TSMC

The collection of articles highlights TSMC's pivotal role in the global semiconductor industry, driven by increasing demand and the global chip shortage. TSMC is emphasized as a critical supplier for major technology firms, notably Apple, and its advanced manufacturing processes, such as the 3nm technology, are underlined as significant to digital and cloud computing. The U.S. CHIPS and Science Act is recurrently discussed, illustrating its strategic importance in bolstering domestic semiconductor production, impacting TSMC and other key players like Intel. This legislative push is seen as a counter to geopolitical tensions, particularly between the U.S. and China, reinforcing the significance of semiconductor independence and security. Additionally, the industry's interconnected nature is evident, with companies like Applied Materials supporting TSMC's advancements. Moreover, TSMC's challenges in expanding U.S. operations, alongside safety and workforce issues, are noted, stressing the complexity of international manufacturing. Overall, TSMC's ability to navigate geopolitical challenges, leverage technological advancements, and maintain robust partnerships critically reflects its central position in the semiconductor landscape.