What is even more admirable is that, as early as more than 20 years ago, when TSMC had not yet fully dominated the foundry industry, it was clearly ordered that even employees "inadvertently and without special intentions disclose a single customer information, to non-business related. "colleagues"" are strictly prohibited. In contrast to the Chinese supply chain, which can “bend the rules” (“bend the rules”, generally translated as accommodating, the author deliberately translates it literally) for the party’s will at any time, the practice of TSMC and employees to establish a core value contract of “integrity and integrity” is simply Set the highest ethical
standards that your whatsapp database rivals (like Samsung) will never be able to match. Respecting the intellectual property rights of customers is also the main reason why major factories prefer to hand over products to TSMC. I believe that no one is willing to take the risk of "one or two decades of precious R&D efforts being taken away" just to achieve "short-term" benefits. The biggest advantage of "de-sinicization" is to avoid cultivating a group of future super-competitors As for the "de-Americanization" of the semiconductor supply chain that The
Economist is worried about, how will it develop? We believe that, after all, the semiconductor market supply and demand balance mechanism will still drive foundries to choose sides. It's just that the current system thrust required for "de-Americanization" is far greater than the system pull of "de-Chineseization", so wafer foundries and equipment manufacturers are willing to push for Huawei (and similar state-owned/security concerns about Chinese factories in the future) Once, it becomes the key to whether "de-Americanization" can shorten the process.