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之前聊過台灣在東亞海運上的樞紐地位，今天來聊聊航空與晶圓產業以及未來中國暴走（俄
羅斯已經暴走了）的對應思考吧！



關於航空貨運的部份：

From following web site:
https://aci.aero/2023/04/05/international-travel-returns-top-10-busiest-airports
-in-the-world-revealed/

https://reurl.cc/OvoWD7

If we check international freight:

https://i.imgur.com/ZSvnjoT.png

In top 10, APAC has 6 (HKG, ICN, PVG, TPE, NRT, SIN), North America has 2 (ANC,
MIA), EU has 1 (FRA), Middle East, Indian Subcontinent and Africa (MEISA) has 1
(DOH).

ANC is mainly for shipments from/to APAC (including as transit). MIA is mainly f
or shipments from/to EU, LAC and MEISA. So we can see how busy the air traffic
is between US and APAC.

If domestic volumes are added, here is the top 10; and APAC has 5 (HKG, PVG, ICN
, TPE, NRT), North America has 5 (MEM, ANC, SDF, MIA, LAX), too. None of them is
 from EU and MEISA.

https://i.imgur.com/gatdUqe.png

MEM is main hub for FedEx. Meanwhile, SDF is main hub for UPS. Comparing with
2021, all airports are losing volumes in international shipments. If we check to
tal volumes, only SDF has growth from 2021 to 2022. I believe it's contributed b
y UPS.

If we compare with volume in 2019, Only China and Germany got hit because Europe
an Union has solid connection at business with China. If China got hit, Germany,
 as key member in EU, would be impacted negatively, too. All other APAC countrie
s and MEISA got growth. United States lost volumes from MEM but gained from ANC,
 SDF, MIA and LAX, so US is still on positive side.

再來是晶圓產業：

Basically, chips are shipped via air freight, so FedEx, United Parcel Service (U
PS), DHL, All Nippon Airways (ANA), EVA Air (EVA) and Korea Air Lines (KAL) domi
nates the market.

1. Global chips made from countries until the end of 2019:

Above 45 nm (legacy)
  United States: 9%
  China: 23%
  Taiwan: 31%
  South Korea: 10%
  Japan: 13%
  Europe (including EU and non-EU): 6%
  Others (including Russia, India, Singapore, Thailand, North Korea and so on):
7%

28-45 nm
  United States: 6%
  China: 19%
  Taiwan: 47%
  South Korea: 6%
  Japan: 5%
  Europe: 4%
  Others: 13%

10-22 nm
  United States: 43%
  China: 3%
  Taiwan: 28%
  South Korea: 5%
  Japan: 0%
  Europe: 12%
  Others: 9%

Below 10nm (advanced)
  United States: 0%
  China: 0%
  Taiwan: 92%
  South Korea: 8%
  Japan: 0%
  Europe: 0%
  Others: 0%

2. Foundry share until April 2023 (Total: 27.3 billion USD):

TSMC (Taiwan): 60.1%
Samsung (South Korea): 12.4%
Global Foundry (United States): 6.6%
UMC (Taiwan): 6.4%
SMIC (China): 5.3%
Others (including Intel, Texas Instrument, Sony, Panasonic and so on): 9.2%

3. Countries and companies producing materials and instruments for semiconductor
 industry:

Divided by countries and regions:
  Japan: 48%
  Taiwan: 16%
  South Korea: 13%
  Middle East, Indian subcontinent,  Africa: 10%
  United States: 9%
  China: 3%
  Others (including Russia, South East Asia, South America and so on): 1%

Divided by companies and corporations:
  Shin-Etsu Chemical Co., Ltd. (Japan): 29%
  SUMCO (Silicon United Manufacturing Corporation and Sumitomo Mitsubishi Silico
n Corporation) Corp. (Japan): 22%
  GlobalWafers (Taiwan): 20%
  Siltronic AG (Germany): 15%
  SK (Sunkyong) Siltron (South Korea): 10%
  Others (including ASML, Siemens, Nikon and so on): 4%

4. Ranking of chip design (fabless) companies until the end of 2022:

Qualcomm (United States): 23.2%
Broadcom Inc. (United States): 20.9%
Nvidia (United States): 17.5%
AMD (United States): 16.5%
MediaTek (Taiwan): 10.2%
Marvell Technology (United States): 4.3%
Novatek Microelectronics (Taiwan): 2.1%
Realtek Semiconductor (Taiwan): 2.0%
Cirrus Logic (United States): 1.7%
Will Semiconductor (China): 1.6%



如果算進去國內運輸的前十名機場，那變成亞洲佔五個，美國再佔五個，而安哥拉治國際機


而在中國經濟逐漸衰退，全球一樣進入蕭條之下，中國在還有殘存國力之下窮兵黷武，甚至

不計成本發動高損失的戰爭，來保衛習近平個人利益也是非常可以預料的發展。

美國現在在俄羅斯暴走之下，還要面對未來高機率的中國暴走，自然跟過去不一樣，必須讓
亞太盟國得到充分的軍事資源來嚇阻，甚至擊退意圖侵略的中國解放軍。



另外，附加上一個關於M10 MPF的影片：

https://youtu.be/VJQp5wQSFsY

這個影片有說到美軍在烏俄戰爭及可能的中國暴走之下，軍事發展的變化。



至於影片中的M10運用，相信下過步兵營基地的應該很熟悉，就是把M10當作後方火力支援，
而不是伴隨步兵衝鋒。

在我服役時，就是步兵師戰車連主要的任務，只是美國是更充足的M10數量及火力支援。台
灣當然不可能馬上會有M10，但是跟著相同的思維，砲貓的需求就會非常明確跟急迫。

別忘了，對戰場上的我方及敵方，這種直射戰車砲火力，在心理上有著非常大的影響。

週末嘴砲結束。

--
智慧女神與其化身

https://i.imgur.com/imeGCqb.jpg

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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 209.195.85.173 (加拿大)
※ 作者: Pegasus170 2023-07-30 18:57:57
※ 文章代碼(AID): #1ana8t1j (Military)
※ 文章網址: https://www.ptt.cc/bbs/Military/M.1690714679.A.06D.html

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(Pegasus170.): [討論] 空運、晶圓與可能的中國暴走 - Military板