chip rule is modified, although it cannot be shipped freely, Liu Deyin said that it will not affect TSMC's revenue, and the vacant production capacity will be filled by orders from other manufacturers.
Due to global chip shortage, TSMC's revenue has continued to grow, and its net profit has even hit a record high.
Now, the US has changed its rules again. All Metachi companies and chip companies that use Metachi technology are further restricted. Before obtaining a new license, they will not only be able to ship freely, but also be able to obtain related chips and semiconductor equipment.
After the introduction of this regulation, a few chip giants such as TSMC, , Samsung , etc. were exempted, but it only took one year.
You should know that chip giants such as TSMC also use American technology and equipment. Without a license, their factories in the mainland cannot have relevant equipment and technology, especially the advanced lithography machine , etc.
TSMC is expanding its production capacity in Nanjing factory and is expected to be put into production in 2023, and the exemption will only be one year. Once the license is not obtained, TSMC and other factories in Nanjing will either be fully domesticized or moved away and suspended production.
But US media said that TSMC has basically made plans for the "worst" because TSMC has made plans in many aspects.
First of all, TSMC pursues energy efficiency and building chip production lines with non-US technology is not the current direction of consideration. After the rules such as
chips were modified, Liu Deyin said that TSMC pursues technological leadership and building chip production lines with non-US technology is not the current direction to be considered.
Liu Deyin also said that TSMC pursues energy efficiency and is moving in this direction to develop and manufacture chips such as 3nm.
From Liu Deyin's statement, we can see that TSMC has no plan to build a chip production line with non-US technology. It blindly pursues technological advancement, which is basically inseparable from US technology.
TSMC may build more chip production lines in the United States. On the one hand, it is because TSMC has acquired land in the United States enough to build six wafer factories, and on the other hand, the United States requires more chips to be manufactured locally.
Secondly, TSMC will place more production capacity in Taiwan Province.
TSMC has begun to plan to build more chip production lines in Taiwan Province. In addition to the 2nm chip factory under construction, TSMC also plans to invest US$60 billion to build a factory.
According to the information disclosed by TSMC, it can be seen that the $60 billion plan to build 6 wafer factories, mainly to produce chips with 7m and 5nm processes.
In order to solve the problem of water shortage, TSMC also adopted industrial recycled water for the first time, and will fully adopt this water resource in the future to achieve the dual goal of reducing costs and not competing with the people for water.
The most important thing is that Liu Deyin said that it is best to maintain the status quo and that no one can control TSMC with force.
Finally, TSMC has built a factory worldwide. After the rules such as
chips were modified, TSMC accelerated its global layout of factory construction. First, it invested US$12 billion in the United States to build a 5nm chip production line, and may build 3nm chip production lines in the future.
then announced that it would invest US$7 billion in Japan to build a chip production line with 22nm and other processes, which is expected to be put into production in 2023.
In addition, TSMC is also investigating regions such as Germany and India. In the future, it is expected to build 28nm chip production lines in these two places, thereby realizing globalization of chip production.
From the perspective of TSMC's layout, it has placed more advanced chip production lines in Taiwan Province, followed by chip production lines in the United States, mature processes, etc. in Japan and other regions.
This move is to ensure that TSMC continues to lead in chip manufacturing technology, the most advanced technology has always been placed in Taiwan Province, while the US factory is to obtain more orders from US chip companies.
As for building factories in Japan, it may be built in Germany and India in the future, to reduce risks. After all, devices such as semiconductors can be shipped freely to these areas.
So I said that TSMC has basically made the worst plan.
