Published on 27 Mar 2024 on Motley Fool via Yahoo Finance
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As one examines the landscape of the semiconductor industry, it becomes hard to escape its sensitivity to some geopolitical events.
According to a recent Congressional Research Service report, approximately 35% of global wafer fabrication capacity for all logic chips resided in Taiwan in 2020. In addition, a joint report by the Semiconductor Industry Association (SIA) and Boston Consulting Group (BCG) says that Taiwan accounts for a whopping 92% of wafer fabrication capacity for advanced logic chips -- chips manufactured using a technology process of under 10nm -- globally.
The leading wafer fabrication company in Taiwan, Taiwan Semiconductor Manufacturing (TSMC), counts the likes of Nvidia, Apple, AMD, and Qualcomm among its major clients.