Leo Says 62: We NEED Taiwan!

Today Leo is talking about Taiwan. We've all heard of the place - but Leo takes us through some history, and how that might affect the global semiconductor market in the years to come.

00:00 Start
00:15 A little history lesson from Leo
04:15 Why should we, the public in Europe care?
05:45 TSMC will spend $100B USD in 3 years, $30B this year
06:32 SMIC investing $2.35B
07:14 TSMC building a fab in Arizona
07:53 Europeans decide making chips is a good idea
09:03 Intelligence reported - some details and American intervention ?
11:15 What will happen in the next 2 years?

LEO'S NOTES FOR VIDEO:
UK Government has announced a Green list of 12 destinations
Portugal
Israel
Singapore
Australia
New Zealand
Brunei
Iceland
Gibraltar
Falkland Islands
Faroe Islands
South Georgia and the South Sandwich Islands
St Helena, Tristan de Cunha, Ascension Island

You will note that Taiwan is missing from the list, despite its stellar virus containment, and most likely that is because Taiwan does not officially exist.
We can turn to a video produced by the Economist that explains the fascinating history of Taiwan over the past 80 years

The Economist ‘Is Taiwan part of China?’
https://www.youtube.com/watch?v=gZ7hGoUEGCM

TSMC will spend US$100 billion in the next three years with US$30 billion ‘this year’
(Not certain whether that is 2021 or Q1 2021 to Q1 2022)

Intel is building two new fabs at its Ocotillo campus in Arizona
Intel Capex budget for 2021 is USS19-20 billion
(in 2020 they spent US$14.3 billion and in 2019 US$16.2 billion)

SMIC will invest US$2.35 billion in Shenzen and should come online in 2022

TSMC is building a fab in Arizona, although surely not at the cutting edge
Samsung will expand their fab in Austin, TX

In December 2020 the EU announced they would deliver a 2nm fab somewhere in the EU by 2030 with a proposed budget of Euros 145 billion

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#taiwan #tsmc #semiconductor