2 charts show how much the world depends on Taiwan for semiconductors

cnbc2021-03-16

KEY POINTS The global shortage of chips that forced several automakers to halt production has brought attention to Taiwan's outsized role in semiconductor manufacturing. Taiwan dominates the foundry ...

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精彩评论

Kah
2021-03-17
Kah
Can buy more? [财迷]
theresaneo
2021-03-16
theresaneo
Amazing, Will China or US catch up soon?
KYYY
2021-03-16
KYYY
Interesting
Andaroo
2021-03-16
Andaroo
I need mana
- Wlkhoo:
  Wow
Davidgoh18
2021-03-16
Davidgoh18
The best choice for semiconductor atvtyebmoment
夜裡精靈
2021-03-16
夜裡精靈
Go go go $Taiwan Semiconductor Manufacturing(TSM)$
- 木吉蒂:
  Unable to stay above $120 for past few sessions. Waiting very patiently [胜利]

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Its contract manufacturers together accounted for more than 60% of total global foundry revenue last year, according to data by Taipei-based research firm TrendForce.\nMuch of Taiwan's dominance can be attributed toTaiwan Semiconductor Manufacturing Coor TSMC, the world's largest foundry that counts major technology firms such asApple,QualcommandNvidiaas its clients. TSMC accounted for 54% of total foundry revenue globally last year, TrendForce data showed.\nSemiconductors are critical components that power electronics from computers and smartphones to the brake sensors in cars. The production of chips involves a complex network of firms that design or make them, as well as those that supply the technology, materials and machinery to do so.\nTSMC focuses solely on manufacturing and has been the go-to producer for many cutting-edge semiconductors, Dan Wang, a technology analyst at research firm Gavekal, said ina podcast by Singapore's DBS bank.\n\"So TSMC, if you just have a look at market share, I believe manufactures around 50% of all semiconductors in the world. And I think that still understates how important it is, because these are some of the most advanced chips out there,\" said Wang.\nSemiconductor designers and manufacturers are on a quest to make chips smaller and better. Currently, TSMC and its South Korean rivalSamsungare the only foundries capable of manufacturing the most advanced 5-nanometer chips.\nTSMC is already gearing up for the next-generation 3-nanometer chips, that willreportedly start production in 2022.\nChina playing catch up\nSome countries are planning to boost their own semiconductor production — and one of them is China, which isaiming to be more self-reliant.\nBut China's tech fight with the previous U.S. administration is holding back its largest chipmaker Semiconductor Manufacturing International Corporation, or SMIC, said Paul Triolo, geo-technology practice head at risk consultancy Eurasia Group.\n\n TSMC is just so dominant. It no longer really has much competition at all on the high end.Dan WangTECHNOLOGY ANALYST, GAVEKAL DRAGONOMICS\n\nLast year, the Trump administrationplaced SMIC on a blacklistknown as the entity list, which limitsthe company's access to technology and machinery that it needs.\nSMIC was the fifth largest semiconductor foundry globally by revenue in 2020 — behind Taiwan's TSMC andUMC, South Korea's Samsung, and GlobalFoundries in the U.S., TrendForce data showed.\n\"The target right now is being able to compete at the cutting edge with companies like TSMC, Samsung and Intel,\" Triolo told CNBC's\"Squawk Box Asia.\"\n\"The problem that SMIC is in now, the dilemma, is the U.S. government has put them on the entity list,\" he said. \"But the bigger picture is that SMIC has been cut off, at least for the moment, from acquiring the really cutting-edge equipment it needs fromASML, which is a Dutch company.\"\nASML makes the so-called extreme ultraviolet lithography equipment that's used to produce the most advanced chips such as those manufactured by TSMC and Samsung. Reuters reported last year that theTrump administration pressured the Netherlands governmentto stop the sale of the machine to SMIC.\nEven if SMIC has access to ASML's equipment, the company would take years to start producing high-end chips in large quantities, said Triolo.\nUntil then, it appears that TSMC would maintain its leading position.\n\"TSMC is just so dominant. It no longer really has much competition at all on the high end. And so, it took a while for this model really to work out. But at this point, it can be a very profitable company indeed,\" said Wang of Gavekal.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":324863589,"gmtCreate":1615983530141,"gmtModify":1703495902003,"author":{"id":"3574051403520128","authorId":"3574051403520128","name":"Kah","avatar":"https://static.tigerbbs.com/8152bf26b25a543a305f21dbe90acf14","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574051403520128","authorIdStr":"3574051403520128"},"htmlText":"Can buy more? [财迷]&nbsp;","listText":"Can buy more? [财迷]&nbsp;","text":"Can buy more? [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324863589","repostId":1106450381,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":325637774,"gmtCreate":1615893164498,"gmtModify":1703494581037,"author":{"id":"3575449476526094","authorId":"3575449476526094","name":"theresaneo","avatar":"https://static.tigerbbs.com/9383793d8b3b77c07bbf847f3b45734f","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3575449476526094","authorIdStr":"3575449476526094"},"htmlText":"Amazing, Will China or US catch up soon?&nbsp;","listText":"Amazing, Will China or US catch up soon?&nbsp;","text":"Amazing, Will China or US catch up soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325637774","repostId":1106450381,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325821397,"gmtCreate":1615887537019,"gmtModify":1703494488140,"author":{"id":"3577961586788692","authorId":"3577961586788692","name":"KYYY","avatar":"https://static.tigerbbs.com/b521dfcb3bda7f0c2ad948479c1a479a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577961586788692","authorIdStr":"3577961586788692"},"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325821397","repostId":1106450381,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325864226,"gmtCreate":1615887195965,"gmtModify":1703494481079,"author":{"id":"3575199303759784","authorId":"3575199303759784","name":"Andaroo","avatar":"https://static.tigerbbs.com/634c9b9f18158d4a4e497249bdbe8fd5","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3575199303759784","authorIdStr":"3575199303759784"},"htmlText":"I need mana","listText":"I need mana","text":"I need mana","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325864226","repostId":1106450381,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3807129,"gmtCreate":1615887343488,"gmtModify":1635753740605,"authorId":3570678310101837,"author":{"id":3570678310101837,"idStr":"3570678310101837","authorId":3570678310101837,"name":"Wlkhoo","avatar":"https://static.tigerbbs.com/d7c306314479bd738d275d6ace761fd4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325864226,"type":1,"supId":0,"prevId":0,"content":"Wow","text":"Wow","html":"Wow"}],"langContent":"EN"},{"id":325884752,"gmtCreate":1615886485776,"gmtModify":1703494467814,"author":{"id":"3569149523842919","authorId":"3569149523842919","name":"Davidgoh18","avatar":"https://static.tigerbbs.com/71f448e2dc5894b50df2e08bdf98ded4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569149523842919","authorIdStr":"3569149523842919"},"htmlText":"The best choice for semiconductor atvtyebmoment","listText":"The best choice for semiconductor atvtyebmoment","text":"The best choice for semiconductor atvtyebmoment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325884752","repostId":1106450381,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325889324,"gmtCreate":1615885859168,"gmtModify":1703494456769,"author":{"id":"3573696373126010","authorId":"3573696373126010","name":"夜裡精靈","avatar":"https://static.tigerbbs.com/ac6266748095c04f49b888884069d798","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3573696373126010","authorIdStr":"3573696373126010"},"htmlText":"Go go go <a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>","listText":"Go go go <a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>","text":"Go go go $Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325889324","repostId":1106450381,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3807387,"gmtCreate":1615889139144,"gmtModify":1635753730345,"authorId":3577229760496516,"author":{"id":3577229760496516,"idStr":"3577229760496516","authorId":3577229760496516,"name":"木吉蒂","avatar":"https://static.tigerbbs.com/89290f2c42589f1e42296c61dde71238","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325889324,"type":1,"supId":0,"prevId":0,"content":"Unable to stay above $120 for past few sessions. Waiting very patiently  [胜利]","text":"Unable to stay above $120 for past few sessions. Waiting very patiently  [胜利]","html":"Unable to stay above $120 for past few sessions. Waiting very patiently  [胜利]"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":25,"commentSize":8,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1106450381"}