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Sorry, please use a different browser. TSMC production disruption imminent due to earthquake… K-Semiconductor’s expected profit
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The damage suffered by TSMC, the world’s No. 1 semiconductor contract manufacturing company, due to the strong earthquake that hit Taiwan appears to be more than expected.
As Taiwan’s current geopolitical risks overlap with natural disaster concerns, some predict that domestic semiconductor companies will benefit.
This is reporter Kim Jong-ryeok.
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Founded in 1987, TSMC is a Taiwanese national corporation and a global semiconductor manufacturer.
It is a bulk semiconductor manufacturing and foundry company that makes custom semiconductors, and its customers include major American technology companies such as Apple and NVIDIA.
TSMC’s global foundry market share in the fourth quarter of last year was a whopping 61.2%. On the other hand, Samsung Electronics’ market share was 11.3%.
However, it appears that the damage suffered by TSMC due to the recent strong earthquake in Taiwan was more than expected.
TSMC said, “All major equipment, including extreme ultraviolet exposure equipment, was not damaged,” but “some production lines may take time to resume production.”
There are also predictions that domestic semiconductor companies will benefit from TSMC production disruptions at a time when the semiconductor industry is recovering.
“Major customers (TSMC) will feel the need to diversify and diversify their customer base little by little in order to diversify risk. There is also a possibility that this will be an opportunity for Samsung to secure and increase its customer base with major customers. .”
TSMC customers are likely to turn their attention to Samsung Electronics as concerns about natural disasters add to the geopolitical risk posed by the conflict with China.
This is Kim Jong-ryeok from Yonhap News TV.
#Taiwan #Earthquake #TSMC #Samsung Electronics
Yonhap News TV article inquiries and reports: KakaoTalk/Line jebo23
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