blockade, and TSMC's future is foreseeable!
TSMC has the most advanced chip manufacturing technology, but its current status does not match its technology. Its independent business rights have been interfered with, and it has even lost the right to select customers. With the continuous upgrading of
chip rules, TSMC was forced to embark on the "end of the road" after interrupting its cooperation with Huawei and was forced to embark on the road of "building a factory in the United States."
has repeatedly rejected requests to build factories, but this time it took the initiative to carry US$12 billion to build the most advanced 5nm production capacity. The reason for this is also very clear.
Under the constant squeeze of Samsung's advanced technology, TSMC has accelerated the pace of building factories in the United States, not only to resume cooperation with the Chinese market, but also to better stabilize American customers.
The United States has directly provided US$52 billion in subsidies to attract major chip manufacturers to build factories in the United States, in order to enable more chips to be manufactured locally.
However, after the factory officially started construction, TSMC discovered that it had been "trapped" and was already in a dilemma. Not only was it required to hand over core data, but it was also included in the "unsafe list" as a blackmail. TSMC is building more factories in the United States.
The plan to build a factory in the United States has changed.
When it first started building a factory, TSMC discovered problems with the local supply chain in the United States, which caused the cost of building a factory to skyrocket. However, not a penny of the subsidies promised by the United States has been received. This It also directly affected TSMC’s passion.
Entering 2022, TSMC is more than halfway through its factory construction. However, due to high labor costs, the equipment entry time has been delayed to 2023.
During the process of building the factory, Zhang Zhongmou also said bluntly: "We were too naive to build a factory in the United States. The cost is at least 50% higher than in Taiwan." In order to save costs, TSMC had to lower the educational requirements for employees. .
Under the appeal of Intel , the previously promised US$52 billion in subsidies will most likely only be used for the development of local companies. Even if TSMC applied multiple times to no avail, this also made TSMC give up all subsequent factory building plans. .
In fact, after going to the United States to build a factory, TSMC already had a 3nm process, but only built a 5nm production line. This "little cleverness" also became the key to reversing the situation, complying with the principle that overseas factories are two generations behind the local ones. the rules.
According to TSMC, it will start building a 2nm chip factory in the second half of the year and is expected to achieve final mass production in 2025. It will also invest US$40 billion to build four 3nm chip factories, which are expected to officially start this year.
In view of the various unreliable behaviors of the United States, it is impossible for TSMC to continue to build production capacity in the United States. Judging from the location selection of 2nm and 3nm, they are both built in the native Taiwan Province, and such a decision is not big. Subject to change.
Combined with Zhang Zhongmou’s clear attitude, we can basically foresee the future of TSMC. It can be regarded as “the dust has settled”. Lao Mei’s plan will eventually fail.
A series of actions are enough to prove that TSMC is dissatisfied with building a factory in the United States. It deliberately delays the official start of production of the factory in the United States in order to gain more opportunities for itself. Of course, there are deeper reasons behind this.
TSMC’s future is foreseeable
According to relevant data, most of TSMC’s revenue comes from the advanced process technology , with 7nm and below accounting for 40% of the revenue, indicating that it is still quite obsessed with advanced technology.
TSMC has previously claimed that building factories overseas is at least two generations behind the local technology. Even under the pressure of the United States, it has still done well. After all, the 5nm production capacity built in the United States needs to be put into production in 2024. By then TSMC already has a 2nm process.
This approach is also used to prevent technology leaks and reserve a certain space for its own advanced technology. TSMC does not want to become the next ASML, so it has been committed to "de-beautification" of technology.
Although ASML is the only EUV lithography machine manufacturer and is also a Dutch company, it is now completely controlled by the United States. After locating the most advanced factory in the United States, it has been completely lost. free cargo rights.
After such a precedent, TSMC was very careful about building a factory in the United States, and it was also purposeful, in order to obtain a large amount of subsidies, build production capacity without spending any money, and also Able to secure US corporate customers.
However, it is obvious that the cooperation with "each other's own agenda" will not achieve the desired results after all. The United States only wants TSMC's advanced technology to support the development of local chip manufacturers. This layer of "window paper" has been pierced. After that, the settlement between both parties was finalized.
The plan of the United States to reshape semiconductors has basically failed, and TSMC has also given up on building factories in the United States. TSMC has retained the most advanced technology very well, and has also won more for itself. What do you think of the opportunity for “technology to beautify”?
