European Border Report:
There are really too many reversals about TSMC's "soft and hard" this month. At the end of September, the United States asked TSMC, , Samsung, and other chip foundry giants to submit relevant customer confidential data by November 8. There are endless rumors on the Internet about whether TSMC will surrender.
Ironically, there have been many reversals regarding TSMC's attitude.
On October 5th, TSMC stated clearly that it would not "completely submit data", let alone disclose "individual customers' confidentiality";
On October 22nd, TSMC responded that it would submit information to the United States by November 8th;
Today (October 25th), the situation reversed again. TSMC responded to the rumors on the Internet that "TSMC surrendered" and "TSMC has compromised" and said that "it doesn't have it and will not submit confidential data", and will not commit acts that harm the interests of customers. The reason why TSMC has repeatedly reported that TSMC has surrendered is that recently the United States has held a meeting with a series of famous semiconductor supply chain manufacturers, including Intel , SK Hynix , TSMC, UMC , General Motors and other companies have expressed their statements that they will submit information before November 8. Therefore, many people speculate that since the large army has surrendered, TSMC and Samsung will naturally be no exception. Compared with
and TSMC's response slightly lagging, Samsung responded faster and said firmly that it would stick to the bottom line. The original words were: "Know what can be concessions, and what should be firm." In addition, TSMC had previously concessions cut off the foundry supply for Huawei chips. Therefore, the public is not too optimistic about how hard its knees are.
If TSMC really cannot keep the bottom line in the end and hand over the data directly, its own business interests will be severely impacted. The inventory status and customer information of chip foundry are the ultimate bottom line of the inventory status of upstream commissioned chip foundry. If you lose these information, you will lose your bargaining power. In addition, yield rate is an indicator and size that measures its technology. Once is leaked, TSMC will become a naked lamb in the chip market, allowing American companies to take control.
According to Capital Economics, 92% of the world's high-end chip manufacturers are TSMC, and the remaining 8% are Samsung. China and the United States chip design companies are TSMC's largest party 4. According to data in the third quarter of 2021, North American customers account for 65% of TSMC's revenue, while China accounts for 11%.
So we can see such a logical chain, TSMC "kneels" not only means losing its own interests, but also likely to cause the chip shortage in my country to worsen. There will definitely be a large number of orders, production and capacity data of Chinese chip designers in TSMC's customer data. It will definitely be harmless and unprofitable for leaking it to the United States.
TSMC is not the ultimate goal of the United States. The drunkard's intention is not to drink, but to China.
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