Foreign media: TSMC has begun to quietly “resist”!
After TSMC lost the order for Huawei , its market initiative changed. Of course, all this is in the US's plan. The purpose is to reshape the semiconductor industry chain. Forced to helplessness, TSMC agreed to refuse to go to the US to build a factory multiple times.
Under the "spite" of the United States, the global chip industry chain is in a chaotic state and has now completely fallen into a chip shortage. Major wafer foundries have also ushered in an excellent opportunity. Companies including TSMC, Samsung , SMIC and other companies are spending huge amounts of money to expand the production capacity .
However, affected by the current special international situation, the supply of raw materials for lithography machine has already encountered problems, which has also led to a significant decline in the production capacity of ASML. If the lithography machine cannot be in place in time, it means that the factory cannot start production on time, and all efforts will be in vain.
Faced with the rise of smart cars, the Internet of Things and the interconnection, the demand for chips will continue to grow. Now there are problems with the supply of lithography machines. Industry experts predict that the previous chip shortage is likely to last for one to two years.
, TSMC, as the world's most advanced foundry, has already experienced the situation of not being able to allocate its production capacity. This year's production capacity has long been divided by US companies and even the capacity for the next two years has been booked in advance, and they are all in the form of prepaid, and TSMC has no reason to refuse.
TSMC began to take the initiative to attack
With the support of these American companies, losing Huawei, a big customer, does not have any impact on TSMC's revenue. At present, even SMIC's production capacity has been snatched by domestic and foreign customers, and there is also a queue at the same time. It is obvious that the US has made a mistake in this step.
is precisely because of the tight production capacity and the technical advantages it has, TSMC has regained the initiative and has begun to take the initiative. In order to obtain greater benefits, it has adjusted the OEM price many times, and it also has the right to screen customers.
According to foreign media reports, European chip manufacturer Nordic Semiconductor has increased significantly in terms of capacity demand. It actively requested TSMC to provide more production capacity, but such a request was directly rejected.
, on the contrary, domestic chip manufacturers have renewed their four-picture projects. After expressing their continued growth in demand for chips, I hope that TSMC can provide more production capacity, unexpectedly, TSMC agreed readily. From these two events, TSMC can intuitively see TSMC's attitude.
After foreign media learned of this news, they also directly stated: "The initiative has come back, and TSMC has secretly started to "counterattack"!" Obviously, TSMC now knows which is more important. The Chinese market is forever relying on, and it is useless to blindly please the European and American markets.
TSMC's goal has been clear.
TSMC agreed to build factories in the United States, a large part of the reason why TSMC agreed to go to the United States for large subsidies. The United States urgently needs TSMC's technology to improve its local chip manufacturing capabilities, and TSMC has also fallen into a "trap" step by step.
once wanted to add it to the "entity list" to allow TSMC to compromise better, but the United States obviously underestimated TSMC's technical strength and market influence. Zhang Zhongmou is also very smart. It only built 5nm production capacity in the United States, not the most advanced 3nm, which is a good continuation of the principle that overseas factories are two generations behind the local technology.
After going to the United States to build a factory, TSMC not only did not receive the promised subsidy, but also had to bear 50% higher costs than local factory construction, which directly reduced TSMC's enthusiasm for building a factory, and gave up all plans to build a factory in the United States and set all its targets in Taiwan Province.
According to TSMC's plan, it will invest US$20 billion to build a 2nm chip factory in the future, and will also invest US$40 billion to build a 3nm chip factory. There is no doubt that all of these funds will be invested in China's land, and the US's plan has failed half.
Zhang Zhongmou previously stated: "The advanced technology that TSMC has spent decades to develop cannot be compensated by money!" Therefore, as long as TSMC maintains its technological leadership, the United States will not have any chance.
Of course, if TSMC wants to completely get rid of the control of the United States, it must achieve complete de-beautification of technology, because it is almost impossible to restore the free shipping rights. At present, TSMC has put a lot of effort into advanced packaging technology, and the chip stacking process has been officially used.
Once this technology is fully adopted, it can effectively reduce its dependence on ASML lithography machines. After the official mass production of 2nm chips in 2025, TSMC's technical advantages will be further improved. At present, we must be wary of Samsung's catching up in technology.
At present, TSMC is gradually replacing domestic equipment. Many domestic equipment has joined TSMC's production line. As long as domestic lithography machines can be born, TSMC will achieve mutual achievements. What do you think about this?
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