Trademarket escapes? This matter has not yet been finalized, but public opinion continues and is becoming more and more intense. In response, in order to dispel people's anxiety and eliminate negative impacts, TSMC President Wei Zhejia repeatedly stated that TSMC was hollowed out and it was nothing at all. Is this really the case?
Wei Zhejia emphasized again that there is no door
TSMC held a massive relocation ceremony in Yanisanna State more than before. The lineup of visitors is luxurious. Not only are there all the big guys in the chip industry, but Sleeping King also personally brought a group of official prominent figures to attend, and also delivered an passionate speech on the spot, which seemed to be very satisfied with TSMC's moving.
However, Taiwan locals are very anxious, including the move, coupled with the announcement of expanding the 3nm wafer fab in , Arizona, and increasing investment to US$40 billion. Many people believe that this move is to hollow out TSMC, which will become M.S.
In response to this, TSMC President Wei Zhejia said on the 6th of this month that he had no doors to hollow out TSMC. He had said this before, and he repeated it again at the semiconductor industry new challenge forum held by the Yushan Science and Technology Association on the 17th, and he also gave his own explanation. Why don’t there be any doors in
?
Wei Zhejia said that wafer foundry is not an easy thing. It does not mean that you can start OEM production and make money by building a factory building and buying equipment. You must have technology, and this technology must meet the needs of customers. In addition to technology, production is also an important process.
Semiconductor industry is a knowledge-intensive enterprise that requires a large number of engineers. Wei Zhejia believes that basically all countries around the world have insufficient engineers, which means that the semiconductor industry can rise wherever TSMC moves. Furthermore, a good engineer needs to be willing to invest, which takes about 8 years of training.
Wei Zhejia also said that semiconductor manufacturing does not mean that it is just OEM, and the improvement of the supply chain is also very important. Under various reasons, TSMC was hollowed out, which is nothing.
doors, and there is no "door"
Although Wei Zhejia said it very much. But people do not pay. Just considering how difficult it is for the chip manufacturing industry, can the fact that TSMC increases investment and transfers production capacity can cover up the truth? Some netizens said that it is probably not that there are no doors, but that there are no doors that TSMC has moved.
It is indeed an extremely difficult thing for the US to develop the semiconductor manufacturing industry and return to its past glory. But this has nothing to do with TSMC being hollowed out. On the contrary, it is TSMC's continuous blood transfusion that has the hope of boosting the semiconductor manufacturing industry.
Furthermore, Meidi really does not have talent and a complete supply chain. But didn’t TSMC also packed 1/10 of the talents and shipped them to Arizona? By the way, aren’t there still many TSMC suppliers? And they will set up a base in Arizona like TSMC.
Anyone with discerning eyes can see that Wei Zhe’s family is just trying to cover up. The more I want to cover up, the more I will be exposed. Instead of constantly denied hollowing out TSMC, Wei Zhejia should start from action to reduce the transfer of investment and capacity talents. Of course, such a thing is unlikely now.
In short, TSMC chooses its own direction, and we dare not keep our fantasies about it. How to reduce the impact and actively develop autonomy is the top priority.
