GlobalTechnologyThe rapid development of the industry is inseparableChipssupport. At present, TSMC is the world's largestChipsManufacturing enterprises, inChipsManufacturing plays a pivotal role. It not only has advanced technology, but also masters most of the advanced technologyChipsproduction capacity. According to the data, more than 90% of the world's advanced technologyChipsAll are manufactured by TSMC and coveredSmartphones, PC, AI and other fields. This concentration and market share has made TSMC a global playerChipsAn indispensable part of the industry.
However, due to the manufactureChipsThe complexity and highly specialized production processes of a single enterprise owner who intend to maliciously suppress a country or region will have a global impactChipsThe market has been hit by a huge shock. Therefore, there have always been concerns about TSMC's change of fortune, especially when the Taiwan region suffers some effects on the worldChipsThe market will face a crash that will bring hugeEconomyLoss.
Recently, in SwitzerlandDavosForum, the White HouseTechnologyThe director of the policy office, Arati Prabaka, gave his opinion on TSMC's problems. He believes that there is no need to worry about TSMC's change of hexagrams, because TSMC is highly dependent on the worldChainof close cooperation. OnceChainCut off, TSMC will not be able to operate normally.
From a structural point of view, TSMC needs to rely on partners in multiple countries to completeChipsManufacturing process. Lithography machineis one of the most vital equipment, whileasmlIt is the world's leading technologyLithography machinemanufacturer, TSMC is not able to complete production independently. In addition, semiconductor materials andedatooChipsAn indispensable element in the manufacturing process, such as Japan and the United States. Therefore, if the United States cuts off these**, TSMC will lose productionChipsCritical resources needed.
This view is consistent with the facts. Although TSMC is leading in technology, it will not be able to produce smoothly without the necessary equipment, materials, and technical supportChips。Therefore, even though TSMC may have first-class technical strength, it is losingChainIt is also difficult to maintain normal operations.
In response to the TSMC issue, Alathi Prabakaa also mentioned countries such as the United States, the European Union and JapanChipsBills and policies that are intended to be advanced at homeChipsmanufacturing capabilities. These countries want to reduce their dependence on TSMC in order to reduce the global levelChipsThe risk of a crisis in the market.
In practice, these countries encourage local businesses to do so through policies and billsChipsR&D and manufacturing of technology. For example, the United States** provides a series of financial support and tax incentives to attract enterprises to establish in the United StatesChipsProduction base. The European Union and Japan have taken similar steps, hoping to foster independence at homeChipsIndustry.
This kindInternationalThe point of action is to keepChipsDiversification and stability of the industry. Only by relying on the cooperation and technical strength of many countries can we effectively deal with the variables that TSMC may face and improve the worldChipsStability and security of the market.
In response to TSMC's change of fortune, the United States ** Arathi Prabakaa said that there is no need to worry too much. Because TSMC asChipsA leader in the manufacturing industry, highly dependent on the worldChaincooperation. OnceChainwas cut off, and TSMC could not do it independentlyChipsso that it loses its market competitiveness.
In addition, in order to cope with the possible impact of TSMC's problems, the United States, the European Union, Japan and other countries are also strengthening their local areasChipsThe development of the industry improves its in the worldChipsThe right to speak in the market and independent production capacity. This kindInternationalThe importance of action lies in keepingChipsThe diversification and stability of the industry reduces the over-reliance on a single enterprise.
To sum up, although TSMC is in the worldChipsoccupies an important position in the market, but its development is still affectedChainConstraints on cooperation. Therefore, in the face of changes in TSMC and the risk of a possible crash,InternationalSociety should work together to strengthen the homegrownChipsThe development of the industry is realizedChipsAutonomous and controllable industries to cope with unpredictable variables and protect the worldChipsStability and security of the market.