Branche, teknologi, komponentdistribution


TSMC's dominerende position spiller en rolle i USA/Kina konflikten

Analysefirmaet Global Data fremhæver i en kommentar, at den eskalerende USA/Kina konflikt omkring Taiwan også skal ses i lyset af (taiwanske) TSMC's dominerende rolle i den globale chipforsyningskæde (in english).

The tension between the US and China as a result of US House Speaker Nancy Pelosi recent visit to Taiwan must be seen in the context of Taiwan’s TSMC’s critical role in the global semiconductor supply chain, according to GlobalData, a leading data and analytics company

Josep Bori, Research Director in the Thematic team at GlobalData, has published his view on the situation in a recent comment:

- While the US House Speaker’s visit to Taiwan adds to geopolitical tension, it needs to be seen in the context of the bigger and ongoing trade battle between the US and China. In fact, existing US trade bans and the recent passing of the $52 billion US CHIPS for America bill by the US Senate could arguably be seen as a response to China’s earlier $150 billion National Integrated Circuit Plan and its semiconductor self sufficiency 'Made in China 2025' strategy.

- The rising tension around Taiwan highlights the strategic importance of TSMC, the Taiwan based global leader chip manufacturer. It is currently the only firm capable of producing the most advanced chips, on 5 or even 3 nanometre nodes, which are needed for artificial intelligence, smartphones, autonomous vehicles and the military. This is as much a commercial as a geopolitical dispute.

- This week’s US visit might not have been officially sanctioned by the White House, but it was likely all about providing a credible enough deterrent, by publicly committing the US to defend Taiwan without disowning the One China policy. The unspoken reality is that if China, emboldened by the developing Ukraine/Russia situation, were to take over Taiwan and seize control of TSMCs assets, it would cause a massive disruption to the global semiconductor industry, and frankly the global economy.

About GlobalData

4,000 of the world’s largest companies, including over 70% of FTSE 100 and 60% of Fortune 100 companies, make more timely and better business decisions thanks to GlobalData’s unique data, expert analysis and innovative solutions, all in one platform. GlobalData’s mission is to help our clients decode the future to be more successful and innovative across a range of industries, including the healthcare, consumer, retail, financial, technology and professional services sectors.
4/8 2022
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