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TSMC Over three-fifths of a year’s revenue comes from the US market, so in many things, TSMC can’t do anything. Make your own choice. Because the United States will help TSMC choose, such as letting TSMC build a factory in the United States, saying it is an invitation, but TSMC has no second way to go.
This time the United States asked TSMC to hand over confidential data. Does TSMC, which has already established a plant in the United States, regret it? Can the American factory be successfully completed?
American real purpose exposure
The United States is TSMC’s largest customer market, originally there was a major customer in the mainland, and now the main customers are concentrated in the United States. Apple, Qualcomm , AMD, Intel , NVIDIA and other world-class chip giants are all customers of TSMC.
It seems a good thing to have so many top customers, but over time, TSMC’s supply chain, core secrets and technology will tend to the United States.
Sure enough, the United States took action one after another. At the invitation of the United States, TSMC finally decided to build a 5nm factory in Arizona . Since then, there has been news that the United States requested that the number of factories be increased to six, including a 3nm factory.
This is the rhythm of shifting the TSMC supply chain,After all, to build a production line, the equipment suppliers behind it, technical solution companies and TSMC’s most important process technology will all be located locally.
These things have arrived in the United States, it is difficult to evacuate. It is easy to come and go, because the United States does not intend to let TSMC leave. Relying on the supply chain of TSMC, the world's largest foundry, can easily revitalize the local chip manufacturing industry. Actions have been taken on the supply chain. This time the United States has made an inch of progress and is eyeing TSMC’s confidential corporate information.
At a semiconductor summit, the United States asked TSMC, Samsung and other semiconductor manufacturers to hand over key corporate confidential information including customer sales orders, chip inventory, and finished product yield. And this time the United States does not intend to give up easily, saying that if it does not hand over the data, it will have a tougher approach.
This news aroused heated discussions in the semiconductor industry as soon as it came out. It is important to know that information such as sales orders and chip inventory is very important for companies.
If obtained by the outside world, it is easy to know the true level of an enterprise. It can also compare the cost of goods of competitors, so as to formulate development measures that are more beneficial to oneself.
In short, once corporate secrets are disclosed to the United States, the United States will become the leader in the global semiconductor industry, grasping the lifeblood of the world’s first and second largest chip manufacturers. In the future, when American companies negotiate orders with them, the pricing power will be in the United States. Hands up.
The United States said that it is for the openness and transparency of the supply chain, so as to solve the problem of core shortage. But in fact, the real purpose of the United States is to master the supply chain. From the actual equipment products to the negotiation pricing power of enterprises, the United States will have the final say.
Now that this purpose is exposed, the United States does not intend to converge. If it is really to solve the core shortage problem, is it necessary to take strong measures?
Can TSMC regret it?
TSMC’s biggest advantage is the technology and the supply chain behind it, and it has established close cooperation with top suppliers in the industry. But if TSMC builds six chip factories in the United States, the equipment from these suppliers can only flow into the United States. Although it is placed in the TSMC factory, it will ultimately contribute to the US chip manufacturing industry.
Now the United States is not satisfied with the supply chain, but has a greater say in the market, and requires TSMC to disclose confidential information. But can TSMC, which has already established a factory in the United States, regret it?
At this time, TSMC was building a plant in the United States, and it was already overwhelmingly difficult to harvest. Only forward, not backward. On the one hand, most of the customers and revenue sources come from the United States. On the other hand, TSMC also needs software and hardware technology provided by the United States.
Any chip patent is involved, and it is related to American technology. It is almost impossible to bypass it. Since the United States can implement the chip rule once, it can implement it a second time. TSMC naturally does not want to be the target of the second implementation, so in all kinds of things, it can only go with the flow and abide by the rules.
The United States has made a strong move on the confidential data of chip companies, and TSMC regrets it is too late. Unless the United States ends its hands, it is bound to gain access to classified data.
Can the US factory be successfully completed?
As the world's largest chip foundry, TSMC has the chip manufacturing technology coveted by the United States.Intel, the largest chip manufacturer in the United States, is currently unable to overcome even the mass production technology of chips below 10nm. High-end chips also look for TSMC foundry.
Over 70% of the world’s chips are produced in Asia, and the US currently produces only 12% of the world’s total production capacity. Unable to accept this fact, the United States began to think of ways to improve its local chip manufacturing industry.
The most direct way is to introduce overseas foundries. The technology and strength of TSMC has become the main goal. TSMC, which has already agreed to build a factory in the United States, may not have thought that it would be a tiger's mouth. So can the US factory be successfully built?
The situation is obvious. Even if there are any problems in the construction of the factory, the United States will not let the factory construction fail. TSMC can't regret it. It is difficult for the US to build a factory that has worked so hard to fail. Even if TSMC regrets it, it is too late.
Summary
TSMC’s right to speak is gradually being weakened, and the supply chain is dispersed to the United States. The United States actually holds the initiative. In addition, Samsung and Intel will carry out chip construction projects in the United States. In the future, the United States will further enhance the strength of local chip manufacturing. If TSMC wants to maintain its position, it must consider how to hold more cards.
Do you think TSMC can regret it?
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