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Expansion Plan by World s Largest Contract Chipmaker Won t Ease Global Shortage: Experts - New Delhi Times

April 10, 2021 Share Plans by the world’s largest contract chipmaker for a record $100 billion capacity expansion will just mildly dent a growing worldwide shortage of semiconductors for gear such as high-speed notebook computers, 5G smartphones and newer vehicles, tech experts believe. Taiwan Semiconductor Manufacturing Co. said in an April 1 legal notice to the Taipei stock exchange that it would use the money over three years on “leading technology” for manufacturing and R&D to “answer demands from the market.” The notice specifically cites demand for chips used in 5G-enabled and high-performance devices. That amount would set a dollar-value record for the company, which is better known as TSMC, said Brady Wang, an analyst in Taipei with the market intelligence firm Counterpoint Research.

World Semiconductor Shortage Raises Taiwan s Bargaining Power with US - New Delhi Times - India s Only International Newspaper

March 6, 2021 Share  U.S. President Joe Biden’s order to secure semiconductor supply chains for high-tech hardware production offers a commercial boost to Taiwan, one of the world’s biggest providers of chips, and gives Taipei new weight in any free-trade talks, analysts say. Biden signed an executive order Feb. 24 for the United States to start overcoming a chip shortage that has hobbled the manufacturing of vehicles, consumer electronics and medical supplies. It will trigger a review process leading to policy recommendations on how to bolster supply chains. Taiwan comes into play as the home of Taiwan Semiconductor Manufacturing Co., which spins out more chips than any other contract manufacturer in the world and has some of the most advanced production processes. Those advances generate semiconductors that run on relatively little power without sacrificing the speed of a device.

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