In the first few days, I said in the video that TSMC had 300 engineers who took a chartered flight to move to the United States. The United States should hollow out TSMC in all aspects in terms of equipment, technology, talents, etc. Moreover, Zhang Zhongmou did not have any sense of crisis. He also said that it was not only 5nm, but also to establish a 3nm production capacity of in the United States, with a completely indifferent attitude.
In addition, it is reported that TSMC has previously booked 10 aircraft. In the next few months, there will be 6 chartered aircraft, which will transport more than a thousand engineers and their families, and even pets to the United States and settle in the United States. Of course, there are various high-end and sophisticated equipment that we went there together.
So once this matter was disclosed, it also caused widespread discussion and opposition came one after another. Recently, TSMC finally responded, but we could not see any signs of tension or worry.
TSMC said that the engineers sent to the United States are not only the main force of the company's Arizona fabs, but also are regarded by the United States as a key talent in revitalizing the local semiconductor industry, and it seems to be very honorable.
At the same time, TSMC also stated that every new factory in the world has short-term dispatched engineers, and the number of dispatched personnel is very limited compared to the number of TSMC employees. If you just look at the number, of course there is no big problem. TSMC has about 50,000 employees in Taiwan Province, and the proportion of 1,000 people is of course not high compared to the total. But don’t forget, as I just said before, these people are the main force of American factories and even key talents in revitalizing American semiconductors. It can be seen from this that they are not ordinary workers and are most likely top engineers at TSMC.
Everyone knows that the semiconductor industry relies heavily on talents. In this way, it will inevitably lead to TSMC losing talents in the competition in the global semiconductor industry.
Some people may say that after going to the United States, aren’t they also an employee of TSMC? Having said that, don't forget that the US TSMC factory is definitely not a wholly-owned enterprise. The United States must have shares and has important voice. It is not impossible to completely capture and control TSMC through capital or administrative means one day in the future.
At the same time, all the talents' homes have moved to the United States, so they will be poached by other American chip manufacturers, so they will let it go. The United States can completely implement a talent recruitment law to give these major American manufacturers some subsidies to inhale TSMC's engineers. Many people will be interested in being able to settle in the United States, the world's largest power, gain status, and make money.
Therefore, TSMC's talent loss is certain.
In addition, TSMC also stated that those who went to the United States also include American employees who were trained in Taiwan Province before. In other words, TSMC also helped the United States train American talents. Good guy, this help is full service, it's so loyal.
Previously, there was news that more than 600 Americans came to Taiwan Province for training, with the training period of up to 12 to 18 months, and TSMC will continue to train Americans in the future.
These make people feel a deep sense of crisis. This is completely digging a hole for myself. Everyone knows what the United States is. Think about the Japanese semiconductor industry back then.
Although TSMC's current situation is a bit special, it is dominant, and the United States cannot use its previous practices to defeat TSMC or the semiconductor industry in Taiwan, and the United States itself will be implicated. But it does not mean that the United States will not push the semiconductor industry in Taiwan, represented by TSMC, to the time being, at the right time, that is, after it masters the high-end chip foundry capabilities. Because they know that Taiwan Province will one day return to the embrace of the motherland, and we will definitely not let us enjoy the fruits.
In short, TSMC is playing a huge role in helping the United States realize the high-end semiconductor industry. But from another perspective, TSMC is being cut off from the United States, not only needs equipment, but also talents and technology. So what will be needed next is already very clear, that is, the market.
So I have always said that the ending of TSMC is destined to either become an American company or disappear completely. If you want to avoid a tragic ending, there is only one way to hold the mainland's thigh, because this is your family, and you will sincerely help you. The mainland not only has the largest market in the world, but also has hard-working talents, various support policies, funds, and willingness. So, TSMC should do it yourself.
, let’s stop talking today. Remember to focus, like, or leave a message to discuss together. Then let’s continue to talk tomorrow.
