The semiconductor industry and the battle for leadership in it are shaping the future of the technology sector. In recent years, countries such as the United States, China, South Korea, and Taiwan have been competing to become the spearhead of the industry. Thanks to TSMC’s journey, Taiwan can boast a superiority that even the US has long accepted, denying the obvious.
As pointed out by Taiwan Economic Daily in a recent publication, Intel, the main North American firm in chip development, has acknowledged that Taiwan leads the way in the engraving of processors. TSMC is close to reaching 2nm, with talks already underway about 1 nm chips, which would be the next milestone for the technology industry. Even with Intel changing its strategy, it has not been enough to reach the capabilities of the Taiwanese firm.
TSMC’s strategy is to rely on its high production capacity and an extensive client portfolio, which includes companies such as Apple, NVIDIA, and Qualcomm. These companies have recently tested the virtues of Windows 12. Therefore, TSMC does not hurry the development of the 2nm chips, a condition that affects Intel, which seeks to seize the reign at all costs.
Essentially, Intel’s intention is to be faster when producing. Therefore, it would not be strange if its 2nm chips went into production before those of TSMC or other rivals such as Samsung. However, Apple will bet on TSMC and already has plans for the Taiwanese firm’s 2nm chips. Intel has assimilated that the Asians have the advantage and could even be considering using their technology for its 2nm engraving process.
In essence, TSMC’s journey has solidified Taiwan’s superiority in the semiconductor industry, despite continued competition from other countries and companies. The race for leadership in the industry is far from over, and TSMC’s advancements in chip technology will continue to have a significant impact.