The end of the era of alert TSMC? U.S. politicians openly speak out that TSMC is difficult to beco

Mondo Technology Updated on 2024-02-23

United StatesSemiconductorsThe attitude towards TSMC has always been complicated, and on the one hand, it needs its support to return to its homelandChipsmanufacturing, on the other hand, there is a defensive mentality. This wariness stems mainly from TSMC, as a Taiwanese company with close ties to the Chinese mainland market, which could lead to the United StatesSemiconductorsChainFacing the risk of "supply disruption". However, recent statements by US politicians seem to signal that the era of "alertness" against TSMC may be coming to an end. Under the position of the top level of the White House against TSMC, they believe that TSMC is highly dependent on the worldChain, once antagonistic to the United States, the United States can be cut offChainto put pressure on TSMC. This may seem arrogant, but it is not unreasonable from a practical point of view.

It is worth mentioning that American companies are TSMC's most important customers, and once American companies reduce or transfer orders, it will directly impact TSMC's market. In addition, TSMC is inSemiconductorsChainChina is also dependent on American technology, as withasmlcooperation between the equipment. This dependency makes it possible for TSMC to fall into a difficult situation if it loses U.S. support. However, while emphasizing this point, US politicians seem to underestimate the worldChainDependence on the trend of globalization. Once the supply of TSMC is cut off, the worldSemiconductorsThe sector will be severely impacted, especially by U.S.-based businesses. Although the United States can be relied onSamsungwithIntelFill TSMC's market share, but it still can't match TSMC in terms of capacity and technology, which is one of the reasons why many companies still rely on TSMC for production.

InSamsungwithIntelAs competitors continue to increase their efforts, TSMC needs to maintain its own strength while expanding its customer base, get rid of excessive dependence on orders from American companies, and ensure the long-term sustainability of enterprise development. AlthoughUnited Stateshopes to win over TSMC to set up factories in the United States and reduce the dependence on local **, but this also exposes the fact that they don't want to kick TSMC away. After all, TSMC, as a company with cutting-edge technological strength, still has certain advantages. However, under the current situation, TSMC still needs to be wary of the movements of competitors, not only need to consolidate its dominant position, but also adjust its development strategy in a timely manner, open up new markets and customers, and avoid the risks caused by long-term dependence on orders from American companies.

GlobalSemiconductorsThe pattern of the industry is changing, and TSMC needs to plan and prepare for the future. If it can't change its over-reliance on U.S. customers, TSMC may face problems such as declining market share and weakened competitiveness. In this unpredictable competitive environment, TSMC needs to stick to its leading position in technology, increase R&D investment, and actively expand the international market to find new growth points. Only by constantly innovating, adjusting strategies, and taking advantage of the trend can TSMC remain invincible in the fierce market competition.

GloballySemiconductorsUnder the situation of increasingly fierce industrial competition, TSMC is facing many challenges and opportunities. United StatesThe change in attitude towards TSMC means that the restructuring of the global industrial chain is accelerating. As a global leaderChipsManufacturing enterprises, TSMC needs to assess the situation, continuously strengthen its own technical strength, and flexibly respond to market changes. At the same time, expanding the international market and reducing the dependence on customers in a certain region is also an important strategy for the long-term development of enterprises. Only in continuous innovation and adjustment can TSMC be in the futureSemiconductorsNeutral and invincible in industrial competition, to achieve long-term sustainable development. In this market full of uncertainties, only by staying vigilant and forging ahead can we win a broader space for development.

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