affects the whole body. The US suppressed Huawei . It was not just Huawei that was affected, but Huawei's supply chain companies were also greatly affected, including TSMC. As TSMC's second largest customer, Huawei contributes a lot of revenue to TSMC every year. Now TSMC is unable to continue to manufacture Huawei chips, resulting in a lot of direct losses.
In addition, the chip ban in the United States indirectly led to the changes in the global chip market. Nowadays, the global chip shortage is in short supply, and it has to be admitted that it is closely related to the United States. Having said that, the current global chip market can only be described in one word - chaos.
Recently, TSMC CEO Wei Zhejia stated that no matter how the global economy is, TSMC will not lower its price. Judging from the current situation, the global chip shortage will continue, and the price increase of by chip foundry company is inevitable. However, due to the chip shortage and the epidemic, the shipments of domestic mobile phone manufacturers have declined, so the number of chip orders has also declined to varying degrees, which also means that the global chip market is currently in a situation where there are prices but no markets.
After Wei Zhejia made his statement, TSMC founder Zhang Zhongmou could not sit still. He said he "he regretted his decision to go to the United States to build a factory." This remark caused dissatisfaction among foreign media, and they all mocked "the chips can no longer be sold." But to be honest, Zhang Zhongmou did not make a fool of himself this time and his mind was still clear-headed.
As we all know, in order to consolidate its position in the global semiconductor field, the United States has issued generous conditions for "52 billion US dollars of subsidy" for global chip giants, including TSMC, Samsung , ASML and other giants, hoping to attract these semiconductor giants to build factories in the United States.
However, judging from Zhang Zhongmou's attitude, it seems that TSMC will no longer obey this time, but will instead "turn against". Is this a completely broken-out rhythm? From a business perspective, TSMC will not have a head-on conflict with the United States. Although Zhang Zhongmou is unwilling to go to the United States to build factories, he will not use the reason for "not willing". In his speech, Zhang Zhongmou emphasized that the United States does not have talents in the semiconductor manufacturing industry. Obviously, TSMC may postpone or postpone the construction of a factory in the United States on the grounds that it cannot recruit talents.
Of course, then again, it is expected that TSMC is unwilling to build a factory in the United States. When the United States was intending to form a chip alliance, it called out from afar that semiconductor giants such as Samsung and TSMC were planning to poach people directly from TSMC and Samsung. Who would dare to risk the talent being taken away to build factories in the United States? The competition for semiconductors is ultimately a competition for talents, and the United States has lost the trust of semiconductor companies.
At the same time, the current situation of the global semiconductor market "without price" is also caused by the United States. Whether it is TSMC, Samsung, or ASML, they are more or less dissatisfied with the United States, but they are in a situation where they dare not speak out. Can't you afford to offend? Therefore, it is a wise decision not to go to the United States to build a factory.
Finally, the American "stuttering stick" behavior may give China's semiconductor industry more time. We need to seize this opportunity and continue to focus on self-development and fully develop. Whether it is lithography machine , photonic chip or radio frequency chip, any small progress may become the key to avoid being "bottled" in the future. Keep working hard! What do you think about this? Welcome to comment and leave a message!
