2021年4月29日
Mark O’Neill
EJ Insight
TSMC must balance U.S. and China markets
The global shortage of semi-conductor chips has brought record profits for Taiwan Semiconductor Manufacturing Company (TSMC) but left the company torn between its two customers, the United States, and China.
TSMC has a 28 per cent share of the global market for matured nodes (40 nanometre and below), ranking first, followed by UMC of Taiwan with 13 per cent, Semiconductor Manufacturing International Corporation of China with 11 per cent and Samsung of South Korea with 10 per cent, according to a report by Counterpoints Research in February.
Never has demand been so strong and the product so important. ...
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