TSMC is originally the younger brother of the United States. Many media previously said that Zhang Zhongmou exposed the American conspiracy. Is this simply "nonsense"!
The first five years of 1980 were a period when Japan’s semiconductor industry was booming. If the momentum continues at that time, the number one player in the semiconductor industry today will be Japanese companies, not TSMC.
TSMC itself is a product of the United States' support against Japan. At that time, the Japanese semiconductor industry was powerful and threatened the status of the United States, so at that time the United States turned around and supported , Samsung, and TSMC.
Since that time, Japan's semiconductor industry has declined. To this day, Japan's semiconductor industry has not been able to recover.
Starting in 2020, the United States began to deal harshly with Huawei in order to restrict the global development of Huawei .
Any semiconductor company that uses U.S. equipment and technology to produce chips must obtain U.S. consent before supplying Huawei. In other words, whether TSMC can OEM Huawei's Kirin chip depends on the face of the United States.
At that time, many netizens believed that if TSMC lost Huawei as a major customer, TSMC's revenue would fall sharply.
Later facts proved that Huawei's business only accounts for 10% of TSMC's total business, and TSMC's 5-nanometer process yield is already 80%. Huawei and Apple are all competing for TSMC's production capacity. Even if they do not enter the mainland market, they will have an impact on TSMC, but The impact won’t be big!
Netizens all know that in recent years we have begun to increase investment in the semiconductor industry.
But if you want to create high-end chips, these three companies in the world are insurmountable: British ARM Company, Japan's Shin-Etsu Chemical, Dutch ASML company .
Especially the Dutch company ASML, which owns the most critical photolithography machine in the semiconductor industry. The Dutch company ASML is the only company in the world that can provide lithography machines for 7 nanometers and below. Integrated circuit chips are etched on silicon wafers with light. The thinner the light, the more transistors that can be carved per unit area, and the more powerful the chip will be. A 7-nanometer chip can integrate approximately 20 billion transistors on a chip the size of a fingernail.
To put it bluntly, other problems in the semiconductor industry are not big problems for us, but this photolithography machine is a problem that we must break through. If we can solve the problem of photolithography machines, it means that the problem of our high-end chip industry chain will be solved.
Therefore, although TSMC is the most powerful chip foundry in the world, in fact TSMC cannot do without the lithography machines of the Dutch ASML company.
Chun Gongzi has told everyone before that TSMC founder Zhang Zhongmou is an American, and the United States holds shares in TSMC. Therefore, the self-media said that Zhang Zhongmou would not let TSMC build a factory in the United States because he was afraid that TSMC would go to Japan. Lao Lu, this is completely fabricated!
In order for TSMC to build factories in the United States, the United States not only provided policy support, but also invested real money.
Why did Zhang Zhongmou refuse? Today, another media broke the news that TSMC has recently announced that it will start evaluating the investment and construction of a second wafer factory in the United States. It plans to cut into the 3-nanometer process and the construction time of the factory will be about 2 years later.
So, Mr. Chun still said what he said, don’t put your hopes on others, and don’t focus on how others are having a good life. What we have to do is work hard ourselves to solve all the problems.
