As TSMC boosts its 3 nanometer chip production capabilities with its new fab in Tainan, we explore if that is part of the company’s grand plan in maintaining its competitive edge and surpassing Samsung in revenue this year. Taiwan Talks also takes a deep dive on the advantages of both companies and how global foundries are navigating the U.S.-China tech war. We also discuss what TSMC’s role is in the global semiconductor supply chain, especially with recent chip shortages in the automotive industry. As China steps up its intimidation campaign on Taiwan, we look at why investors remain undeterred as investments in Taiwan’s chip industry continue to rise.
In this episode, Konrad Young, former TSMC R&D Director and LeadAgileX Accelerator Founding Partner, and Marco Mezger, Neumonda Executive Vice President and COO and MEMPHIS Electronic President, discuss Taiwan’s semiconductor outlook and the opportunities that lie ahead in the global tech industry. We also hear from Karl Breidenbach, Boston Consulting Group Semiconductor Procurement Practice Global Leader, and Colley Hwang, DIGITIMES Founder and President, on the prominent role Taiwanese chips play in the world economy and its chipmaking competitive advantage.
Topics discussed:
- What is behind TSMC’s new Tainan 3-nm fab?
- How TSMC could help drive global growth in innovation and further integrate in the global tech supply chain
- Will TSMC outpace Samsung to become the most profitable chipmaker in 2023?
- Why Taiwan matters to global supply chains, extending well beyond the chip industry
- Global semiconductor industry outlook
- Challenge or opportunity: Taiwan’s role in U.S.-led “friendshoring” in building new chip supply chains that exclude China
- How Taiwanese foundries are working with a wide range of European industries
- Can Japan revive its semiconductor industry?
- ‘Irreplaceable’: Why Taiwan’s unique compact, complete semiconductor manufacturing ecosystem is unbeatable
- Taiwan’s competitive chip edge and its expanding reach in many continents (U.S., Germany, India) and industries (EV, biotech, etc.)
- Impact of U.S. tech and chips ban on Chinese chipmakers and how Taiwan can help fill that gap
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