For a brief summary: Intel CEO Pat Gelsinger has publicly questioned TSMC as a reliable partner in light of the geopolitical friction between Taiwan and China. The TSMC (not) responded by saying that she did not need slander companies from the semiconductor industry, and the ex-TSMC chairman added a few remarks to Pat Gelsinger. Apparently, criticism of the company to which Intel is relocating production cost more products. Especially in the context of the sensitive issue of relations with China and questioning the reliability of the company whose production lines Intel is fully betting on.
Mark Liu, Chairman of the TSMC
Intel decided to iron this up with a visit to the CEO in Taiwan, which preceded the video in which Pat Gelsinger spoke words such as: “TSMC has unlocked the magic of silicon, both for us and for others. [firmám] from the industry in so many ways that it has created products that would not otherwise exist. What the TSMC has accomplished is spectacular. ”
However, TSMC seems to keep verbal flattery, and according to the China Times and Taipei Times, has given Intel a clear condition for making the magic of its 3nm silicon available to it: Intel must pay in advance. The media assumes that Intel probably did not expect such a result of the personal meeting – but the condition makes sense. It’s definitely not that TSMC needs money urgently, nor does it believe that Intel wouldn’t pay after the chips were delivered. The reason will be elsewhere. Going back to the beginning, the whole friction began de facto by questioning TSMC as a reliable partner (from Intel). How does TSMC now show its partners the best that it is a reliable supplier? Of course, the person who raised this challenge demonstrates his belief in the reliability of the TSMC’s supplies by paying for them. in advance. In this way, Intel will best show the entire semiconductor industry whether it actually considers supplies from Taiwan to be unreliable or what it actually is.
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