Zhang Zhongmou, founder of TSMC, said that if it is calculated in semiconductor equipment, design and smart property, the US market in the global market has reached 39%.The proportion raised from 11 % to 30 %, saying that it is necessary to meet the needs of defense chips, but he believes that the manufacturing proportion only needs to increase a few percentage points to meet the needs.
Zhang Zhongmou, founder of TSMC, said on Thursday (March 16) that he supports the development of the United States to slow down the development of semiconductor technology in mainland China, but the semiconductor supply chain will also be heavily damaged to bifurcation and free trade.He evaluated the manufacturing cost of chips (also known as chips) will surge in half, and weakening the development momentum of widespread use of chips in modern life.
The 91 -year -old Zhang Zhongmou and the author of Chip War and American historian Chris Miller talked in English. "The trade has not yet died, but it is also endangered. "
Zhang Zhongmou pointed out in this dialogue hosted by the World Magazine that assuming that there was no war between the Taiwan Strait or China and the United States, the semiconductor supply chain would continue to the road of bifurcation five years later.
The concept of supply chain splitting is different from disconnect or decoupling. Some of the markets of the bifurcation still overlap, but because the United States and Japan control the export of "card necks" on the mainland in the scientific and technological war, leading to the mainland and other regionsDevelop each.
This two -hour dialogue has attracted much attention, bringing together corporate leaders, envoys in Taiwan.Lai Qingde, Vice President Lai Qingde, just registered for the 2024 DPP presidential candidate the day before, participated in the whole process, and promised to fully support TSMC's development and growth in Taiwan.
Lai Qingde emphasized that in order to keep TSMC the continuous thriving, it is necessary to adhere to democracy and strengthen combat reserve; strive to pursue peace, in line with TSMC, Taiwan and the world's interests.
Miller pointed out at the meeting that Taiwan is the global chip industry center. The chip produced is used in all aspects of life including refrigerators, automobiles, computers, mobile phones, and artificial intelligence.However, TSMC is produced by a manufacturer with a wafer foundry model as a chip. Many people do not know that they are actually using TSMC chip to spend every day.
TSMC is currently the main supplier of companies and Apple, the highest market value in Asia, and is known as the "protector of the country" because of its importance to Taiwan's economy.
Miller teaches international history in the famous international relations, Fleche Law and Foreign Diplomacy at the famous international relations research in Massachusetts University.He published a chip war on October 4 last year caused international concern. On October 7, three days later, the US Department of Commerce sacrificed a comprehensive and accurate control of the Chinese chip industry. It seemed that coincidence also echoed.
Zhang Zhongmou: Mainland chip technology lags behind Taiwan for at least five or six years
In the new control, the United States prohibits China from acquiring the United States chip design technology and equipment. It is not allowed to use US -made parts to manufacture semiconductor equipment, nor is it allowed to participate in the development of the Chinese chip industry by American citizens or green card holders.
Zhang Zhongmou believes that some of the US policies are to slow down China's development in semiconductor technology."I have no objection to this, in fact, I may say I support it."
Mainland China is currently seeking breakthroughs to develop semiconductor technology, but Zhang Zhongmou evaluates that the mainland chip process technology lags behind Taiwan's "at least five or six years".
In recent years, mainland China has strengthened its military and diplomatic pressure on Taiwan, which has caused Taiwan to be considered the most dangerous place in the world.Once the Taiwan Strait is in war, TSMC is destroyed and will seriously impact the world economy, and the United States has therefore determined that it cannot rely too much on Taiwan.
Zhang Zhongmou said that if it is calculated in semiconductor equipment, design and smart property, the US market in the global market has reached 39%, but now it will increase the proportion of local manufacturing from 11%to 30,000 to 30%through the chip bill.It is to meet the needs of national defense chips, but he believes that the proportion of manufacturing only needs to increase a few percentage points to meet the demand.
He evaluated that the cost of manufacturing in the United States far exceeded half of Taiwan. After the cost rose, the chip, which was pervasive in life, would stop or slow down, and the chip industry has since "entered a different game."
After receiving an international media interview after the Miller's meeting, the price trend of the future chip will rise because governments of various countries will rise, but considering that in the futureIf you add good supervision, it may also promote the price decline in the long run.
