TSMC’s Morris Chang Takes Aim at U.S. 'Friendshoring' Policy
Does the United States call Taiwan a friend, when it comes to semiconductors? And could diversifying the manufacturing of chips be the industry’s undoing? We discuss TSMC founder Morris Chang’s recent comments and the implications going forward. Our panelists on the show are: Tri-rung Yew –National Tsing-hua University Department of Materials Science and Engineering Distinguished Professor -Former United Micro Electronics Advanced Technology Development Vice President -Former SEMI Taiwan Women in Tech Advisory Council. -Former SEMI Taiwan IC Forum Chair Tim Culpan -Bloomberg Opinion Columnist -Former Bloomberg Technology Correspondent -Supply chain, China and semiconductors expert Marco Mezger – Neumonda Executive Vice President and Chief Operating Officer -MEMPHIS Electronic President -Memory and semiconductors expert And Taiwan Talks host Alex Lee speaks with: Chris Miller -FT Business Book of 2022 “Chip War” Author -Tufts University Professor of International History. "00:00 Introduction 01:55 Can U.S. rely on Taiwan 04:23 TSMC needs democracy 08:48 Is Silicon Shield the U.S.? 11:30 Not ‘feeling the love’ 17:30 Entire supply chain 23:42 Japan, S Korea reengage 26:35 U.S. tightens curbs again 26:57 Huawei: Stabilized circuit boards 30:28 Chip War impacts? 39:17 Chris Miller exclusive 44:12 China left behind
