China: 5 years behind TSMC in semiconductors: Morris Chang, Go Kawanishi (92)
-The United States is nervous about semiconductor trends in China-
TSMC Founder:
Mr. Morris Chang:
He gave a lecture in Taipei City on April 21st.
“China’s semiconductor manufacturing technology lags TSMC by more than five years,” he said.
Importance of semiconductors:
In addition to mobile phones and personal computers, semiconductors
Indispensable for automobiles and military industry,
It is the main battlefield for the US-China technology hegemony battle.
Contract production of semiconductors:
In contract production
TSMC,
Intel,
Samsung Electronics of South Korea,
The three companies are competing for technological development and market share.
US-China-Taiwan competition:
In his speech, Mr. Zhang talked about the current state of competition between the United States, China and Taiwan.
USA:
It is advantageous in terms of factory land, water and electricity supply.
There are also government subsidies.
On the other hand, it is inferior to Taiwan in “the diligence of the craftsmanship of company managers and engineers”.
“In the long run, it will be difficult for the United States to recover from its inferiority in semiconductors,” he said.
China:
The Chinese government has issued “tens of billions of dollars in subsidies for over 20 years.”
Semiconductor technology is more than five years behind TSMC.
“At this point, it’s not worth the rival,” he said.
Asahi Shimbun Digital
https://www.asahi.com/articles/ASP4Q5DGKP4QUHBI00V.html
Japan: Fostering the semiconductor industry in its own country “superior to other countries”
-Grow Japan’s strengths-
Past, present and future of the semiconductor industry:
We asked Mr. Tsuyoshi Kawanishi (92), a major figure in the Japanese semiconductor industry, about the past, present, and future of the semiconductor industry.
Takeshi Kawanishi (92):
As Vice President of Toshiba, he engaged in US-Japan semiconductor negotiations.
Applied Materials,
At Semiconductor Manufacturing International Corporation (SMIC) in China
Mr. Takeshi Kawanishi (92) from Japan has served as an outside officer.
Semiconductors hold the key to the US-China technology hegemony battle.
Three points:
Japan’s strength is on-site capabilities. However, there is not enough “inspiration for what to make”
Japan’s weapons are technology. Strengths in manufacturing equipment, materials, image sensors, etc.
Japan should stick to semiconductors. Promoted as Japan’s national policy, there is a way to live in 3D semiconductors, etc.
Semiconductors are the most important in the military:
In the world, the only hegemonic nations are the United States and China.
The conflict of military power is a problem related to the survival of the country.
Semiconductors are used to improve military power.
The United States is worried about “China’s semiconductor tech trends.”
International division of labor in the semiconductor industry:
In the semiconductor industry, the Trump method does not work.
Former President Trump made the mistake of saying, “US is the best at everything.”
“Building a factory overseas and setting the Toshiba flag there” is considered to be internationalization.
However, when it is actually made, it leads to international trade friction.
Localize all semiconductor industries:
There is also a way to localize everything overseas.
But semiconductors are a high-tech industry.
It is extremely important to prevent the outflow of important semiconductor technologies from Japan.
Fostering the semiconductor industry in your own country:
The most important thing is to “cultivate the semiconductor industry in your own country and have your own strengths”.
There is no choice but to “cross the border and complement each other with strong overseas partners.”
“True internationalization is to nurture in Japan what foreign countries cannot do.”
Japan’s weapons are the latest semiconductor technology:
If you steadily improve your skills, you will be able to do it even if you receive the “perfect friction between the United States and China”.
I’m not too disappointed with Japan.
In terms of international comparison, it would be superior to other countries.
Asahi Shimbun Digital