After the US launched the chip bill , the EU also followed closely, planning to invest 42 billion euros (about 43.8 billion US dollars) in the new generation of chip factories. But not only is it promulgated laws to support the development of the semiconductor industry, but the United States and Europe also know how to win over giants in the semiconductor field.
So, the United States has put forward an olive branch to TSMC.
(Source: Zitu.com)
In the face of the "warm invitation" from the United States, the founder of TSMC actively responded: not only promotes the company to build a 5nm chip factory in Arizona, the United States, but also sends a large number of talents to the United States. Unexpectedly, the United States has made great progress and then poached more high-end engineers on the grounds of building a 3nm chip.
Seeing these talents accompanying their families and looking like they would never come back, TSMC is about to become "Macau".
TSMC will cooperate with the United States, perhaps considering that the Chinese market accounts for only 10% of its revenue, but the US market accounts for 70% of its revenue. However, accepting subsidies from the United States means that TSMC may not be as simple as before if it wants to return to the Chinese market in the future.
(Source: Zitu.com)
Especially after entering 2022, TSMC's decline is fully demonstrated. Not only are there frequent news of orders being cut, but even the plan to raise prices has been rejected by Apple , Qualcomm , etc. It is obvious that TSMC's life is starting to be difficult.
The bad thing is that although TSMC actively responded to the United States, in the end it was "both people and money". The subsidies promised by the United States have not been in place, and they have to pay higher operating costs out of their own pocket to maintain them. Moreover, the supply priority of ASML company must also be handed over to Intel .
(Source: Zitu.com)
Not only that, during the period when TSMC "goes out" to the Chinese market, China's semiconductor began to focus on its efforts. While the domestic production rate of is constantly increasing, it has basically achieved self-sufficiency in the field of mid- and low-end chips, and domestic chip companies such as SMIC and MediaTek have come from behind.
It seems that it is "not close to the United States" and has no chance in China. TSMC's current position is indeed a bit embarrassing.
text | Wei Yansong Title | Huang Zixin Review | Zeng Yi
