In the field of semiconductor manufacturing, TSMC said that no one dares to say the second. Whether it is the technology of advanced process or market share, TSMC can be said to be far ahead!TSMC has now achieved a mass production of 3nm, and the rate of good products also allowed friends and merchants to look back.In addition, TSMCs 2nm process will be tried in April this year, and mass production in 2025 will be fully mass -produced.
In terms of capacity scale, TSMC occupies about 55 % of the market share. According to the previous data released by the United States, below 7 nanometers below 7 nanometerIn the production of the chip of the process, TSMCs contribution was as high as 90 %.Therefore, many global top chip design manufacturers including
然而，鉴于台积电对美国芯片产业至关重要的地位，美国政府推出了芯片法案试图拉拢台积电将先进制程搬至U.S.However, the Ministry of Communications has released news that the Beijing -Taiwan high -speed rail will be opened to traffic by 2035.In other words, it has not been a few years after a unified time, so the US media made a warm discussion on this, and they were worried that the mainland Taiwan would be unified after a few years, and TSMC will inevitably fall to the mainland.Strike!
Recently, Arate Plabaka, director of the White House Science and Technology Policy Office, gave him his opinion on this issue.
He pointed out that this worry is completely unnecessary.TSMC highly depends on the global supply chain. If the United States cuts off the supply chain, TSMC will instantly collapse.In other words, the United States has the power that is used at any time.Plapakas statement is very direct, revealing an unimplexed fact, that is the status of TSMCs ability to obtain todays world -class top chip manufacturers. In addition to technological innovation, it is also due to the use of the worlds best.Outstanding equipment and materials, such as the EUV photoresal device provided by the Netherlands ASML, various types of equipment and materials for making chips may come from the hands of global well -known companies such as application materials, Kelei, Tokyo Electronics.
According to data statistics, the market share dominated by the United States, Japan, and Europe is about 80 % in the field of semiconductor equipment; and whileIn the field of semiconductor materials, the United States and Japan have more than 80 % of the share.It is the cutting -edge equipment and materials supplied by the United States, Japan, and Europe that TSMC can dominate the world.Once you lose the support of these equipment and materials, even if you have good technology, it can only be helpless.Under the condition of lack of necessary tools and raw materials, it is obviously unrealistic to create a high -quality chip by hand. This is the key to the United States.
Similarly, if mainland China has successfully achieved the control of the entire chip supply chain, such as independent development of EUV light carved machines, and realizing equipment and equipment and achievementsSelf -sufficient in the field of materials, then TSMC can accept the procurement of such equipment and materials from mainland China, and then get rid of excessive dependence on the United States, Japan, and Europe, thereby enjoying a greater degree of freedom.
But Plapaka is too one-sided, even if TSMC cannot get equipment and materials, TSMC is advanced in semiconductor foundryThe technology has a high value to us, and the return of TSMC will inevitably accelerate our comprehensive breakthrough in the US semiconductor blockade.After all, we have already exceeded 7nm, and we are only two steps away from the worlds most advanced 3nm.
What if TSMC falls to mainland China?What do you think the United States will make?Welcome to discuss!
