<p>➀ Wang Hong Wu Min-Qiu states that the US will undoubtedly demand TSMC to replicate and produce 5nm and even 2nm processes in the US, which is the true meaning of protectionist policy, and TSMC may not have the capital to say no.</p><p>➁ Wu Min-Qiu points out that although Taiwan has strict regulations on semiconductor technology exports, including restrictions from N-2 to N-1, under the dual considerations of the US' full-fledged development of AI and the tense situation across the Taiwan Strait, the best protection for the US is to require TSMC to replicate and produce its most advanced processes in the US.</p><p>➂ Regarding TSMC's technological advantages, Wu Min-Qiu analyzes that the key to TSMC's ability to achieve much higher yields than US manufacturers at the same process node lies in its powerful mathematical team, which uses AI big data analysis to produce and manufacture processes, quickly shortening the learning curve.</p>
Related Articles
- What If TSMC becomes ASMC?8 months ago
- India's First 12-inch Wafer Factory Launched, TSMC Receives First Fab IP Payment12 months ago
- TSMC Q3 up 31% y-o-y9 days ago
- Taiwan proposes strategic tech alliance with the White House — "Taiwan Model" would help companies invest easily in the U.S. to satisfy demands15 days ago
- Bollox23 days ago
- TSM-Bee? TSMC gets into the honey business after working with local beekeepers to establish hives around its fabsabout 1 month ago
- 2Q25 Foundry Revenue Surges 14.6% to Record High, TSMC’s Market Share Hits 70%, Says TrendForceabout 1 month ago
- TSMC July revenues up 25.8% forecasts 30% growth for the year2 months ago
- TSMC fires and prosecutes employees for trying to get sensitive info2 months ago
- Two former TSMC employees arrested, could face up to 12 years in jail, $3 million fine over alleged attempt to leak 2nm chip details — first case under Taiwan's amended National Security Act cites 'serious suspicions of violating national security laws'2 months ago