Why should we spend money in America?… Taiwan is angry, TSMC is also angry

Taiwan’s semiconductor giant Taijidn ( TSMC ) is not receiving positive attention. The target is the United States, which is increasing the level of sanctions against China. This is because they had to incur enormous costs by encouraging TSMC to invest in the United States in the name of maintaining their country’s high-tech security . TSMC, which is increasing its investments in China, Europe, and Taiwan, is in a dilemma, unable to open or close its wallet. Voices in Taiwan that the country’s jobs will be taken away are also growing stronger.

According to the Taiwanese semiconductor industry on the 1st, there has been a series of investment requests targeting TSMC from the United States recently. While the U.S. government and major semiconductor companies are demanding that suspended factory operations resume, U.S. Arizona Governor Katie Hobbs personally visited TSMC and requested the construction of a packaging factory. In addition, there are calls for TSMC to deploy skilled workers or expand additional production facilities. This is an attempt to expand and strengthen the U.S. semiconductor ecosystem.

However, from TSMC’s perspective, the United States is not a good investment destination. TSMC ‘s factory under construction in Arizona continues to be delayed in operation due to a shortage of skilled workers. TSMC in the U.S. talent poolThere is a shortage of talent for foundry (consignment production)토토사이트, which is the company’s main business. Although the U.S. labor union countered by saying that there are sufficient manpower to install the equipment, the Taiwanese industry’s assessment is that the level of technology is insufficient. A Taiwanese industry official said, “It is difficult to secure the right manpower for a large-scale foundry fab in the United States.”

There is also the additional cost burden of building an overseas fab. TSMC is building factories in several countries, including Kaohsiung, Nanjing, China, Dresden, Germany, and Kumamoto, Japan. Among these, the Kaohsiung and Nanjing factories are experiencing setbacks in operations due to cost burden, in addition to the conflict between the U.S. and China and pressure from China. TSMC is in a position where it has to build more factories even at higher costs due to a shortage of manpower. There is no room to build additional factories in the United States. TSMC

Chairman Liu Deyin recently said, “From a cost perspective, the initial cost of building an overseas wafer fab is higher than building a wafer fab in Taiwan. Compared to Taiwan’s mature semiconductor ecosystem, the scale of overseas fabs is small and immature, so the overall supply chain cost is low. “Because it’s high,” he said. The United States has the world’s best fabless (design expertise) capabilities, but its foundries are relatively poor. There is only one American company in the global TOP 5, Global Foundry. This is why there is criticism in the Taiwanese industry that ‘the United States is using Taiwanese companies to increase its semiconductor capabilities.’ TSMC

It is known that there are currently no plans to build a packaging plant in the United States, but if pressure continues, there is a possibility that it will make other choices. Losing internal jobs is also a problem. TSMC directly stated that ‘there is no change in the plan to hire about 6,000 people’ this year, but as the number of overseas facilities increases, internal fab manpower will inevitably become insufficient.

A local industry official said, “If a wafer fab is built, post-processing is necessary, but if the finished product is moved to Taiwan, the cost burden will be too great, so we have no choice but to build a post-processing factory as well.” He added, “The first construction plan for the wafer fab is He pointed out, “From the time it was announced, we were forced to build additional factories in the United States.”

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