TSMC chairman Mark Liu on US-China tensions, the push for semiconductor localization in the US, which he says will not improve supply chain resilience, and more
On the northwest coast of Taiwan, nestled between mudflats teeming with fiddler crabs and sweet-scented persimmon orchards … Tweets: @realnickhendo , @johnhering , @trengriffin , @dylan522p , @magicsilicon , @skundojjala , @_eguevara , @kitevc , @jaihindkb , @joshepayya , @wenyee_lee , @pstasiatech , @ali_wyne , @charliecamp6ell , and @time Tweets: @realnickhendo : “TSMC is just absolutely critical,' says Peter Hanbury, a semiconductor specialist at the Bain & Co. consulting firm. 'They basically control the most complicated part of the semiconductor ecosystem, and they're a near-monopoly at the bleeding edge.” https://time.com/... @johnhering : “The U.S. should focus on their strengths: system design, AI, quantum computing, those forward-looking things. TSMC may already have won 2030, but the decade after is still up for grabs.” https://time.com/... Tren Griffin / @trengriffin : 1/ TSMC chairman Mark Liu: “I told them, 'You are my customer's customer's customer. How could I [prioritize others] and not give you chips?'” TSMC is investing $100B in new capacity over the next three years. Mark Liu: “it's not going to be enough.” https://time.com/... Dylan Patel / @dylan522p : “Meanwhile, at least six multibillion-dollar Chinese chip firms have gone bust over the past two years” Anyone know who they are counting? HSMC, Tsingua Group, who else? I feel pretty dumb not knowing. https://time.com/... Pushkar / @magicsilicon : “TSMC's dominance is such that its chief rivals are not companies but governments.” https://time.com/... Sravan Kundojjala / @skundojjala : Interesting. On the one hand, TSMC thinks its $100b investment over the next 3 years is not enough, validating IDM 2.0 indirectly. On the other hand, thinks the US should focus on non-fab things, recognising a potential Intel threat. https://time.com/... Eduardo Guevara / @_eguevara : From phones to cars and fridges, Taiwan Semiconductor Manufacturing Co. powers the world. This $550 billion firm today controls more than half the global market for made-to-order chips. https://time.com/... Bill Tai / @kitevc : One of planet earth's 10 mmost vvaluable companies.. at ~ $600 Billion.. this is why... https://time.com/... Stock Pile / @jaihindkb : @narendramodi Sir- Semiconductor chip shortage making auto/electronic industry life miserable. India must explore tie up w/ biggest Taiwan Semiconductor Mfg Co (TSMC) & establish Chip Mfg unit in India. Win win for India and Taiwan. Taiwan will get assured Indian market demand Marino Joseph / @joshepayya : TIME “Taiwan Semiconductor Manufacturing Co., or TSMC, controls more than half the global market for made-to-order chips and has an even tighter stranglehold on the most advanced processors, with more than 90% of market share by some estimates https://time.com/...” @wenyee_lee : It is amazing to see @TIME successfully got into #TSMC and took these pictures. It is rare for TSMC to say yes. #chip #chipshortage https://time.com/... Paul Triolo / @pstasiatech : Inside the World's Largest Semiconductor Chip Manufacturer | Time Liu echoes many business executives when he says that the current enmity between the U.S. and China benefits no one. Is anyone in Washington listening? #TSMC https://time.com/... Ali Wyne / @ali_wyne : .@CharlieCamp6ell explores TSMC's strategic dilemma. “While American firms account for 65% of all TSMC sales, China is the biggest end destination by virtue of its role as the world's factory, importing around $350 billion worth of chips in 2020 alone.” https://time.com/... Charlie Campbell / @charliecamp6ell : My feature in @TIME with an exclusive interview with TSMC Chairman Mark Liu. You may not have heard of them, but you are already their customer, guaranteed https://time.com/... @time : Taiwan Semiconductor Manufacturing Co., or TSMC, controls more than half the global market for made-to-order chips and has an even tighter stranglehold on the most advanced processors, with more than 90% of market share by some estimates https://time.com/...