TSMC is evaluating the possibility of building an integrated avant -garde circuit manufacturing plant in United Arab Emirates. This Taiwanese company, The biggest chips manufacturer on the planethe has embarked on An ambitious expansion plan of its manufacturing infrastructure Beyond Taiwan’s borders to protect yourself from a possible armed conflict between China and its place of origin.
It is currently building new semiconductor production plants in USA, Germany, Japan and Taiwanand this possible factory of Arab Emirates would contribute to cement its avant -garde plants network beyond the borders of the island from which it proceeds. However, the conversations that TSMC and the Emirati government are presumably holding They started many months agoin September 2024.
TSMC and Arab Emirates win. It is not clear that the US also does
At the end of September The Wall Street Journal and Reuterstwo media that have a proven credibility, revealed that several executives of TSMC and Samsung had moved to Arab Emirates to negotiate the possibility of building several manufacturing plants of integrated avant -garde circuits in this country of the Middle East. According to these two sources, the Emirati government is willing to take over the financing of these plants.
And it is because Like Saudi ArabiaArab Emirates needs to diversify its economy in forecasting The very likely loss of relevance in the medium term of oil. And technology at the current situation It’s a safe bet. In addition, the growth potential of the semiconductor industry is overwhelming. We just need to look at the hardware market for artificial intelligence (AI) to observe it.
In 2031 the Chips Market for IA will invoice more than 263,000 million dollars
According to The AMR consultant (Allied Market Research) In 2031 the chips market for AI applications will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. It is evident that at the current TSMC situation and Arab Emirates win. However, this project will not come to fruition if this Taiwanese company does not obtain the US approval.
A good part of Photolithography teams and wafering processing that TSMC uses in its factories uses American origin technologies. And some of its production processes also They turn to patents held by the US. This agency is what gives the power to the government led by Donald Trump to support or prohibit the construction of one or several manufacturing plants of avant -garde chips not only in Arab Emirates, but also in any other country.
Currently the relationship sustained by US administrations and Emirates is good, but this last nation also has a narrow link with China and Iran. If in the future the geopolitical situation causes Arab Emirates if it will move away from the US and approach these last two countries, the presence of one or more factories of avant -garde semiconductors that would not be under the control of the United States would represent a security problem for this last nation. The US government has allowed Nvidia to sell its GPU to its Emirati customers, and also that OpenAi is installed in this eastern country, but right now it seems unlikely that this TSMC project supports.
Image | TSMC
More information | Bloomberg
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