Intel CEO trip to Taiwan seeks to secure TSMC 3nm supply: analyst

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focustaiwan.tw, Dec. 15, 2021 – 

Taipei, Dec. 15 (CNA) A recent visit by Intel Corp. CEO Pat Gelsinger to Taiwan was undertaken in an effort to secure for the company the supply of Taiwan Semiconductor Manufacturing Co. (TSMC) chips made using the advanced 3 nanometer process, according to an analyst.

Yeh Hsien-wen (葉獻文), vice president of PGIM's fund management team for the greater China market, said Gelsinger, who earlier this month said Taiwan is an unstable place in the wake of China's military threats, surprised many with a recorded video released on Tuesday, after his arrival in Taiwan the previous day, in which he announced Intel plans to invest in the country's "incredible ecosystem" in the semiconductor industry.

Following Gelsinger's earlier comments, TSMC Chairman Mark Liu (劉德音) said few people believe geopolitical factors make Taiwan unstable.

Geopolitical tensions could have a short-term impact, but Taiwan can help create a brilliant decade for the global semiconductor industry, with the best technology and the best manufacturing ecosystem, he added.

By praising TSMC's remarkable achievements in his recorded speech, Gelsinger was trying to ensure the Taiwanese chipmaker reserves its 3nm process technology production capacity for Intel, Yeh said.

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