Leading analyst of Mobile Research Group Eldar Murtazin gave not the most reassuring forecast regarding prices for
According to the expert, just like that, a trade war is notwill be. The same Apple is sold in China. Taiwan has some of the most advanced semiconductor manufacturing technology, but in the event of the slightest problem, the doubling of the price "will become a reality very quickly." Therefore, everything is not so simple if TSMC comes under Chinese control.
Murtazin is sure that the United States, which wants to achieveindependence in the production of semiconductors, nothing will work. In addition to huge money - trillions of dollars - this is also time - 5-10 years. “Moreover, America’s policy is very simple and is based on the fact that private companies are building all this for their own money - this has always happened in any sector of the economy,” the expert noted.
At the same time, even one of the world's leadingmanufacturers, Samsung, simply will not be able to catch up with TSMC's production volumes. And in general, the situation may not be the best for all industries around the world.
In general, the situation is very fragile and it will affectliterally on everything from doorbells to airplanes and spaceships. Today there is no replacement for Taiwan. And prices are already rising, company shares are falling. Tensions are rising and will continue to rise throughout the world. Any careless movement, and we could lose part of the microelectronics production, and this would be very sad for the whole world.
Eldar MurtazinLead Analyst Mobile Research Group