TSMC's establishment of factories in Japan is not only a business cooperation behavior, but also has profound political and economic considerations behind it. After the start of the US-China trade war, many Chinese companies have been included in the list of "unclean" supply chains. As long as companies want to do business with the United States, they must be careful not to violate the trade red line drawn by the United States. In the past 20 years, China has achieved considerable economies of scale by attracting investment in Taiwan's semiconductor industry, as well as secretly poaching and stealing technology. China even boasted that "
Made in China 2025" would transform from a popular database low-cost production base to a manufacturing powerhouse. But as Chinese technology theft and military adventures become more dangerous, Japan, the United States and Taiwan have also embarked on massive supply chain migrations. Multinational companies that originally enjoyed the benefits of the global division of labor are forced to face the global chip shortage catalyzed by the trade war and the epidemic, which has deepened the anxiety of countries around the world about the lack of semiconductor supply.
After the United States listed the "clean" supply chain norms, Japan naturally urgently needs to "detoxify" its own supply chain. TSMC's construction site is located in Kumamoto, the "land of water". In addition to solving the large water consumption needs of semiconductor production, it also makes The new factory can supply the semiconductor and automotive industry settlements in Kyushu nearby - and the increasing demand for automotive semiconductors is the fundamental reason why Japan is actively promoting the "Semiconductor Strategy".