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(Central News Agency, Washington, 26) The shortage of automotive chips has caused automakers to cut production. The United States, Japan, Germany and other countries have turned to Taiwan for help, hoping TSMC and other companies will increase production. According to a Bloomberg report, the importance of Taiwan cannot be ignored. May the countries of the world realize how dependent this democratic country is.
▲ TSMC performs well in the semiconductor field. (Image / photo data)
Bloomberg reported in “The world is dangerously dependent on Taiwan for semiconductors” (The world is dangerously dependent on Taiwan for semiconductors) that Taiwan’s role in the global economy has failed to attract attention in the past. It was only when stock chips for everything from parking detection to reducing exhaust emissions ran out of stock that it emerged in Taiwan.
As automakers like Volkswagen AG, Ford Motor Co., and Japan’s Toyota Motor Corp are forced to suspend production and close their factories, the importance of Taiwan can no longer be ignored.
The Berlin think tank “Stiftung Neue Verantwortung” (Stiftung Neue Verantwortung), director of technology and geopolitics projects, Kleinhaus (Jan-Peter Kleinhans), said that by leading the R&D outsourcing chip manufacturing model of USA, Taiwan can be said to be everything. most important key to the semiconductor value industry chain.
This is not to say that Taiwan is the only key player in the semiconductor industry supply chain and that the United States continues to dominate, especially in the design of chips and electronic software tools; ASML in the Netherlands has a monopoly on the manufacture of advanced chip equipment. ; Japan is related The leading supplier of equipment and chemicals.
However, when the focus shifts to a smaller size, more powerful and energy efficient chips are required. It can be said that TSMC is the leader in this field and has created a TSMC-centric industrial ecology for Taiwan. ASE is the world’s largest chip assembly plant and MediaTek has become the world’s largest supplier of chipsets for smartphones.
Tokyo is also actively calling for TSMC to set up factories in Japan, and there are reports that TSMC is considering building factories in Japan.
Kazumi Nishikawa, an official with Japan’s Ministry of Economy, Trade and Industry, said: “TSMC is becoming more and more dominant. This is the current situation in the chip industry that everyone must find ways to deal with.”
On the other hand, Taiwan Dupu Digital Security Company found that when the United States tightened its export controls in China, attacks on Taiwan’s chip industry also gradually increased.
A cyber threat analyst at Dupu Digital Security Corporation noted that, while it has not been possible to determine whether these hackers are Chinese state actors, “they are all targeting the Taiwanese semiconductor industry.”
What’s more concerning is that if China’s threat to invade Taiwan comes true, TSMC’s wafer mills may suffer too.
Mathieu Duchatel, director of the Asia Project at the French think tank’s Montaigne Institute, said that “Taiwan is the center of China’s security policy,” but Taiwan has “significant strategic value” in the global chip supply chain. . preventing China from invading.
The Bloomberg report mentioned that while China is forcing the world to avoid dealing with Taiwan, leaders of various countries are realizing the degree of their dependence on Taiwan.