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Welcome to VOC - Vision of China, In this video, we provide the latest update on TSMC's bypassing of US regulations to secure a massive AI chip order with China. Despite escalating tensions between the US and China, mainland Chinese AI chip design companies have increased their orders for TSMC's 7nm process chips, signaling resilience in the semiconductor industry. As the global technology war intensifies, China and the US compete for dominance in chip manufacturing. TSMC's strategic shift towards the mainland market has raised questions and challenges. We delve into the reasons behind this move and explore the obstacles TSMC encountered in the US market. While there are risks involved, the mainland Chinese market remains vital for TSMC's revenue, with significant support from AI chip design companies. We discuss the impact of establishing a factory in the US, the decline in revenue, and TSMC's future prospects. Join us as we analyze the intricate dynamics and strategic decisions in the semiconductor industry, shaping the future of chip manufacturing.
