In September last year, relevant U.S. departments requested Samsung, TSMC and other semiconductor companies to provide "confidential" chip data on the grounds that they were responding to the global chip shortage crisis. Although many companies initially expressed opposition and

In September last year, relevant U.S. departments requested Samsung , TSMC and many other semiconductor companies to provide "confidential" chip data in order to cope with the global chip shortage crisis. Although many companies initially expressed opposition and did not want to hand over the data. However, could not withstand the pressure of the "toolbox" from the United States. In the end, according to statistics, a total of 164 semiconductor companies handed over their data within the specified period.

Originally, under the guise of alleviating the core shortage, Laomei thought that after all the data was submitted, Laomei would be able to provide certain results as soon as possible. But the United States did not. In January this year, it only announced an insignificant survey result on such chip data - "Their chip inventory is less than 5 days."

According to the past operations of the United States, this matter is estimated to be That’s it for now. After all, everyone knew from the beginning that Lao Mei was just looking for a reason and wanted key data, and did not really want to solve the problem of core shortage. , so when Laomei gets the data he wants, there is no need to write more articles on this matter. But surprisingly, this matter did not end.

Because after more than half a year, Lao Mei finally gave a result on how to alleviate the core shortage.

According to relevant information, the United States and CSET jointly decided to send technical experts from TSMC to help Intel improve the level of chip manufacturing and production capacity by providing technical sharing methods for Intel , so as to alleviate the global chip production capacity. insufficient. At the same time, they also stated that such a decision was made because TSMC's capabilities cannot currently solve the global core shortage situation, and TSMC's own new factories are too slow. The implication of

is that if TSMC wants to solve the global core shortage situation, it must share its technology with Intel. And this is what Laomei Quexin came up with after such a long time. I have to say that this purpose of Lao America is simply too obvious. Because of this series of actions, directly pointed out a focus - wanting the technology in TSMC's hands.

Personally, I think this move by the United States and the United States further proves that they want to trap TSMC.

First of all, they want to trap the factories established by TSMC in the United States. We can see that in the results of Lao America, the problem of core shortage has been attributed to TSMC's slow progress in building factories. As for the 5nm chip factory established by TSMC in the United States, TSMC originally planned to introduce a series of chip equipment to the US factory for installation in September this year. However, TSMC later changed its focus and delayed the equipment relocation by 3-6 months.

As for why TSMC is delaying the time, it may be because the cost of building a factory is very high and the US$52 billion in subsidies previously promised by the United States has not yet been received. It may also be because it is difficult to recruit people in US factories, etc. In short, TSMC chose postpone. Once the delay is postponed, some uncertain factors may change for the United States. For example, TSMC will directly give up, which will indirectly affect the subsequent chip supply of U.S. companies. That is why they want TSMC to speed up the establishment of factories and reduce costs. The risk of uncertainties.

Secondly, they want to capture TSMC’s core technology. can allow technology sharing and secretly change concepts to solve the problem of core shortage. I still have to admire Lao Mei for this. Once TSMC has to share its technology, it will be obvious that TSMC's technological advantage is no longer a big "chip." Even if TSMC does not share technology at this time, there will be many opportunities in the future after establishing a factory in the United States.

To put it bluntly, the United States has given TSMC two options, either to advance the plan to build a factory or to share technology. Which is more important, I think TSMC still knows very well. So no matter what, what the United States actually wants is TSMC's technological advantages, because it can more directly consolidate the development of American semiconductors than TSMC's establishment of factories in the United States.

What do you think of this matter? Welcome to leave comments, like and share!