Semiconductors, because Tsmc will be increasingly crucial
According to the market research organization TrendForce, Tsmc is likely to increase its share in the global foundry market from 53% in 2021 to 56% in 2022. The article by Giuseppe Gagliano
The world is becoming increasingly dependent on the Taiwanese semiconductor industry.
According to the latest quarterly World Fab Forecast released by SEMI on June 13, Taiwan is expected to lead global spending on semiconductor manufacturing equipment this year, up 52% to $ 34 billion. South Korea will come in second with a 7% increase in spending of $ 25.5 billion, China third with $ 17 billion and North America in fourth with $ 9.3 billion. Total industry spending is projected to increase by 20% to a record $ 109 billion.
As we know, the Tsmc of Taiwan is the largest integrated circuit (IC) foundry in the world.
According to market research organization TrendForce, Tsmc is likely to increase its share in the global foundry market from 53% in 2021 to 56% in 2022, while Taiwan's total share rises from 64% to 66%. Other Taiwanese foundries include UMC, Vanguard, and Powerchip.
Tsmc has a monopoly on 3 nanometer process technology and is predominantly dominant at 5 nanometers. 3-nanometer production is expected to start this year with orders from Intel, AMD, Nvidia, Qualcomm, Apple and MediaTek.
As indicated by Nikkei, Japan's leading provider of corporate news, on April 28, 2021, “Taiwan's growing role in chip design extends to US-based gamers as well. Nvidia, AMD and Xilinx are led by Taiwanese executives. Tsmc is a key supplier to all three. "
It is true that the United States is trying to bridge this gap through the CHIPS for America Act (CHIPS stands for Creating Helpful Incentives to Produce Semiconductors) but this is still blocked in Congress. First proposed more than a year ago, it would provide $ 52 billion worth of subsidies for semiconductor manufacturing and research and development in the United States over five years.
"Pass the damn bill and send it to me," President Joe Biden said, according to CNBC on May 6. "If we do that, it will help lower prices, bring jobs home and fuel the American manufacturing return."
But Congress had other priorities, such as supplying arms to Ukraine.
However, the US government managed to persuade both Tsmc and Samsung of South Korea to build new semiconductor factories in America. Tsmc is building a 5-nanometer facility in Arizona, but it's overdue. It appears that Tsmc could eventually build six factories in Arizona, shifting much of its manufacturing to the United States. It could, but with mass production at prime unlikely to start until 2024, it would take a long time.
Meanwhile, all of Tsmc's 5-nanometer and 3-nanometer manufacturing capacity is in Taiwan, and its first 2-nanometer plant will also be built there.
On April 18, Taiwan News reported that TSMC CEO CC Wei said, “Our development of N2 [2 nanometer] is on track, including the new transistor structure, and is moving towards our own. expectations. In 2025 it will be in production, probably close to the second half, or you know, at the end of 2025, this is our program ”. If this goal is achieved it would be a huge milestone for Taiwan. Once again we must therefore underline that for both China and the United States Taiwan represents a key player for both the civil and military electronics industry.
This is a machine translation from Italian language of a post published on Start Magazine at the URL https://www.startmag.it/innovazione/semiconduttori-perche-tsmc-sara-sempre-piu-cruciale/ on Sun, 26 Jun 2022 05:10:02 +0000.