TSMC has too much face. It holds the world’s cutting-edge chip technology and major manufacturing supplies. The United States, from the semiconductor industry leader to the Ministry of Commerce, must respect it by three points. Can be serious.
“Nikkei Shimbun” recently broke the news that Intel CEO Pat Gelsinger visited Taiwan by private jet on April 7. This is his second visit to Taiwan in just four months. This time the media was excluded, but , It was later learned that it was to start procurement negotiations for 3nm and 2nm chips. Relevant sources said that Intel’s top executives went to Taiwan in person to negotiate directly with TSMC’s leadership: “I urge the supply of cutting-edge semiconductors.” When did the Americans learn to be so humble; using “please” to describe Intel’s attitude, does the Japanese media have the intention to sow discord?
The story is far more simple than everyone thinks. Taiwan is not as simple as only one TSMC, but Taiwanese people have woven a “family world” chip network in the past 20 to 30 years, and the water behind it is very deep. As a strong competitor of Intel, Advanced Micro Devices (AMD) is an old rival of Intel. Since Intel was founded in 1968, the two companies have been competing for 30 years. It was not until the Pentium II came out that AMD did not However, in recent years, AMD has gradually improved its combat effectiveness by purchasing from Taiwan chip forces, taking away a lot of Intel’s semiconductor share.
“Leading AMD is Su Zifeng, a female entrepreneur from Taiwan. Taking advantage of her contacts in Taiwan, she has established a deep relationship with TSMC and is currently ranked No. 2 in TSMC’s list of major customers (in terms of operating income). Results Join hands with TSMC to defeat Intel.” The Nikkei News broke the news again: “It’s not just AMD. As a competitor of Intel, the situation of Nvidia in the United States is also the same. The business leader Huang Renxun is a relative of AMD’s CEO Su Zifeng, who is also from Taiwan. .Successfully sourced a large number of semiconductors from TSMC and, like AMD, took market share from Intel.”
In addition, Qualcomm in the United States originally occupied the first place in the field of smartphone chips, but Taiwan Link Technology is backed by the powerful TSMC, so “in 2020, it finally won the share of Qualcomm in the semiconductor market for smartphones and leapt to the world. First. At present, MediaTek’s share is about 40%, and Qualcomm’s share is less than 30%, and the gap between companies is widening.” What is eye-catching is that “In the field of cutting-edge semiconductors, including contacts, resources are attracted In Taiwan, TSMC has become the protagonist.”
Taiwan’s semiconductor industry does not seem to be shy about organizing nepotism. Although the United States, Japan, South Korea and other industries have some comments, TSMC will also intensify the trend of Taiwanization of chips, and plans to invest more than 7.6 billion US dollars to establish in Hsinchu, Tainan, and Kaohsiung. New cutting-edge semiconductor factory. The behavior of the Taiwanese industry is no less a threat to the United States than that of the Chinese mainland. This is a red line that threatens the United States to be our sole proprietor. Therefore, a new term has emerged to describe the phenomenon that TSMC has brought about – “Taiwan Risk”.
The United States has limited trust in Taiwan. The latest development is to cooperate with the Japanese government to jointly enhance the security of the semiconductor industry, avoid Taiwan’s dominance, and begin to “de-Taiwanization”, or at least “reduce Taiwanization”. Japan’s Minister of Economy and Industry, Hagi Ikuta, left to visit the United States one day ago and held talks with U.S. Secretary of Commerce Raimondo. He will announce a statement on promoting cooperation in the semiconductor field. It is expected that the US-Japan cooperation will focus on 2nm cutting-edge technology products.
The semiconductor industry is very lively. Taiwan is currently playing the world, while the United States and Japan sing “Brothers are of one mind, and their profits cut gold”. Will the result become an ethical tragedy? There is a version of what you are watching is the example of how the United States punished Japan’s Toshiba in the 1980s. At that time, Taiwan became the protagonist of “Home, Spring, Autumn”, Mr. Gao, and the feudal family finally broke up. What should I do?