Tung Tzu-hsien Compares TSMC to a Michelin Three-Star Restaurant, Not Worried About Apple's Order Shift
Pegatron Chairman Tung Tzu-hsien stated that TSMC is like a 'Michelin three-star' restaurant and will not be significantly affected by Apple's potential order shift to Intel. However, he highlighted three major challenges for TSMC: talent shortage for expansion, power supply, and succession planning.
📋 Article Processing Timeline
- 📰 Published: May 12, 2026 at 21:32
- 🔍 Collected: May 12, 2026 at 22:02 (29 min after Published)
- 🤖 AI Analyzed: May 12, 2026 at 22:14 (12 min after Collected)
Central News Agency
(Central News Agency reporter Wu Chia-hao, Taipei, 12th) Apple Inc. is rumored to be shifting orders to Intel, ending its reliance on TSMC for chip production in recent years. Pegatron Chairman Tung Tzu-hsien said today in an interview that TSMC is like a "Michelin three-star" restaurant, with more orders than it can handle, and will not be significantly affected; however, he also pointed out three major challenges facing TSMC, including talent shortage for expansion, power supply, and succession planning.
Tung Tzu-hsien attended the Economic Daily News 2026 Master Forum in the afternoon and delivered a keynote speech on "The Future World of Technology - Economic Opportunities and Challenges," and accepted media interviews before the event.
He said that the market generally worries that TSMC's orders may be transferred to Intel, which is an overreaction, as the market size is actually large enough to accommodate multiple large enterprises. He compared TSMC to a "Michelin three-star" restaurant, saying that even if customers occasionally choose one-star or two-star restaurants, it will not shake TSMC's leading position in the short term.
Tung Tzu-hsien emphasized that Intel's strength is indeed increasing, but it does not mean that TSMC will be severely impacted. Because even during Intel's past strong periods, TSMC also developed well, and currently, TSMC still holds the vast majority of Apple's orders.
Tung Tzu-hsien said that TSMC currently has more orders than it can handle. To meet these orders, it needs to expand its factories significantly, and it needs to consider where the relevant talent and power will come from. On the other hand, as senior leaders gradually retire, the issue of succession in the next few years also needs attention.
He pointed out that if Intel wants to regain its footing in manufacturing, it also needs to overcome the talent problem. The United States has lacked engineers with experience in precision processes for many years, and young people are less willing to engage in manufacturing, with more choosing to work in artificial intelligence (AI) or cloud-related fields, which are easier to make money from. (Editor: Pan Yi-ching) 1150512
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency "First-hand News" APP to stay updated with the latest news.
The text, images, and videos on this website may not be reproduced, publicly broadcast, or publicly transmitted and used without authorization.
(Central News Agency reporter Wu Chia-hao, Taipei, 12th) Apple Inc. is rumored to be shifting orders to Intel, ending its reliance on TSMC for chip production in recent years. Pegatron Chairman Tung Tzu-hsien said today in an interview that TSMC is like a "Michelin three-star" restaurant, with more orders than it can handle, and will not be significantly affected; however, he also pointed out three major challenges facing TSMC, including talent shortage for expansion, power supply, and succession planning.
Tung Tzu-hsien attended the Economic Daily News 2026 Master Forum in the afternoon and delivered a keynote speech on "The Future World of Technology - Economic Opportunities and Challenges," and accepted media interviews before the event.
He said that the market generally worries that TSMC's orders may be transferred to Intel, which is an overreaction, as the market size is actually large enough to accommodate multiple large enterprises. He compared TSMC to a "Michelin three-star" restaurant, saying that even if customers occasionally choose one-star or two-star restaurants, it will not shake TSMC's leading position in the short term.
Tung Tzu-hsien emphasized that Intel's strength is indeed increasing, but it does not mean that TSMC will be severely impacted. Because even during Intel's past strong periods, TSMC also developed well, and currently, TSMC still holds the vast majority of Apple's orders.
Tung Tzu-hsien said that TSMC currently has more orders than it can handle. To meet these orders, it needs to expand its factories significantly, and it needs to consider where the relevant talent and power will come from. On the other hand, as senior leaders gradually retire, the issue of succession in the next few years also needs attention.
He pointed out that if Intel wants to regain its footing in manufacturing, it also needs to overcome the talent problem. The United States has lacked engineers with experience in precision processes for many years, and young people are less willing to engage in manufacturing, with more choosing to work in artificial intelligence (AI) or cloud-related fields, which are easier to make money from. (Editor: Pan Yi-ching) 1150512
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency "First-hand News" APP to stay updated with the latest news.
The text, images, and videos on this website may not be reproduced, publicly broadcast, or publicly transmitted and used without authorization.