Taiwan Semiconductor Manufacturing Company (TSMC) is pivotal for top chip designers due to its unparalleled precision and quality control, holding over 60% of global chip foundry spending.
With the surge in artificial intelligence and data centers, the demand for GPU chips has skyrocketed, solidifying Taiwan Semiconductor as the 'go-to' player despite geopolitical tensions.
Although TSMC dominates the semiconductor market, the threat of military action from mainland China poses a significant risk of disruption in chip production if Taiwan is attacked.
Taiwan Semiconductor's recent price increase for its 3-nm and 5-nm processes highlights the competitive landscape, where rivals like Samsung and Intel are striving for technological advancements in chip manufacturing.
#semiconductors #taiwan-semiconductor-manufacturing-company-tsmc #chip-manufacturing #artificial-intelligence #geopolitical-risks
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