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Mark Liu:The US should invest in R&D, instead of trying to change the supply chain



TSMC Chairman Liu Mark accepted an exclusive interview with American TV. He said that Taiwan’s semiconductors are called "Silicon Shield", which means that the whole world needs the support of Taiwan’s high-tech industries. Therefore, countries will not allow war in Taiwan because this is not in line with the world. The interests of countries. In response to Intel CEO Pat Gelsinger's suggestion that it is necessary to rebalance the supply chain and increase manufacturing in the United States, Liu Mark believes that instead of changing the supply chain, the United States should invest in research and development, and cultivate masters and doctors to enter semiconductor manufacturing.

Liu Mark recently accepted an interview with CBS’ CBS program "60 Minutes" at TSMC’s Hsinchu headquarters. The interview was broadcast yesterday.

CBS pointed out that the current chip industry’s most extreme risk may be China’s armed invasion of Taiwan, or it may be gaining control of TSMC. This will force the United States to defend Taiwan, just as the United States defended Kuwait from Iraq’s invasion 30 years ago. Defend the oil, now we have to defend the chip.

Regarding the recent concerns of the US authorities about the concentration of chip production capacity in Asia, Liu Mark said that he can understand such doubts, but whether the chips are manufactured in Asia is not the crux of the problem, because no matter where the chips are produced, there will be shortages due to the epidemic.

Tissinger said that currently about 75% of the world’s wafers come from Asia. Twenty-five years ago, the US’s wafer production accounted for about 37% of the world’s wafers, but today it has fallen to 12%. People in the chain will think this is a big problem. Intel has been lobbying the US government to help revitalize the US semiconductor industry, providing incentives, subsidies, and tax relief to allow more supply chains to stay in the US.

Liu Mark said that the United States should invest in research and development instead of trying to change the supply chain. The mobile supply chain is too costly and unproductive. Everyone sticks to their own technology and abandons global cooperation, which may slow down the speed of innovation.

In response to the recent shortage of automotive chips, Liu Deyin said that TSMC is trying to "squeeze" more chips to automakers. "Now we think we are two months ahead of schedule. By the end of June, we can meet the minimum requirements of our customers." . However, the shortage of automotive chips will not end in two months.