As we all know, after the U.S. chip bill was implemented, the relevant U.S. departments issued a new rule, that is, the equipment export ban on Chinese chip companies was expanded from the 10nm process to 14nm. Moreover, this regulation is not only targeted at local Chinese companies, but is also effective for foreign companies that are expanding production in the Chinese mainland market.
In terms of this restriction, companies building factories in the United States such as TSMC, Samsung , etc. will be affected by this regulation. After all, they have built chip factories in the mainland market. However, TSMC did not express much concern about this. On the contrary, South Korean semiconductor giants Samsung and SK Hynix, which have invested in building factories in the Chinese mainland market, are very worried about this. They all believe that the US restrictions this time will affect their production capacity. , especially SK Hynix, was blocked by the United States when its previous production expansion plan was to introduce EUV lithography machines.
But just recently, this matter has taken a turn for the better. It is reported that the United States personally announced a "new regulation", but the content of this new regulation does not target all companies building factories in the Chinese mainland market, but specifically names Korean semiconductors. It said that this export restriction will not have an impact on Korean companies expanding production in the Chinese mainland market. The implication of is that they do not intend to extend the ban to Korean companies such as Samsung and SK Hynix. Of course, I personally think this may be the current statement. After all, they continue to attract Korean semiconductors to enter the so-called four-party chip alliance. In addition, the previous US bill has affected the two major Korean electric vehicles and power batteries. It is a pillar industry. If the development of Korean companies in the mainland Chinese market is further restricted, I am afraid that Korean Semiconductor will not be so easy to talk to. But no matter what, at least for now, the United States still has a "preferential treatment" attitude towards Korean companies. In this regard, foreign media said: TSMC’s situation is clear. In fact, judging from the attitude of the United States, they do not intend to restrict the expansion of Korean companies in the Chinese market, which means that TSMC, which has established 28nm and 16nm chip factories in the Chinese mainland market, will be affected by this ban. To put it mildly, the United States and the United States have even considered Korean companies, but they have not considered TSMC at all. Although TSMC does have a small share of the mainland Chinese market, this somewhat biased approach is slightly unfair to TSMC. We can review the news that according to Intel can receive about 12 billion US dollars in subsidies. It is not difficult to see that the focus of subsidies in the US Chip Act is on US companies. plus Micron Technology not long ago also announced a plan to spend 160 billion US dollars to build a chip factory. There will not be many subsidies from what Intel calls foreign companies (TSMC, Samsung, etc.). At the same time, plans to build factories in the Chinese mainland market will also be affected by this export restriction. is equivalent to saying that TSMC cannot get any favors from either side. Therefore, the editor will say that Lao America is a bit unfair to TSMC. Obviously, TSMC has now entered a very embarrassing situation. On the one hand, needs to face high construction costs in the construction of US chip factories, and there is still the possibility that subsidies may not be too much. On the other hand, it is subject to restrictions on domestic production expansion plans, which will further affect TSMC’s production capacity. If TSMC wants to get rid of this embarrassing situation, I personally feel that it must either build a more advanced factory in the United States again, or pay more attention to Intel's shared technology. What do you think about this? Welcome to leave comments, likes and shares!
