TSMC's new plant in Arizona, USA, plans to hold a relocation ceremony in early December, and a team of 300 people, including the company's employees, officials from Taiwan authorities and executives from Taiwan's semiconductor supply chain companies, will attend.
Taiwanese media commented that behind the supply chain companies going to the United States, a large number of Taiwanese semiconductor elites will go to work in the United States in the future, and Taiwanese talents may be further hollowed out. At the same time, US media revealed that TSMC will build a new factory with a 3-nanometer advanced manufacturing process in the Phoenix City (the plant under construction has been changed from 5 nanometers to 4 nanometers, according to people familiar with the matter). Although the new news of
was responded by "not yet confirmed" by TSMC soon, it is an indisputable fact that Taiwan's semiconductor industry, known as "protecting the island", is facing the dilemma that both technology and talents are forced to take time out.
Does the DPP really care?
The United States is digging the corner of Taiwan to eat the marrow and know the taste, and the DPP authorities dare not breathe on the bright side. Privately, they cannot possibly know how the loss of technical talents is a real pain to Taiwan, where the industry is becoming increasingly monolithic. The huge gap between lizi and face is due to the urgent political needs of the DPP authorities for the United States, but they can only serve as pawns.
has been "relying on the United States" for a long time and the election on the island is imminent. In the face of the intention of the "Quartet Alliance of Chips" formed by the United States, the DPP authorities have to be swollen and fat, and are willing to hold the proud core technology with both hands . Undoubtedly, the mainstream view of the industry on the island is to hope that TSMC and its core technologies remain on the island, which is a choice that is conducive to Taiwan's security and long-term development. The position of the DPP authorities has been attacked both internally and externally.
As early as 2020, the news of TSMC's transfer of advanced process technology to the United States has caused widespread concern on the island. The company has invested at least $12 billion in the United States, accounting for one-third of the company's annual capital expenditure, bringing 1,600 high-tech professional jobs to the United States. In the initial stage of setting up factories in the United States, TSMC will invest more than 600 Taiwanese manpower, including engineers and supervisors, which means that TSMC will move a large part of its industrial settlements to the United States.
Data map: TSMC is building a 5-nanometer factory in the United States. Image source: CNBC
The importance of TSMC to Taiwan is self-evident. What makes the outside world suspicious is that once the core technology involved in this enterprise is transferred to the United States, the position of Taiwan's most proud global semiconductor leader may not be guaranteed. has commented that the DPP authorities can't even protect TSMC, yet they dare to talk about helping the world build a semiconductor supply chain?
The "pain of kidnapping" in the economy and industry, but Taiwan can only hide in bed and cry . On the 9th, Wang Meihua, the head of Taiwan's economic affairs department, said in an understatement that the international layout of Taiwanese companies is "a very normal phenomenon" when responding to a public opinion representative's inquiries about the outflow of Taiwan's semiconductor brains and higher education institutions cultivating talents for the United States. Netizens on the island of
wondered if they really didn’t care about such a statement, or did they not care at all? "Routine operations", "normal phenomena", "similar situations in the past"... The almost unanimous remarks have become the unified answer for the authorities when faced with doubts, and the repeated speeches are extremely embarrassing.
Loss of competitiveness is a bigger concern.
is in stark contrast to setting up factories in the United States with great fanfare. TSMC is another scene on the island of Taiwan. According to Taiwanese media reports, the new 7-nanometer factory originally scheduled to be built at Kaohsiung has been suspended by TSMC. Some analysts believe that the transfer of high-precision industries is just the beginning, and TSMC "may be completely tilted toward the United States." The trend of
's industry transfer is considered to be due to two reasons, one of which is the coercion and inducement of the United States, and cannot be ignored when Taiwan's own talents are broken.
The global semiconductor industry has been advancing rapidly in recent years. In order to seize the market, Taiwanese companies have accelerated their production expansion and recruited employees generously. According to data from Taiwan's job search website "104 Human Resources Bank", there were as many as 1.01 million job opportunities across the site in September, with the largest gap in technology talents such as electronic information, software and semiconductors, reaching 189,000.
However, Taiwan is in the midst of a crisis, such as the withdrawal of universities, the lack of emphasis on science in basic education, the outflow of higher education talents, and the rising birth rate. Behind this wave of recruitment expansion, Taiwan's semiconductor industry is facing a serious problem of insufficient follow-up talent cultivation.
Zhang Yaowen, Dean of the School of Electrical Engineering, National Taiwan University, believes that the semiconductor industry, especiallyThe talents needed by the middle and high-level classes need to have solid mathematical knowledge and training, so as to have the professional ability to implement and innovate advanced technologies; however, the relevant talent pool of Taiwan is constantly shrinking , which is a flaw for semiconductor companies. .
The recruitment of talents in the semiconductor industry on the island is facing unprecedented pressure. recently reported that high-tech companies in Hsinchu Science Park, known as Taiwan's "Silicon Valley", have also begun to give employees "unpaid leave." Chen Shuzhu, deputy director of the park administration, said that the current talent supply and demand in Taiwan's semiconductor industry is seriously out of balance.
In addition, unlike the past, the talent turnover rate of semiconductor companies on the island is increasing day by day, but high-quality backward talents cannot be replenished in time. It is almost inevitable that employees of Taiwanese semiconductor companies will be out of work.
Taiwanese industry has already begun to reflect on this. What they are most worried about is that the talent worries will eventually lead to the loss of competitiveness of Taiwans semiconductor industry chain , and the key rivals will be the latecomers. Once this is the case, Baodao will not only lose the ability to speak to the global semiconductor industry chain, but also the risk prevention coefficient of its export-oriented economy will make it worse. Editor-in-chief of
: Zhang Wu Text editor: Song Hui Source of title and picture: Xinhua News Agency Picture editor: Xu Jiamin
Source: Author: China News Service
