TSMC rejected this unreasonable request with a tough attitude, and there was no substantial progress in this matter. After all, Intel does not currently have advanced technology mass production capabilities, and the United States dare not completely break up with TSMC. Once TSMC breaks apart, the competitiveness of US chip manufacturers will decline by several levels.
, but the failure of the US to take action does not mean that Intel has to give up this best opportunity. After failing to ask for technology, it began to change to "openly grab". Recently, Intel announced that it would lift the restrictions on chip foundry and was even willing to produce foundry for the two competitors, AMD and Nvidia.
Its person in charge also said that the foundry cooperation with American enterprise customers has entered the final negotiation stage, and this customer scope involves top companies such as Apple , Qualcomm and other top companies. At the groundbreaking ceremony of Intel Ohio , Intel reiterated this matter again, saying that the factory building plan has received support from US chip manufacturers.
At this stage, the OEM orders of US corporate customers are basically in the hands of TSMC, accounting for more than 72% of the total share. The customers Intel wants to seek include large customers like Qualcomm and Apple. This is obviously trying to use the "support" of the United States to start "openly grabbing", but to succeed, we still need to work hard on technology.
According to relevant information, Intel is expected to receive $12 billion of subsidies announced in the chip bill after announcing a local $100 billion factory construction plan. On the contrary, TSMC has not received any subsidies, and even if it can be obtained in the future, it will be a small share. The additional conditions for obtaining subsidies for
are also clear. They must not expand or build new production capacity in the Chinese market within ten years. I believe TSMC will most likely give up this subsidy. In view of the current embarrassing situation, the United States has relaxed another year of authorization to allow TSMC to expand its factory in Nanjing, but it is not to ease the relationship between the two parties, but to further restrict China's mature craft market.
After TSMC announced the shutdown of some EUV lithography machines, it has shown that the demand for advanced processes is declining, and the production capacity demand in the next few years will be concentrated on mature processes. Faced with the Chinese market's upcoming full independence of mature processes, the United States has begun to be anxious and can only let international manufacturers go back to the market to disrupt the situation.
Can TSMC escape this hierarchy
At the beginning, TSMC agreed to go to the United States to build factories in order to obtain more orders from US companies, not for the so-called subsidies, because Zhang Zhongmou has always refused to go to the United States to build factories. The high construction, labor and transportation costs are difficult to achieve profits. TSMC also kept a good hand and did not start to build the most advanced 3nm production capacity.
Nowadays, facing Intel's open order grabbing, it has made even worse for TSMC. You should know that most of the demand for high-end chips are concentrated in 7nm, and even 5nm chips have very few demands, not to mention the upcoming 3nm process.
At present, Intel has barely realized the 7nm foundry, and will be able to produce in large quantities as soon as the subsequent technology is mature. With the support of the United States, as long as the technology meets the standards, the orders of these American customers will definitely gradually return. If the 7nm order is lost, it will be meaningless for TSMC to stay in the US market.
If Intel really snatched away all its customers, it would be equivalent to forcing TSMC to give up the US market. So much production capacity is naturally impossible to be idle. At present, TSMC has also begun to fight back, inspecting the Japanese and German markets respectively, and has a preliminary intention to build a factory. Japan is more sincere. As long as the factory starts to build, it will provide a subsidy of US$3.5 billion.
. The US has released the authorization for one year, which is equivalent to giving TSMC an opportunity. After the successful expansion of production of the 28nm and 16nm factories in Nanjing, it will definitely be able to restore the market share of the in the mainland market, but you must also be careful that this is another "trap". Don't be allowed to cooperate with mainland customers after the factory is completed by then.
Therefore, the problem facing TSMC is also very realistic. The only solution is to realize the "de-beautification" of technology, so that we can truly grasp the mainland market and avoid compromise because of excessive dependence on American companies and customers. Once advanced technology is misappropriated, there will be no cure at that time. What do you think about this?
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