The chip industry today is no longer developing as smoothly as before. It is like a roller coaster. It has experienced the popularity caused by global chip shortage, ushered in the market chill, and has to face the additional impact of US chip restrictions.
Recently, the United States has introduced stricter export control measures. Korean companies Samsung and SK Hynix are frequently active for this, but TSMC has no response. Are you really so calm? Zhang Zhongmou recently spoke out, and TSMC has not had much time left.
First of all, the United States will not let it be powerful
0 The United States wants to maintain their technological hegemony, which has never changed, and semiconductor is the most important link. However, in recent years, they have found that chip manufacturing has gradually shifted to Asia, and many high-tech American companies are also relying too much on the outside.
, especially TSMC, many American companies are looking for foundry of high-end chips, and it has become the foundry overlord of the global chip industry.
This kind of dependence is dangerous for the US side, and they will not let this situation continue. To this end, the beauty starts from two aspects. On the one hand, it will improve their local chip manufacturing, and on the other hand, it will limit the rapid development of other regions.
According to their personality, generally speaking, if they surpass them in any aspect, they will try every means to attack and then take it away and replace it directly.
TSMC is no exception, but wafer foundry is relatively special, chip production requires hundreds of processes, advanced technology, complicated process, and cumbersome factory operation procedures. There are only 400 suppliers alone, so it is difficult to directly take away and replace them.
For this reason, the US has issued a chip bill, providing a subsidy of US$52 billion, and vigorously invited fabs including TSMC and Samsung to build factories. Of course, the focus is on supporting local enterprises, and the ultimate goal is to replace them.
Secondly, the United States has planned to transfer talents
Once a few years later, the level of local chip manufacturing in the United States has improved, especially the process process of the US enterprise Intel , which will definitely directly replace TSMC. In this regard, a professor in Taiwan believes that TSMC has lasted for more than three or five years at most.
Because about 80% of TSMC's customers are American companies, if they can also make the same chips in their local area, they will definitely use them. Previously, Intel had contacted , Apple , , Qualcomm , etc., and they also revealed the possibility of future cooperation.
Some people may say that Intel cannot make such rapid progress in foundry technology. What if TSMC talents are brought over?
Why did Intel restart chip foundry, and why did it invest in building a factory next to TSMC Plant? This is not that simple. In the early years, Japan's memory chips surpassed American companies, and Intel repeatedly suggested policy suppression, and finally made a move.
Some time ago, there was a shortage of chip talents in the United States, and US think tank once suggested that it directly mined about 3,000 engineers from TSMC.
Recently, US media reports show that the US is stepping up its research on TSMC’s response plan, one of which is to transfer TSMC’s technical talents. Sources revealed that when the situation is critical, it will induce TSMC employees to be transferred to the United States urgently.
Furthermore, TSMC's results have been clear
Some experts said that before the transfer of talents, there was a precedent in the United States, and it would not be surprising if there was a plan to recruit TSMC's talents. If it weren't for the difficulty of transferring the wafer fab, even if it cost tens of billions of dollars, it would have been impossible to copy it directly, and it would have been taken away long ago.
In fact, it can be understood from the series of chip bans on the mainland. In recent years, the mainland has begun to pay attention to the development of chips. The chip industry has just begun to accelerate, and the US can't help it and wants to directly curb the signs of our chip development.
The recent expansion of the US restrictions to advanced chip equipment can further illustrate that it is to limit our ability to develop advanced chips.
Today, TSMC has more than half of the world's foundry share and produces more than 60% of the world's EUV wafers, and most American companies rely on it. The US chip manufacturing share has dropped from 37% of the world before to only 12%.
Everything is very clear, and the beauty will not let this situation go.TSMC founder Zhang Zhongmou knew very well, so he said in an interview in the United States recently: If a war breaks out, TSMC will be destroyed and everything will not be escaped and destroyed.
In fact, Professor Mei has made similar suggestions before. In an emergency, you can consider directly destroying TSMC.
The current situation, even if TSMC cannot go the same step as it is destroyed, its importance will weaken in a few years. Because of the importance of chips, under the current situation, local manufacturing capabilities are being improved around the world and will reduce external dependence.
Even if Zhang Zhongmou, who once came out to save TSMC again, it would be difficult to turn the tide again in this situation!
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