The United States has a big technical problem. The powerful trillion dollar company OLI heads greatly control the digital ecosystem and affects the information we see, purchase products, voting candidates, and our daily lives. Behind the closed room, these Brand name entity Use market dominance and deep pockets to protect profits, not consumers.
Today, the United States is facing another exclusive threat, including hardware in the semiconductor, almost all the latest electronic devices. These important components, that is, policies aimed at creating domestic production of chips methods, are inadvertently beneficial to foreign suppliers, further established Taiwanese semiconductor manufacturing companies, the largest chip manufacturer in the United States. Ta.
The global rule of TSMC is very large, and the existence of the United States is growing, so the only way to check its global monopoly is to level the scale of domestic chip manufacturers.
President Trump has called for a defective logic of giving money to taxpayers aimed at promoting our largest foreign competitors. “We came to the rich, borrowed money, and put billions of dollars to build a chip company,” he said. Joe Logan Last fall. “These chip companies, they stolen. They have stolen 95 % of our business. … [And now] They want protection. “
TSMC dominates the world's semiconductor market and eats American lunch to borrow Trumpism. TSMC command over 60 % of the entire global semiconductor market And make something more 90 % of the world's most advanced chips。 On the other hand, INTEL -Once a national icon, the closest answer to TSMC- Sadly fell back and,”Previous shell“Despite receiving the biggest chip funds.
The lack of domestic alternatives or a friendly alternative other than Taiwan is a major risk for China because China strengthens its rhetoric.
Semiconductors supply power to devices used, from smartphones to major networks such as washing machines and banks. More 1 trillion semiconductor Shipped around the world in 2021, the number is probably growing. TSMC's chalk hold in this important industry has won the Monica, the most important company in the world. It would be more appropriate to call it the most dominant monopoly in the world.
The TSMC playbook is clear. It controls the market with chips, a safe, major trading with the largest US company, and pushes out US competitors in the United States, lacking the same size and resources. Look at the contract. apple We signed a contract with TSMC in 2023 and purchased all three nanometor tips. AmazonAWS and AI chips are manufactured only by TSMC. and nvidia We are talking with TSMC to develop advanced chips.
You cannot build your own semiconductor industry from the ground zero. Workers need experience to do it. However, policy imgers need to be alert to companies that exercise such unilateral management for products that touch every aspect of everyday life. TSMC geography and geopolitics are particularly troublesome.
TSMC has its headquarters in Taiwan, with 90 % of its production capacity. China has long claimed Taiwan and has refused to admit the national sovereignty. The Chinese government conducted military exercises to test “seizure”. This month, a Chinese ship Cut the seabed light fiber cable With a clear act of sabotage, he said in a large VE day speech, Chinese leader Xi Jinping could not stop. Chinese “Unification” With Taiwan.
It is not a matter of whether China acts, but when it is. Whether it's a military behavior, a technical game, a hindrance, or a combination of both, such aggression will inevitably be confused without cutting US semiconductor supply chains. As two researchers I gave my opinion at the New York Times Recently, the results can be “a world economic crisis much worse than the shock caused by the COVID-19 pandemic.”
It has been time for policy implementers to be difficult to do in severe situations and take responsibility for geopolitical situations. Fortunately, President Trump has a chop to do it. He has been using tariffs to stop flooding foreign chips and support the US -based manufacturers. “I didn't need to post 10 cents,” he said in a Joe Logan podcast. “You are tariff [foreign chips] They come and build a chip company for anything. “
President Trump is right. He should encourage anti -trade regulators to keep an eye on the practice of TSMC. The global rule of TSMC is very large, and the existence of the United States is growing thanks to the chips method, so the only way to check its global monopoly is to flatten the scales of domestic chip manufacturers. That is. President Trump should guarantee that TSMC practices in Arizona are sincere. The company needs to train US workers, respect collective negotiations, and promise to commit for a long time to invest in investment and advanced chips not only in Taiwan but also in US facilities.
The federal government must also work hard over the next ten years to make American companies challenge. You must invest in a rational engineering labor for the educated engineering labor, and encourage capital investment in domestic manufacturing.
TSMC has steadily tightened the US semiconductor market grip for decades. Policy implementers work seriously, keep TSMC on a higher standard, and work to support our own difficult industries. Otherwise, the United States may face the crisis of the supply chain and the economic economic recession of China (or Taiwan).
