TSMC will hold the "First Batch of Equipment Arrival" ceremony at the Arizona plant on the 6th, US time. US President Joe Biden and Secretary of Commerce Raimondo are confirmed to attend.

(File photo of Bloomberg and Agence France-Presse, composed by the US editors of this newspaper)

[Financial Channel/Comprehensive Report] TSMC will hold the "First tool-in" ceremony for the Arizona plant on the 6th, US time. The media has criticized Taiwan overwhelmingly, and Taiwan's chip industry may be hollowed out.

In this regard, Dan Nystedt, vice president of the investment company TriOrient Investments, posted nine articles on his personal Twitter today, bluntly saying that Taiwan has the world's top semiconductor companies and ecological chains such as TSMC, ASE, and MediaTek. There are many talents in Taiwan, and it will still be full of vitality in the next few decades. The worry that Taiwan may lose its advantage is a bit excessive.

China's "People's Political Consultative Conference News" published a comment on TSMC's establishment of a factory in the United States, criticizing the ruling party for turning TSMC into "US Semiconductor Manufacturing Co., Ltd." If TSMC's high-end chip factory moves to the United States, Taiwan will lose its national protection, and its international competitive advantage will be defeated by Intel.

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Regarding China's overwhelming criticism of TSMC's going to the United States, Dan Nystedt, vice president of investment company TriOrient Investments, posted 9 tweets in a row to explain.

He bluntly stated that recently TSMC’s Arizona factory has become a topic of discussion in the CCP, and every day is full of horror narratives, such as, “The United States is turning TSMC into ASMC” and “No Taiwanese politician dares to say no to the United States.” "and many more.

He believes that this looks like the CCP is destroying US-Taiwan relations. The most disappointing thing is the lack of creativity in these rhetoric. These people obviously know little about the semiconductor industry.

He pointed out that Taiwan's semiconductor industry started in the 1960s, and Taiwan has developed vigorously and established a vibrant industrial chain, becoming a global semiconductor powerhouse. Such advantages will not disappear soon.

Nystedt counted the advantages of Taiwan’s semiconductor industry. For example, TSMC is the world’s largest foundry and a leader in technology; All companies have a competitive position in the market.

Nystedt concluded that in 2021, the total value of Taiwan's semiconductor exports will be US$155.5 billion, a record high. Concerns about Taiwan's loss of semiconductor competitiveness are a bit excessive, because the professional knowledge of the semiconductor industry must rely on the accumulation of time, and Taiwan has a large number of talents. Still alive and well for decades to come.

TSMC Arizona has turned into a Chinese Communist Party (CCP, China) talking point, with scary stories daily.



Example:


“The US is turning TSMC (Taiwan Semiconductor Manufacturing Co) into ASMC (American SMC),” and no Taiwanese politician dares say no to the US



Thread 1/9 $TSM

— Dan Nystedt (@dnystedt) December 4, 2022

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