Taiwan, I'm going to be fooled again.
Produced by the official scheduling game
In Ukraine, the hot war between Russia and Ukraine is in full swing.
But in fact, the technological war has never stopped.
chip is our shortcoming, and the United States is also very troublesome.
Because although the United States has technological hegemony, the United States' chip manufacturing capacity only accounts for about 12% of the world.
The United States is very worried, afraid of being "bottled". It threatens and induces chip manufacturing giants such as TSMC and Samsung to set up factories in the United States to expand production capacity.
However, Zhang Zhongmou, the founder of TSMC, the "leader" of global chip manufacturing, has directly poured cold water on the United States in the past two days:
The United States cannot make chips.
things are like this.
Two days ago, Zhang Zhongmou made a speech at the Brookings Society, an American think tank in . During the period, it was said that the United States' increase in chip manufacturing capacity was an expensive and wasteful and futile move.
You should know that the United States is a major customer of TSMC.
According to the top ten customer revenue contribution list released by the media, American companies account for 8, of which alone contributed 25.93%.
Isn’t you afraid of being guilty of the United States? What exactly is the reason why Mr. Zhang can’t bear it anymore?
first of all, the cost of making chips in the United States is too high.
The most important thing about html is the lack of people and engineers.
I said in my article before, what does the rise of the United States depend on? It depends on industry and technology, and on the "engineer dividend".
But now, young Americans are no longer willing to go to factories and mines. The top students study finance and economy, and make a lot of money in Wall Street .
For example, 33% of graduates from Harvard University choose to work in the financial industry, and only 17% choose to work in the STEM industry (the abbreviation of the four industries of science, technology, engineering, and mathematics). The consequence of this is that American engineers are short of, even Boeing hired college students to write code part-time, and fast food restaurant chefs "transformed" to make up for the numbers to become mechanical engineers.
Previously, I said that Foxconn went to the United States to set up a factory, but as a result, it planned to transfer engineers from mainland China and Taiwan.
Global chip production capacity distribution
Speaking of American factories, Zhang Zhongmou is probably angry.
TSMC went to Arizona, USA to open a factory.
TSMC is in his heart and doesn't want to go, but his arms can't twist his thighs. In addition, the leaders of Taiwan are even more afraid of the United States, so TSMC has to invest $12 billion to build a factory in the United States.
The US factory was launched by TSMC, which is also the most advanced 5-nanometer technology for the global chip commercialization.
Moreover, Americans are a big talk, and TSMC has not yet commercialized the 2nm technology.
You should know that TSMC has always placed the most advanced processes only in Taiwan, such as in the Nanjing factory in mainland China, and the production process is 28 nanometers.
What is even more infuriating is that in September last year, the United States asked TSMC to hand over data such as chip inventory, orders, sales records within 45 days.
These were originally commercial secrets.
Moreover, the United States also specifically criticized, "Our toolbox has many ways to make the operator hand over the data. Although we don't want to go that step, we will definitely take action if necessary."
For a time, although it was the leader in chip manufacturing, TSMC could only compromise and let the United States mercy. It is not difficult to understand the dissatisfaction in Mr. Zhang’s heart.
TSMC's Arizona factory
6 cannot recruit people, which is also the most difficult problem facing TSMC now.
plus other expenses, the cost of making chips in the United States is 50% more expensive than Taiwan, China.
This is really going crazy. You should know that the core logic of commercial chip business is to make money. How can you make money with such a high cost?
Of course, the US government said it beautifully and temptingly: Come on, and give you subsidies.
Biden administration also specifically passed the Chips Act, claiming to spend $50 billion to subsidize chip manufacturers.
But when it comes to this subsidy, I guess TSMC won’t make a single call.
Because, this is a big pie drawn by Biden .
Moreover, as a competitor, the United States Intel , called the government to the government that US subsidies should be given priority to US companies.
The implication is that you should not give TSMC.
In fact, Foxconn has also eaten this loss.
6 Foxconn's American factory started construction in 2018. It took more than three years to work, and it was not until the end of last year that it received a tax credit of US$30 million for the first time.
When it comes to money, the US government often acts like "the landlords don't have any surplus food." It is harder than God to get them to pay for real money.
There is no way, the factory has started construction, so I can only do it with a tough bullet.
Just last week, TSMC Arizona Company issued $3.5 billion in debt to build factories.
It is reported that the construction plan of TSMC's US factory has been postponed for 3 to 6 months.
TSMC US factory drawn on paper
Maybe just like what Zhang Zhongmou said when talking about the US factory:
We are too naive!
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