TSMC, the company's output accounts for 24%of the world's semiconductor output value, and is the largest enterprise in Taiwan Province.
's recent "American Chip and Science Act" will officially take effect, and will provide about $ 57 billion in funds for the semiconductor industry. According to the criteria of the bill, TSMC will receive subsidies of US $ 1 to 2 billion.
has received subsidies of US $ 1 billion to 2 billion US dollars, is it made or lost?
is the first. According to the US requirements, TSMC needs to build a chip semiconductor factory in the United States. At present, TSMC has basically completed the construction of the Nalate's Nalate plant, and the factory will increase the production of 5 nanometer chips. The total construction cost is about $ 12 billion. Obviously, this cost of $ 10 billion is less than 15%of the cost of building a factory. From this aspect, the podium accumulation is definitely a loss.
is second, so what is the profit of TSMC in the United States? We can calculate this issue from the side. At the beginning, TSMC did not want to build factories in the United States, but it was forced to build factories. , the founder of TSMC's retirement, said that the cost is too high and expensive. The United States wants to use this to improve the technology of the chip. Because the United States lacks talents working in wafer factory. And Americans are not as hard as Chinese as hard as Chinese, and they cannot achieve Three Class , achieving 7 × 24 hours of production. According to the estimation of TSMC, the cost is about 50%higher than the production in Taiwan.
is third. Due to the decline in chip demand, TSMC will currently turn off some optical carvings to reduce huge electricity costs. According to reports, TSMC has about 80 light engraved products in operation, and the electricity cost is as high as 30,000 yuan per day. The total expenditure of one year is close to 10 million yuan. Some people predict that TSMC will consume 12.5%of Taiwan's electricity in 2025. With the recent PC, graphics card, and mobile phone needs, the demand for new chips has gradually declined, and the chips produced by these machines have gradually no market demand. After
lost Huawei , the order of TSMC's advanced process chip can only be sold to several large companies in the United States.
has recently revealed that the foundry news that will abandon the three -nano -chip, which has caused the vibration in the industry, the main reason is that the cost of the foundry is too high.
has fallen endlessly this year, from 144 yuan at the beginning of this year to about 80 yuan.
is fourth, and the president of TSMC Wei Zhejia also agreed that the supply chain will shift from globalization to localization. At present, European, USA, Japan, Mainland China, Russia and other countries have gradually established chip factories. Although their technology has no way to compare with TSMC, it is more than enough to make some low -end chips. Recently, SMIC4 announced a 100,000 production expansion plan, and 55 nanometers entered a small batch trial production stage. SMIC's revenue in 2022 was 24.59 billion, a year -on -year increase of 52.8%, and net profit was 6.25 billion, an increase of 19.28%year -on -year. The increase in revenue profits indicates that the company's business development is smooth and the continuous improvement of core technologies is expected to further expand the market in the future.
is fifth. Since May this year, due to factors such as inflation supply chain bottlenecks and other factors, the cost has been increased. Due to the pressure of cost, some customers have been reflected in 2023. TSMC will fully adjust the wafer foundry quotation. The average process of each process will increase by 3%, and the mature production will increase by about 6%. In addition, Core also announced that the price increased to some customers in 2023, an increase of about 8%. In response to the pressure of semiconductor boom, the chip company called for TSMC for profit.
Recently, some foreign media predicted that around 2035, Chinese chip companies will fully replace TSMC and Samsung , becoming the world's top chip manufacturing company, let us look forward to it together!
Do you think this is possible?
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