VIGIL CONSILIUM
السياق، لا العناوين.
يُعرض جزء من هذه الصفحة بنسخته الإنجليزية المرجعية، إذ لم تُتَح ترجمته بعد. النسخة الإنجليزية
التغطية · مضيق تايوان

Strategic system · full record

اقتصاد أشباه الموصلات

The Hsinchu–Taichung–Tainan cluster that fabricates the majority of the world's most advanced logic chips — a concentration that depends on imported materials, imported energy and continuous power.

3 published markers 3 supply systems 1 operator

التقييم حتى
2026-08
آخر مراجعة
2026-10-03

التقييمثقة متوسطة

Context, not targeting. A system record names published markers and published operators and states dependencies at the level a published institution does. It carries no facility-level capacity, vulnerability, protection or repair detail; the schema has no field for any of it.

123افتح خريطة الملف
محدد الموقع — مخطط اليابسة من Natural Earth بمقياس 110m (ملكية عامة)؛ 3 أماكن يسمّيها هذا السجل، عند الإحداثيات التي ينشرها الملف أصلًا. لا تُرسم أي طرق أو حدود أو سيطرة أو نشاط.

ما هذه المنظومة

Taiwan manufactures the large majority of the world's most advanced logic chips in a small geographic cluster that depends on imported materials, imported energy and continuous power. The concentration is the exposure, and it exists now rather than only in a contingency.

The reason a regional security dispute is also a global economic file: there is no rapid substitute for the cluster, and building one is measured in years and hundreds of billions of dollars. The ecosystem is not a party to the dispute, but it is the largest reason outside powers have material stakes in its outcome.

الثقة: متوسطة حتى 2026-08رُوجع 2026-10-03

المنظومة

نظرة عامة
TSMC held about 73 per cent of the pure-play foundry market by revenue in Q2 2026, and processes at 7 nm and below were roughly 74 per cent of its wafer revenue in Q1 2026; its leading-edge lines sit in the three science- park clusters this module publishes. What proportion of the world's sub-7 nm capacity physically sits on Taiwan is the figure the module would most want and has not found in a defensible public form, so it is recorded as a gap: the company figures do not support the conversion, because TSMC now has capacity outside Taiwan and other firms have capacity inside other countries. The largest test of whether the concentration can be reduced is Arizona — $265bn announced across six fabs, with the first in high-volume N4 production since late 2024 and the second targeting N3 volume in the second half of 2027. An announced fab, a fab under construction and a fab in volume production are three different things separated by years.
Current state · as of 2026-08
The concentration exists now. The March 2022 "303" grid failure, which halted semiconductor, cement and petrochemical plants, is the module's documented case of what continuous-power dependence means in practice, and Taipower's ten-year resilience programme — committed, not completed — is the published response. Overseas capacity is in volume production at one Arizona fab as of late 2024.
Documented exposure
Stated qualitatively: the majority of the world's most advanced logic chips are fabricated in Taiwan. No percentage is attached, because none the module has read supports the geographic claim.
Commodities and outputs
Advanced-node semiconductors · Mature-node semiconductors

العُقد

The published markers that carry this system value, by the module’s own priority. A note is the system record’s; a marker without one is a member by its own tag.

Routes and operators

Supply systems running through it

Organisations that run it

  • TSMCManufacturer · ActiveThe pure-play foundry that fabricates the majority of the world's most advanced logic chips, concentrated in three Taiwanese science-park clusters that depend on imported energy and continuous power.

Dependencies and constraints

Each marked documented (a published source states it) or assessed (Vigil infers it and says so). The two are never drawn the same way.

Depends onموثق الثقة: عالية

Imported energy and continuous power. Taiwan imports almost all of its primary energy by sea, LNG being the most time-critical component; a fab cannot run through an outage, and the 2022 failure documented the consequence.

لوجستيالاعتماد على استيراد الطاقة

المصادر: MOEA Energy Administration — energy statistics and security stockpile requirements↗ · Taiwan Power Company — generation, coal stocks and reactor filings↗ · IEA electricity and energy-security analysis

Depends onموثق الثقة: متوسطة

Imported materials and the maritime supply chain. The cluster depends on imported inputs and on the strait transit and cover that the module's shipping chain reads.

لوجستيمنظومة إمداد أشباه الموصلاتلوجستيمسارات التجارة البحرية والترابط عبر الكابلات البحرية

المصادر: Financial Times — semiconductor and supply-chain coverage↗ · WTO and IMF trade and economic data↗

قيدموثق الثقة: عالية

Overseas capacity reduces the concentration only when it is in volume production; the module reads announced, building and producing as three different states.

المصادر: TSMC investor filings and official statements↗

أحدث التغيرات البنيوية

سلاسل الانتقال عبر هذه المنظومة

Each step carries its own basis grade — Confirmed, Plausible exposure, Unconfirmed scenario — and a chain can only weaken from left to right.

Watch questions bearing on it

Economic exposures it underlies

الانكشافأشباه الموصلاتالانكشافالانكشاف الاقتصادي العالمي

Actors and arrangements

الملمحTSMC ومنظومة أشباه الموصلاتالملمحتايوان (جمهورية الصين)الملمحالولايات المتحدة ومضيق تايوان

ما لا يزال مجهولًا

  • The share of the world's sub-7 nm capacity physically on Taiwan is not published in a defensible form and is not estimated here.

افتح في «استكشف» تفاعلي: اختر هذا السجل وتتبّع ما يرتبط به.

الحساسية: عامة-سياقية الثقة: متوسطة المصادر: TSMC investor filings and official statements↗ · Counterpoint Research — global semiconductor foundry market share↗ · Congressional Research Service — Taiwan reports↗ · CSIS China Power Project and ChinaPower analysis↗ · Financial Times — semiconductor and supply-chain coverage↗ · Taiwan Power Company — generation, coal stocks and reactor filings↗ · IEA electricity and energy-security analysis المنهجية التصويبات

التقييم حتى — 2026-08 آخر مراجعة — 2026-10-03