After TSMC went to the United States to build a factory, the "plan" of the United States was completely exposed. The purpose of inviting the factory to build a factory was not to reshape the local industrial chain, but to embezzle advanced technology and let the status of American companies return to the top. The world is still uncertain. Can TSMC and ASML get out of the quagmire?
Penetration of the US technology system
TSMC is the world's top chip foundry, with a global market share of more than 56%. Top manufacturers such as Huawei , Qualcomm , Apple , Intel , and Intel are all highly dependent on it. It can be said that they have absolute voice in the industry, but everything changes after building a factory in the United States.
During the entire restriction process, the US's ideas can be said to be very clear. It knows the importance of the mainland market to TSMC. Therefore, through various methods, it successfully cut off the supply of TSMC to Huawei. The "big fish" was arrested, and the remaining "small fish and shrimp" were naturally not afraid. TSMC's market share in the mainland also dropped to 10%. The reason for this result is that it cannot get rid of Korean and American technology. Although Zhang Zhongmou has repeatedly expressed his unwillingness to go to the United States to build a factory, Liu Deyin is trying his best to promote it, and stated that it is tantamount to the construction of a production line. The main direction will be on the extreme of technology and the leading technology.
After building a factory in the United States, it did provide a large number of orders for US companies, and TSMC's revenue also ushered in comprehensive growth, but this "cheap" is not so easy to take. The promised subsidies were not provided in time. TSMC had to bear the construction costs of 50% higher than the local area. Not only was it required to hand over the core data, but it also provided 200 technicians to help Intel upgrade its advanced production capacity.
After the corresponding requirements were rejected by TSMC, the plan to support Intel was directly put on the agenda. The chip bill was officially released at this stage, which stipulated that companies that receive subsidies should not expand or build new production capacity in the Chinese market within 10 years, and also defined advanced processes as below 28nm, and then adjusted the scope of imported Chinese equipment from 10nm to 14nm. After the
regulations were officially announced, all the answers became clear. In addition to targeting TSMC, ASML has also become a key concern. After the formulation of the " WASSONNA Agreement ", the supply of EUV lithography machines has been interrupted. However, after the upgrade of the new regulations, it means that even DUV lithography machines cannot be exported, which directly caused ASML's "reverse"!
The main reason why the two companies are so passive is that they cannot get rid of the technology that contains Midea. The technology system of Midea is deeply penetrated and uses the core technologies they have mastered to control global industrial development. This is obviously premeditated. So does TSMC and ASML still have a chance to get out of the predicament? Is there still a chance to get rid of
?
The current situation of TSMC and ASML can be said to be not optimistic. After TSMC lost Huawei orders, it relied on orders of US companies by as much as 60%. ASML is also facing this process. Once it loses the Chinese market, it will appear more passive in the entire industrial chain.
The "nature" of Apple's has also been gradually exposed. After Huawei HiSilicon and Qualcomm chip development encountered bottlenecks, their market leadership was unshakable, so they refused to become a "test product" of TSMC's 3nm and required TSMC to improve its process before adopting it, which means that the cost of R&D 3nm needs to be borne by TSMC itself.
Against the backdrop of the average price increase of more than 6% in global chip foundry, TSMC has put forward price increases of 10-20% for major manufacturers. However, Apple has refused to raise prices many times. After many negotiations, the price increase was set at 4%, but it was still rejected by Cook . And its attitude is very tough. It can be said that you are under the roof, how can you not bow your head!
has such a leading role, and Nvidia also claims that it does not accept TSMC's price increase requirements. It is obvious that all US companies will follow suit. TSMC's profits will be forced to decline. Now the demand for advanced processes has declined significantly. TSMC has been cut orders and can only temporarily shut down some EUV lithography machines, which has also directly affected ASML's revenue.
Entering 2022, ASML continues to increase its layout in the Chinese market. It is very likely that because of anticipation of the current situation, the demand for EUV lithography machines has declined, and it can only rely on DUV lithography machines, and the Chinese market is its "life-saving straw"!
For the two companies, only by getting rid of American-inclusive technology can they truly and effectively stabilize the Chinese market. Although it is difficult, it has to be done. An open and open attitude towards cooperation is the foundation for international companies to survive. What do you think about this?
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