Is US Stealing TSMC Chip Technologies From Taiwan?!
The Taiwan Semiconductor Manufacturing Company’s (TSMC) is expanding into the United States with a new semiconductor facility in Arizona. Here the US can enforce some transfer of technology using national security as a pretext.
The video explores the strategic reasons behind TSMC’s decision, examining factors such as global market demands, geopolitical considerations, and significant financial incentives offered by the U.S. government, particularly under the Chips Act of 2022. The piece challenges the provocative notion that the U.S. is “stealing“ technology from Taiwan, presenting a nuanced view of international business collaborations in the high-tech industry. Additionally, it highlights TSMC’s commitment to maintaining its most advanced manufacturing capabilities in Taiwan, despite its global expansion. The video also touches on the implications of this move for key customers like Apple and the broader semiconductor industry, analyzing the potential impacts on supply chains, technological leadership, and international trade relations. It’s a comprehensive exploration of the intricacies of TSMC’s strategic move and its wider consequences for the global semiconductor landscape.
Chapters:
0:00 TSMC Factory in Arizona - production description of N5
01:10 TSMC investing 2nd factory in Arizona
01:32 TSMC expansion to other countries
01:50 Apple as a client
03:05 The Chips Act and tech transfer
04:01 Claims of US tech transfer vs demand
05:50 Other TSMC fabs planned outside of Taiwan
06:40 Arizona Fab will produce most advanced chips
Title: Is US Stealing TSMC Chip Technologies From Taiwan?!
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