Home Technology Multiple earthquakes and geopolitical tensions CNN: TSMC’s chip manufacturing “concentrated in Taiwan” is risky

Multiple earthquakes and geopolitical tensions CNN: TSMC’s chip manufacturing “concentrated in Taiwan” is risky

0
Multiple earthquakes and geopolitical tensions CNN: TSMC’s chip manufacturing “concentrated in Taiwan” is risky

There was a 7.2 magnitude earthquake in Taiwan on the 3rd.EarthquakeThe most powerful earthquake in 25 years, caused disasters throughout Taiwan and killed 9 people, attracting international attention. CNN reports that Taiwan has advanced in productionWaferThe earthquake is also a stark reminder to countries that “it is quite risky to concentrate a major chip manufacturing industry on an island that is vulnerable to earthquakes as well as a hotbed of geopolitical tensions.”

The report pointed out that according to statistics, 90% of the world’s advanced semiconductor chips are producedTSMC(TSMC) produces and supplies it to technology giants like Apple, Qualcomm, Inventec and AMD.

After a 7.2-magnitude earthquake struck Taiwan on the 3rd, TSMC released a statement in the evening following the safety report, saying that employees had returned to work after the earthquake. “Although some equipment was damaged and production was affected, the main machines were not damaged.”

Although it seems unlikely that a strong earthquake would have a long-term impact on the semiconductor supply chain, it is a stark reminder that “focusing critical chip manufacturing on an island that is both earthquake-prone and a hotspot is quite risky.” Geopolitical tensions.”Risks.” In recent years, governments and chip makers, including the United States, have invested billions of dollars in efforts to diversify chip production, but many experts are still concerned that growth is not fast enough.

David Bader, a professor at the Data Science Institute at the New Jersey Institute of Technology, said this is almost an existential threat. “Now the whole world is researching semiconductor devices. (Chips) provide all the power for our lives, whether it’s driving a car or not.” , Talking on mobile phones, even military defense or weapons systems, airlines, everything uses chips, and if production is stopped, it will be disastrous.

Angelo Zino, an analyst at the US investment research institute CFRA, said in an investor report on the 3rd that the earthquake incident should remind investors of the risks of concentrating foundries in one area.

“I think we will be in a critical period over the next few years unless large fabs like TSMC are located in areas where the geopolitics are not as tense as Taiwan,” Budd said.

taiwan(tagstotranslate)wafer