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Tensions between China and the United States are pushing some manufacturer companies to talk about moving some of their supply chain away from Taiwan as well, although it's \"incremental,\" the head of Taiwan's most important smartphone chip design firm told Reuters over the weekend.
Some of the \"very large (equipment manufacturers) will require their chip suppliers to have multiple sources, like from Taiwan and from U.S., or from Germany or from Europe,\" said MediaTek<\/a> Inc Chief Executive Rick Tsai. \"I think in those cases, we will have to find multiple sources for the same chip if the business warrants that.\"
It's happening already but not at large scale, he added.
Tsai and senior executives talked to Reuters on the sidelines of a media and analyst event the company was hosting in California's wine valley Sonoma Valley on Friday. The company has been pushing to grow its U.S. business, and Tsai said the goal was to triple or quadruple sales, although he didn't give a time frame.
While MediaTek's most advanced smartphone chips are made at Taiwan Semiconductor Manufacturing Co in Taiwan, Tsai said some older smartphone chips are made by GlobalFoundries Inc<\/a>, which has factories in places like the U.S. and Singapore, and pointed to an announcement earlier this year to make its chips at Intel Corp<\/a>'s fabrication facilities.
Tsai said the \"Intel<\/a> 16\" chip manufacturing technology that MediaTek has committed to use fits well for producing MediaTek chips<\/a> for smart TVs and Wi-Fi. \"It's a big business segment for us. So we're not joking. And I'm supervising that progress myself every month,\" said Tsai adding that its chips will be made by Intel's Ireland fabrication facility from the second half of 2024.
He said that MediaTek will also be producing chips in TSMC's Arizona's fab when that is up and running, but cautioned that it wasn't realistic for the chip industry to completely move away from Taiwan, the world's most important region for advanced chip making.
\"But is that going to be enough? No. Not by far,\" he said.
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联发科的智能手机芯片公司CEO认为“增量”离开台湾
的一些“非常大(设备制造商)将需要他们的芯片供应商有多个来源,从台湾和美国,或从德国或欧洲联发科技公司首席执行官里克蔡。“我认为在这种情况下,我们将不得不寻找相同的多个源芯片如果业务权证。”
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中国和美国之间的紧张关系正在推动一些制造商公司谈论移动他们的一些供应链远离台湾,虽然“增量”,台湾最重要的智能手机芯片设计公司在周末告诉路透。
的一些“非常大(设备制造商)将需要他们的芯片供应商有多个来源,从台湾和美国,或者从德国或欧洲,”说联发科公司首席执行官里克蔡。“我认为在这种情况下,我们将不得不寻找相同的多个源芯片如果业务权证。”
它已经发生的但不是在大规模,他补充说。
蔡和高管的间隙告诉路透事件公司举办的媒体和分析师周五在加州的葡萄酒谷索诺玛谷。该公司一直在推动其美国业务成长,和蔡表示,目标是三倍或四倍销售,虽然他没有给一个时间框架。
而联发科技最先进的智能手机芯片是由在台湾的台湾半导体制造公司,蔡说,一些年纪大的智能手机芯片是由GlobalFoundries Inc .),工厂在美国和新加坡等地,并指出今年早些时候宣布其芯片英特尔(intc . o:行情)生产设备。
蔡说,“英特尔16“联发科芯片制造技术,致力于适合生产使用联发科的芯片智能电视和wi - fi。“这对我们来说是一个很大的业务部门。我们不是在开玩笑。我监督进展自己每个月,“说蔡其芯片将由英特尔的爱尔兰制造设施于2024年下半年。
他表示,联发科也将在台积电的亚利桑那州的工厂生产芯片时启动并运行,但是警告说,它不是现实的芯片行业完全离开台湾,世界上最先进的芯片制造的重要地区。
“但那是足够吗?不。到目前为止,”他说。
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