TSMC has the largest customer resources, the most lithography machines, and the most advanced process technology in the world, and almost all of them can be described as "the best". In the 33-year development of TSMC, it has created a business model of chip foundry for the first

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TSMC has the largest customer resources, the most lithography machines, and the most advanced process technology in the world. Almost all of them can be described as "the most". In the 33-year development of TSMC, it has created a business model of chip foundry for the first time, which has changed the pattern of the global chip industry.

Because of this, it is possible to form stable sub-fields such as design, manufacturing, and packaging. Relying on its excellent manufacturing technology, the United States has repeatedly invited TSMC to build a factory in the United States, and TSMC finally agreed.

will build a 5nm chip factory in , Arizona, USA, with a total investment of US$12 billion, and construction will be started as early as January and February 2021.

Just on the eve of going to the United States, TSMC invested another $15.1 billion to expand. At present, TSMC's board of directors has approved a $15.1 billion expansion plan. We have invested in five aspects: the construction of wafer foundry factory, the installation of wafer factory facilities system, the construction of wafer foundry factory, the expansion of advanced process technology production capacity, and the installation of professional technical equipment.

TSMC expands its coverage in the technical field, once again confirming that TSMC has built a factory in the United States. It also needs to establish a subsidiary in Arizona, which is fully controlled by TSMC.

has been very clear about building a factory in the United States. Including the construction investment of US$12 billion and the expansion of US$15.1 billion, almost 180 billion yuan has been invested. This does not count later operations, maintenance, etc. The reason why it takes a lot of effort is actually the three purposes behind it are very obvious.

The three goals behind

TSMC can become the number one in the industry. No action will be useless. It must be preparing for the future, and at the same time to achieve three goals.

The first purpose is to expand production capacity and meet customer needs

TSMC's largest customer is Apple, and Apple's demand for 5nm chips has risen sharply this year. TSMC's production capacity is tight, and almost all of the 5nm production capacity this year and next year are divided by Apple and other US customers.

is difficult to meet the needs of customers according to its existing production scale, so it is possible to build a 5nm factory in the United States, which not only relieves the pressure on production capacity, but also meets customer needs.

The second purpose: to control technology and maintain the lead

Construction of factories in the United States can make the other party depend on TSMC to a certain extent. Because their chip manufacturing process is far inferior to TSMC. The most powerful Intel has been hovering around 7nm, which means that the US chip technology has at least two generations gaps between TSMC.

However, according to TSMC's plan to build a factory in the United States, mass production will not begin until 2024, and 5nm will not be the most advanced by then. If Intel cannot break through 7nm by then, the gap will be more than two generations.

Sometimes it takes four or five years for a generation of technology to reach the threshold. Therefore, controlling technology and maintaining the lead is the second goal.

The third purpose is to occupy market share and lead the industry

TSMC's customer orders are basically from the United States, such as Apple, Intel, IBM, AMD, etc., all cooperate with TSMC chip foundry.

According to foreign media PhoneArena, TSMC's chip market share accounted for 51% in the second quarter of 2020, while Samsung only had 18.8%. Samsung's share is still on the list as second. The gap between the first and second is obvious, but Samsung successfully mass-produced 5nm in the fourth quarter of this year and released the first 5nm chip Exynos 1080.

There is no doubt that Samsung is TSMC's biggest competitor, and Samsung also mass-produced 5nm. By then, TSMC will not be the only company that can produce 5nm.

Therefore, the move to build a factory in the United States can occupy more market share and lead the industry. A more vivid metaphor is door-to-door service, and customers will definitely choose TSMC with convenient and good technology.

Summary

If there is no need for it, how could TSMC take out a 100 billion investment? It costs US$12 billion to build a factory, and another US$15.1 billion to expand investment.

This is simply impossible for ordinary chip foundry companies . Maybe Intel, the strongest chip manufacturer in the United States, will choose to hand over the chip foundry to TSMC. No one can deny TSMC's strength. Whether the construction of factories in the United States can be carried out smoothly depends on TSMC's actions next year.

What do you think about the purpose behind TSMC's construction in the United States? Welcome to leave a message below to share.

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