As a giant in the chip field, TSMC naturally becomes the first choice for major demand providers when chips are insufficient. TSMC is also very profitable. In order to meet market demand, it is no longer limited to the United States, but looks around the world.
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TSMC has built a factory in the United States
Nowadays, companies from all over the world are working hard to achieve mass production of chips, thereby occupying more market share and increasing their market position. They want to achieve a perfect reversal in this environment of insufficient chips and make a big profit.
As the leader in the world's technology industry, the United States focuses on far more than revenue. Its ambition is much greater than we imagined. Its ultimate goal is to master the entire process of chip production and manufacturing , but it still has shortcomings in the chip field.
In order to achieve its goals as soon as possible, it began to use its technological advantages to call on chip leaders around the world to build factories in their domestic development, and TSMC was naturally included.
At first, TSMC refused. After all, it knew the small ideas of the United States, but under pressure from the United States, and it called it the only competitor in the world - Samsung also agreed to the relevant plans of the United States and decided to build factories in the United States to increase chip production. Once Samsung's production increases rapidly, TSMC's position as king in this field will be no longer guaranteed.
In short, under the influence of multiple factors, TSMC has reached a cooperation agreement with the United States for its own development considerations. A fab planned to be built in the United States has started construction and is expected to be officially put into use of in three years. This is not over yet. In order to ensure its absolute stability in its position, TSMC will add 5 more chip manufacturers . The purpose is to achieve mass production of chips and its share in the market continues to increase.
TSMC decided to invest $100 billion in three years
TSMC will indeed increase production to a certain extent. This is unquestionable, but working under the United States still makes people a little worried whether TSMC's advantages will gradually be stolen by the United States. Judging from the current situation, TSMC is still in absolute leadership, and the relevant person in charge has also made it clear that it will not move its core technology to the United States.
Nowadays, TSMC has not only built factories in the United States, but has begun to make extensive arrangements around the world. must know that the current chip shortage will not be alleviated until next year. Moreover, the sales scale of the chip market this year will exceed US$500 billion. From 2022 to 2023, the market size is very likely to directly exceed US$600 billion . In short, the demand for chips by countries around the world will still show a rising trend in the short term.
TSMC will naturally not miss this opportunity for development. Once it is taken first by competitors such as Samsung, its advantages will gradually disappear. For this reason, TSMC stated in April 2021 that it will invest US$100 billion in the next three years to expand the chip production capacity.
Now it seems that TSMC is not as simple as saying, because cooperation with Japan has become a foregone conclusion. On July 21, TSMC stated that it would create a chip processing factory in Japan and planned to officially start operating in 2030. As soon as the news came out, it immediately attracted widespread attention worldwide. I wonder if you have noticed this major news.
Why did TSMC go to Japan to build a factory cause such a big sensation? You should know that in order to promote the development of its own chip industry, Japan invited TSMC to build factories in its territory many times, but was rejected by TSMC. Now it has been a great deal of hardship and finally obtained the approval of TSMC. This is also the first time that TSMC has built a factory in Japan.
This time, the cooperation between the two parties is mainly to provide the related product to Sony, the largest customer in Japan. In fact, TSMC is afraid that it will not be able to build a factory in Japan. Its customers are likely to be snatched away by Samsung, and it will be more cost-effective. According to its plan, the factory in Japan will adopt 28nm technology, and the monthly production capacity needs to reach 40,000 pieces.
Japan is just the first step for TSMC to start
Japan is just the beginning of TSMC's global layout. As a country with huge potential in the world market, TSMC will naturally not let it go. so it decided to build a factory in Nanjing to increase the output of 28nm chips , but it is regrettable that this plan has not been truly implemented.
Because even if TSMC is the world's strongest chip manufacturing, it will inevitably use American technology, , so under the pressure of the United States, equipment containing American enterprise technology cannot be moved to in China, and this plan has not been realized.
However, TSMC's production expansion plan did not stop because of Nanjing's failure. Now there are also active discussions on building a factory with the EU. On April 27 this year, in order to cooperate with TSMC, the EU specially provided huge subsidies to support the construction of a factory in China. The amount involved in this time reached 10 billion euros . This is not a small amount, and it is undoubtedly very attractive to TSMC.
Based on the current relevant situation of TSMC, I personally think it will be a matter of time before we build factories in European countries. What do you think about this?
