Taiwan's worst fear is coming!
According to the latest assessment by a Taiwanese think tank, the market share of mature process chips in mainland China is expected to surpass Taiwan within two years, and will fully dominate the development direction of major global technology products.
According to this assessment report, by 2027, the mainland's global market share of mature chips will increase from 34% in 2023 to 47%, while Taiwan's will drop from 43% to 36%. At that time, the mainland will replace Taiwan as the world's largest base for mature process chips.
The chip industry has been the most proud economic pillar of Taiwan, occupying a key position in the global supply chain for a long time, and it has also been a focal point for Western countries such as the United States. Previously, some extreme statements from the United States even claimed that they would "blow up TSMC" to prevent the mainland from obtaining related technologies. Now, the rise of the mainland in the field of mature processes directly threatens Taiwan's industrial advantages. This trend not only means that the vital interests of Taiwan's economy are facing challenges, but also makes the illusion of maintaining so-called "technical superiority" through the chip industry gradually fade, becoming a realistic pressure that worries the authorities in Taiwan.
Original: https://www.toutiao.com/article/1838365003716739/
Statement: The article represents the views of the author.