Recently, Taiwanese media reported that since November, a large number of TSMC engineers have taken a chartered flight to Fab 21 fab in Arizona, USA. It is estimated that 6 flights have transported more than 1,000 engineers away.

Recently, Taiwanese media reported that since November, a large number of TSMC engineers have taken a chartered flight to the Fab 21 fab in Fab, Arizona, USA. It is estimated that 6 flights have transported more than 1,000 engineers away.

. According to Zhang Zhongmou , even if the cost is 50%, TSMC will not reject the transfer of some advanced production capacity to the United States for production. This part of the advanced processes includes processes of 3nm or even below.

So many people said that TSMC is going to run away, is it going to the United States?

Why is TSMC moving so many engineers to the United States? The purpose is to , the 5nm wafer factory in , Arizona, that is, the Fab 21 factory. The machine entry ceremony of the first fab of (5nm fab) of

Fab21 will be held in December, and trial production and mass production will be carried out afterwards.

is currently in the United States, and there are actually no engineers with 5nm processes. Because the most advanced process in the United States is just the 7nm process of intel, TSMC cannot recruit people at all and has to send them from Taiwan.

In addition, TSMC will also build a second wafer factory-3nm wafer factory in . According to TSMC's plan, the progress of this factory will be faster than that of the 5nm factory. The foundation has been completed and it is expected that the machine will enter the factory as soon as next year, and then trial production and mass production will be carried out.

For this reason, TSMC must also prepare engineers. After all, the United States does lack advanced process engineers, which is an area they have never touched.

In addition, according to the media, once the machine is running, it will not stop for 24 hours. The American workers have high requirements and are unwilling to work overtime, and they are even more unwilling to take turns on duty 24 hours a day, so they have to send people from Taiwan to let the factory run first.

In fact, this is exactly what the United States lacks. What the United States lacks is not just advanced technology, but also what the United States lacks is not only technology, but also talents.

What the United States hopes is that after these wafer fabs are launched in the United States, they can bring capital, technology and talents, so that they can truly revive the US chip manufacturing industry. TSMC sends people to the United States, which is one of the purposes of the United States.

Of course, sending more than 1,000 engineers to the United States does not mean that TSMC is going to run away and move to the United States. After all, 1,000 people are not worth mentioning compared to TSMC's more than 100,000 employees.

But after this, after constantly moving talents away, TSMC is slowly bleeding. After 5 years, or even 10 years, there will eventually have serious consequences. What’s more important is that advanced processes are no longer just left in Taiwan, and Taiwan will gradually lose the most important leading position in the semiconductor industry chain. The impact on the industrial chain is much more serious than that of TSMC moving away.