But after more than two years of discussion, no reason was revealed. However, after Apple’s important data was released, I finally understood why TSMC was so anxious to go to the United States to build a factory. Will Liu Deyin regret it?
The answer to the construction of a factory in the United States was revealed
Before TSMC decided to build a factory in the United States, the United States had already disclosed the chip subsidy plan, which also caused misunderstandings, believing that it was for subsidy. However, after the chip bill was officially implemented, Samsung, Intel and others successively announced investment plans of $100 billion in order to obtain more subsidies, but TSMC was still unmoved.
From this we can see that TSMC went to the United States to build a factory for another reason. As Zhang Zhongmou said, the cost of building a factory in the United States is very high, and it is not that simple to achieve profitability. The construction cost of 50% higher than the local area has already well confirmed this. , but Liu Deyin's approach of "knowing that there is a tiger in the mountain is biased towards the tiger mountain" must have a reason to stand firm.
The previous invitations from the United States were rejected, but after losing Huawei's order, TSMC accepted such a request and had technology that monopolized the global market. Even if it did not build factories in the United States, American companies still had to rely on TSMC for OEM. So what exactly made them resolutely go to the United States to build factories?
Recently, Apple released a set of important data, which mentioned that between 2020 and 2021, the number of supply chain manufacturers in the United States has doubled. According to statistics in September 2021, nearly 48 of the more than 180 suppliers have built factories in the United States, while the data in 2020 was only 25.
As the most important link in Apple's supply chain, Foxconn went to the United States to build a factory a long time ago, but due to the high cost and other issues, the factory did not run at full speed. Due to poor efficiency, there was no plan to expand it later, which means that the construction of a factory in the United States is expressing its attitude to Apple, but whether to put it into production or not is another matter.
. TSMC itself has no intention of building a factory in the United States, but after losing Huawei, the second largest customer, it can only rely heavily on Apple, which is the customer. All of this was caused by the United States, so it naturally provided all conditions to promote this transaction. TSMC also fell into the "trap" step by step.
You should know that Apple's orders account for more than 25%, and now the share of the second largest customer is only about 6%. This gap is too obvious. means that Huawei will no longer be able to check and balance Apple's company. Therefore, it is Apple that really pleases you to build factories in the United States, not all American chip manufacturers.
Is TSMC still a way out
Although Foxconn has built a factory in the United States, its factory has not been put into production on a large scale. After the failure of the Indian and Vietnam markets, more production capacity has flowed back to the mainland market. TSMC is also imitating this method. The factory built in the United States is just a "decoration", so the completion time has been continuously postponed.
But the money is still worthwhile. Stabilizing Apple as a customer can not only ensure full revenue, but also prove its leading technology advantage, but also slow down the pace of restrictions in the United States. In fact, TSMC has still left a hand in building a factory in the United States. The factory built in
in the United States is expected to not be put into production until 2024. By then, TSMC is likely to have developed a 2nm process, which also follows its own rules well. Factory built overseas must have two lower processes than local ones. Although 5nm is not the most advanced, it is urgently needed by US companies. After all, the most advanced process technology in the United States is only 10nm.
Samsung's process defects are obvious, and Apple cannot be assured to hand over the chip to its foundry. Therefore, the relationship with TSMC can be said to be complementary. Moreover, the subsequent 5nm foundry in the United States will not play a big role for Apple. The 3nm foundry must rely on the local area of Taiwan Province.
Apple has always liked to let suppliers follow themselves so that they can completely control the entire supply chain. Previously, if you wanted to enter the field of smart cars, you invited CATL and BYD to build factories in the United States. Cook's desire to control is still very strong.
Therefore, TSMC is likely to be voluntary to build a factory in the United States. The main reason is Apple, but it requires a comprehensive transfer of production capacity. No one who is not stupid can do it. At present, we still have to focus on the construction of beautifying production capacity, so that all problems can be solved. What do you think about this?
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