TSMC publicly stated that it didn't want to play anymore, foreign media: It's too late. As the world's top chip foundry, TSMC has technical strength that even the United States covets. Although the United States is very strong in the semiconductor field, there is no way to do it

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Let me talk to you today: Are there any "tricks" in building factories in the United States? TSMC publicly stated that he didn't want to play it anymore. Foreign media: It's too late.

As the world's top chip foundry, TSMC has technical strength that even the United States covets. Although the United States is very strong in the semiconductor field, there is no way to do it in chip manufacturing. The most advanced Intel is currently in a difficult position to achieve mass production of 10nm chip , and the production of high-end chips can only rely on TSMC.

Previously, in addition to the orders from American companies, TSMC also had a large number of orders from Chinese companies, among which Huawei is its second largest customer, but who could have thought that a "ban" ruined all TSMC's fantasies? After cut off the supply of Huawei, more than 80% of TSMC's orders came from US companies. They tried every means to restore the supply of Huawei. Faced with the pressure given by Samsung , TSMC had to find a way to stabilize US customers.

TSMC promised to build a factory in the United States

The United States invited TSMC to build a factory in the United States a long time ago. Obviously, such thankless things were rejected by TSMC one by one. However, under relevant restrictions, the initiative is no longer in TSMC. If you want to stabilize US customers, you must agree to the request to build a factory in the United States.

According to TSMC's official response, TSMC's 5nm foundry in the United States has been successfully started. If everything goes well, it is expected to be officially put into production in 2024. TSMC will further build five foundry factories in the future, which is reported to include a 3nm chip foundry. If the situation is true, TSMC's foundry in Asia will be further undermined.

And the reason why TSMC agreed to build a factory in the United States was not only because it lost Huawei's orders, but also because it also had many objective factors. One of the first is that the United States attracts TSMC with large subsidies and has launched a number of support plans. As long as TSMC's factories in the United States can be put into use normally, it will receive more financial subsidies in the future. The second is that although TSMC has advanced technology, it still has to use American technology in the process of manufacturing chips, so it dare not make a fuss.

There are "make tricks" in building a factory in the United States

TSMC so readily agreed to build a factory in the United States, which is a large part of the reason for going to large subsidies. However, I didn't expect that after the factory officially started, everything was different from what I imagined. There are "make tricks" in building a factory in the United States. TSMC stated that it would not want to play with the United States anymore, but foreign media responded: "It's too late." What's going on?

After the factory officially started construction, TSMC also calculated the cost and found that the supply chain of building materials in the United States was extremely imperfect, which also led to many materials relying on imports, which greatly increased the burden on TSMC. It is expected that the cost of building a factory will be 6 times that of China.

TSMC finally realized such "deception" and reconsidered whether it was reasonable to build a factory in the United States. TSMC's Liu Deyin even made a public statement: "The top semiconductor technology owned by the United States should pay attention to the research and development of technology, rather than always thinking about transferring the production capacity , and want to achieve a monopoly on the global semiconductor supply chain by oneself. However, with the overall strength of the United States, it does not have the ability to build a large-scale chip factory."

doesn't want to "play" with the United States?

From Liu Deying's public statement, we can see that he was extremely dissatisfied with the high material costs during the factory construction process, and determined that the United States did not have the conditions to build a chip factory at all, and accused it of being very unwise. They should give full play to their advantages in technology research and development, instead of always thinking about transferring production capacity. Obviously, TSMC is a bit of a retreat, but it is indeed too late now.

went to the United States to build a factory is a "trap", and TSMC naturally understands this truth, but considering the situation at that time, TSMC's idea was to hold on to the United States' "thigh", but unexpectedly, what he finally faced was the end of being assimilated. The United States initially described it lightly that going to the United States to build a factory was just to "improve the chip production capacity of the United States", but anyone can see that they wanted to build a high-end chip industry chain integrating design and manufacturing to achieve the goal of better monopolizing the semiconductor market.

As the US plan is further exposed, TSMC will definitely consider whether it will increase investment in the future. Whether the subsequent five foundries will be built as scheduled will become a "mystery". However, it is obviously unlikely that TSMC will completely withdraw, and many media are sighing: "Everything is too late."

TSMC has joined the US Semiconductor Alliance. If a large number of factories are built in the United States in the future, they will lose their complete autonomy and will eventually face the same ending as ASML. The import and export of their own products will be subject to great limitations. It depends on whether TSMC can achieve "self-salvation". What do you think about this?