TSMC, every move is being watched by the whole world!
is the first to achieve mass production of 5nm in production capacity, and has begun its 3nm entry. It will also work with Apple to develop 2nm; in the market, it can be said that TSMC is the only one, accounting for 56% of the market. In this global chip shortage market, whoever can obtain the capacity of will have enough voice. With the changes in the market, countries are competing for the dominance of the next intersection in this field, so production capacity is particularly important.
Look at EU once again entered 2nm (in fact, the semiconductor field that has been supported for 20 years has not been supported). Basically, the demand in the US market is manufactured by TSMC, but in order to make the return of manufacturing, the US also invited TSMC to build a factory three times and four times, and took action to 6 5nm factories. This is the only advanced manufacturing factory in the US. However, in the past two days, TSMC also reported that it would expand production by 28nm in Nanjing. For a time, TSMC was once again attracted attention. In fact, no matter which type of is, the reason behind TSMC may not be simple!
TSMC went to the United States to build a factory. May the crisis come?
Apple, Intel , Qualcomm and other American companies have delivered orders to TSMC. In the United States, whether it is mobile phone chip or aircraft chips, they are basically manufactured by TSMC. It seems that these orders can bring considerable returns, but this is honey and arsenic.
Intel and Apple called on the United States to increase investment in local semiconductor production capacity last year. After all, the domestic production capacity of the United States has dropped to 12%. It was also mentioned earlier that aircraft chips are also manufactured by TSMC. The United States, which has always been leading "national security", naturally wants to keep production capacity in the United States, so that at least it can have a little more "sense of security".
So no matter how much land, how much support, or how many policies it is, the United States agrees, as long as you come, and what about TSMC? In fact, Zhang Zhongmou said as early as 2019 that the market has been turbulent and TSMC is also a must-fight place for everyone.
Some analysis pointed out that TSMC may not have anything to do in the early stage to build a factory in the United States, but in the later stage, there may be technology transfer. After all, Intel has already told the United States that it has problems in the process, and the United States invited them to build a factory. The main purpose of is to create its own IP, so the final result is likely to be technology transfer. Of course, this is just a speculation from netizens. Perhaps Zhang Zhongmou wants to know what will happen later.
In addition, for example, the construction cost is 6 times higher than expected, and the labor cost of is 3 times higher, but the efficiency is not that high, which has led to TSMC's suppliers being on the sidelines and not daring to go to build factories easily.
may think that TSMC may follow the footsteps of Toshiba , so let time prove it!
expands production capacity by 28nm in mainland China, and the purpose seems to be clear!
The difference is that TSMC went to the United States to build a factory and sold 6 5nm factories, but in China, it has indeed expanded its production capacity of 28nm.
This has aroused many netizens' resistance, because the purpose seems to be clear!
At present, the global chip shortage is short of production capacity, which may provide a trial and error opportunity for domestic chips, and some companies can also obtain a lot of orders. However, once TSMC has experience in yield rate and production capacity, it will inevitably lead to diversion on orders. This is not only a problem of occupying the market, but may also cause some domestic companies to lose orders and have a survival crisis.
Currently, some media predict that even the 28nm production capacity will be short of chips until 2022, and SMIC has begun to expand its 28nm production capacity, so many netizens said that this is grabbing the market, which is not an exaggeration!
In short, it is a foregone conclusion that TSMC went to the United States to build a factory. It seems that it is also on the way to expand production of 28nm in Nanjing. Whether it is TSMC or this market, it will usher in a change!
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