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TSMC Won the Foundry War. Now the Fallout Begins

The company that won the foundry war finds itself with no close competitor and the opposition in disarray. Will TSMC have to help its rivals become competitive to fend off anti-trust regulators and avoid pressure from Western governments?

(Image: TSMC)

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By Bolaji Ojo

What’s at stake:

It’s not just that TSMC’s competitors cannot match the Taiwanese foundry in revenue, production volume or leading-edge technology, they are even unable to mount a spirited defense. TSMC’s overwhelming dominance could be a problem with anti-trust investigators. Yet, the company cannot dial back its technology innovations or on its commitment to customers just to let rivals catch up. Still, it may be in TSMC’s long-term interest to help foster the growth of a more competitive, viable and vibrant foundry landscape.

Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) dominates the foundry business so thoroughly its overwhelming sales position and technology leadership have spawned challenges and anti-trust speculations it is racing to terminate before they mushroom into a full-blown crisis.

Anti-monopoly investigators are reportedly sniffing around the company with one question in mind: Has the Taiwanese foundry become so big and such a threat to the supply chain that it must be reined in?


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