TSMC's perspective on electricity conditions)

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반도체쪽은 위치상 영향은 없다고 하네요


Carbon-free power generation in Korea is better than Japan and Taiwan (from Samsung and TSMC's perspective on electricity conditions)

These days, there was a report that Samsung Electronics was in big trouble because a semiconductor equipment company called ASML demanded RE100. I found out that's not it, it's asking for 100% carbon-free power. Anyway, when I compared the current status of electricity in Korea, Taiwan, and Japan, which are semiconductor powerhouses, Taiwan is the real problem. Thermal power generation, including coal and gas, is 83.4%, and solar and wind power are less than 4%. Will TSMC be affected then?

Japan had the lowest share of thermal power among the three countries at 63.2% in 2010, but in 2022, when nuclear power is reduced, it has a higher share of thermal power than Korea. Among the three countries, Korea has the highest share of non-thermal power, that is, carbon-free power.

Korea's solar energy share is 4.5% in 2022, slightly less than half of Japan's 9.4%, but considering that Japan's land area is 3.8 times larger than Korea's, Korea's solar power is denser than Japan's. Meanwhile, Japan has 9.2% of hydroelectric power, which is 1.1% in Korea, and hydroelectric power is not very helpful to renewable energy in Korea. Japan has a lot of forests, so bio is 3.3%.

All three countries have a low proportion of wind power. In Japan, installing wind power generators is not easy due to earthquakes or typhoon concerns. Taiwan has the highest share of renewable energy with 2.7% of wind power in 2021, but the power generation itself is 0.9 GWy, which is only one power generation from Korean nuclear power plants.

The changes in power generation over the past 30 years in the three countries confirm Japan's lost 30 years. In 1990, Korea produced similar electricity to Taiwan, which had only 40% of the area or population than Korea, but now it is twice as much. As such, Korea has the most industrial development among the three countries.

According to the graph of the proportion of thermal power generation, Japan has increased rapidly since the establishment of nuclear power plants in the Fukushima accident in 2011 and is gradually decreasing due to the expansion of solar power, but it is higher than Korea.

Among the three countries, Korea has strengths in the semiconductor industry, which requires stable carbon-free power supply because it is the best at nuclear power.