The US and TSMC have had a love-hate relationship for years. For this Taiwanese semiconductor manufacturer, The Major on the Planetthe country led by Donald Trump is very important because A good part of his best clients is American. Nvidia, Apple, AMD, Broadcom or Qualcomm, among other companies, get the chips they design in TSMC’s lithographic nodes. However, this currency has a second face.
And it is currently the USA cannot do without TSMC. Intel is American, and It has advanced lithography nodesbut the competitiveness of his Taiwanese rival is difficult to match. TSMC has cemented its leadership on the tuning of a range of Very advanced high integration technologiesand, at the same time, on a colossal production capacity that is only possible reaching a very high wafer performance. The US government knows very well the strength of this company. And also how important it is for US companies that I have mentioned in the previous paragraph.
Whatever TSMC is from Taiwan. And this Pedigrí plays against him. Donald Trump has “attacked” verbally on several occasions. In fact, the current US president He made this statement At the end of last January: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have thousands of dollars.”
The best TSMC defense against the Trump administration is tip technology
The express mention to Taiwan made by the US president was a very clear allusion to TSMC. On this Asian island there are other semiconductor manufacturers, such as UMC (United Microelectronics Corporation) or PSMC (Powerchip semiconductor manufacturing corporation), but its relevance in the chips market is much lower than that of the company currently leads CC Wei. TSMC dominates the integrated circuit market with A quota of approximately 60%so your leadership in the chip manufacturing industry is indisputable.
Do what you do in the future, the Trump administration will hardly take off TSMC off guard
Do what you do in the future, the Trump administration will hardly take off TSMC. This company has been outlining its strategy for more than four years to extend its semiconductor manufacturing infrastructure Beyond Taiwan’s borders. And he is doing it for two reasons. On the one hand it is an effective way to protect your business if at any time it is triggered A war conflict between China and Taiwanand their plants on the island were useless. And, in addition, TSMC is significantly developing its infrastructure in the US to protect your business in the US market. However, this is not all.
The newspaper Taiwan Economic Daily He has published a report in which he ensures that TSMC plans to tune up a cutting -edge semiconductor plant that will be expressly designed to produce 1 Nm chips. It will be housed in the Taiwanese town of Tainan, and will be called ‘Fab 25’. He will work with 12 -inch wafers, will have six production lines and start large -scale manufacturing in 2030. It may seem that there is still a long time left, but it is not so.
Building a state -of -the -art chips factory usually requires at least three years. And then TSMC engineers will have to purify and optimize Your 1 nm production nodes. We will see if this company finally fulfills its purpose, but there is no doubt about one thing: the most effective protection against the measures that the administration led by Donald Trump approves in the future is having the best technology in the semiconductor industry.
Image | TSMC | Gage Skidmore
More information | Digitimes Asia
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