It has to be said that the chip industry has undergone too many changes in recent years, and even this change has allowed us ordinary people to have a lot of understanding and understanding of the chip industry.

It has to be said that the chip industry has undergone too many changes in recent years, and even this change has allowed us ordinary people to have a lot of understanding and understanding of the chip industry.

Especially because of the black swan event of the new crown epidemic, the stirring of the chip industry has been earth-shaking. I believe many friends have learned that chip shortage is a common problem in many industries at present, especially the automobile industry. Due to the lack of sufficient chip supply, many car companies have reduced their production capacity. The main reason for

is that the production capacity of major chip foundries is not enough to ensure that all customers’ needs are provided, whether it is advanced processes such as 7nm and 5nm, or previous mature processes, and the same is true for the chip’s raw material wafer . Although 8-inch wafers have been gradually eliminated in the market in the past, they are still in short supply now.

So we see that major companies are queuing up for the production capacity of chip foundries, and some chip foundries have also made price increases at this time, with a maximum price increase of 20%.

shows that the chip industry must be completely messed up from the past, but the mess is not only the case. As the world's largest chip foundry, TSMC not only has complete processes, but also has the highest production capacity in the world. Therefore, in order to ensure the supply of chips, many countries have invited TSMC to set up factories, such as the United States, Japan, etc.

Of course, the same is true in Europe, but TSMC recently made a formal response and there is currently no specific plan to set up a factory in Europe.

You should know that there are many international technology giants in Europe, and their demand for chips is huge, such as Nokia , Ericsson, NXP, etc., as well as well-known car companies, such as Mercedes-Benz, BMW , Volkswagen, etc. However, Europe's chip foundry capacity has gradually decreased in recent years, and it does not have the ability to produce advanced processes.

Recently, the EU officially announced that a 27-page "2030 Digital Guide" was released. The guide pointed out that Europe should increase the GDP of advanced and sustainable semiconductors to 20% of the world, with the goal directly targeting the 2-nanometer process.

In fact, just a while ago, the EU planned to join hands with 19 European countries to jointly build a super chip foundry. Therefore, some media pointed out that the EU's guidance this time is to accelerate the launch of the 2nm plan, and to plan to invest 50 billion euros.

It is obvious that after TSMC refused to open an foundry in the EU, the EU's counterattack came, that is, to implement self-rescue to ensure that Europe has sufficient strength in the field of chip foundry, and this strength is enough to fight TSMC.

So does TSMC regret not setting up a factory in Europe? And how much strength will TSMC have in the future?

We know that although TSMC is the world's largest third-party chip foundry company, , the key equipment it needs, EUV lithography machine , needs ASML to supply, and ASML is the Dutch enterprise among the 19 European countries we mentioned above.

Therefore, since Europe intends to establish its own super chip foundry and to reach 20% of the world's production capacity, EUV lithography machines are undoubtedly one of the key points.

You should still remember that last year, TSMC competed with , Samsung for ASML's EUV lithography machine production capacity. In other words, it is precisely because TSMC has more EUV lithography machines than Samsung and has more chip production capacity, so it has the current voice in the advanced process market, such as asking customers to purchase at a higher price.

Therefore, the EU's increase in chip manufacturing this time is bound to get a share of the pie from TSMC. As for what will happen in the future, we will wait and see.