We are currently in a new digital era with rapid technological development. The new digital era has brought a new world, and the new world will also bring new opportunities and challenges to the semiconductor industry. In recent years, most countries around the world have been in

is currently in a new digital era with rapid technological development. The new digital era has brought a new world, and the new world will also bring new opportunities and challenges to the semiconductor industry.

In recent years, most countries around the world have been increasing the development of the semiconductor industry, because they deeply understand that only by solving the chip problem can they take the initiative in future technological competition.

In 1987, TSMC was established, Zhang Zhongmou created a new wafer foundry model, "My company does not produce its own products, but only manufactures products for semiconductor design companies."

TSMC's core business is wafers OEM. OEM is an industry that many people look down upon. If you work for others, it’s not your design, so don’t you just process it? The key to the

problem is that there are many chip foundry companies around the world, but if we really want to achieve first-class technology, TSMC is the only one in the world. Companies such as Apple , Huawei and Qualcomm are all major customers of TSMC!

Many domestic companies regard OEM as low-end, think that profits are low, and that they are not as high-end as the brand. This is a completely wrong idea. Deeply cultivating a certain field and establishing your own comparative advantage is the foundation for the long-term survival of the company. .

The main goal of TSMC's manufacturing is to provide customers with effective production capacity within an effective time. In addition to production capacity, it also includes very good production cycles and very good yields.

Some media broke the news that TSMC’s new 5-nanometer plant in Arizona, USA, has been put into operation at the end of July. The first phase is expected to be mass-produced in 2024, with a monthly production capacity of 20,000 pieces.

At the same time, media broke the news that

TSMC has recently announced that it will start evaluating investment in the construction of a second wafer fab in the United States. It plans to cut into the 3-nanometer process and the construction time of the factory will be about 2 years later.

TSMC announced the 3-nanometer family technology evolution plan at the above-mentioned technology forum. It will successively launch N3, N3E, N3P, N3X and other processes from 2022 to 2025. It will also launch an optimized N3S process in the future, covering smartphones, Internet of Things, and automotive applications. Four major platform applications including electronics and high-performance computing.

This also means that TSMC’s 3-nanometer technology will be monopolized for 2 to 3 years, especially artificial intelligence chips and high-performance computing chips, which will bring considerable revenue and profits to TSMC.

sources pointed out that AMD, Apple, Broadcom , Intel , MediaTek , Nvidia and Qualcomm and other manufacturers have placed 3nm chip orders with TSMC, but Samsung 's 3nm GAA process has not yet attracted the attention of major chip suppliers. Order.

So the question is, why is TSMC so positive about building factories in the United States?

is actually easy to understand. TSMC’s founder Zhang Zhongmou is an American, and American capital owns TSMC’s shares. Besides, TSMC cannot be what it is today without the early support of the United States.

More importantly, the influence of American technology companies on TSMC is gradually expanding. Judging from TSMC’s previously released financial reports, TSMC’s operating income in the U.S. market accounted for 64% of its operating income, ranking first; its operating income in the Asia-Pacific region accounted for 12% of its operating income; and its operating income in mainland China accounted for 12% of its operating income. It is 13%, which is 51 percentage points different from the operating revenue in the US market. The gap is significant.

So some netizens said before that TSMC's loss of Huawei TSMC, a major customer, would affect TSMC's development. This is completely nonsense.

What is even more ridiculous is that many self-media have previously said on the Internet that TSMC will not build a factory in the United States because TSMC has gone to the United States, which will lead TSMC to follow the old path of the Japanese semiconductor industry.

Mr. Chun would like to express his disdain for these nonsense self-media! Mr. Chun can understand everyone's mood, but only by clearly recognizing our opponents and ourselves can we better narrow the gap with our opponents or surpass them.