TSMC will go to the United States to build a factory
. As the world's largest chip foundry, TSMC is very popular. Many companies hope to cooperate with TSMC, so TSMC's rare factory building decision has also touched the hearts of many people.
Last month, TSMC suddenly announced that it will go to Arizona, USA to build a high-tech wafer factory in 2021, mainly for the production of 5nm chips. It is reported that the fab will start construction in 2021 and is scheduled to be officially put into use in 2024, and TSMC has invested nearly US$17 billion in this regard.
In fact, the news that TSMC will build a factory in the United States was widely publicized a long time ago, but TSMC has never given exact news. Trump even personally invited TSMC founder Zhang Zhongmou for this.
Some time ago, TSMC even rejected the rumors that it would go to the United States to build a factory, and said that doing so would lose a lot of costs and consume a lot of manpower and financial resources. But unexpectedly, TSMC's slap in the face came so quickly. Now that building a factory in the United States has been put on the agenda, it has become a foregone conclusion in the eyes of many people!
So many people began to worry about the future of Huawei , because once TSMC goes to the United States to build a factory, Huawei will suffer huge losses. Because Huawei relies on TSMC to provide chips for it, if TSMC goes to the United States, it will provide more convenient conditions for the United States to restrict Huawei.
So many people in China are very angry about TSMC's behavior of going to the United States to build factories, believing that TSMC's move is completely a blessing and does not even think about the long-term cooperation with Huawei. But we need to know that TSMC's behavior may not be due to its original intention, and it also has helplessness.
has caused another wave of
Just when everyone thought that TSMC went to the United States to build a factory was a foregone conclusion and was full of criticisms, a news came from within TSMC, which caused the construction of the factory, which had already been a foregone conclusion, to stir up again.
According to internal news from TSMC on June 1, the expansion plan for 5nm process chips will be postponed to the first quarter of 2021. In other words, TSMC's plan to build a factory in the United States will be postponed, which is beyond everyone's expectations.
actually may be a very difficult but has to make decision for TSMC to build a factory in the United States, because TSMC is an offensive company in Taiwan, but in fact it is affected by the United States. Perhaps the decision to build a factory this time was also a choice made by the United States.
No matter what the reason forced TSMC to make, these are no longer important. What is important now is that some variables have emerged when TSMC went to the United States to build a factory. This is not only because TSMC recently announced a 5nm chip delay plan, but also because TSMC has helped Huawei a series of help during this period.
Everyone knows that while Trump issued a ban on Huawei, he gave Huawei 120 days of buffering time, and Huawei took advantage of this time to deliver more orders to TSMC. I thought TSMC would obey the command of the United States and refuse to accept Huawei's orders, but what was unexpected was that TSMC helped Huawei at a critical moment!
TSMC not only accepted all Huawei's orders during the buffer period, but also planned to discuss with other customers that a new production line should be misappropriated to accelerate the production of chips for Huawei. This shows that TSMC is still nostalgic and does not want to lose Huawei, a powerful partner.
So it is unknown whether TSMC has a chance to change its decision to build a factory in the United States because of Huawei. In short, TSMC now seems to be a little better than the one before, and it is not that hateful in our eyes.
summary
TSMC went to the United States to build a factory is definitely a bad news for Huawei. Now that this matter is in trouble again, Huawei may be able to make a profit from it, and Trump is obviously caught off guard. Unexpectedly, TSMC will help Huawei at all times.
What do you think about Huawei and TSMC? Do you think TSMC will make a decision to build a factory in the United States because of Huawei’s changes?
