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TSMC (2330-TW) (TSM-US) agreed on Friday (15) to go to the United States to establish an advanced chip factory in response to the Trump administration’s concerns about the supply chain and national security. The US media believes this will benefit the President of the Trump administration in November. In the elections, TSMC will be able to obtain chips and pressure the Trump government to relax plans to tighten export restrictions. However, academics noted that this issue also stands out in geopolitical tensions. TSMC will remain a sandwich cookie between the United States and China, facing the test of being forced to choose a secondary station.
TSMC is expected to establish a plant in Arizona in 2021, which is a major political victory for Trump. This is not just in response to her “Made in the United States” at Zenz, which addresses the problem that the supply chain is overly reliant on China, in fact Arizona Senator Martha McSally, whom TSMC decided to establish, faces difficult challenges , while the Republican Party managed to retain the majority of the Senate in the November elections.
“The Wall Street Journal” believes that the establishment of the factory will help TSMC obtain the chips with the Trump government, pressuring the White House to cancel the plan to export chips to Huawei should obtain an export license plan. Under the new specifications in this study, the US Department of Commerce. USA It will be able to prevent TSMC from selling chips to its main client Huawei, citing national security.
Huawei is TSMC’s second largest customer, accounting for approximately 15% of the company’s revenue, second only to Apple.
The New York Times also noted that TSMC’s visit to the United States to establish factories may prompt the United States government to relax restrictions on the use of American technology abroad to manufacture products. This will allow the Chinese leadership and Huawei to breathe a sigh of relief, for the time being, they do not have to worry about the United States’ plans to increase the US technological content restrictions. USA To foreign companies that ship products to Huawei.
TSMC did not mention the relevant content in the statement. The company spokesman said the decision to establish a factory in the United States is based on trade considerations and has nothing to do with negotiating the relaxation of trade sanctions.
“Reuters” reported Thursday that the Trump administration is expected to issue a temporary permit for the sixth time on Friday to allow US companies to conduct business with Huawei.
Nikkei: geopolitics becomes a hot potato
Considering that TSMC is of fundamental interest to the United States, “Nikkei Asia Review” quotes academics as saying that TSMC will still face the test of being forced to choose a secondary station in the future.
In addition to Apple (AAPL-US), Qualcomm (QCOM-US), and other major US tech companies. TSMC customers also produce chips for Xilinx (XLNX-US) for US F-35 fighter jets. USA
Mark Li, a senior semiconductor analyst at Bernstein Research, said TSMC “has a vital market position that has caused the company to face some geopolitical problems that it has never dealt with in recent decades.”
Su Ziyun, head of the National Defense Resources and Industry Research Institute of the Taiwan National Defense Security Research Institute, said: “The tension and competition between the United States and China will not end in a short period of time. TSMC it will face the thorny problem of being forced to choose a secondary station in the future because it is a key supplier problem. “
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