Domestic netizens have always complained about TSMC's factory in the United States and its advanced 5nm process, especially when we built a 28nm production line in our country, this dissatisfaction was even more intense. They generally believe that TSMC does not know how to reject the United States and stands on the same position as the United States.
But is this really the case? Just recently, TSMC's Liu Deyin made a public voice, indirectly indicating that the action of "rejecting" the US has begun.
This matter has to start with the fact that the United States wanted to form a four-party technology alliance. When the United States made this suggestion, several people who wanted to join forces did not speak out. The editor also thought that this matter had come to an end, but unexpectedly, some time ago, the United States suddenly announced that it had reached a cooperation with Japan, and not long after, after the United States interviewed the chip factory of , Samsung , it once again announced that it had formed a technology alliance with South Korea.
Although South Korea has also expressed concerns about this alliance, believing that this is very likely to have an impact on the development of their companies in the Chinese market. But despite this, they reached a state of alliance. In a sense, maybe they were not voluntarily, but the ending still did not change anything. The so-called "four-party alliance" has reached cooperation, and it is only one TSMC's region from the original US plan, or in other words, it depends on TSMC's attitude. Many people speculated at the beginning that TSMC might not refuse. After all, in many previous events, TSMC did not refuse, such as being asked for key data, such as building advanced chip factories in the United States, etc. Ka In Liu Deyin's statement, they have officially confirmed that they refuse to join the technology alliance of the United States. It is specifically reflected in Liu Deyin's public statement that they are not worried about their three-party alliance in semiconductors, and that it is just a form. Of course, the reason for is because they think they have always cooperated, and many of their partners' clients are from the United States. carefully analyzed this remark, and actually revealed a signal that they did not intend to join the alliance, and also emphasized that most of their customers are from the United States. We can think that TSMC is looking for a bargaining chip for itself. If they do not join this alliance and are subject to so-called restrictions, the US companies they cooperate with will be greatly affected. To put it bluntly, although TSMC does rely on orders from US companies in , on the other hand, when it relies on their orders, are other companies also relying on TSMC? After all, for now, they can't find a more suitable company that can compete with TSMC. Whether it is OEM technology or OEM production energy. But then again, has TSMC used this operation to see clearly the "true face" of the United States? You know, TSMC was very concerned about these things in the past. We do not rule out that this is the reason, but I personally think that the reason why TSMC will do this is more because they are not optimistic about the local development of US semiconductors. Zhang Zhongmou has said this several times. In this case, if TSMC blindly joins such an alliance, their situation will only fall deeper. Therefore, for the sake of its own development, TSMC will also choose to wait and see. Of course, TSMC is not a company waiting to die. The 2nm chip technology is being promoted, and the global capacity plan is also being promoted. Obviously, TSMC has paved the way for its future. What do you think about this? Welcome to leave comments, likes and share!
