan announced restrictions on chip exports to South Africa, requiring prior approval for most chip sales, with a notification period of 60 days set to take effect by the end of November [4]. - The export restrictions are seen as largely symbolic, as Taiwan's exports to South Africa in 2024 are valued at approximately $4 million, which is significantly lower than mainland China's exports to South Africa, which are three times greater [4]. Group 2: Impact on Semiconductor Industry - The Chinese mainland's semiconductor industry has rapidly developed, with mature process chip capacity accounting for about 28% of the global market, and significant advancements in advanced process chips [4]. - Taiwan's actions are perceived as potentially counterproductive, as they may not have a substantial impact on South Africa's related industries and could backfire on Taiwan itself [4].