TSMC, the American foundries have to send the chips to Taiwan for packaging

The American foundries of TSMC are forced to send their chips to Taiwan chips for the packaging phaseBecause in the US this phase of the production process is not yet functional: the Taiwan Economic Daily DailyWith reference to a big winner in all this: Eva Air, a larger airline that has a foundation in Taiwan and who deals with several cargo flights on behalf of TSMC. It is one of those classic “growing pins” that it is all nice to have, because it means that things are going in the right direction – maybe a little too fast.

Short (and overly simplified) summary of How chip production works Like that in question. Someone (let’s say nvidia) designs it; The project is transferred to the foundry that essentially “prints” on “sheets” of silicon, exactly the waffles. Once full, the Wafer contains many chips, which must be separated from each other and must be placed in the so -covered package, which not only acts as a rigid structure for the chip, but includes all necessary connections to send and receive data, to receive energy, and so on.

When Trump announced the tasks against Taiwan, there was a tangible drop in the orders of chips; However, the American president subsequently announced a suspension of these tasks, and everyone hurried to order TSMC as many chips as possible in a way that create a stock before the tasks came into force (who never knows if they really do it, but in a climate of uncertainty it is better to move in time). TSMC is therefore immersed with ordersEspecially in the field of AI, and had to fall back on the factories in Arizona, which were not structured for packaging.

Apart from environmental increases, this can only be seen as A victory for the American initiative to reduce dependence on AsiaMore specifically from Taiwan, for the production of chips. It is worth noting that when he announced his US expansion plan of 165 billion dollars, TSMC had already confirmed the intention to build systems that focus on packaging, in particular the very advanced cowos and derived system, but for the moment it is not yet materialized.