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Scan the QR code with wechat < / P > < p > and share it with friends and circles of friends < / P > < p > [article / observer network editor Lu Dong / Zhou Yuanfang] < / P > < p > on the evening of August 2, US House Speaker Pelosi brazenly visited Taiwan, China, China, in defiance of China's solemn representations, and openly engaged in political provocation. Many Chinese departments have made solemn representations and strong protests to the United States

according to the Washington Post, the US media, Pelosi, who moved to Taiwan, will meet with Liu Deyin, chairman of TSMC, in addition to meeting with officials of the Taiwan authorities on August 3 to discuss the chip act recently passed by the United States, and emphasize the importance of semiconductors to the US economy and national security

on the eve of Pelosi's visit to Taiwan, China, Andy Lau had an exclusive interview with CNN. He claimed in the interview that there is no winner in the war, and everyone is a loser. "If there is a war, perhaps the most we should worry about is not the chip, but such a conflict will disrupt the world order and geopolitics will be completely changed."

when talking about the importance of the semiconductor industry chain on the island, Liu Deyin declared that no one can control TSMC by force. Once military action is taken, TSMC factories will be unable to operate

screenshot of foreign media reports

"you should know that TSMC is a sophisticated and complex manufacturing plant. From raw materials, chemicals, equipment parts, engineering software to testing, it must have real-time contact with countries such as Europe, Japan and the United States. TSMC depends on the efforts of many people to operate, so even if it is controlled by force, it cannot operate normally." Liu Deyin said

affected by Pelosi's move to Taiwan, TSMC's share price once fell 3% on August 2

when asked about the business contacts between TSMC and enterprises in Chinese Mainland, Liu Deyin mentioned in the interview that Chinese Mainland accounts for 10% of TSMC's business, "we only do business with consumers, not with military entities. We believe that the consumer market is very important. If Chinese consumers need us, doing business with them is not a bad thing."

although Liu Deyin was very sensitive when talking about mainland business, sources familiar with Pelosi's talks with Liu Deyin said that American military equipment, including F-35 fighters, "javelin" anti tank missiles, and supercomputers at the U.S. National Laboratory, all use chips made by TSMC. In addition, major consumer electronics enterprises, including apple, also rely on various semiconductors manufactured by TSMC

TSMC's financial report shows that in the second quarter of 2022, the U.S. market revenue accounted for 64% and the Chinese Mainland market revenue accounted for 13%

TSMC's proportion of regional revenue in the second quarter of 2022

"we should learn from the Russian Ukrainian conflict. You will link the Russian Ukrainian conflict with the cross-strait conflict, but the two are very different." In the interview, Liu Deyin said that the conflict between Russia and Ukraine has brought all kinds of negative effects, and both the western world, Russia and Ukraine are losers. He recognized
2023-03-22 10:04:54