Biden had NO CHOICE! Taiwan Semiconductor’s Grip on US Chip Outsourcing Unshakable.

In today’s video, we bring you exciting news about the reliance of US chip manufacturing on TSMC and their breakthrough with the 3nm chip process. TSMC’s successful development of the 3nm chip process has garnered positive reviews within the industry, despite being slightly behind Samsung Electronics. Reports indicate that TSMC’s 3nm process is primarily used for manufacturing Apple’s A17 SoC and the M3 chips for Mac and iPad. With TSMC nearly fully booked for its first-generation 3nm process, other chip manufacturing giants will have to wait to adopt this cutting-edge technology. It is expected that the upcoming iPhone 15 series and certain MacBook and iMac models will utilize TSMC’s 3nm process, showcasing its significance in high-end devices. While TSMC’s contract manufacturing technology advances, the company faced difficulties in obtaining chip subsidies from the United States. As a result, TSMC has decided to build a fab in Europe, reducing its reliance on the US market. Europe, with its strong chip industry chain and support from the European Union’s subsidy package, provides a promising alternative for TSMC’s expansion. Although TSMC maintains a competitive advantage with its advanced manufacturing processes, the company’s recent revenue performance has raised concerns in Taiwan. Observers warn of unfavorable prospects for Taiwan’s semiconductor industry, highlighting the need to closely monitor TSMC’s expansion plans and revenue performance. Amidst geopolitical tensions, TSMC finds itself in a dilemma, as the mainland Chinese market represents a significant portion of its revenue. Giving up this market would pose challenges for the company, making it a critical consideration moving forward. Join us as we delve deeper into the world of chip manufacturing and explore TSMC’s role in shaping the future of the industry. Don’t forget to like, comment, and subscribe to VOC - Vision of China for more insightful videos on technology and business! 00:00 Introduction 00:15 TSMC’s Successful Development 00:30 Positive Reviews and Apple’s Collaboration 00:45 Long-standing Partnership with Apple 01:00 Capacity and High-end Product Usage 02:00 Demand and Expansion Plans 02:45 Investment in the United States and Europe 03:15 NVIDIA Partnership 03:45 Competitive Advantage and Challenges 04:00 Conclusion