2021年9月23日 星期四

The world cannot ignore TSMC

 

    Founded in 1987, over 30 years dedicated to the semiconductor industry and growing faster and more advanced technology compared with other competitors. Its leadership has become the world's 10th most valuable company, with a market capitalization over USD$400 billion.
     Today about a trillion chips are made a year of 128 for every person on the planet. The key semiconductor is the logic chip. It is the most expensive and complex piece of silicon that gives computers and smartphones their intelligence. It does not only include the core technology, it consists of design, manufacturing, packaging, and testing, etc. But also requires the support of so many precision equipment and more advanced materials, such as lithography machines and photoresists. It must rely on the supply of the industrial chain. It is a company that makes customized chips. If TSMC shut down, many industries must be impacted. Therefore this dependency worries western countries.
    TSMC is the first foundry to provide 7 nm & 5nm production capabilities, which means its current arts can be smaller than viruses, such as atom thick, it should be smaller. This means the more transistor you can fit into the chip, the more computing power you can consume. In addition to it is the first to commercialize extreme ultraviolet(EUV) lithography technology in high volume. 
    There are too many reasons that other competitors cannot win TSMC. The investment in a semiconductor factory is at least USD$15~20 billion dollars. The consistency of the supply chain, many talents, and the hardworking attitude cultivated in Taiwan. 
    Until now, if one company wants to ahead with TSMC, it needs at least a few decades to invest more resources including money, time, and talents to make it successful. 

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