TSMC betting of $ 165 billion on the manufacture of US chips raises warnings in Taiwan amid the threat of China – experts warn that Taipei should plan behind the “Silicon Shield” – Apple (NASDAQ: AAPL), Intel (Nasdaq: Intc)
Taiwan semiconductor manufacturer TSM The expansion of the United States is said to be $ 165 billion in geopolitical pressure, supply chain security and customer demands, but it comes with great risks to Taiwan.
What happened: The accelerated American expansion in TSMC aims to meet the demands of American customers like Apple Inc. Aapl and Nafidia CompanyNvda.
However, experts warn that Taiwan’s strategic importance can diminish with an increase in her share in the production of global chips, I mentioned Nikki Asia.
Earlier this month, TSMC announced an additional investment of $ 100 billion to build five new chips and research and development center in the United States
The autonomous island relied on the “silicon shield” for protection, but the United States is now home to the first extremist factory abroad in Arizona.
Conrad YoungThe former TSMC research and development director and the former chief consultant in Intel said that Taiwan should go beyond the concept of “silicon shield” and avoid linking its strategic importance only to a company or one industry only.
He stressed the need for Taiwan to create “multiple shields” to display its broadest value for governments all over the world.
Why is this important: The expansion of TSMC in the United States has sparked a series of geopolitical and economic concerns.
Last month, China accused Taiwan The semiconductor industry is likely to surrender to the United States to obtain political support. This accusation comes amid rumors about the possible TSMC share in Intel company Intc.
Moreover, the Taiwan government has also examined the TSMC external projects, saying it requires permission For joint projects abroad.
Previously, the United States has also expressed concerns about the Chinese technology giant Huawei techniques Access to TSMC chips.
Despite these challenges, the President of TSMC CC Wei Earlier this month, he said that the American expansion was driven by the prosperous demand for smartphones and smartphones, No political pressure.
Price work: TSMC shares rose 0.32 % in trading after working hours, reaching $ 181.48. Earlier on Tuesday, it was closed at $ 180.90, and slipped by 0.14 % during regular trading. To date this year, the shares of the company decreased by 10.26 %, according to Data from Benzinga Pro.
Photography Andy.liu Shutterstock
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