Regarding what is the purpose of TSMC's factory in the United States, although Liu Deyin clearly stated that it was not TSMC's original intention to build a factory in the United States, it still chose this decision, so there have been many speculations from the outside world. So

What is the purpose of TSMC to build a factory in the United States? Although Liu Deyin clearly stated that it was not TSMC's original intention to build a factory in the United States, it still chose this decision, so there have been many speculations from the outside world.

Some people believe that TSMC has established a factory for the US chip subsidy bill. , but I personally think it is not that simple. As Zhang Zhongmou said, the cost of building a factory in the United States is very high, and it is not conducive to TSMC's going to build a factory. And it is worth mentioning that when the US invited TSMC to establish a factory, TSMC clearly expressed its rejection. Therefore, the purpose of TSMC's subsequent change of decision has become a mystery.

And just recently, US companies officially released a data.

According to the latest list of suppliers released by Apple , between 2020 and 2021, the number of factories in the United States of Apple suppliers has doubled. As of September 2021, 48 of the more than 180 suppliers of Apple have set up factories in the United States. A year ago, there were only 25 companies. Among them, TSMC, , Foxconn and other companies all added factories in the United States last year.

In other words, many suppliers of Apple are likely to choose to build factories in the United States for the sake of Apple's orders. That's equivalent to TSMC being the same as this. To a certain extent, a large part of the reason why TSMC went to the United States to build a factory was because of Apple's orders. I will listen to the editor to analyze two reasons for this.

is the first, Apple's revenue contribution to TSMC accounted for a very high proportion. Before , TSMC had two major customers, one was Apple and the other was Huawei . However, after being unable to ship Huawei freely, many of the high-end markets of Huawei mobile phone were stolen by Apple. So under this background, Apple's dependence on TSMC has gradually increased, and of course the same is true.

According to data, after enters 2021, Apple's revenue contribution to TSMC has reached 25.93%. , and , the second-place , MediaTek , contributed only 5.8% of TSMC's revenue share. Obviously, Apple's share as the largest customer is far higher than the second place, which is too much data. Under this circumstance, Apple's market itself has a faint trend of expanding, so it is not unreasonable for TSMC to further attract more Apple orders to build factories in the United States.

Second, Apple has always hoped that manufacturers in its supply chain will follow in their own footsteps. Take Apple before when she wanted to enter the automotive field. Cook invited our Chinese companies to go to the United States to build factories to build production lines specifically for Apple. We can boldly guess . Apple once had the same requirements for TSMC, and the US itself has subsidies for the chip bill. In this case, I went to the local area of the United States to build a factory.

Step back 10,000 steps back, even if there are no such reasons, it is highly likely that TSMC will go to the United States to build a factory for Apple. After all, TSMC can no longer supply Huawei freely, so if you want your revenue data to look better, you must also focus on Apple's orders. Otherwise, TSMC will be unlikely to go to the United States to build a factory when the cost of building a factory is very high.

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