Authors: Robyn Klingler-Vidra, KCL and Yu-Ching Kuo, Kaohsiung

US and Taiwanese semiconductor powerhouses Intel and TSMC have both recently announced plans to build giant semiconductor plants in Arizona. The ‘reshoring’ of semiconductor chip production from Taiwan to the United States will change this essential industry and the geopolitics surrounding it.

Taiwan is the linchpin of the world’s supply of chips. In 2020, Taiwan’s TSMC constituted nearly 90 per cent of the market for advanced chips. Semiconductors power modern technology, including smartphones, cars, computers and a growing range of ‘smart’ devices. Both China and the United States, as well as others, are reliant on Taiwan’s manufacturing of semiconductors. In recent years, the Taiwanese semiconductor industry has attracted attention in light of US–China trade tensions and Taiwanese manufactures have sought to engage with both countries so as not to lose…

Read more…

Share.

Comments are closed.