Regarding building a factory in the United States, Zhang Zhongmou has always been opposed, and has repeatedly stated that building a factory in the United States is not cost-effective, and the United States lacks industrial chain and talents. As Zhang Zhongmou said, the US chip manufacturing industry has been silent for decades and has no industrial advantages at all.
However, Zhang Zhongmou changed his words and said that TSMC will also build a 3nm factory in the United States. what does that mean? In the face of the US's malicious intentions, does TSMC have any moves?
Zhang Zhongmou changed his mouth to build a factory in the United States
At its peak, the US chip manufacturing industry mastered more than 40% of the world's production capacity. Intel , Texas Instruments , Grid and other American chip manufacturing companies are blooming, creating one technology after another leading the industry.
is different from the past. Today's chip manufacturing industry can be said to be a barren area. The lack of industrial chain, talents and advanced process technology is simply impossible to reproduce the glory of the past.
Zhang Zhongmou, who saw the current situation of the US chip industry, advised Liu Deyin to turn around and emphasized that the cost of making chips in the US is 50% higher than that in Taiwan Province. It is likely to be a loss if you spend such a high cost to build chips in the United States.
Some people may say that the United States has enacted a US$52 billion chip subsidy bill, and TSMC may be able to share a lot of subsidies. However, the reality is that Intel has become the biggest winner in subsidies, and it can receive about $12 billion in subsidy funding. TSMC may only receive about $4 billion in subsidy, which is not enough to make up for cost expenditures.
So Zhang Zhongmou's advice is correct. Cooperating with American customers can be done, and the production capacity must be placed in the headquarters area. First, it can increase the voice of independently and controllable , and second, it can control the chip manufacturing cost.
However, TSMC finally took the pace of building a factory in the United States and announced the construction of a 5nm factory in Arizona, USA in May 2020.
thought there was only one 5nm factory project, but unexpectedly, Zhang Zhongmou, who has always opposed TSMC's trip to the United States, suddenly changed his words and said that TSMC would build a 3nm wafer factory in the United States.
5nm will be 3nm. No one knows whether more advanced chip factories will be built in the future, but what is certain is that TSMC has gone to the United States to build a factory.
What does Zhang Zhongmou change his words mean?
TSMC has built a factory in the United States, and the focus of chip production capacity will definitely change. 5nm is TSMC's largest source of revenue at present, and most of the 5nm orders are obtained from US companies. In order to stabilize the revenue system, TSMC will definitely regard the US factory as an important production capacity output point.
The production capacity of the US chip factory has increased, and the production capacity in the headquarters area has decreased. If it is just a 5nm factory, it can still stabilize the production capacity share in the headquarters area. However, if the 3nm factory is also built in the United States, how much production capacity will be left in the headquarters area in the future? Once the production capacity is gone, the equipment, talents and economy will be taken away.
In fact, TSMC is chartering the flight to transport equipment, and the personnel are going to the US factory, which seems to verify the statement that TSMC is going to be hollowed out online.
Now even Zhang Zhongmou has changed his words to agree to TSMC to build a 3nm factory in the United States. What does this mean? Perhaps it means that TSMC will accelerate investment layout in the US market and strive for order cooperation from US customers.
Perhaps TSMC also knew that the United States had bad intentions. While inviting to build a factory, it also gave the most subsidies to Intel and cooperated with Japan with 2nm to exclude TSMC. But TSMC has no more choices. If you analyze TSMC's financial report, you will know that more than 60% of its revenue is contributed by US customers.
Samsung , Intel and other competitors are also accelerating their progress, targeting TSMC's customers to compete for order resources. If TSMC continues to put production capacity at its headquarters and customers have a source of chip procurement in the US market in the future, the orders in TSMC will continue to decrease.
Therefore, TSMC chose to accelerate investment layout in the US market. Even under the pressure of being replaced, it must strive for customer order cooperation. It seems that it has been effective in building a factory in the United States. Apple said it would purchase chips from TSMC's US factories. With Apple's lead, it is estimated that other American customers will gradually hand over the orders to TSMC's US factories.
Does TSMC have any backup plan?
is a road of no return to build factories in the United States. The United States has tried its best to guide TSMC to the United States to build chips, not only to improve the industrial chain, but also to one day obtain TSMC's technical resources, allowing Intel to replace TSMC's position and truly return to the peak of its former chip manufacturing industry.
TSMC is just a springboard. Once there are no irreplaceable chips, it may be left aside at any time.
Does TSMC have any moves when facing the US malicious intentions? Actually, there are. Because under 3nm, TSMC also planned 2nm and 1nm chips, and these two major process processes, will be mass-produced in the headquarters area. TSMC is acquiring land for a 2nm chip factory and will be able to put into mass production in about 2025. As for 1nm, TSMC has also confirmed that it will land in Longtan, Taoyuan.
It seems that TSMC is still ready for the first time, and TSMC announced that it would build 5nm and 3nm factories in the United States, and it had more advanced process plans. As long as the most advanced processes are in your own hands, American factories will ultimately be backward.
was written at the end
As a global chip manufacturing giant, TSMC is the target that the United States is trying hard to win over. Zhang Zhongmou does not want TSMC to build a factory in the United States, but it is difficult to collect water. Perhaps what TSMC does is to ensure technological leadership. With technology, TSMC will have the confidence.
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