Two years ago, in order to suppress Huawei , the United States strongly revised the rules of the world's semiconductor industry and prohibited semiconductor companies using US technology to cooperate with Huawei without permission. Although this move has caused great trouble to the development of Huawei's many businesses, it has also exposed its shortcomings - the local chip manufacturing process of is very weak. As long as Asian countries counter, US companies will fall into an embarrassing situation of no chip available.
In order to strengthen the shortcomings in the local manufacturing field, "Dongwang" used coercive and inducement methods to force leading chip foundry companies such as TSMC, Samsung to go to the United States to build factories. Biden also personally hosted the global chip summit without Chinese companies participating, and clearly stated that it would spend huge amounts of money to build a local semiconductor industry chain. Not long ago, the US officially passed the US chip bill worth $52 billion and began to fully deploy the semiconductor field.
However, what everyone did not expect was that when the US decided to do a big move in the semiconductor field, TSMC kept singing opposites to it! TSMC founder Zhang Zhongmou clearly stated at last year's technology conference that The United States does not have the strength to control the world's semiconductor industry chain , and TSMC also announced the postponement of US factory equipment at the beginning of this year.
In addition, according to media reports, TSMC has decided to set aside US$44 billion as capital expenditure this year for technology research and development and factory construction.
TSMC has set aside nearly 300 billion yuan in funds to expand, which has greatly hurt the sensitive nerves of the US technology community. Many US media have successively issued articles saying that must be wary of the development of TSMC, avoid US semiconductor companies being too dependent on it, and avoid greater losses.
In May 2020, the US suddenly revised the rules of the semiconductor industry, and TSMC responded instantly, not only ending its chip foundry cooperation with Huawei, but also decided to spend $12 billion to build a 5nm chip processing factory in the United States. The behavior of both parties gives people a feeling of intimacy. So, why is there a disagreement between face and heart? The most important thing about is that the Americans are insatiable!
TSMC has used a large number of US semiconductor technology. The US has some desires, but TSMC dared not refuse to agree. It was forced to terminate its cooperation with Huawei and went to the US to build factories to help it improve its chip manufacturing level. However, The US has never regarded TSMC as its own person, but just regarded it as a tool to improve the level of local chip manufacturing. .
In October last year, the United States forced chip manufacturing companies such as TSMC and Samsung to hand over the core business secrets, and turned around and handed over the information to US companies, causing them to lose their dominance in future negotiations with US companies. In addition, although the United States has set aside US$52 billion to subsidize semiconductor companies, it is only targeted at US companies, while overseas companies such as TSMC and Samsung are not eligible for subsidies.
While the United States plunders TSMC and Samsung's business secrets and core technologies, it supports local semiconductor company . How could TSMC not know the consequences of continuing? Therefore, a counterattack is inevitable.
Many industry insiders believe that TSMC has set aside 300 billion yuan to increase technology research and development and factory building speed in other countries in order to quickly get rid of its technological dependence on the United States and allow itself to have a certain degree of autonomy.
A US lawmaker once said that the development of The development of US chips cannot be dependent on TSMC, but can only rely on US companies themselves . Judging from TSMC's reaction, the development of MeCentral really cannot rely on TSMC. If it relies too much on TSMC, MeCentral will never be independent. What do you think about this?
