Taiwan controls almost half of the global foundry capacity, other governments racing to...

Tudor Cibean

Posts: 119   +8
Staff
Why it matters: According to Trendforce, Taiwan will control 48% of the global foundry capacity in 2022, making it the undisputed leader. Even with the increasing number of countries trying to bring semiconductor production within their borders, it's expected that this figure will only drop to 44% by 2025.

Following the past few years of chip shortages caused by pandemic shutdowns and geopolitical turmoil, more and more governments are trying to create local chip production industries. Many of them are turning to Taiwanese companies to help them set up their factories.

This is because Taiwan is crucial to the global semiconductor supply chain, accounting for a 26% market share of the total semiconductor revenue in 2021, ranking it second worldwide. The country commands a 27% and 20% market share in the IC design and the packaging and testing industries, respectively. It also accounts for a staggering 64% of the worldwide foundry revenue.

TSMC currently possesses the most advanced process technology, and it plans to keep most of the production of future N3 and N2 nodes in Taiwan. Meanwhile, other Taiwanese foundries like UMC, Vanguard, and PSMC cover applications that don't require bleeding-edge nodes, such as automotive and IoT.

Currently, Taiwan has the most 8-inch and 12-inch fabs, 24 of them, followed by China, South Korea, and the US. As far as future foundries go, Taiwan still tops the list with six, followed by China with four, while the US plans to build three new fabs.

Even so, Trendforce expects that Taiwan will still control 44% of the world's foundry capacity by 2025 and as much as 58% of the worldwide capacity for advanced processes (16 nm and below).

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Dimitriid

Posts: 2,216   +4,268
This is perhaps not something people might want to hear but the west is really setting up Taiwan to be the next Ukraine, except escalation and conflict would actually scale up a lot more given the strategic importance of Taiwan but still shows how Capitalism is pretty bad at long term strategic planning: Why the move to expand other countries chip foundries didn't start like 15 years ago or so?

The answer is because it was cheaper and more convenient to do so in Taiwan and nobody sat down to think how vulnerable it would make them to the whims of the CCP that could break the world's tech infrastructure over night if they really wanted.
 
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mbrowne5061

Posts: 2,025   +1,222
This is perhaps not something people might want to hear but the west is really setting up Taiwan to be the next Ukraine, except escalation and conflict would actually scale up a lot more given the strategic importance of Taiwan but still shows how Capitalism is pretty bad at long term strategic planning: Why wasn't the move to expand other countries chip foundries didn't start like 15 years ago or so?

The answer is because it was cheaper and more convenient to do so in Taiwan and nobody sat down to think how vulnerable it would make them to the whims of the CCP that could break the world's tech infrastructure over night if they really wanted.
Looking at Ukraine, I don't think that example is working in the way you intended it. The west didn't set up Ukraine to be invaded by Russia, but they did set them up with the weapons to resist & repel it. Same is going to happen with Taiwan.
 

eforce

Posts: 1,013   +1,460
Looking at Ukraine, I don't think that example is working in the way you intended it. The west didn't set up Ukraine to be invaded by Russia, but they did set them up with the weapons to resist & repel it. Same is going to happen with Taiwan.

They gave them a stick to poke the bear with along with false hope of joining the EU/NATO, the war was totally avoidable.
 
This is perhaps not something people might want to hear but the west is really setting up Taiwan to be the next Ukraine, except escalation and conflict would actually scale up a lot more given the strategic importance of Taiwan but still shows how Capitalism is pretty bad at long term strategic planning: Why wasn't the move to expand other countries chip foundries didn't start like 15 years ago or so?

The answer is because it was cheaper and more convenient to do so in Taiwan and nobody sat down to think how vulnerable it would make them to the whims of the CCP that could break the world's tech infrastructure over night if they really wanted.
Absolutely true.
 

Ultraman1966

Posts: 183   +101
They gave them a stick to poke the bear with along with false hope of joining the EU/NATO, the war was totally avoidable.
Erm, even if Ukraine wanted to join NATO, it would have needed to be accepted and would not immediately mean that we would be at war. The only fault here is of the mad Putin led Russia, not a sovereign state looking for protection. Did you forget that Russia had already invaded and annexed a part of Ukraine back in 2014 whilst the world did nothing but watch? If you were in charge of the nation, would you just sit back and do nothing?
 

eforce

Posts: 1,013   +1,460
Erm, even if Ukraine wanted to join NATO, it would have needed to be accepted and would not immediately mean that we would be at war. The only fault here is of the mad Putin led Russia, not a sovereign state looking for protection. Did you forget that Russia had already invaded and annexed a part of Ukraine back in 2014 whilst the world did nothing but watch? If you were in charge of the nation, would you just sit back and do nothing?
The people living there were being oppressed and voted to leave, Putin even right up until the invasion offered Ukraine neutrality and for them to respect the independence of Donetsk/Luhansk/Crimea, even after Ukraine failed to comply with the Minsk agreement. Even the EU has objected to Ukrainea treatment of minorities.

A historian back in 2015 said Ukraine would get rekt if NATO continued to encourage Ukraine to antagonise Russia, they carried on down this path, shame they didn't listen.
 

Squid Surprise

Posts: 5,335   +4,981
The people living there were being oppressed and voted to leave, Putin even right up until the invasion offered Ukraine neutrality and for them to respect the independence of Donetsk/Luhansk/Crimea, even after Ukraine failed to comply with the Minsk agreement. Even the EU has objected to Ukrainea treatment of minorities.

A historian back in 2015 said Ukraine would get rekt if NATO continued to encourage Ukraine to antagonise Russia, they carried on down this path, shame they didn't listen.
Lol... no... that's just what Russia claimed when they invaded... you have any evidence for these lies?
 

mbrowne5061

Posts: 2,025   +1,222
They gave them a stick to poke the bear with along with false hope of joining the EU/NATO, the war was totally avoidable.
Considering the west didn't start giving them weapons en masse until Russia invaded; which stick are you referring to? And when was Ukraine ever doing the poking? When Russia annexed Crimea from Ukraine in 2014? Or when Russia fomented civil war in eastern Ukraine since 2014?

If Ukraine has been poking Russia at all, they've shown remarkable restraint for these past 8 years, considering the circumstances.
 

eforce

Posts: 1,013   +1,460
Lol... no... that's just what Russia claimed when they invaded... you have any evidence for these lies?
Considering the west didn't start giving them weapons en masse until Russia invaded; which stick are you referring to? And when was Ukraine ever doing the poking? When Russia annexed Crimea from Ukraine in 2014? Or when Russia fomented civil war in eastern Ukraine since 2014?

If Ukraine has been poking Russia at all, they've shown remarkable restraint for these past 8 years, considering the circumstances.

 

Squid Surprise

Posts: 5,335   +4,981
While prescient in many ways - he made this speech in 2015... he actually calls for a neutral UNITED Ukraine - and that it shouldn't be joining NATO.

Ukraine wasn't going to join NATO... and it was RUSSIA who initiated this round of conflict after several years of attempting to undermine Ukraine's autonomy.
 

eforce

Posts: 1,013   +1,460
While prescient in many ways - he made this speech in 2015... he actually calls for a neutral UNITED Ukraine - and that it shouldn't be joining NATO.

Ukraine wasn't going to join NATO... and it was RUSSIA who initiated this round of conflict after several years of attempting to undermine Ukraine's autonomy.
Ukraine was attacking the separatists and was moving towards being in NATO by all but name, aligning their military with NATO standards since 2014.
 

captaincranky

Posts: 18,802   +7,728
is is perhaps not something people might want to hear but the west is really setting up Taiwan to be the next Ukraine, except escalation and conflict would actually scale up a lot more given the strategic importance of Taiwan but still shows how Capitalism is pretty bad at long term strategic planning:
No, what we're really bad at, is "nation building", and, "instilling 'western values'".. Afghanistan is the prime example. As long as we were there with checkbook open, the Afghani men were all for, "women's rights". As soon as we pulled out, the Taliban were practically welcomed with open arms, an dem b!tches were going back into their bags, "where they belong"..
 

Ultraman1966

Posts: 183   +101
The people living there were being oppressed and voted to leave, Putin even right up until the invasion offered Ukraine neutrality and for them to respect the independence of Donetsk/Luhansk/Crimea, even after Ukraine failed to comply with the Minsk agreement. Even the EU has objected to Ukrainea treatment of minorities.

A historian back in 2015 said Ukraine would get rekt if NATO continued to encourage Ukraine to antagonise Russia, they carried on down this path, shame they didn't listen.
Erm, the area was annexed under arm and guard. Putin had his intelligence prime the area for strife and disorder before steamrolling in with troops in an apparent act of liberation. The referendum with a gun to their heads was a very nice touch as well. If you can't see that then I got to wonder how much you're being paid to spread their propaganda.
 

eforce

Posts: 1,013   +1,460
Erm, the area was annexed under arm and guard. Putin had his intelligence prime the area for strife and disorder before steamrolling in with troops in an apparent act of liberation. The referendum with a gun to their heads was a very nice touch as well. If you can't see that then I got to wonder how much you're being paid to spread their propaganda.
Putin did offer to make Crimea independent along with the other separatist areas if Ukraine would go neutral.
 

captaincranky

Posts: 18,802   +7,728
Putin did offer to make Crimea independent along with the other separatist areas if Ukraine would go neutral.
Yeah, Putin's a prince. You should move to Crimea, I hear there's a lot of resort activities there. (y) (Y)

Oddly, after the Olympics in Russia and people were going to Crimea for relaxation, R & R as I were.

When all of a sudden, Putin decided he wanted it for his own.

So, how is it egalitarian for Putin to "liberate", land he stole to begin with?
 

eforce

Posts: 1,013   +1,460
Because every single foreign policy move they make is dictated by Russia? That their "government" is totally dependent on the Kremlin to survive?

I wouldn't say they are a puppet of Russia, it's just that if they want to remain fiscally solvent they have little choice but to cooperate with them as the West doesn't like their style of regime and I suspect Lushenko was told the war would be over within a few days as Putin probably expected.
 

Squid Surprise

Posts: 5,335   +4,981
I wouldn't say they are a puppet of Russia, it's just that if they want to remain fiscally solvent they have little choice but to cooperate with them as the West doesn't like their style of regime and I suspect Lushenko was told the war would be over within a few days as Putin probably expected.
So... they have to do whatever Russia says... but they're NOT a puppet?

I think we have to work on your definition of "puppet"...