According to Taiwan media reports on the 21st, TSMC founder Zhang Zhongmou revealed on the morning of the same day that it may set up a 3-nanometer wafer factory in Arizona, USA in the future. TSMC responded in a low-key evening that there is no further news yet.
On the morning of 21st, Zhang Zhongmou was asked by the media about his views on the outward movement of TSMC's advanced process. He said TSMC is building a 5-nanometer wafer factory in , Arizona, which is the most advanced process in the United States, and TSMC already has 3 nanometers in Taiwan. Media asked whether TSMC's 3nm process could also be located in Arizona, USA. Zhang Zhongmou replied, "After, it is after 5 nanometers."
Zhang Zhongmou's remarks immediately caused an uproar in all walks of life on the island.
From officials to experts, several times of explanation, saying that although TSMC went to the United States to set up a factory, Taiwan's technology is still ahead of its head. Wang Meihua, head of the economic affairs department, said that TSMC's US 5-nanometer factory will not be mass-produced until 2024, but on Taiwan, 3 nanometers have been mass-produced at Nanke and 2 nanometers have been prepared in Hsinchu land, and relevant departments have also prepared land for 1 nanometer. She shouted to this, "TSMC's most advanced process will definitely remain on the island." TrendForce Technology Industry analyst Qiao An said that in 2022, wafer production capacity in Taiwan accounts for about 48% of the world and about 58% of the advanced process capacity. Taiwan is still a major global advanced process center.
But more media question the above explanation. Taiwanese media commented that the United States wants to swallow TSMC like a giant crocodile. The DPP authorities are not only unable to resist, but instead use TSMC as bargaining chips. According to a Taiwanese media, most of the people selling Taiwan in the United States are expired arms, but the DPP government delivers to TSMC's most advanced 3nm process, which is a model of "pro-US sales of Taiwan".
former public opinion representative Cai Zhengyuan html on the 222nd pointed out that TSMC's investment overseas must be approved by the economic affairs authorities, but Wang Meihua dare not approve it, and must be approved by Su Zhenchang and Tsai Ing-wen. However, even so, I can't participate in CPTPP ( Comprehensive and Progressive Trans-Pacific Partnership Agreement ).
Tsai Zhengyuan also said, what stupid things have been done in Taiwan? The United States sent pork containing clenbuterol to Taiwanese people, and Taiwan transported TSMC to them; then the United States transported a lot of rotten and expensive weapons to Taiwan, and Taiwan transported a lot of semiconductor technology talents to the United States. He asked back: "If you don't sell Taiwan, what is selling Taiwan? You're hollowing out the Taiwan Island!"
Zhang Zhongmou was invited to give a speech at the Brookings Institution in Washington in April this year and said that the cost of making chip in the United States is 50% more expensive than that in Taiwan, and it is difficult to catch up with the profit level on the island in any case. He also said that the United States has no manufacturing talents and bluntly stated that TSMC went to the United States to invest and set up factories at the urging of the US government. Then why does TSMC still have to do this "loss business"?
It turns out that the Biden administration officially signed a chip-related bill in August this year, and TSMC's US factory will become the first wafer factory to receive subsidies after the bill is passed.
The latest cover story of Taiwan's Business Weekly "Directly hit TSMC's 300-person charter flight, unveiling the American Taojing War", recording the first batch of TSMC employees who moved their families and flew to Phoenix, the United States. Business Weekly reported that TSMC will have 6 charter flights in the future, sending more than a thousand engineers to Arizona.
According to Taiwan media reports, the 12-inch wafer factory invested and established by TSMC in Arizona will hold the first batch of machine equipment arrival ceremony on December 6. Zhang Zhongmou will join TSMC Chairman Liu Deyin , supply chain manufacturers, island officials, etc., to attend. TSMC has also invited US President Biden to attend, while US Commerce Secretary Raymondo has agreed to go. It is understood that Gong Mingxin, chairman of the Taiwan "Development Committee" who is also a director of TSMC, will also go to the United States. It seems that the DPP authorities attach great importance to taking this opportunity to communicate with US officials.
Hong Kong News Network 22 article said that "TSMC" will become "USC", and the United States will not guarantee that it will not "de-Taiwanized" TSMC in the future.
The mainland is working hard to achieve high-level technological self-reliance and self-improvement in the face of the US "chip war", which also provides a vast space for development for semiconductor . TSMC and the mainland semiconductor industry originally had complementary advantages, but now it turns a blind eye to the huge market nearby, seeks far and far, and retaliates itself. It is by no means a wise move.
Source | Reference message WeChat public account
Editor | Zheng Zongmin
Edited by:
Source: Reference message WeChat public account
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