As expected, TSMC is still going to evacuate. As early as April this year, Zhang Zhongmou was still saying that the land cost in the United States is high, there is no talent, and he is not optimistic about the development of the chip foundry industry in the United States.

As expected, TSMC is still going to evacuate.

As early as April this year, Zhang Zhongmou was still saying that the land cost in the United States is high, there is no talent, and it is not optimistic about the development of the chip foundry industry in the United States. now has only one word: Move! There is no talent in the United States, right? 300 engineers, together with their families and pets, are transported there; there is no equipment, a large number of precision equipment will also be transported there.

The United States is also very sincere this time. It has built a special school in Phoenix, Arizona, so that these employees can not only walk to work, but also take care of their families. In addition, it is said that taxation has also been given great discounts.

We all know that TSMC seemed to have to invest $12 billion before and built a 5nm factory in Arizona, USA. It is said that the capacity of is only 20,000 pieces of . But did not expect that it would be reported recently that it would build a 3nm factory in the United States, which has been confirmed by Zhang Zhongmou.

In just over half a year, Zhang Zhongmou's attitude has undergone such a big change. What exactly happened? What is TSMC afraid of?

Some people say it is for the US $52 billion subsidy. To be honest, that's the little money. So many chip manufacturers are not enough to get stuck. TSMC's attitude has changed because it is being controlled by the United States.

Although TSMC is the world's largest chip foundry manufacturer, it must also follow the principle of "customers are parents of food and clothing". So who is the food and clothing parents of TSMC? Of course it is an American company. In 2022, TSMC's top seven customers accounted for 6, including Apple , AMD , Qualcomm , Broadcom and other companies contributed 63% of TSMC's revenue, and its share continued to rise.

offended his parents, and then TSMC would be in trouble. After all, it is not only TSMC that has advanced chip foundry technology, but also , Samsung, .

The United States has always been accustomed to being domineering. Not to mention a company, an industry, or even a country, the United States can defeat it through various means. Zhang Zhongmou also did not want to repeat Japan's mistakes. In the 1980s, Japan's semiconductor industry was at its peak. Among the top ten semiconductor companies in the world, Japan occupied 6, including Nikon , Canon , and Fujitsu . Each of them is very strong. We have also seen the results before

, how could the United States be willing to be a younger brother? While suppressing Japan's semiconductor industry through various means, it also supports semiconductor companies such as South Korea's Samsung. Today, Japan is no longer the world's top ten semiconductor companies. Therefore, TSMC either trades compromise for survival or resists hard to embark on the path of Japan.

Some people say that we are just watching TSMC move advanced production capacity away? What else can I do if I don’t look like this? After all, TSMC is not under our control.

In fact, even if TSMC has made a choice, we can completely give up our fantasy and build our own chip industry chain . TSMC's migration is just a move for the United States to curb the development of my country's chip industry chain and build local chip production capacity.

Since 2019, the United States has launched a blockade and suppression of technology companies such as my country's Huawei , ZTE , and this year it has continued to increase its investment, and has introduced the chip bill , prohibiting the export of advanced EDA design software, and putting many Chinese companies on the entity list, and even encouraging South Korea, Japan, and Taiwan to form a four-party chip alliance to launch a joint blockade.

However, can you keep the lead by blocking it? Obviously not, the United States' move is tantamount to shooting itself in the foot. In fact, the negative effects brought by the blockade have begun to appear, and the market value of US chip companies has evaporated by US$1.3 trillion. Qualcomm lowered its fourth-quarter revenue forecast by 25%, AMD announced that it would lose $64 million in this quarter, and Intel has launched a plan to lay off 20%.

American chip companies have entered a cold winter. Although there are reasons for overcapacity of chip production, they are also inseparable from China's order cuts.my country is the world's largest chip consumer country, including Xiaomi , OPPO, vivo in the mobile phone industry, BYD , Geely , NIO in the automotive industry, as well as 5G, smart driving, smart home, home appliances, Internet of Things and other fields, all require a large number of chips. my country's chip imports exceed US$400 billion every year, making it the largest import commodity in my country. American chip companies Qualcomm, Intel and AMD have made a lot of money by relying on the Chinese market.

Now that the United States wants to block us, the performance of these U.S. companies will inevitably fall sharply. It just so happens that our domestic substitution rate is constantly increasing, and we have cut orders this year 73 billion chips. By 2025, the domestic substitution rate will increase to 70%.

Bill Gates said that chip blockade, both sides suffered losses. In the long run, it is still unknown who is hurt. There are already tens of thousands of chip companies in my country, and there are already many excellent companies in the design level. SMIC at the manufacturing level can produce 14nm chips, and the daily chip production capacity has exceeded 1 billion.

TSMC follows the footsteps of the United States and will have the same ending as American companies in the future. Dutch lithography machine giant Asmay is resisting the pressure from the United States, refusing to cut off the supply of parts of advanced lithography machines, and developing the Chinese market in a large manner. Because it knows that this market is too large and developing too fast, and if it does not keep up in time, it is likely to be surpassed in the future.

concentrates on major tasks, and now, from the country to enterprises and to the people, they all support independent research and development. I believe that my country's chip industry can definitely take off.