TSMC may transfer advanced 2nm manufacturing to the United States after 2025
After Trump's victory, the market is concerned about whether TSMC's 2nm production may go to the United States ahead of schedule. Wu Chengwen, an official of Taiwan, China's science and technology department, said that TSMC's 2nm process will be mass produced next year. At this time, TSMC should have started the research and development of a new generation of process, so we can discuss with TSMC whether to invest in 2nm in friendly areas.
Wu Chengwen pointed out that Trump's remarks during the campaign about "stealing" should be half joking. Wu Chengwen stressed that Taiwan, China has not taken away the semiconductor technology of the United States. The ability of Taiwan, China's semiconductor manufacturing technology is the beginning of TSMC's decision to invest in the research and development of advanced manufacturing processes around 2000, and it has owned relevant patents step by step. "These patents are developed by us".
Wu Chengwen further said that semiconductor technology involves a wide range of aspects, including design, materials, equipment, components, and theory. The so-called technology cannot be simply simplified to manufacturing. On the whole, the United States is still the world's leading company, but Taiwan, China, China, is absolutely unique in the world in terms of semiconductor manufacturing volume, yield, and profitability, and is the best company.
In his speech, Wu Chengwen was also asked whether he was worried about the "hollowing out" of Taiwan, China's semiconductor industry. He replied that this is unlikely to happen because all of TSMC's R&D facilities are located in Taiwan, China. Although the Chip Act encourages TSMC to establish manufacturing plants in the United States and similar measures have attracted the company to other countries such as Japan, these transactions have not led to TSMC establishing research and development centers abroad.
Wu Chengwen further said that semiconductor technology involves a wide range of aspects, including design, materials, equipment, components, and theory. The so-called technology cannot be simply simplified to manufacturing. On the whole, the United States is still the world's leading company, but Taiwan, China, China, is absolutely unique in the world in terms of semiconductor manufacturing volume, yield, and profitability, and is the best company.
In his speech, Wu Chengwen was also asked whether he was worried about the "hollowing out" of Taiwan, China's semiconductor industry. He replied that this is unlikely to happen because all of TSMC's R&D facilities are located in Taiwan, China. Although the Chip Act encourages TSMC to establish manufacturing plants in the United States and similar measures have attracted the company to other countries such as Japan, these transactions have not led to TSMC establishing research and development centers abroad.