Liu Deyin, chairman of TSMC, said that it is extremely difficult to copy TSMC in other parts of the world in Taiwan. Although TSMC is going global, it still needs to leave Taiwan.He also refuted the "Silicon Shield theory" that TSMC could protect Taiwan from invading, and bluntly stated that mainland China will not choose or abandon Taiwan for semiconductors in Taiwan.
The New York Times was published on Friday (August 4).Liu Deyin said in an interview with the Hsinchu Office of TSMC at the end of June that if he wants to quickly develop and produce the most advanced chip of TSMC, the efforts of up to 3,000 R & D personnel will be required.Except for Taiwan, "we can't put it anywhere."
TSMC is currently actively expanding to overseas. There are two factories in the United States and Japan, and it is expected that there may be one more wafer factories in Germany.TSMC's expansion plan is mainly part of the diversification strategy of the US chip supply chain.In August last year, the U.S. government passed the chip and science bill, providing an incentive measure of US $ 23 billion (about S $ 30.7 billion), which enabled Intel, Samsung and TSMC to be maintained or established in the United States.
Liu Deyin mentioned in an exclusive interview that he will go to the United States about every three months. TSMC maintains a good relationship with the US Congress, the Ministry of Commerce and the White House, "I think they know us."
The progress of TSMC's factories in Arizona, USA, internal tension between TSMC and American workers has gradually surfaced.In addition to the subsidies of US $ 52 billion (about S $ 69.6 billion) in the chip bill, the United States also needs to provide incentive measures to purchase chips made in the United States.The solution".
In addition, with the containment of the United States' strengthening of the development of semiconductor technology in mainland China, TSMC was sandwiched between Washington and Beijing.TSMC also cooperated with US sanctions in 2020 to cut off the order from Huawei, a communications giant in mainland China. Huawei was the second largest customer of TSMC at that time.
In this regard, Liu Deyin said that because TSMC relies on American technology, there is no choice.He said: "(US sanctions Huawei) This is understandable, but support or not, we have no right to speak."
Liu Deyin also refuted the "Silicon Shield", that is, Taiwan is the world's leading worldwideThe chip manufacturing capacity is supported by the United States and blocked Mainland China to carry out military operations against Taiwan.Liu Deyin believes that mainland China will not attack Taiwan because of semiconductors, nor will it abandon Taiwan because of semiconductors."This depends on the United States and China: how they want to maintain the status quo that both sides want."
