三星加速追赶，台积电毫不在意

Core Viewpoint - TSMC remains confident in its leading position in semiconductor manufacturing despite competition from Samsung and Intel, as it continues to excel in 2nm and 3nm processes [2][3] Group 1: Competition and Market Dynamics - TSMC's chairman, Tzu-Hsien Tung, acknowledges that while Samsung is gaining more business in the U.S., TSMC does not feel threatened by this shift [2] - There are rumors that U.S. companies may prefer Samsung, but Tung denies any crisis, asserting that major chip companies still rely on TSMC's capabilities [2] - Elon Musk has praised Samsung's Texas facility, suggesting a potential boost for Samsung in the foundry sector, but Tung believes this discussion is common in the thriving semiconductor industry [2] Group 2: Taiwan's Role in AI Supply Chain - Taiwan has integrated itself into the U.S.-led AI supply chain by supplying semiconductors and critical hardware, despite competition from Japan and South Korea [3] - The U.S. is currently leading in global AI investment, followed by mainland China, with Taiwan's position in AI infrastructure remaining strong [3] - The long-term technological competition between the U.S. and China poses a greater challenge than competition from Samsung or Intel [3] Group 3: AI Model Development - The development of large AI models is limited to a few countries with the necessary funding and talent, with Taiwan playing a crucial role in this ecosystem [3] - The supply chain connecting Japan, South Korea, and Taiwan is still vital, especially as both China and the U.S. pursue their own AI technology stacks [3]