Friday , April 16 2021

TSMC unveils $ 100 billion investment plan, and US worries about risk of over-concentration in chip industry – BBC News

TSMC sign

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This week, TSMC, the world’s largest chip foundry, said it plans to invest $ 100 billion over the next three years to expand chip production capacity and build new factories around the world. This move is obviously a response to the industry’s concern that the production capacity of chips, as an important strategic resource, is too concentrated.

“We are entering a period of high growth. In the next few years, the multi-year general trend of 5G and high-performance computing is expected to stimulate strong market demand for our semiconductor technology. In addition, the new crown epidemic is also accelerating digitalization in all aspects.” TSMC statement.

The new crown epidemic has caused an increase in demand for home offices and online schooling, and sales of electronic products have increased accordingly. At the same time, at the end of last year, the Taiwanese chip foundry was completely filled, a fire in a Japanese factory, and Taiwan’s lack of electricity, together with the epidemic disrupting the industrial chain, followed factors that led to the global supply of wafers.

TSMC got hot. For example, Germany and Japan contacted Taiwan one after the other, hoping that Taiwan would expand the export of car chips in order to save the car industry, which stopped production due to the lack of cores.

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