The economic results that has reached TSMC for 2024 They have been extraordinary. In fact, their income has broken a record by increasing 34% compared to those obtained in 2023. Only during last December the 8,400 million dollarsa figure that represents an increase of 57.8% compared to the same month of the previous year. The engine of these figures are semiconductors for applications of artificial intelligence (AI) that TSMC manufactures for Nvidia, AMD, Broadcom and other customers.
However, the arrival of Donald Trump to the US government pours some clouds over this Taiwanese company. During the electoral campaign he promised that he would make the decisions that were necessary to reinforce the business of US companies within the US. And he also assured that he would sanction tariffs all those countries that threaten the interests of the nation that leads since January 20. As soon as he has been in the government for three weeks, and he is already doing both.
“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 Millions of dollars in the ridiculous Biden program. 100%”, Donald Trump recently declared during a conference that was held in Florida (USA).
Punta technology is the best TSMC asset
The express mention to Taiwan that the US president has made is 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.
TSMC is developing its infrastructure in the US to protect your business in the US market
Anyway, the passing step that the US administration is going to give will not take TSMC by surprise. 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. This is precisely what TSMC pursues.
Image | TSMC
More information | Taiwan Economic Daily
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