Zhang Zhongmou: "TSMC has fallen into the "trap"!"
I believe everyone has more or less understood the TSMC company. There are many talents in the company. It has helped SMIC break through to the 14nm mass production process. It is from TSMC that has completed at least ten years of achievements that other companies need.
As the founder of TSMC, Zhang Zhongmou has always been a bit mysterious, which makes people unable to see whether he is a technical or marketing talent. But it is certain that TSMC can go to the world and its contribution is indispensable.
As the world's top chip foundry, even the Samsung with the same technology does not create any competitive pressure for him. It is precisely because of his advantages in this regard that he has repeatedly refused the invitation to build a factory in the United States.
Huawei can contribute at least 30 billion in revenue every year, and its potential is still unlimited. This is also the only mainland customer who has a demand for high-end process technology . After losing this second largest customer, TSMC has always complained, but because of the many complaints, he failed, and finally lost his choice and remained silent. The chain reaction brought about by the restrictions related to
. Under the premeditated relevant restrictions, all of this has undergone subtle changes. After losing domestic customers, most of TSMC's orders can only rely on US corporate customers.
After the United States proposed a large subsidy plan, and in order to stabilize these customers, TSMC agreed to the request to build a factory in the United States, but unexpectedly, it fell into the "trap" step by step.
After the start of construction of the factory in the United States, Zhang Zhongmou discovered the "trick" in it. Due to the extremely imperfect US industrial chain, many materials must be imported from overseas, which also led to a sharp increase in construction costs.
However, this is not the end. The subsidy I promised was not given at all. Intel has instigated relevant departments. The 52 billion US dollars of funds can only be used to support local enterprises.
means that TSMC has to bear the high construction costs itself. The so-called large subsidies have been lost. Although it has hit TSMC's activeness to a certain extent, there is obviously no way out.
TSMC's $12 billion factory investment has been delayed in construction period, but in order to recover certain losses, TSMC decided to officially complete and put into production in 2024, mainly engaged in 5nm chip foundry.
TSMC has fallen into a "trap"
After being forced to hand over the core data, Zhang Zhongmou, the founder of the company, even bluntly said: "It is expensive and wasteful, futile to produce more chips in the United States, and it is too naive to us!"
This sentence well reflects TSMC's "helplessness". It originally agreed to go to the United States to build a factory in order to restore freedom to obtain a license, but now it has been added to the so-called "unsafe list". Zhang Zhongmou also understood Midea's intention.
After losing Huawei as a customer, more than 60% of TSMC's orders originated from US companies. Once they are abandoned by US companies, the outcome will be clear.
Before going to the United States to build a factory, the United States promised that a large part of the $52 billion subsidy would belong to TSMC, and Zhang Zhongmou also promised to bring about the corresponding industrial chain.
Now all this seems to be disillusioned. The first batch of subsidies have been given to Intel, which further confirms that TSMC has been cheated. Therefore, TSMC will not be so active in the layout of the industrial chain.
It is reported that even if the factory built in the United States is officially put into production, at least 50% of the chip manufacturing cost will be added, and most of the extra funds are due to labor costs, which is also the reason why TSMC has been delaying.
may be to find more opportunities in the process of delay. As long as this factory is not officially put into production, TSMC can retain a certain initiative, which is also the way TSMC avoids the core technology being misappropriated.
What TSMC needs to do in the future
, which caused TSMC to be dissatisfied with is actually not handing over the so-called core data. After all, TSMC has also reserved it, and the reason for all is that the subsidies have not been received for a long time.
Both parties have their own little thoughts. TSMC wants to use this subsidy to achieve the goal of "building a factory for free". The purpose is not to transfer talents to the US mainland, but to stabilize US corporate customers.
And Midea's plan is even more pure, it wants to control the subsequent operating rights of TSMC and wait for an opportunity to steal corresponding core technologies, thereby supporting the development of local chip manufacturers.
Both sides also know their own purposes and think they can control each other, but according to the current situation, no one can completely control each other, and both sides are in a "dead situation".
Zhang Zhongmou is also a scheming person. In fact, when he agreed to build a factory in the United States, the 3nm production capacity in Taiwan Province had already started to be built, and the most advanced production capacity was not set in the United States. This is the smartest decision.
After all, 5nm has gradually become popular, and the top 4nm and 3nm technology is still retained. TSMC will not be completely framed by the United States. The most important thing at present is to start the complete "de-beautification" of technology.
At present, domestic chip manufacturers are gradually rising. Mainly, TSMC can completely get rid of US technology dependence. Even if it loses these US customers, it will not cause too much loss. What we will usher in is a fairer market cooperation. It depends on how TSMC grasps it. What do you think about this?
