Among the many companies that go to the United States to build factories, TSMC has made a lot of investment. However, Zhang Zhongmou is not optimistic about building factories in the United States and bluntly stated that there are very high costs, which is a futile move.

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Among the many companies that have gone to the United States to build factories, TSMC's investment is very large. He took out $12 billion in one fell swoop to build a 5nm factory in , Arizona. However, Zhang Zhongmou is not optimistic about building a factory in the United States and bluntly stated that there are very high costs, which is a futile move.

can Liu Deyin does not listen to the warning, and it is reported that TSMC also plans to build a more advanced 3nm factory. Is Liu Deyin a showdown? Can TSMC continue to obtain revenue gains when building a factory in the United States?

TSMC's attitude towards building factories in the United States

The United States has increased its layout in the chip manufacturing industry, but there are no local companies in the United States that can support high-end manufacturing technology. Intel is the largest chip manufacturer in the United States, but Intel's chip technology remains at the 10nm process, and its production capacity is also very different from that of giants such as TSMC, , Samsung .

In order to revitalize the localization of chips, the United States used huge investment to attract foreign companies to invest and build factories in local areas, and TSMC is one of them.

TSMC was invited to build a factory in the United States. It has been more than a year since the formal groundbreaking construction has been completed. The factory has completed the infrastructure construction, and the subsequent work is to import equipment. It can be put into operation as early as 2024 to undertake chip orders for American companies. The rapid process of the factory

shows that TSMC attaches great importance to building a factory in the United States. Of course, this is just the surface. In fact, TSMC founder Zhang Zhongmou has always been dissatisfied with the construction of a factory in the United States. The attitude is that it is not optimistic about American chip manufacturers, and believes that the United States does not have a perfect supply chain and talents, and it needs to bear a lot of costs.

Zhang Zhongmou has created the world's largest chip foundry, has decades of experience in semiconductor manufacturing industry, and has also served as vice president at Texas Instruments, the United States. Therefore, Zhang Zhongmou's vision is more unique than that of ordinary people. Since Zhang Zhongmou is not optimistic about American manufacturing, there is naturally a reason.

Facts are just as Zhang Zhongmou said, the US chip manufacturing industry has been wasted for decades, and chip production capacity has been declining. In this case, it is difficult to form a rich talent group, let alone build a complete chip industry chain.

is equivalent to everything starting from scratch. No wonder TSMC faces high costs when building factories in the United States. This cost is 50% higher than building a factory in Taiwan.

If it weren't for subsidies, TSMC might not have taken the step of building a factory in the United States. Normally, it is already a limit for TSMC to build a 5nm factory in the United States, but there are reports that TSMC also wants to build a more advanced 3nm factory in the United States.

Although this rumor has not been officially announced by TSMC, TSMC President Wei Zhejia also said that TSMC has obtained large-scale land in Arizona, and further expansion is possible.

build a factory in the United States. Can TSMC continue to obtain revenue gains?

In this way, once TSMC forms a complete industrial chain in the United States and concentrates resources from all over the country, it is indeed impossible to further build factories. Moreover, TSMC is promoting mass production of 3nm chips. In the future, most US customers can generate 3nm orders. In order to grasp these customers, TSMC is likely to go to the United States to build a factory again.

I'm afraid Liu Deyin, the current chairman of TSMC, will completely showdown. Liu Deyin regards American technology as the direction of his efforts. Building a factory in the United States is conducive to pursuing commercial interests and thus making more money.

You should know that 60% of TSMC's revenue comes from the US market, and most of the 7nm and 5nm orders are provided by US customers. As TSMC continues to increase its high-end chip production capacity and revenue share, it is easier to strengthen its cooperative relationship with US customers by choosing to build a factory in the United States.

But can TSMC really continue to obtain revenue gains? not necessarily.

Now US companies cannot do without TSMC's cooperation. Apart from TSMC, they cannot find a better foundry.

Samsung Electronics also has a process that benchmarks TSMC, but Samsung's chip yield is worrying.The yield rate of 4nm was revealed to be only 35%, which caused Qualcomm 's Snapdragon 8+ chip to be manufactured with TSMC. In the future, Qualcomm's flagship chips will also be exclusively produced by TSMC.

So Samsung is not fully qualified for the order contracting tasks of US companies, so only Intel is left.

Now Intel's process technology is not as good as TSMC and Samsung, don't forget that the United States is vigorously supporting Intel's development. To subsidize subsidies and to provide land, Intel's new factory in , Ohio, has broken ground, with an initial investment of $20 billion to build a large chip factory. After the completion of factories such as

, Intel will steadily promote its chip foundry business and compete with TSMC head-on. Even if TSMC has technical advantages, as long as the United States makes small moves secretly, it will not allow TSMC to easily obtain equipment, materials, etc., or cause technical stumbling, will TSMC be able to deal with it freely?

Therefore, TSMC will always face the situation of being freed from dependence by US companies. Intel is already very strong. With strong support from the United States, many US customers of TSMC will seek Intel for cooperation in the future. TSMC has worked hard to build a factory in the United States, and it is probably in vain.

summary

Zhang Zhongmou is the one who sees the most thoroughly. Zhang Zhongmou has worked in the United States for many years and is a leader in the global chip manufacturing industry. Being able to view the US chip manufacturing industry in this way does not meet Zhang Zhongmou's pursuit of building a factory.

However, after Zhang Zhongmou retired, Liu Deyin became the chairman of TSMC, and Liu Deyin had the final say in all matters. Liu Deyin keeps betting on the US market, wondering where TSMC will go when the United States gets rid of its dependence on TSMC.

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