During the process of building a factory in the United States, the industry has been worried about whether TSMC will become an "American semiconductor" after arriving in the United States. Although headquartered in Taiwan, China, the United States has always had ideas about TSMC's technology, talent and other resources. When the United States invited TSMC to build a factory in the United States many times, TSMC initially responded indifferently, but gradually began to be enthusiastic about building a factory in the United States. Not only did the factory construction proceed as scheduled, but the layout was also strengthened.
December 6, TSMC held a relocation ceremony for the US factory that has completed infrastructure construction and introduced the first batch of equipment transported from Taiwan to the factory. At the ceremony, the CEOs of major U.S. customers such as Apple , AMD, and Nvidia attended the TSMC platform. It was also at this ceremony that the overall situation of TSMC's US factory has been determined and has an accurate development tone for the future. TSMC not only built an wafer factory, but also two. TSMC also raised its initial investment target of US$12 billion to US$40 billion, with an annual production capacity from 240,000 units to 600,000 units.
From the announcement of the construction target of the US factory, it plans to place most of the production capacity in the United States. However, due to the incompleteness of the U.S. industry chain and shortage of talents, TSMC directly moved the equipment from its headquarters to the United States and sent 500 engineers to the United States for support. The layout of
is incompatible with TSMC's initial cold performance. Even Zhang Zhongmou has repeatedly emphasized that he is not optimistic about the manufacturing of chip in the United States and believes that it is futile to build a factory in the United States. Just when the outside world believed that Zhang Zhongmou was a sensible person, the reversal happened. Zhang Zhongmou first announced that he would set up a 3nm factory in the United States. Subsequently, at the relocation ceremony on December 6, Zhang Zhongmou delivered a speech, refreshing the outside world's perception of Zhang Zhongmou.
Now the overall situation of TSMC's US factory has been confirmed, and Zhang Zhongmou has begun to follow the trend. Perhaps it was the realization that the trend of globalization had changed. Only orders from U.S. customers can maintain TSMC's long-term revenue. Therefore, facing reality, Zhang Zhongmou chose to compromise.
