This article is original, and transportation and plagiarism are prohibited, and violators will be prosecuted! TSMC built its first overseas 5nm chip factory in the United States. In fact, TSMC did not intend to build a factory in the United States at the beginning, and repeatedly

This article is original, and transportation and plagiarism are prohibited, and violators will be prosecuted!

TSMC built its first overseas 5nm chip factory in the United States. In fact, TSMC did not intend to build a factory in the United States at the beginning, and repeatedly refused the invitation to build a factory in the United States.

Later, due to various conditions, TSMC agreed to invest US$12 billion to build a 5nm factory in the United States. Now the factory has completed the beam-up ceremony, but there are news that the United States wants TSMC to build a new factory.

What response did TSMC respond? Is it possible to let TSMC continue to build factories in the United States?

rumor TSMC went to the United States to build a new factory

The US market is an important source of revenue for TSMC. Because most of its customers are concentrated in the United States, TSMC has tilted its main production capacity. It can be understood that TSMC did this to better serve customers, but TSMC did not intend to build factories in the United States to provide services to American customers at first.

According to the thinking of some commercial companies, since the customers are all in the United States, we might as well move the factory there. Not only can it serve customers well, but it can also earn more revenue.

But what TSMC considers is whether there is a supply chain in building a factory, cost advantage, and whether there are talents in need. Overall, the US market does not meet the requirements of TSMC to build a factory.

But why did TSMC finally agree to invest in and build a factory in the United States? The reason is simple, because of the subsidy. With subsidies, many problems can be solved easily. In addition, the US market is indeed very important to TSMC, and it is unreasonable to refuse invitations.

TSMC built a 5nm factory in the United States, which is the most advanced process when it announced the construction of the factory, but it will be as fast as 2024 when the factory is completed. By then, TSMC's 3nm has arrived and is heading towards 2nm.

By then, the US 5nm factory will no longer be the most advanced process technology. Will the United States only want a 5nm factory?

Some Taiwanese media analysts said that the United States feels pressure on chips, so it also requires TSMC to set up factories in the United States in the most advanced manufacturing process.

From the perspective of the American style of conduct, pursuing the most advanced semiconductor technology is indeed in line with the interests of the United States. TSMC agreed to build a factory in the United States in 2020. At that time, 5nm was already the world's highest-end process technology.

is just as time goes by, even if the factory is built, it will lag behind the 3nm and 2nm technology in other regions. With the spread of analysis and remarks from Taiwanese media, there are rumors that TSMC will go to the United States to build a new factory. One is not enough, and another one will be built, and it will also use the most advanced technology.

Faced with the sensational news online, TSMC officially responded, saying that it is currently focusing on building a wafer fab in Arizona, USA. If there are further plans in the future, let’s share it.

From this response, we can know that TSMC has denied the news of continuing to build factories in the United States, and it can also be confirmed that the online rumors that TSMC will continue to build factories in the United States are rumors. In fact, just think about it, you can understand that such a big thing as building a factory in the United States cannot be spread online at will. Without the exact statement from the official level, there is basically no high credibility.

TSMC continues to build factories in the United States. Is it possible?

How is the construction of TSMC's US factory? As expected, TSMC's US factory completed the plagiarism ceremony and everything was proceeding step by step. Moreover, the long-awaited U.S. chip subsidy bill for TSMC is finally going to be implemented.

It is reported that the United States will officially sign the Chip and Science Act (formerly Chip Subsidy Act) that has been voted on August 9. Once the signing is completed, it is estimated that the grant process will not take long to start and prepare to provide funding to chip manufacturers. TSMC is definitely among them. As for how much subsidies it can receive, it needs to be observed later.

Since the United States has a pursuit of more advanced processes, it is still willing to provide so many subsidies. If TSMC continues to build factories in the United States, is it possible? Combining the statements of multiple parties and the current situation of the US chip manufacturing industry, the possibility of continuing to build factories in the United States is very low.

First of all, TSMC founder Zhang Zhongmou said that building a factory in the United States has high costs and it is impossible to succeed.

Zhang Zhongmou pointed out the current situation of the US chip manufacturing industry in one sentence, and Zhang Zhongmou also revealed that TSMC went to the United States to build a factory was not his decision. Zhang Zhongmou had retired as early as 2018, so Zhang Zhongmou could not interfere too much in TSMC's decision to build a factory.

Otherwise, according to Zhang Zhongmou, since the cost of building a factory in the United States is so high, he will definitely not go there. Even if the other party provides subsidies, it is far less than the capital expenditure of hundreds of billions of dollars a year.

Secondly, the US subsidies are not that easy to obtain, and you need to choose between the US market and the abandonment of other countries' markets.

The United States is short of money, and there are many places that need money. Will it easily take out $52 billion? Will there really be unconditional funding after taking it out? Obviously not realistic.

Behind the funding, the United States requires subsidized companies to make a choice, either continue to invest in the US market or give up investing in high-end chips in other countries.

If TSMC had known this situation early in the morning, let alone building another new factory, whether it would build the first factory needs to be reconsidered. No matter how big the US market is, can it compare to the global market of free trade?

So it is possible for TSMC to continue to build factories in the United States? The answer is actually very obvious. At least TSMC does not have such an idea at the moment, and it is difficult to say in the future.

summary

TSMC puts advanced factories in its headquarters area, which makes it more secure than the US market thousands of miles away. To become the world's number one chip manufacturer, TSMC must not only master advanced technology, but also have a far-scheduled business layout. TSMC should be able to see the right and wrong, good and bad.

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