Tag: Taiwan Semiconductor Manufacturing Company Ltd

Senate Committee Backs Bill to Deepen U.S. Economic Ties With Taiwan

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The Senate Finance Committee on Thursday passed a bill that would deepen economic ties between the United States and Taiwan and effectively create a tax treaty that is expected to pave the way for more Taiwanese investment in the American semiconductor industry. The effort by Congress could inflame tensions between the United States and China at a time when the Biden administration has been working to stabilize the relationship. President Biden dispatched three cabinet officials to Beijing this summer to improve dialogue between the world’s two largest economies. In a…

TSMC Chairman Mark Liu Says Company Will Keep Its Roots in Taiwan

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Taiwan Semiconductor Manufacturing Company, which is manufacturing the world’s most advanced microchips, conducts business on the island of Taiwan, dead center in one of the most geopolitically volatile places on the planet. That makes people in Washington very nervous. TSMC dominates the semiconductor industry; it’s a company that the United States can’t do without, 80 miles off the coast of China. The U.S. government has appropriated tens of billions of dollars to strengthen America’s own semiconductor sector and help fund TSMC’s nascent operations in the United States, far from China,…

The Chip Titan Whose Life’s Work Is at the Center of a Tech Cold War

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In a wood-paneled office overlooking Taipei and the jungle-covered mountains that surround the Taiwanese capital, Morris Chang recently pulled out an old book stamped with technicolor patterns. It was titled “Introduction to VLSI Systems,” a graduate-level textbook describing the intricacies of computer chip design. Mr. Chang, 92, held it up with reverence. “I want to show you the date of this book, 1980,” he said. The timing was important, he added, as it was “the earliest piece” in a puzzle that came together for him — altering not only his…

In Taiwan, Friends Are Starting to Turn Against Each Other

Chin@Strategy

We’re proud of the vibrant democracy and economic success that we’ve built in spite of these conditions. We’ve shown that democracy can function in Chinese culture. This mix of anxiety, pride and perseverance is the essence of Taiwan’s character and something often overlooked by a world that tends to view Taiwan as a pawn in China’s rivalry with the United States. We are flesh and blood, too. Our character is perhaps best exemplified away from the political noise of Taipei, in rural farming areas and fishing villages where people are…

What is in the CHIPS Act, Aimed at Childcare Expansion and National Security

Chin@Strategy

The Biden administration unveiled new rules Tuesday for its “Chips for America” program to build up semiconductor research and manufacturing in the United States, beginning a new rush toward federal funding in the sector. The Commerce Department has $50 billion to hand out in the form of direct funding, federal loans and loan guarantees. It represents one of the largest federal investments in a single industry in decades and highlights deepening concern in Washington about America’s dependence on foreign chips. Given the huge cost of building highly advanced semiconductor facilities,…

Inside Taiwanese Chip Giant, a U.S. Expansion Stokes Tensions

Chin@Strategy

Taiwan Semiconductor Manufacturing Company, the world’s biggest maker of advanced computer chips, is upgrading and expanding a new factory in Arizona that promises to help move the United States toward a more self-reliant technological future. But to some at the company, the $40 billion project is something else: a bad business decision. Internal doubts are mounting at the Taiwanese chip maker over its U.S. factory, according to interviews with 11 TSMC employees, who declined to be identified because they were not authorized to speak publicly. Many of the workers said…

U.S. Pours Money Into Chips, but Even Soaring Spending Has Limits

Chin@Strategy

In September, the chip giant Intel gathered officials at a patch of land near Columbus, Ohio, where it pledged to invest at least $20 billion in two new factories to make semiconductors. A month later, Micron Technology celebrated a new manufacturing site near Syracuse, N.Y., where the chip company expected to spend $20 billion by the end of the decade and eventually perhaps five times that. And in December, Taiwan Semiconductor Manufacturing Company hosted a shindig in Phoenix, where it plans to triple its investment to $40 billion and build…

In Phoenix, a Taiwanese Chip Giant Builds a Hedge Against China

Chin@Strategy

The company originally set the technology level at the Phoenix site at five nanometers. That was an advance over most chips in 2020, but behind the level that TSMC would produce in Taiwan in 2024, when the U.S. factory is set to open. The new plan would upgrade the factory to also use four-nanometer technology, which Apple was first to adopt. The second factory, expected to begin operating in 2026, will be able to produce three-nanometer chips, TSMC said. Intel, which hopes to introduce its own new production processes over…

We Are Suddenly Taking On China and Russia at the Same Time

Chin@Strategy

This last rule is huge, because the most advanced semiconductors are made by what I call “a complex adaptive coalition” of companies from America to Europe to Asia. Think of it this way: AMD, Qualcomm, Intel, Apple and Nvidia excel at the design of chips that have billions of transistors packed together ever more tightly to produce the processing power they are seeking. Synopsys and Cadence create sophisticated computer-aided design tools and software on which chip makers actually draw up their newest ideas. Applied Materials creates and modifies the materials…

How Silicon Chips Rule the World

Chin@Strategy

When I first arrived in Taiwan as a college student in the summer of 1973, there was no ambiguity whatsoever about the American role on the island. Over the previous two years, President Richard M. Nixon and his national security adviser, Henry Kissinger, had opened relations with the People’s Republic of China in Beijing. But a short distance away in Taiwan, which the People’s Republic considers a breakaway province, U.S. Air Force jets soared overhead. There was a U.S. base right in Taipei, within walking distance of my favorite bookstore.…