Due to the epidemic this year, there is a serious shortage of chips in the world, which has also made the chip foundry manufacturers such as TSMC and Samsung make a lot of money and are very proud, but the good times have not been long. Recently, news came out that the United Sta

TSMC never dreamed that he would cooperate so actively with the new factory in the United States and rent a whole cruise ship to transport it. He acted so well-behaved and obedient, but was hit by the United States again. Today we will talk about this topic.

This year, due to the epidemic, there is a serious shortage of chips in the world, which has also made TSMC and Samsung , the chip foundry manufacturers such as TSMC and Samsung , make a lot of money and are very proud, but the good times have not been long. Recently, news came out that , the United States required these wafer fabs to hand over their confidential data and gave a 45-day deadline. If they do not pay when they expire, the United States will take action.

Is this interesting?

In the first few days, the US government held another semiconductor summit, which sounds very nice and seeks solutions to resolve the chip shortage, but no good news came out at the meeting.

According to Korean media reports, at this meeting, the United States was very tough. On the grounds of improving the "supply chain transparency" of chips, it required TSMC, Samsung and other wafer foundries to hand over inventory, orders, sales records and other data . As we all know, these data are all business secrets of the company, how can we take it out casually?

So, when asked what happens if the foundries do not respond to the US request, U.S. Commerce Secretary Raymondo said: "We have other tools in our toolbox that can force them to provide the data we need, but I don't want to go that way. But if it's a forced one, we will do it." What does

mean? It means that you are disobedient and do what you do, and I'm going to deal with you.

This is a bright threat!

However, if each company provides this information as required, it is very likely to put itself in a difficult situation.

First of all, as a customer of the OEM, it is definitely not far from the OEM to reveal these confidential information.

For example, it has been said that Samsung is manufacturing autonomous driving chips for Tesla , but neither side acknowledges it.

So these detailed information is disclosed and can be used to identify and compare the performance level and market competitiveness of its products.

has a huge negative impact on the business operations and the sales of products.

Second, if information such as yield rate is disclosed, it will also lead to chip foundry companies being in a disadvantageous position.

yield rate refers to the ratio of the number of intact wafers to the total number of wafers used to make the integrated circuit chip after completing all manufacturing steps. The higher the yield rate means more advanced technical capabilities and better manufacturing costs.

discloses data on yield rates, which means that the disclosure of the company's true technical strength will put the OEM company at a disadvantage when negotiating price with customers. If the yield rate is low, then give me a little cheaper, or if the customer changes partners, resulting in lost orders.

third, this move may also market the chip price system.

The reason is very simple. If a company has a high chip inventory level, it means that the buyer has a strong price negotiation advantage, because there must be a reason why it cannot be sold. It is very likely that the product level is not good, so you can only sell it at a lower price.

fourth, providing these confidential data may benefit American companies.

In response to this matter, a South Korean official said: "The information submitted by Samsung and TSMC to the US government may be leaked to Intel and other US companies."

I want to say that this will definitely happen.

Intel and the U.S. government have been strengthening their partnership.

Last month, Intel CEO Pat Kirsinger had met with government officials to promote Intel's chip investment plan. This plan is strategically in line with the U.S. government's initiative to build a stronger global supply chain, and it is also considered to be a part of its preference. Intel also stressed that it can play an active role in this issue.

In addition, Pat Kirsinger said in an interview with the media that Intel will spend two years catching up with TSMC. In the previous video of

, I have told you that TSMC has gone to the United States to build a factory, located in , Arizona, , the United States. What is terrible is that Intel is also in Arizona, and currently has 4 factories.

So, in order to promote the development of its own semiconductor industry, it is normal for the United States to do something. TSMC and Samsung are obedient, and they are not their own companies.

So some friends will ask, is this request from the United States too rude?

First of all, surely.

Secondly, The U.S. government is reviewing whether it is possible to use the Defense Production Act to force companies to submit data.

In other words, the United States is also looking for legal basis for itself. After all, there are many large companies in the semiconductor field that are not American, and they also involve many countries and regions.

This " National Defense Production Law " refers to the approval and promulgation of the US Congress in 1950. The law clearly stipulates the priority order of national defense production, determines the distribution system and collection rights of special capital and facilities. At the same time, according to relevant terms, it provides strong financial assistance for national defense enterprises to expand their production capacity to ensure the stability of prices and wages.

On April 28, 2020, Trump , then President of the United States, also signed an executive order, using the "Defense Production Act" authorization to require US meat processing plants to continue operating during the COVID-19 pandemic to ensure that American consumers continue to supply beef, pork and poultry products.

So, although is called the national defense production method, its impact is very wide. The semiconductor industry, such as meat and poultry industries, may only have greater security issues. But we can only wait and see what trouble the United States will do and how to use this law.

In fact, for all companies, confidential data is definitely unwilling to provide, but at present, it seems that it is inevitable. It is really hard to say that the mute eats coptis chinensis and cannot express his suffering!

also hopes that countries around the world can see through it as soon as possible, who is the most shameless, unruly and selfish country in the world. If you follow such a country and keep working hard, what if you end up? You are not forced or forced to do things you don’t want to do, doing things you lose money or even cutting off the fire. So, TSMC should think about it carefully, who should you hug? Stop being obsessed with it! Otherwise, it will only end up in a desperate situation.