evacuated local factories and engineers? News from the United States, how should TSMC respond?
TSMC is the world's most advanced chip manufacturer, and the United States has always been "eying" it. Now, the most advanced process technology in the United States is only 10nm. A premeditated "reshaping the semiconductor industry plan" is being implemented, and many other companies such as TSMC, ASML, Samsung and other companies have been affected.
Under a series of targeted measures, TSMC lost the order for Huawei , which directly prompted it to accelerate the pace of building factories in the United States. Zhang Zhongmou's efforts to stop Liu Deyin's determination to . After the construction of the 5nm factory with a US$12 billion investment was started, it had already laid a "safety hazard"! After handing over the core data,
was asked to share advanced technology. This time, new news came from the United States, requiring TSMC to evacuate its local factories in Taiwan Province, and even engineers had to transfer. What was going on? Is TSMC already at the mercy of others?
TSMC has lost its autonomy?
After the construction of the factory invested in the United States was started, a series of problems gradually emerged. None of the so-called subsidies and favorable conditions promised were fulfilled. TSMC had to bear the construction cost 50% higher than the local area. The original $12 billion may not be enough, and it may not be able to make a profit after it is put into production, which directly made TSMC discouraged.
But it was too late to wake up at this time. Fortunately, TSMC still had a hand. The factory built by in the United States is expected to be put into production by 2024. By then, it already has a mature mass production process of 3nm, which is well followed the principle of two generations behind in overseas factory construction. Its absolute leading advantage in technology will also become the best way to restrain the United States.
TSMC's response measures are also being implemented. It plans to invest US$60 billion to be used for the construction of 2nm and 3nm factories. The construction locations are located in Taiwan Province, in order to better restrain the United States in terms of production capacity and gradually return the orders of American companies to the local area, so as to gradually get rid of the crisis of being "controlled".
But just as all plans are implemented relatively smoothly, there was an unfavorable news within the United States that US semiconductor is planning a brand new plan, and the core of this plan is established around TSMC. It is reported that the United States intends to require TSMC to evacuate chip factories and engineers in the local area and transfer them to the local area of the United States.
From the moment TSMC went to the United States to build a factory, the United States has shown not only purpose. Faced with the ever-changing international semiconductor industry situation, they have begun to be unable to hold on. All plans are likely to be implemented at a faster pace. If TSMC continues to be obsessed with it, it will definitely cause relatively serious consequences.
On the surface, it seems that the United States has already taken control of TSMC, but in fact, Taiwan Province is the base camp, and the most core advanced technologies are all at the local headquarters. Although TSMC had previously said that it would go to the United States to build 3nm production capacity, it did not take any action on this. Liu Deyin is naturally not stupid, and naturally knew that the "trump card" could not be played.
TSMC is afraid of losing the core technology supply of the United States, but US companies are also worried about losing TSMC's foundry capacity. Both sides have not "exploded" this layer of paper at present, and coexist in this market in a relatively "tactic understanding". Before there is no alternative technology, it is believed that the United States cannot do too much.
How TSMC responds to
This time, the news from the inside is likely to be just a test, just to see how TSMC accepts it. However, given the current state that US companies are highly dependent on TSMC, the United States cannot take such a radical step, and it is likely that they just want TSMC to give up their local production capacity plan.
But facing the "advantage" that has been built up after finally being established, TSMC cannot give up just because of its words. This plan to build a local factory of $60 billion has also served as a "warning" to the United States, warning them that their local production capacity is the most advanced, and that if they want to cooperate, they must be more at ease.
After Samsung, SK Hynix , Intel , Micron and other manufacturers announced plans to build factories in the United States with a total of $100 billion, TSMC was not in a hurry, but just mentioned it casually that it may go to the United States to build 3nm production capacity in the future, but did not announce any investment amount or any plans.
When the United States announced its plan to reshape the local semiconductor industry, Zhang Zhongmou's attitude was always sarcastic. You should know that he is aware of the US market and is also a top expert in the industry. His suggestions cannot be just a casual statement.
After the announcement of the chip bill, TSMC had basically given up its intention to obtain subsidies. Although Liu Deyin repeatedly stated that the mainland market was not important, it was obvious that these were all what he said in response to the current situation. Zhang Zhongmou's attitude has already explained everything. It is impossible for him to give up the mainland market. This is the real "life-saving straw"!
After going to the United States to build a factory, TSMC also took advantage of the situation to launch a global layout, but this is definitely not out of its original intention. Even if it wants to withdraw its production capacity from the local area, it will take at least ten years to improve the supply chain. TSMC cannot wait for such a long time, so it will make the right choice. What do you think about this?
