4 ms·
TSMC might not be responsible for 90% of the chips, but estimates are they account for 28% of the mature market [1]. They don't only do new nodes, but older nod
by genmud 6y ago
TSMC might not be responsible for 90% of the chips, but estimates are they account for 28% of the mature market [1]. They don't only do new nodes, but older nodes as well. Between them and UMC (also Taiwan based), those 2 companies account for 41% of all modern IC production. Micron and Powerchip are also big fabs out in Taiwan and if someone were to say that 50-60% of all 45nm+ ICs were made in Taiwan I would not be surprised.
If there was a geopolitical struggle and the fabs in Taiwan were impacted for months or years, we would see the effects of that for years or even decades. Its why China, US and EU are all trying to build some more resiliency in the supply chain. Its also why Taiwan has resisted allowing tech/expertise to leave, since the amount of leverage they have lets them punch way above their weight and makes them such a strategic partner to the rest of the world.
[1] https://semiwiki.com/forum/index.php?threads/tsmc-has-the-largest-market-share-in-the-global-semiconductor-manufacturing-industry.13693/#:~:text=As%20expected%2C%20TSMC%20leads%20the,%25%20and%207%25%2C%20respectively https://semiwiki.com/forum/index.php?threads/tsmc-has-the-la....