The 5nm factory established by TSMC in the United States will be held in December. Starting from November 1, a large number of senior TSMC engineers took a chartered flight to the United States and asked their families to take their homes to Fab21 fab in Arizona. According to estimates, thousands of people have been moved. In response, media in Taiwan, China rarely spoke out: TSMC was hollowed out, "TSMC" became "USMC", and Tsai Ing-wen forced thousands of senior engineers away.
According to the plan, more than 3,000 TSMC talents will eventually be sent to the United States, becoming the long-term core talents of "MIC".
In addition to the family and all kinds of luggage, even pets were taken away at the airport. It is obvious that it is difficult to come back this time. Unlike the previous statement of , which was "expensive, wasteful, and wasted" by , TSMC's Zhang Zhongmou responded to the media urgently: This is envy. In the future, a 3nm project will be established in the United States...
More words, he did not say, but emphasized that those American politicians will attend the December ceremony and pointed out that Biden will go, and he is very looking forward to this.
There is no doubt that TSMC, which has always been regarded as the "island protection shield", will focus on the land in the future. This industry, which accounts for 7% of GDP in Taiwan, has been handed over to Americans.
In fact, this is not uncommon, and TSMC is not living well on the island. In 2017, there was a large power outage on the island. Tsai Ing-wen not only failed to solve the power outage problem faced by TSMC, but also required TSMC to increase investment in the US and to follow the flow when the U.S. Department of Commerce asked for TSMC's core confidential business information and pushed TSMC to the United States.
On the other hand, the United States has set up a package of $50 billion in subsidy plans to stimulate the development of chips and tax-free plans. Therefore, the key customer is TSMC, which is in the United States, and goes to the United States without hesitation. Despite facing many uncertain factors, Zhang Zhongmou was also "decided and determined."
Judging from the development history over the years, it seems that "TSMC" has its own difficulties and development plans, but it is not difficult to see from the other way around that TSMC's move is actually a self-destruction.
First of all, although TSMC's main customer of high-end processes is Apple, its main products are not produced in China. TSMC's trip to the United States does not meet economic needs, because the same chips are produced in the United States with higher production costs, high yields of high-end processes are already low, and the cost is high. Coupled with the high subsidiary costs, it has a major obstacle to the popularization and promotion of high-end processes.
In fact, as early as 25 years ago, TSMC went to Oregon to invest in the construction of a factory, but it has never been able to expand the production capacity of . The main reason is that Americans are unwilling to work overtime or night shifts, and they often have to seek reasonable care from the American trade union, which makes Asian bosses extremely uncomfortable.
The market ultimately depends on how many nanometers of chips you use, but how to spend the least amount of money and buy the highest performance. If this demand cannot be met, then the so-called " Moore's Law " will completely fail.
Secondly, the biggest beneficiary of in the United States is the local chip manufacturing industry in the United States. As an "outsider", TSMC not only does not receive any respect, but the final result is only an affiliate of its local enterprises.
There are countless examples in the history of American technology development, and the future of "US electromechanical" under coercion and temptation is full of uncertainty.
Finally, although TSMC accounts for 56% of the global chip manufacturing share, its voice in the chip industry chain is very weak. The main use of upstream companies' patents and technologies, and their own advantages are still concentrated in the manufacturing process.
Once lithography machine or manufacturing technology has a new breakthrough, the competitive advantage of "MIC" will be weakened. Because no matter how hard it works, it will become an important pawn in the US chip industry.
Some people are worried about TSMC's trip to the United States, but in fact there is no need.TSMC is an American company dominated by US capital. Although it is developing rapidly on the island, Tsai Ing-wen, who is "unworthy descendants", is eager to show off her merits and the coercion and inducement of the United States, she will focus on the US mainland.
It can be predicted that for a period of time, the United States' voice in chips will continue to increase, but it still cannot escape the result of decline. Just like its once glorious automobile industry, it gradually declined.
In this regard, we must have a clear understanding of this, we must abandon all fantasies and stick to our own independent research and development. This requires a brand new organization within the entire system from scientific research system to talent training, etc.
30, China Aerospace has moved from blockade to become stronger;
30, China Chip will also answer this question: How can we independently complete the comprehensive development of the chip industry?
Grandpa once told me: There are two ways to surpass your opponent. One is to expect your opponent to make mistakes; instead, try to make yourself stronger. Now, which hand should we extend?
