Since the implementation of the US chip bill, the question of "whether TSMC will go to the United States to build a factory" has touched the hearts of more than one billion Chinese people. I thought that , which has repeatedly complained that it is "no benefit" to build a factory in the United States, will stick to it to the end, but surprisingly, TSMC has quietly transformed into "US CSRC".
Recently, TSMC has completely shown up. TSMC not only will build a 5nm wafer factory in Arizona , but will also build another 3nm wafer factory next to this wafer factory in the future. and the first batch of machines and equipment of the 5nm fab are expected to enter on December 6, and the progress exceeds expectations!
In fact, before Zhang Zhongmou officially announced, foreign media had already revealed that TSMC chartered a flight to transport about 300 semiconductor talents to Arizona. It is worth noting that this time, in addition to TSMC's technicians, their families and even pets all boarded the plane together. Obviously, this was the rhythm of "never return after leaving".
The main reason why TSMC's factory construction incident in the United States has attracted such great attention is that the new fab built by TSMC in the United States is not a mature process fab, but is currently the most advanced fab in the world. Isn't this equivalent to "selling oneself"? Does it make sense to "send" all your core technologies, top talents and advanced equipment to the United States to help the United States revitalize the local chip manufacturing industry? No wonder netizens can't understand.
In fact, Zhang Zhongmou also made it clear that the cost of manufacturing chips in the United States is more than 55% higher than that in the local area. So why is TSMC still insisting on going? Some netizens believe that TSMC is a US$52 billion subsidy promised by the United States. If you think about it carefully, this reason is obviously unfair. TSMC spent more than 40 billion US dollars to build a factory in the United States for the first time, while the United States only wrote "empty checks", so if it was for "money", this seems to make sense. After all, subsequent labor, materials, and transportation expenses are also large. Expenditures and subsidies are not proportional and have no meaning.
In my opinion, there are two main reasons for TSMC to build a factory in the United States. , one of which is to better serve American customers such as Apple , Qualcomm , etc. After losing Huawei , TSMC's main customers are almost all US companies, and Huawei will not "released the ban" for a day. In the future, TSMC's main customers are likely to be US companies, such as Tesla , etc. According to foreign media, Tesla has handed over the order for FSD chips to TSMC, so going to the United States may be a better choice.
Second, seek diversified supply chain layout. For technology giants, the most taboo thing is to put all eggs in one basket. Once the supply chain is "breaked" or other risks, it will bring unestimated losses to the company. Therefore, TSMC went to the United States to build factories and hoped to seek diversified supply chain layout. Of course, this is also to better serve European and American customers. After all, TSMC has become "Macau".
Although many netizens are angry and do not understand, looking back, what choice TSMC makes has nothing to do with domestic chip companies. People's Daily has long issued a warning to domestic technology companies and abandoned all fantasies. Instead of pinning your hopes on other companies, it is better to focus on yourself, insist on independent research and development, and cultivate local talents. Only by "having food in your hands" and holding core technologies firmly in your own hands can you "not panic in your heart". What do you think about this? Welcome to comment and leave a message!
