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2021-10-27
Buy and hold 2022 will be good
TSMC founder chides U.S. plan for full chip supply chain onshore
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":855007638,"tweetId":"855007638","gmtCreate":1635309722299,"gmtModify":1635309722513,"author":{"id":3558472997722921,"idStr":"3558472997722921","authorId":3558472997722921,"authorIdStr":"3558472997722921","name":"x2espresso","avatar":"https://static.tigerbbs.com/cb072ae8fc5f89a8a66a524c42b657ae","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":50,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Buy and hold 2022 will be good</p></body></html>","htmlText":"<html><head></head><body><p>Buy and hold 2022 will be good</p></body></html>","text":"Buy and hold 2022 will be good","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/855007638","repostId":1112323314,"repostType":4,"repost":{"id":"1112323314","kind":"news","pubTimestamp":1635305668,"share":"https://ttm.financial/m/news/1112323314?lang=&edition=full","pubTime":"2021-10-27 11:34","market":"us","language":"en","title":"TSMC founder chides U.S. plan for full chip supply chain onshore","url":"https://stock-news.laohu8.com/highlight/detail?id=1112323314","media":"Nikkei Asia","summary":"Chang calls domestic push unfeasible, with $52bn in subsidies far too little\nWashington is campaigni","content":"<p>Chang calls domestic push unfeasible, with $52bn in subsidies far too little</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d9d539c227c7f485a52f4efb2d65a33\" tg-width=\"1400\" tg-height=\"788\" referrerpolicy=\"no-referrer\"><span>Washington is campaigning to bring more chip production onto American soil, amid concern about an overreliance on Taiwan.</span></p>\n<p>TAIPEI -- As U.S. lawmakers look to invest $52 billion in the American chip industry, the founder of Taiwan Semiconductor Manufacturing Co. calls the plan far too small for rebuilding a complete supply chain in the country.</p>\n<p>Morris Chang, an American citizen who founded the company that is now the world's most valuable chipmaker, says it would be impossible for the U.S. to have a full chip supply chain onshore even if it spent far more -- and that such a move may not be financially desirable in any case.</p>\n<p>\"If you want to reestablish a complete semiconductor supply chain in the U.S., you will not find it as a possible task,\" Chang told a tech industry forum in Taipei on Tuesday night. \"Even after you spend hundreds of billions of dollars, you will still find the supply chain to be incomplete, and you will find that it will be very high cost, much higher costs than what you currently have.\"</p>\n<p>The U.S. accounted for 37% of global semiconductor manufacturing in the 1990s, but has fallen to 12%, Semiconductor Industry Association data shows.</p>\n<p>Washington is campaigning to bring more chip production onto American soil, amid concern about an overreliance on Taiwan. The U.S. Senate this year passed a $52 billion bill to support domestic semiconductor manufacturing and R&D, though the package has yet to become law.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fe462b64b798dc3fc61c199e9df33f9\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"><span>Taiwan Semiconductor Manufacturing Co. founder Morris Chang, center, attends a tech industry forum on Oct. 26 in Taipei. (Photo by Cheng Ting-Fang)</span></p>\n<p>Chang, who retired from TSMC in 2018, claimed that some people arguing for bringing the chip supply chain onshore are driven by self-interest. Intel CEO Pat Gelsinger advocates for more manufacturing in the U.S. as \"it is not safe in Taiwan and it is not safe in South Korea,\" Chang said, while Intel hopes to secure funding from the $52 billion subsidy package.</p>\n<p>Rethinking the supply chain will be a challenge for everyone, Chang said.</p>\n<p>\"In the past, companies in the U.S. or in Asia were growing and prospering thanks to globalization and free trade,\" he said. Chang cited Thomas Friedman's book, \"The World Is Flat,\" in which the commentator analyzes globalization and the opportunities it creates for nations.</p>\n<p>\"Well, Tom, the world is not flat anymore,\" he said. \"This is going to be a challenge for the Asian semiconductor industry, global semiconductor industry, including Intel.\"</p>\n<p>Chang's comments Tuesday were the first time he directly and publicly questioned Washington's efforts to rebuild semiconductor manufacturing. His criticism comes despite TSMC's move to build an advanced chip facility in the U.S. state of Arizona in response to the government's campaign.</p>\n<p>Previously, Chang had said government efforts around the world to increase chip production could backfire, without specifying which countries. Sandra Oudkirk, director of the American Institute in Taiwan and the top U.S. diplomat in Taipei, was among the audience at the industry forum.</p>\n<p>Europe, Japan and China also are gearing up to boost production at home, offering government aid to ensure that chips -- which enable devices from smartphones to military techs -- will remain within their countries.</p>\n<p>TSMC recently announced that the company will build its first chip facility in Japan, where Prime Minister Fumio Kishida said his government will support large-scale private-sector investment.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC founder chides U.S. plan for full chip supply chain onshore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC founder chides U.S. plan for full chip supply chain onshore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:34 GMT+8 <a href=https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore><strong>Nikkei Asia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chang calls domestic push unfeasible, with $52bn in subsidies far too little\nWashington is campaigning to bring more chip production onto American soil, amid concern about an overreliance on Taiwan.\n...</p>\n\n<a href=\"https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112323314","content_text":"Chang calls domestic push unfeasible, with $52bn in subsidies far too little\nWashington is campaigning to bring more chip production onto American soil, amid concern about an overreliance on Taiwan.\nTAIPEI -- As U.S. lawmakers look to invest $52 billion in the American chip industry, the founder of Taiwan Semiconductor Manufacturing Co. calls the plan far too small for rebuilding a complete supply chain in the country.\nMorris Chang, an American citizen who founded the company that is now the world's most valuable chipmaker, says it would be impossible for the U.S. to have a full chip supply chain onshore even if it spent far more -- and that such a move may not be financially desirable in any case.\n\"If you want to reestablish a complete semiconductor supply chain in the U.S., you will not find it as a possible task,\" Chang told a tech industry forum in Taipei on Tuesday night. \"Even after you spend hundreds of billions of dollars, you will still find the supply chain to be incomplete, and you will find that it will be very high cost, much higher costs than what you currently have.\"\nThe U.S. accounted for 37% of global semiconductor manufacturing in the 1990s, but has fallen to 12%, Semiconductor Industry Association data shows.\nWashington is campaigning to bring more chip production onto American soil, amid concern about an overreliance on Taiwan. The U.S. Senate this year passed a $52 billion bill to support domestic semiconductor manufacturing and R&D, though the package has yet to become law.\nTaiwan Semiconductor Manufacturing Co. founder Morris Chang, center, attends a tech industry forum on Oct. 26 in Taipei. (Photo by Cheng Ting-Fang)\nChang, who retired from TSMC in 2018, claimed that some people arguing for bringing the chip supply chain onshore are driven by self-interest. Intel CEO Pat Gelsinger advocates for more manufacturing in the U.S. as \"it is not safe in Taiwan and it is not safe in South Korea,\" Chang said, while Intel hopes to secure funding from the $52 billion subsidy package.\nRethinking the supply chain will be a challenge for everyone, Chang said.\n\"In the past, companies in the U.S. or in Asia were growing and prospering thanks to globalization and free trade,\" he said. Chang cited Thomas Friedman's book, \"The World Is Flat,\" in which the commentator analyzes globalization and the opportunities it creates for nations.\n\"Well, Tom, the world is not flat anymore,\" he said. \"This is going to be a challenge for the Asian semiconductor industry, global semiconductor industry, including Intel.\"\nChang's comments Tuesday were the first time he directly and publicly questioned Washington's efforts to rebuild semiconductor manufacturing. His criticism comes despite TSMC's move to build an advanced chip facility in the U.S. state of Arizona in response to the government's campaign.\nPreviously, Chang had said government efforts around the world to increase chip production could backfire, without specifying which countries. Sandra Oudkirk, director of the American Institute in Taiwan and the top U.S. diplomat in Taipei, was among the audience at the industry forum.\nEurope, Japan and China also are gearing up to boost production at home, offering government aid to ensure that chips -- which enable devices from smartphones to military techs -- will remain within their countries.\nTSMC recently announced that the company will build its first chip facility in Japan, where Prime Minister Fumio Kishida said his government will support large-scale private-sector investment.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/855007638"}
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