Introduction
When TSMC was influenced by the United States and decided to "break" with Huawei , many people were waiting to see TSMC's jokes. After all, Huawei was TSMC's second largest customer at that time, and 14% of TSMC's revenue came from Huawei orders. But after losing Huawei, TSMC does not seem to be in a slump. How is TSMC doing now? Many people guessed it wrong at the beginning!
"Huawei's trap" has made people across the country worry. Since Huawei made a breakthrough in 5G technology, the United States, which has always hoped to achieve absolute hegemony of technology, has become increasingly jealous. First, it has put political pressure on the United States' 5G technology into service in many European countries, and then attempted to use chips to strangle Huawei's neck, making it impossible for Huawei to relax and conduct technology innovation and research. In addition to not allowing European and American countries to supply finished chips to Huawei, TSMC is not allowed to manufacture foundries for Huawei.
The original TSMC followed the wishes of the United States and "cut off" with Huawei. Without TSMC, Huawei has almost reached a dead end in the chip issue. But without Huawei, TSMC seems to be living more and more prosperous. Why is this?
The United States cut off Huawei's backdoor, TSMC is still booming after leaving Huawei
In the confrontation between China and the United States, Huawei became the "leading bird" because of its technological advantages, becoming the first Chinese technology company to be encircled by the United States. In order to disrupt Huawei's technological development layout, the United States once asked TSMC to no longer produce chips for Huawei. TSMC, which was eager to hold on to the thigh, almost abandoned Huawei without hesitation and cut off Huawei's backdoor.
Many people think that without Huawei, the second largest customer, TSMC will at least suffer losses in the short term. However, the situation is just the opposite. The vacancy created after leaving Huawei was soon filled by the US companies such as Apple and AMD. Judging from TSMC's latest quarterly performance report in 2022, its revenue in the third quarter reached 613.143 billion yuan, which is the ninth consecutive quarter of TSMC's record high.
As we all know, TSMC is the world's largest chip supply company. Although this company only focuses on chip manufacturing processes, it can still make a fortune from it. According to relevant data, more than 60% of TSMC's current revenue comes from the US chip market, while only 10% comes from the Chinese market, which also enables the United States to mix political purposes and to a certain extent affect TSMC's operating decisions.
From the point of TSMC creating revenue breakthroughs again and again, after abandoning Huawei, TSMC has not been affected in making money, but has been smoother. This is probably the reason why many chip supply companies or foundries dare not cooperate with Huawei easily. After all, no one wants to give up a larger market and fight side by side with Huawei. From this perspective, the despicable purpose of the United States has been achieved.
However, if you hold the American thigh, will TSMC definitely live freely? There is no need to be complacent about TSMC. The United States has always turned its back on the move faster than reading books!
is listed as an "unsafe company". TSMC's life may not be better than
The moment before TSMC was happy to send an olive branch to it and invite it to build a factory in the United States. The next second the United States gave TSMC a heavy blow, which made TSMC stunned in an instant. Previously, TSMC announced in a very high-profile manner that it would spend $60 billion to build chip factories in the United States. This news further confirmed the "pro-US" incident of TSMC. After all, the US market has contributed most of its production capacity demand, and no one is willing to be in a position to get along with the "funding owner".
But is this "financial owner" in the United States really reliable? Just when TSMC was still complacent about participating in the discussion of the " Chip and Science Act ", the United States had begun to use the Chip and Science Act to peel off TSMC.
According to the relevant content of the plan, the United States will spend US$280 billion to support the development of the US domestic chip industry. Once it reaches out to get the R&D subsidies given by the United States, it will no longer be able to produce chips below 28nm for China.Not only that, the United States also requires TSMC to hand over all the chip data in its hands in one and a half months, which is tantamount to taking away TSMC's chip core.
When TSMC relies too much on the US market, it seems that it has lost its voice and decision-making power. Previously, the United States also went to the United States to build a factory, but TSMC declined at the cost of being too high. Now it has to use 60 billion to build a factory in the United States, but it has to face the embarrassing fate of data being taken away and companies being listed as "unsafe companies". TSMC's life is probably not as comfortable as it imagines.
Conclusion
TSMC has left, "Huawei's trap" has arisen, and many people are waiting to see the excitement of TSMC. Now that the US "Chip and Science Act" is coming, all Chinese technology companies are facing the dilemma of "bottleneck" chips, which means that China's path to division of labor and cooperation with international technology companies on high-end chips has been blocked, and the high-endization of domestic chips is imminent. If it cannot "reliance on high-end chips", Chinese technology companies are afraid that they will really go to a desperate situation! Now instead of standing here and waiting for TSMC to know the consequences, it is better to pay attention to its own development and get out of trouble as soon as possible. What do you think about this?
Today's topic: How is TSMC doing after "breaking" with Huawei? Many people didn't guess
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