TSMC's market position is unshakable, which also proves Taiwan's strong technological strength.

(Reuters)

[Financial Channel/Comprehensive Report] The US Consumer Electronics Show CES 2023 has ended on January 8th, US Western Time. TSMC did not appear at the exhibition. The strong customer base makes it difficult for Huguo Shenshan to keep a low profile.

Chinese media disclosed today (23rd) that CES 2023 is the perfect evidence of TSMC's market position, and TSMC's shadow can be seen from the most advanced processors to speakers.

Any buyer wanting advanced chips must go through Taiwan, which controls about two-thirds of the market, and the support of the Taiwanese government was also on display at CES, a testament to the soft power of Taiwan's tech industry.

The South China Morning Post reported that TSMC has always kept a low profile, often acting as a silent and reliable partner behind the scenes, but its market influence is hard to ignore.

Even though revenue fell short of expectations in the fourth quarter of last year and capital expenditures were lowered, TSMC's presence in all advanced consumer electronics shows that it is expected to dominate the market by 2023 and address the problem of excess chips.

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The report pointed out that CES 2023 is the perfect evidence of TSMC's market position. Even if it does not have its own booth, TSMC's shadow can be seen everywhere, especially the intensified tension between the United States and China and Washington's semiconductor sanctions against China, making TSMC's influence more and more obvious.

The report quoted Counterpoint Research data as saying that TSMC has controlled 56% to 59% of the foundry business in the past two years. Any buyer who wants advanced chips must go through Taiwan. Taiwan’s semiconductor industry has a very large influence, controlling about one-third 2 markets.

The US-China trade friction has brought Taiwan into the global spotlight, especially in the chip industry.

The Taiwan government's support for semiconductors is also reflected in CES.

The Taiwan Science and Technology Museum is a government-backed program that sponsored 96 companies to attend CES this year.

The report bluntly stated that at the CES 2023 exhibition, the types of companies supported by the Taiwanese government include companies that produce products ranging from smart music boxes to cloud retail software, which is in stark contrast to most companies from China, which are mainly produced by The company consists of gadgets such as power stations, scooters, and computers, as well as several OEM and ODM companies.

This proves to be beneficial to the soft power of Taiwan's technology industry.

The report concluded that chips are still the core of Taiwan's technological soft power. President Tsai Ing-wen called domestic semiconductors "democratic chips" as proof. TSMC is the cornerstone of this industry.

As the only foundry this year to mass-produce the next-generation 3nm chips using the traditional FinFET process, the market downturn is nothing more than a small annoyance for this Taiwanese star technology giant.

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