There is a world-class semiconductor foundry in Taiwan Province of my country, and TSMC is also very famous. As a giant company that has always cooperated with Apple , TSMC is an industry representative. Strictly speaking, TSMC is a company investing in and providing chip technology in the United States, so it has also been influenced by the United States in many aspects.
After the introduction of the Chip Act, the United States has exposed its ambition to control and monopolize high-end chip technology, and is also guarding against and prohibiting China from getting in touch with the core technology of chips.
TSMC also took action depending on the trend of the United States. It no longer has foundry cooperation with Huawei , saving more than US$30 billion in chip orders in China, etc. These operations are deeply favored by the United States, but TSMC's own business has also been affected to a certain extent.
The United States wants to attract all large semiconductor companies in the world to build factories in the United States, including TSMC. However, the US factory site, construction cost, labor cost and raw material purchase price can be said to be the place with the highest comprehensive cost of building factories in the world.
TSMC once went to the United States, Arizona to build a 5nm process wafer factory, with an investment of up to US$12 billion.
However, as high costs accumulate, the superimposed costs will eventually have to pay for the chip products. For many countries that are already in a downturn in the epidemic, they do not want to purchase a large amount of money or are eager to cooperate, so their factories in the United States are progressing slowly.
The United States is deliberately trying to stop my country's chip development, but in fact it cannot be stopped! The United States once used all means to compete maliciously for the profit of Apple products. Huawei, our country, lost huge profits because it was unreasonable encirclement by the United States. However, Huawei, which has survived the cold winter of the market, has begun to independently form a R&D team to develop and design chips in the laboratory. Other companies in my country have also seen that only chip products with independent intellectual property rights can be free from the stubborn restrictions of Western countries.
There are now more than 10,000 technology companies in my country, forming scientific research teams and investing in the research and development of the chip field. The country also encourages the development of these companies and has supported them with a number of preferential policies.
There are also many companies in my country that have made phased progress in this field, such as microelectronics, China Micro Semiconductor and other companies, which continue to strive for excellence in chip products they are good at, and domestic chips will be good news again!
my country's 28-nanometer chips are well-known in the world. The technology is mature and the supply is stable. When applied to automotive smart chip products, my country's chip products are not affected by the core limit order and are still supplied steadily to cooperative enterprises in many countries around the world.
my country's current 28nm process chips and 14nm process chips are also enough, because the product types are large and comprehensive, and it is not as specialized as professional products.
The current chip status of my country will not be able to break through the lithography machine monopoly under the pressure of hegemony countries in the short term, nor will it temporarily involve chip products with 7 nanometers and higher precision processes. However, the current chip technology and production capacity are also consolidating my country's enterprises through this period and can also create a path to stable supply chain for the chip market.
industry-related statistics show that my country's chip production in the first half of this year has reached 190 billion chips. Such powerful production capacity and stable supply capacity are beyond the reach of many world giant companies.
. Will companies like TSMC cut down large orders such as Huawei in my country have a great impact on my country's chip market?
actually goes beyond the expectations of these companies. As of September this year, my country has cut orders of 60 billion chips, which means that my country's dependence on imported chips is constantly decreasing. Even if foreign companies use supply restrictions to block my country's chip development, they may not be able to do so. Chinese companies have begun to achieve self-sufficiency and are constantly looking for possibilities and ways to use domestic chips instead of imported chips. At present, the results have begun to show initial results.
, and central media reported that good news has been heard in my country's domestic chip field again. The first photonic chip production line has been completed. It is now in the preparation stage for construction. This is a production line that spans the field and uses a variety of high-tech materials. It is expected to be officially put into production next year.
Once this chip production line is opened, my country's chip production and supply capacity will reach a new level. These huge potential and the ability to continuously overcome difficulties and improve their strength, making TSMC regret it. Seeing that domestic companies no longer attach more importance to imported chips, and instead invest in research and development in the long-term supply chain, TSMC even wants to go back and strive for the orders cut before.
Why can’t TSMC help but want to look back?
This is also related to the recession of the world's general environment. After the introduction of the US chip bill, it not only failed to achieve the effect the US wanted, but instead brought about a cold winter of chips. The impact on the US itself is also very obvious. The cooperation countries and enterprises that need chips have decreased a lot compared to before. The globalized economy and sharp decline in demand have made chip companies' lives even more difficult.
Whether it is the United States or TSMC, the chip bill is to prevent China from not being exposed to chip technology, but unexpectedly, its own road is blocked, orders are reduced, and returns are reduced. This situation is unacceptable for them.
However, there are few countries in the world. With such a large market demand in China, it is difficult to find a partner country to replace China. Therefore, TSMC is also overwhelmed with its market value evaporating halfway and is so anxious that it wants to reduce losses by continuously increasing orders.
If TSMC wants to turn around, it will probably not be so easy to regain orders. After all, TSMC has backfired because of its interests and chose to cooperate or not, the initiative has been transferred to the hands of Chinese companies.
