Taiwan-China tensions a reminder to tech: diversify chip manufacturers

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Canada's technology industry says flaring tensions between China and Taiwan are reminding companies how important it is to seek a broader range of sources for semiconductors, and to invest in the sector.

A person walks into the Taiwan Semiconductor Manufacturing Co., Ltd. headquarters in Hsinchu, Taiwan, on Oct. 20, 2021. Canada's technology industry says flaring tensions between China and Taiwan are reminding companies how important it is to seek a broader range of sources for semiconductors -- and to invest in the sector.

Taiwan was responsible for 60 per cent of the global revenue in 2020 for the sector and TSMC held 53 per cent of the global foundry market in the third quarter of 2021, Taipei journalist Matthew Fulco wrote in a Macdonald-Laurier Institute publication released in January. Production is tedious. It can take three months to engrave and transform silicon wafers into semiconductors and the process can be upended by a disturbance as small as a speck of dust.

The push for diversification has been happening over the last two years in part because of a global chip shortage prompted by COVID-19 shutdowns, soaring demand for electronics and increasing shipping costs.

 

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TSMC is the primary supplier of semiconductors for the US military. This is the real reason why the US wants Taiwan to stay under their control NOT democracy / freedom. Open your eyes people

So TSMC decided to build a new mega chip tech factory in the USA is quite clever.

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