TSMC 3nm if leaving the United States will shake the foundation of Taiwan semiconductor
TSMC 3nm investment board, called the global semiconductor overlord of the key investment, if Taiwan does not help to solve some environmental variables such as TSMC supply chain worried that once the investment case is really selected the United States, TSMC will further investment to the mainland mobile, so that Taiwan managed to set up the semiconductor industry shaken. Great influence.
TSMC said earlier that investment in the United States, it must be land, talent and hydropower will be difficult to consider. Earlier, the chairman of the company Zhang Zhongmou also said it would carefully analyze TSMC's investment in Taiwan and the United states. He stressed that TSMC focus on manufacturing in Taiwan, not to consider the cost of labor, TSMC Taiwan labor costs in the United States is not lower than the United States, but Taiwan has a good industrial settlement.
Zhang Zhongmou said that TSMC factory is located in Hsinchu, Taichung, Tainan, all in a day's efficiency and flexibility in scheduling more than 300 more than engineers, but also the complete supply chain, and infrastructure construction and other production advantages. TSMC whether to invest in the United States, to measure whether the customer in the United States to create incentives.
TSMC will now invest in the United States included in the option, and is the most advanced 3 Nanometer metric system, affecting the layout of the semiconductor industry in Taiwan. Once the establishment of TSMC 3 Nanometer process base in the United States, also means that TSMC investment in Taiwan suffered a major resistance, according to the current investment in the mainland by N-1 rules, is bound to expand the pace of follow-up, mobile, predictable supply chain will also be synchronized to move to the west, the government is worth pondering.