Taiwan semiconductor giant TSMC has emerged as a new battleground between China and the US after US President Donald Trump’s administration banned Huawei. American Davidson college politics professor Ms. Rigger (Shelley Rigger) pointed out that the trump to block Huawei make Taiwan enterprises in a dilemma is closely related with Chinese companies in the United States began to with Chinese economic decoupling, was sandwiched in between the two countries, and stresses that separated the two independent or parallel concept of high-tech products in the supply chain will render dystopian economic results.
Ms. Rigger on November 17 to attend by American think-tank National Asian Research (The National Bureau of Asian Research) said in a video conference held at The, it is difficult to imagine Taiwan company completely get rid of them already create production platform in China, part of The enterprise cost of migration is going to be huge, but this does not mean that all companies will continue to expand in China. “In fact, the last 10 years have seen some Taiwanese companies still operating in China, but they have also opened new facilities in other regions and a lot of investment money has come back to Taiwan,” she said.
She adds: “Taiwanese companies are moving out of China not just for political reasons, but also for economic reasons, as the cost of production in China is rising and China is no longer as sought after by Taiwanese businesses. “China’s desire for autonomy in high-tech, high-value areas, in particular, has led many Taiwanese companies to believe that they need to find a new way out and home, and their new destination is back in Taiwan.”
Faced with the Trump administration banning Huawei’s 5G technology, Ren believes this has put TSMC in a dilemma. “It would be a bad idea for me if we let Chinese chips work on Machines in China and then let TSMC’s chips work only on machines in the US chip supply chain,” she says.
Trend Force, a Taiwanese technology research institute and market intelligence provider, has previously said that TSMC’s ban by Huawei has left only one customer order for the 5-nm process, namely Apple. However, even if Apple actively imported Mac CPU developed by itself and FPGA acceleration card applied in the server, the total amount of chips still could not fill the vacancy of Huawei’s orders. Looking ahead to next year, CIMC believes That Apple will continue to produce the 5-nanometre enhanced A15 processor, and in addition to apple, AMD, Mediatek, Nvidia, and Qualcomm’s 5-nanometre and 4-nanometre product mass production plans, as well as the Intel CPU commissioned orders, the huge demand prompted TSMC to launch the 5-nanometre production plan.
The United Daily News published an editorial yesterday (19 November) saying that US President Donald Trump and Democratic presidential candidate Joe Biden share the same goal of fighting the rise of China, and its key weapon is the “semiconductor”. U.S. commentator Craig Addison also pointed out in an IHT commentary that Taiwan’s development of a “Silicon” -based semiconductor supply chain, led by TSMC, is highly dependent on the global information and communications industry and serves as a shield against China. But two decades later, the shield became the front line of a new Cold war between China and the United States, pushing Ties with Taiwan closer than ever before, and pushing the global supply chain to separate from China directly by the United States government.
With a series of executive orders, the Trump administration has ordered Huawei and other 5G and AI indicators to be added to the export control list. On the other hand, The US Congress has invested $25bn to attract companies such as semiconductors to move manufacturing production to the US to increase domestic manufacturing capacity and reduce reliance on the Chinese supply chain.
Mr. Biden’s Democratic Party has offered America Leads of the Act, the most comprehensive China strategy the Party has offered to date, spanning the economy, military, culture, and human rights. Its main thrust is to spend $350bn over the next decade to revive key US manufacturing capabilities, including semiconductors, and reduce reliance on China, in a us version of made in China 2025.
Taiwan Semiconductor Manufacturing Co., LTD. (TSMC) is the most solid enterprise of The Silicon shield in Taiwan. At present, the world’s most advanced process chips, such as artificial intelligence, cloud servers, and data center processors, such as Nvidia, AMD, and Qualcomm, are all made by TSMC. Even in September, Intel mentioned at the corporate briefing that the 7-nanometer advanced process could not proceed smoothly, and revealed that it would not rule out commissioning TSMC’s 5-nanometer process. The Hysi used by China’s Huawei is also made by TSMC, which means that if SOMETHING goes wrong with TSMC, it will not be a problem for Taiwan itself, but for China, the US, and even the world.
Mr. Bernstien said that if even Intel had to outsource its chips to Taiwan, that would make Taiwan an important potential battleground in the us-China strategy. Phoenix City Council voted 9-0 on Wednesday to approve a development agreement with TSMC that will be included in the city’s $12 billion semiconductor plant plan and receive $250 million to improve roads, water, and other infrastructure, Cn.com reported.