TSMC
台积电
TSMC is a Taiwanese semiconductor foundry that holds a dominant position in global advanced chip manufacturing. Per a Yunqi Capital analysis of Mary Meeker's AI trends report, TSMC controls roughly 80–90% of the market for the world's most advanced semiconductor fabrication . The company operates as a critical node in AI and tech supply chains — Elon Musk once characterized NVIDIA's output as essentially "sending FTP files to TSMC," underscoring how the foundry sits downstream from even the most prominent chip designers . TSMC's role has made it a focal point in U.S.-China tech competition, with both Washington and Beijing treating semiconductor supply-chain security as a matter of national strategic interest .
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Coverage
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