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TSMC's Semiconductor Manufacturing Capabilities and Future Prospects: Morris Chang's Three Predictions
- Writing language: Korean
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Base country: Japan
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- Information Technology
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Summarized by durumis AI
- TSMC founder Morris Chang predicted that TSMC would become a target of geopolitical disputes and that TSMC's technological superiority would continue despite the pursuit of the semiconductor industry by the United States and China.
- He also warned that government-led semiconductor localization policies could only create high-cost supply chains, emphasizing the importance of private sector-led development within a free trade system.
- TSMC has grown through customer-centricity and the realization of social responsibility. The company is also working with governments around the world to build semiconductor production facilities and focus on the development of next-generation technologies.
TSMC (Taiwan Semiconductor Manufacturing Company) has been gaining attention as it grows into the world's largest semiconductor manufacturing foundry. Morris Chang, the founder and honorary chairman, has provided insights and visionary predictions about the strategies behind TSMC's success and its future.
Morris Chang's first prediction was that TSMC would become a target of geopolitical controversy. As early as 2019, he warned, "The world is no longer peaceful, and TSMC will inevitably become a geopolitical target." Later, when the British economic journal 'The Economist' designated Taiwan's semiconductor industry as "the most dangerous place on Earth," it validated his prediction.
His second prediction was about the semiconductor industry pursuits of the United States and China. In a 2021 speech, Morris Chang predicted that even with subsidies, the United States would struggle to catch up with TSMC in the long run. He also anticipated that despite China's government pouring hundreds of billions of dollars into the sector, China's semiconductor manufacturing technology would lag behind TSMC by more than five years, and its semiconductor design capabilities would also fall behind by one to two years. He asserted that because semiconductor technology is accumulated in stages, it is impossible for China to leapfrog advanced countries in one fell swoop.
Thirdly, Morris Chang cautioned that government-led initiatives to promote domestic semiconductor production could be risky. At the 2021 APEC summit, he pointed out that "even if advanced country governments invest hundreds of billions of dollars in promoting domestic semiconductor policies, they will only end up building a high-cost supply chain." Instead, he emphasized the desirability of developing the semiconductor industry through private enterprises within a free trade system.
Since its founding, TSMC has grown by prioritizing customer satisfaction and realizing social responsibility. It is committed to strengthening relationships with key customers while collaborating with governments worldwide to build semiconductor production bases. It is also focusing on developing next-generation technologies and energy innovations to maintain its leading position.
As Morris Chang's predictions suggest, TSMC is expected to play a significant role in the changing global economic and technological landscape. Amid fierce competition over semiconductor dominance, TSMC's manufacturing capabilities and collaborative strategies are drawing attention.
