台湾の半導体、なぜ強い？「世界最強」TSMC、日本と研究開発の背景は？（キーワードで振り返る1週間）

This week's keyword is "Taiwanese Semiconductors." Amid a global semiconductor shortage due to the COVID-19 pandemic, Taiwan holds the key to procurement. Taiwan's TSMC, considered the world's strongest semiconductor manufacturer, surpasses South Korea's Samsung and America's Intel in market capitalization. Why are Taiwanese semiconductor manufacturers so strong? TSMC also announced that it will establish a research and development center in Tsukuba, Ibaraki Prefecture. What benefits does this offer Japanese companies? 0:00 Introduction 0:27 Factors of the Semiconductor Shortage (1) Increased Demand for PCs Due to the COVID-19 Pandemic 1:02 Factors of the Semiconductor Shortage (2) US-China High-Tech Friction 1:32 Factors of the Semiconductor Shortage (3) Rapid Recovery of Demand for Automotive Applications 2:22 When Will the Semiconductor Shortage End? What is the Outlook for Increased Production? 2:59 What is "circuit miniaturization" that determines semiconductor performance? 3:18 Why can't we immediately increase production of semiconductors for automobiles? 5:05 TSMC's advantages over Samsung and Intel 6:41 What are foundry and fabless? 7:59 Why did TSMC grow as a foundry? 9:05 What is "horizontal division of labor" that consolidates technology? 11:00 Why did Japan's semiconductor industry decline? 13:23 Semiconductor manufacturing processes: "front-end" and "back-end" 15:25 What are the benefits of R&D in Tsukuba for Japanese companies? 16:00 "Front-end" requires a 1 trillion yen investment. 17:26 What areas should Japan's semiconductor industry strengthen? 19:11 The truth and fiction of the US-China divide. ★What kind of companies will benefit from TSMC's invitation to Japan? For more information, click here: ▷https://www.nikkei.com/article/DGXZQO... ★Read Shuhei Yamada's recent book, "The Truth and Lies of the US-China Divide" (Nikkei Publishing) here: ▷https://nikkeibook.nikkeibp.co.jp/ite... ★First-time subscribers get one month of free access to the Nikkei Online Edition! ▷https://s.nikkei.com/ytmb2021 ★Subscribe to our channel to stay up-to-date on the latest content! ▷   / @1morningbriefing408   ★Nikkei Online Edition [Read the Front Page of the Morning Paper] Latest Information ▷ https://r.nikkei.com/topics/topic_DF_... The weekend edition of "Read the Front Page of the Morning Paper. Morning Briefing" looks back at news from the week of June 5 to June 11, 2021, based on key words. Commentary is provided by Shuhei Yamada, Director of the Business News Unit at Nikkei Inc., with Takayuki Kato and Kanako Watanabe as editors. ●Shuhei Yamada (Yamada Shuhei) Having spent five years in Beijing and four years in Taipei, he is well-versed in industrial and technological trends and geopolitics in the Greater China region. He has extensive experience covering the high-tech industry in Japan. He is a certified national guide-interpreter (Chinese language) and is also interested in trends in the inbound tourism industry. His co-authored works include "Technology Hegemony: The Deeper Side of the US-China Clash" (Nikkei Publishing Inc.) and "52 Chapters for Understanding Modern China" (Akashi Shoten). He is a part-time lecturer at J. F. Oberlin University Graduate School (since April 2021). ● Takayuki Kato (Kato Takayuki) joined the company in 1997. He has extensive business reporting experience and has also served in bureaus in Nagoya, Kanazawa, and Frankfurt, Germany. His hobbies include watching soccer games, visiting castles and castle towns, and enjoying local sake and craft beer. ● Kanako Watanabe (Watabe Kanako) joined the company in 2015. After covering childcare and women's empowerment, he is now in charge of content marketing for the Nikkei Online Edition. His hobbies include climbing, taking care of dogs, and walking through culverts.   / watabekanako   *Please do not alter or use Nikkei videos for commercial or profit-making purposes without permission. #TSMC #HinomaruSemiconductor #MiniaturizationTechnology