TAIPEI (TVBS News) — TSMC Chairman Mark Liu's planned retirement in 2024 has led investment experts to suggest that the semiconductor company should slow the progress of its new U.S. manufacturing facility.
Industry analyst Jonah Cheng, speaking at a press conference, expects TSMC's CEO C.C. Wei to succeed Liu and anticipates that the company's policy direction will remain consistent.
Cheng also proposes the possibility of maintaining a dual leadership structure to groom successors.
Liu's retirement is speculated to be related to the challenges TSMC may face in its U.S. expansion, including managing U.S. employees, cultural differences, and market oversupply.
Cheng recommends a cautious approach to the construction of TSMC's second U.S. plant and highlights the potential of a Japanese facility due to labor and power shortages in Taiwan.
TSMC's key challenge is maintaining its leadership position in the semiconductor industry, which has become more competitive with the surpassing of Intel.
Additionally, the cyclical nature of the industry and the role of AI applications pose ongoing challenges and opportunities.
