Since the chip rules were modified, TSMC, ASML and other companies could no longer achieve freedom of shipment. In addition, the subsidies promised by the United States to them have been delayed, which has caused TSMC, ASML and other companies to express their dissatisfaction.
After a long period of pulling, the United States finally stated that all subsidies will be in place soon, which will be converted into RMB, which will be about 350 billion yuan. , but unexpectedly, things then changed 180 degrees again: the subsidies from the United States are about to be obtained, but TSMC and ASML are not happy!
Everyone knows that TSMC and ASML are not simple, and they are among the best giants in their respective fields. Among the global chip companies, TSMC has the most advanced manufacturing technology.
Our national light - Huawei enterprise has always had close cooperation with TSMC. A large part of Huawei's chips have always been produced by TSMC.
ASML is a giant in the field of lithography machine . Their lithography machine production technology is the most advanced in the world. The mid-to-high-end market is basically occupied by them. Therefore, in this industry, they have absolute voice.
Taipei and ASML each have their own advantages, but in the final analysis, they both have to serve chips. Nowadays, because the chip-related rules have been modified, they cannot achieve free shipment. From a deeper perspective, once the development of these two companies is affected, it means that the global chip industry will experience unprecedented fluctuations.
Looking at Intel , Qualcomm and other American manufacturers, they have obtained free shipping licenses, but TSMC and ASML are eager to see and have not waited for the results they want. In fact, they have expressed their attitudes many times.
TSMC stated: If the United States is reluctant to let go, it will definitely have the greatest impact on the United States itself. After all, it is impossible for the United States to build a complete chip industry chain with its own strength. Even if the subsidy the United States should give us - 350 billion, it will not be possible to make it happen.
ASML's attitude is even more tough: if we cannot ship freely, other competitors will definitely rise rapidly during this period, and our market share will become smaller and smaller until we step by step out of the market in certain countries.
After TSMC and ASML made their voices one after another, news came from the United States, saying that the subsidy of 350 billion will be passed through relevant procedures. It is estimated that the huge subsidy will not take long, and the huge subsidy will reach TSMC, ASML and other companies.
Unexpectedly, TSMC and ASML at this time were not as good as before. The series of actions they made were proved to the outside world that they seemed to have ulterior motives. Now they have officially shown off and don’t pretend!
TSMC has the most advanced chip manufacturing technology in the world, which makes the United States salivate. However, although TSMC has built a production line in the United States, it is only a 5nm chip. Now TSMC is ready to officially mass-produce it, and 3nm chips are obviously not going to let the United States get this cheap.
The United States hopes that TSMC can build more factories in the United States and produce more advanced process chips. However, TSMC does not seem to have this intention, but just said perfunctorily: building a factory will choose based on its own benefits and customer needs. In addition, TSMC invested another $60 billion to build five chip factories in Taiwan, saying it would produce more advanced chips.
and ASML is not idle either. They have increased the scale of domestic R&D centers and accelerated their layout in the domestic market. In the first quarter of this year, their shipments to our domestic market reached 23 units. This move successfully made the Chinese market surpass the United States and became the third largest market for ASML.
In fact, whether it is TSMC or ASML, the series of actions taken are all showing one thing: is that they do not want their freedom to ship and want to completely get rid of this embarrassing situation.
After analysis, the reason why TSMC and ASML did this to reduce production capacity and layout in the United States may be due to the following three reasons:
The first reason is that they are afraid of being restricted from shipping freedom again.
Some people lose money, and it is enough to eat it once. This time, the United States restricted their free shipments, which has caused considerable losses to manufacturers such as TSMC and ASML. They are not stupid either. It is impossible for them to put a large number of factories in the United States. If the United States makes some small moves later, they will have to be slaughtered. The second reason for
is that the cost of building a factory in the United States is not low.
The current development of manufacturing in the United States is not particularly prosperous, and the related industrial chains are not particularly perfect and mature. In addition, their labor costs are much higher than those in many other countries and regions, resulting in high manufacturing costs.
TSMC's Chang Zhongmou once made it clear: the cost of building a factory in the United States is too high. Even if you give a subsidy of tens of billions of dollars, it is not enough, and you have to pay a lot of money!
20 years ago, although TSMC has established factories in the United States, it has never chosen to expand its scale and output. This is enough to show that increasing production capacity in the United States is not a wise move.
This can also be seen from the past experiences of Foxconn . Foxconn said in a high-profile manner that they wanted to go to the United States to build factories. At the beginning, the scale of their plan was still very large, but after the actual construction was actually built, it was not a little bit smaller. In the final analysis, it is because the cost is too high and they really can't bear it! The third reason for
is that the update and iteration of technology is too fast.
If TSMC, ASML and other manufacturers cannot quickly achieve free shipment, their position in the industry is likely to be unable to be maintained. After all, nowadays, competition in these industries is particularly fierce, and everyone is eyeing them. When they cannot ship freely, other competitors will have room for development.
For TSMC, their current situation is relatively dangerous. Although their chip manufacturing technology has always been in the leading position, compared with , Samsung, and , they are already behind in the supply of GAA.
In addition, for ASML, our domestic lithography machine technology is also constantly developing, and many core technical problems have been overcome one after another. At that time, our dependence on them will only become smaller and smaller.
After analyzing the above three reasons, it is actually not difficult to find out why TSMC and ASML do not care about the 350 billion subsidy in the United States! After all, this little subsidy is simply not worth mentioning compared to the losses and pressure they will face!
