【英文】东西方中心报告：台美伙伴紧密相连报告（21页）

英文研究报告 2022年10月19日 08:40 管理员

Taiwan not only boasts some of the world’s strongest semiconductor manufacturing capabilities, but it is also host to a comprehensive semiconductor industry cluster, which includes testing and packaging, materials production, and capital equipment and machinery. As a global chipmaking powerhouse, Taiwan is responsible for 20% of global wafer capacity and produces 92% of the world’s most sophisticated semiconductor products, used in everything from mobile phones to automobiles. Taiwan relies heavily on imports of capital equipment and machinery from the United States to support its world-renowned foundry model, which produces chips for the United States’ top fabless design frms. In 2020, Taiwan was the recipient of 45% of US exports of semiconductor equipment. In 2019, Taiwan accounted for 10% of front-end semiconductor wafer capacity of US-headquartered frms, just behind Singapore at 17% and the United States at 44%. All of the United States’ top semiconductor frms have signifcant operations in Taiwan, and plan to invest more in Taiwan over the coming years. Total exports of electronic integrated circuits to the United States in 2020 amounted to $1.6 billion.

US-headquartered computer memory and data storage frm Micron Technology has conducted sales and technology service operations in Taiwan since 1997. In 2008, it began conducting its own manufacturing in Taiwan. The company now operates sales and technical support, fabrication, and back-end facilities, which when combined constitute the company’s DRAM Center of Excellence. Micron Taiwan employs a team of over 9,000 employees, making it the island’s largest foreign employer and investor. TAIWAN SEMICONDUCTOR MANUFACTURING CO. (TSMC) The Taiwan Semiconductor Manufacturing Co. (TSMC), ranked 3rd in IC Insights’ May 2021 Top-15 Semiconductor Companies report, is the world’s largest contract chipmaker. In 2021, TSMC began construction of a planned $12 billion fab in Arizona, which will produce semiconductors on the 5nm process node. The investment is expected to lead to the creation of 1,900 US jobs and numerous opportunities for American and Taiwanese suppliers and other companies within the chip industry.