Previously, after the news of TSMC going to the United States to build a factory, it attracted the attention of many media outlets, especially TSMC had rejected the invitation from the United States before, , but now TSMC is willing to establish relevant OEM factories in the United States. The US$60 billion invested by TSMC in this may be a failure. is now taking new actions, which can further reduce its dependence on TSMC.
In the field of OEM, TSMC has a high reputation and its influence is clearly visible all over the world. TSMC also has strong strength in the development of semiconductor . Of course, the rapid development of TSMC is also related to the continuous increase in demand for chips in the current social development. Whether it is high-end chips or mid- and low-end chips, the demand for chips is constantly increasing.
Under the background of global chip famine, the more mid- and low-end chips TSMC produces, the better solution to the current chip famine problem. In order to jointly deal with and solve chip planning problems, many domestic semiconductor companies continue to overcome technical barriers and find the best solutions in the semiconductor field.
The domestic semiconductor development has also been constantly circulating some good news, but there is still a certain gap compared with TSMC.
In the early years, my country's development in semiconductors was influenced by comprador thinking, so it did not pay enough attention to the semiconductor field. After realizing how important semiconductors are, it will be found that European and American countries, as well as Japan and South Korea, have already opened a big gap with my country in the semiconductor field.
my country now needs to continue to surpass these countries. In order to achieve overtaking on the curve of these countries, in addition to constantly conquering technology, it is more important to have a certain talent reserve. Once the development in the field of science and technology is separated from the two core factors of technology and talent, development will be greatly restricted.
Previously, my country did not pay enough attention to the semiconductor field, which led to the development of many technology companies in my country being restricted everywhere, including my country's Huawei companies. The current difficulties Huawei companies face are four rounds of sanctions from the United States. In these four rounds of sanctions, although Huawei companies can withstand unprecedented pressure and persevere, , after the implementation of the chip supply cut policy, Huawei companies' development has slowed down.
Moreover, if Huawei companies want to break through the dilemma brought by cutting off the supply of from chip , they must find more breakthroughs. In addition to Huawei companies being included in the US sanctions and list, my country's SMIC has also been included in the entity blacklist. Huawei companies and SMIC are both important domestic technology companies and have greatly promoted the development of relevant domestic technology fields.
In recent years, Huawei's enterprise development has also achieved very impressive results. On the one hand, in the smartphone business, Huawei's smartphone business sales have also shown a gradual and stable growth trend, and Huawei's smartphone products are also more popular among domestic consumers.
When Huawei's smartphone business is about to enter the high-end business segment, it encounters restrictions from the United States, which leads to the current Huawei companies being unable to compete more fairly with the United States Apple .
On the other hand, Huawei's performance in the construction of 5G is also very good, that is, it masters the core 5G technology. After mastering the core 5G technology in the hands of Huawei companies, it can greatly promote the development of the domestic 5G era. Unfortunately, Huawei companies can only purchase the 4G chip of Qualcomm in the United States.
Nowadays, the development speed of domestic society is also very rapid. After entering the Chinese market, many overseas companies will also clearly find that the original advantage of cheap labor in the Chinese market no longer exists. After the labor costs have increased, if these overseas companies want to continue to develop in the Chinese market, they have to consider the cost issue.
In addition, my country's housing prices and land prices are also rising continuously, especially in first-tier cities. The rate of increase in housing prices and land prices is also very obvious. Huawei companies are pursuing long-term guarantees in the development of the Chinese market.
Therefore, many overseas companies will also begin to focus their development attention in other markets. When domestic technology companies develop stronger and stronger, and some local technology companies in the United States come to the domestic market, they will also find that some overseas companies have a certain dependence on the domestic market. If
continues to rely on the Chinese market, it will inevitably bring some bad consequences. In order to bring local technology companies back to the US market to develop, the United States has even introduced some relevant policies and invited other overseas companies to build factories in the United States. Among them, the invited one-processing giant TSMC is the OEM.
However, as an OEM giant, TSMC rejected it several times after receiving the invitation from the United States, because TSMC also considered its own development. If chooses to travel through mountains and rivers to build a factory in the US market, the risks that need to be taken behind will be higher, which is also an important factor that TSMC needs to consider.
However, in the end, TSMC still did not resist the temptation of the US market and finally chose to build a factory in Arizona, USA.
However, the United States not only wants TSMC to build factories in the United States, but even has greater ambitions, that is, it wants TSMC to bring more of its own industrial chain to the United States. In this way, the United States can achieve its important goal of reducing its dependence on TSMC.
In fact, the reason why the United States needs to invite TSMC is to gain more understanding from the current focus of the United States' development. The most important focus of the United States' development is in the chip field.
In the chip field, although the overall technological strength of the United States is still very good, it still takes a certain amount of time to achieve localization of chips.
, TSMC has strong strength in chip manufacturing. In addition, the chip production capacity brought by TSMC also has unlimited potential, which are important factors that the United States looks at TSMC. Therefore, the United States has invited TSMC to build factories in the United States many times, and even has a great dependence on TSMC and wants to reach a cooperation with TSMC. As long as TSMC chooses to build factories in the United States, the important purpose of the United States to achieve chip localization can also be achieved.
In particular, The United States still relies heavily on TSMC in chip manufacturing. But in fact, in the field of foundry chips, TSMC's local technology companies are Apple, Nvidia, and AMD in the field of foundry chips. However, these technology companies will become important customers of TSMC and they also believe more in TSMC's strength in the field of chip foundry.
Intel itself has certain chip manufacturing capabilities, but in the high-end chip processing capabilities, there will still be related technologies from TSMC. Therefore, the relationship between TSMC and local technology companies in the US can be said to be very close, and TSMC has more customers in the US domestic market, so the revenue ratio it wins will be higher.
The development of American companies can also develop better and have more guarantees after being supported by TSMC's related technologies. The relationship between TSMC and local technology companies in the United States is still very balanced overall.
However, the balanced relationship between the two sides will eventually be inclined to one of them. The turning point of this incident was the invitation from the United States to TSMC, and the US semiconductor field also paid too much attention to TSMC.
In fact, the United States invites TSMC to build factories in the local market, which is not only some relevant cooperation information promoted by various media attention, but also includes the United States' own ambition, which is to minimize its dependence on TSMC, and to use the power of TSMC to achieve the localization of American chips.
In this way, TSMC will develop a development situation where it depends too much on the United States in the future, and then the United States will be able to gain more voice and dominance.
At present, if TSMC chooses to build factories in the US market, the subsidies it receives will indeed be smaller than Intel. In terms of subsidy amount, it has been clearly discovered that the United States' attitude towards TSMC is.
In addition, the United States has certain concerns about the chip manufacturing and chip production capacity that TSMC currently has. If TSMC continues to maintain such development advantages in the semiconductor field, the U.S.'s subsequent business development may also be affected to a certain extent, and it may even be unfavorable to the development of local technology companies in the United States.
If the goal achieved with the help of TSMC's power can also be reversed by the situation where American technology companies are dependent on TSMC, then the purpose of the United States can also be achieved. Moreover, TSMC's overall development in the field of advanced semiconductors is still very good, but it is undeniable that behind TSMC's development business, there will be certain risks.
Now, the high-end chip production capacity acquired by TSMC has reached more than 90%. The amount obtained by TSMC in chip production capacity is also very high. If the United States really regards TSMC as a good partner, it will be difficult for it to continue to watch TSMC's development as the dominant player in the production of high-end advanced chips.
Therefore, the United States has certain special attention to TSMC, and under this special attention, the United States is implementing its own new plan, which includes the United States' desire to move TSMC's industrial chain to the US market.
This means that once TSMC brings its own investment and construction factories to the US market, TSMC's related core technologies will also be exposed. There will also be a situation that will be greatly affected in chip production capacity, and TSMC will also have certain risks in the subsequent development of the semiconductor industry chain.
It is worth mentioning that TSMC, as an OEM giant, could not have thought of the ambition behind the United States. Therefore, before the United States first invited TSMC to build a factory in the US market, TSMC refused again and again.
When TSMC moves its industrial chain to the domestic market in the United States, TSMC's related new technologies are easily leaked. Once core technology is leaked, TSMC's position in the semiconductor field will also be insured.
Of course, in this new action prepared by the United States, the United States still has certain requirements, that is, once TSMC wants to obtain relevant subsidies from the US government, it must be able to build a mid- and low-end chip industrial chain in the mainland Chinese market within ten years, and to build factories in the mainland market.
In this way, the United States can achieve its greatest goal, which is to limit the development of the Chinese market in chip design and chip manufacturing, and also allow TSMC's subsequent investment direction to be limited to the domestic US market.
And the United States is now almost blocking TSMC's backdoor. Through such subsidies, the United States attracts more and more companies to build factories in the local U.S. market, which can also bring more job opportunities to the U.S. market, and can also bring good economic and social benefits.
When the number of technology companies increases, what the United States can do is to attract more core talents, after all, these talents are very important. In addition, after the core technologies of some technology companies are leaked, they will be mastered by the United States. Then, the US chip manufacturing capabilities will be greatly improved by then, and thus achieve its own goal of localizing American chips.
By that time, TSMC's development status will be greatly turbulent, and the production capacity won on high-end advanced chips will also be greatly reduced. The United States can also reverse the development situation, that is, TSMC's dependence on the US market continues to strengthen, which is equivalent to a way to boil a frog in warm water, allowing TSMC to have too much dependence on the US market without realizing it.
Therefore, when the United States has technology and strength like TSMC, the United States will be able to complete the development of localized chips to a great extent in advance. The United States will have more say at that time, so TSMC will be under great threat.
Overall, behind the cooperation between the United States and TSMC, there is a deeper purpose. Once TSMC chooses to build a factory in the United States, it is equivalent to falling into the trap designed by the United States. , and the important role played by TSMC in this is to bring more momentum to the localization of American chips. Therefore, the development of the United States will be better, while TSMC will have an unstable status.
However, the little thoughts between technology companies will still be seen through, especially the cooperation between the United States and TSMC. TSMC will also see through the purpose behind the United States. When the United States wants to use TSMC's power to achieve localization of chips, TSMC will also introduce some relevant measures.
Under the new action plan of the United States, TSMC's response is actually very simple, that is, TSMC should avoid moving its industrial chain to the US market to a great extent. In this way, TSMC's future will not be blocked, and it can also ensure its current position in the semiconductor field. The development of chip globalization of
itself can better solve the current development problems in the chip field. The important key to TSMC's solution to its own difficulties. is not to put all its industrial chain resources into the US market. TSMC's biggest solution is to achieve chip globalization. Only chip globalization can interrupt the US ambitions.
You should know that the factories that TSMC wants to build this time are 3nm chip factories and 2nm chip factories, so the total investment target reaches US$60 billion. If TSMC builds the factory to its original headquarters area, it will not be suppressed by the United States, and it will not even be leveraged by the United States. TSMC's US$60 billion investment can be used in practice.
Interestingly, TSMC is not only investing and building in its headquarters area, but also TSMC is also committed to chip globalization in some countries and regions.
, which includes the mid-to-low-end chip factories built in Japan, and cooperation with Japan is also natural. In addition, TSMC has now become interested in the Indian market and plans to build its own factories into India. In order to be able to build factories in India, TSMC has even made more understanding and research on the local industrial development in India.
Local electronic consumption in India, including the development of automotive chip manufacturing, is still relatively developed overall, and there are more places where chips can be used. After the demand for chips in India continues to rise, after TSMC builds its own factory in the Indian market, it can further expand its business scale, which is also a very good choice for TSMC.
In addition, according to the latest news, TSMC may set up a factory in Saxony, Germany, and has now sent an inspection team. After the inspection team completes the field inspection and TSMC eliminates multiple worries, it may set up its own chip factory in Germany.
And it will be more difficult for the United States to achieve its goals. Because TSMC can make the purpose of localization of chips impossible to achieve the United States' chips, and it is unlikely that the United States will concentrate its industrial chain in the US domestic market.
In short, TSMC's current response method will still be very effective. At least, the process of localization of chips in the United States will also slow down, but the development method of globalization of chips cannot be a whim. If TSMC wants to maintain its own development position, it must persist.
