chip rules were modified, TSMC went to the United States to build factories.
Because Liu Deyin says that TSMC pursues technological leadership, building an chip production line with non-US technology is not the current direction to be considered.
But Zhang Zhongmou has always opposed building factories in the United States, saying that building factories in the United States is too naive, with high costs, and even TSMC will fail to build factories in the United States.
result TSMC still went to the United States to build a factory of 280 billion yuan.
TSMC has held a relocation ceremony in the United States and stated that it will invest US$40 billion in the United States to build a factory, equivalent to about RMB 270 billion in the people, and is divided into two phases of construction.
Phase I is a 5nm chip factory under construction. After completion in 2024, 4nm chips will be directly produced and manufactured; the second phase will be built with a 3nm chip production line, and the factory is expected to be built in 2026.
Zhang Zhongmou also said that TSMC will transfer 50% of its production capacity to to the United States, and has begun to organize personnel and related equipment to the United States.
In other words, in the future, TSMC will produce more chips in the United States, mainly based on advanced processes such as 4nm and 3nm.
But this will inevitably increase the cost of TSMC to manufacture chips, which is expected to exceed more than 50%. Zhang Zhongmou and Wei Zhejia both agree with this.
However, after TSMC went to the United States for 280 billion yuan, TSMC also made a decision of US$32 billion, so that it would build a more advanced chip production line.
reported that TSMC has begun to build a 2nm chip factory in Taiwan Province, with a planned investment of more than US$20 billion. It will be trial production in 2024 and mass production in 2025.
Liu Deyin said that TSMC will obtain the High NA EUV lithography machine in 2024, which is mainly used to produce chips for processes of 2nm and below.
In addition, TSMC has also determined to build a 1nm chip factory in Taiwan Province and selected a location for TSMC headquarters, with a planned investment of more than US$32 billion, and the mass production time may be after 2027.
This means that Liu Deyin has indeed thought far and still keeps the most advanced chip production line in Taiwan Province, with two main purposes.
First of all, TSMC must maintain its technological leadership.
TSMC can become the target of invitation from all over the world because TSMC's chip manufacturing technology is leading the world, especially in terms of the production capacity and yield rate of advanced process chips, the United States also has its eyes on this.
So many manufacturers have given chip orders to TSMC, provided preferential factory building policies to TSMC, and even gave TSMC some special powers.
TSMC will build 2nm and 1nm chip factories in Taiwan Province, which can better develop this technology, on the one hand, because of its cost advantage and a complete supply chain; on the other hand, it has many chip technology talents.
Zhang Zhongmou once made it clear that the United States has lagged behind Taiwan's province in terms of chip technology talents. Under the dual motivation of supply chain and talent, TSMC can better develop more advanced chip technology.
Secondly, TSMC has two generations behind building factories overseas.
TSMC has been building factories overseas, and has always lagged behind TSMC's most advanced technology for two generations. This is also to protect TSMC and promote better development of TSMC.
Although TSMC has begun to build a 3nm chip production line in the United States, it will not be put into production until 2026. By then, TSMC will mass-produce chips such as 2nm, and is still far ahead of factories in other regions.
What's more, TSMC will keep its most advanced factories in Taiwan Province. Due to the low production and manufacturing costs, it can obtain more profits and ship better. More profits and more orders can promote the development of technology.
Lives Chairman all said that TSMC manufactures chips in Taiwan Province and ships internationally, and has achieved high profits, which can be better invested in the research and development of advanced processes.
So after saying that after going to the United States for 280 billion, TSMC made another $32 billion decision.
