As we all know, as the world's most powerful wafer foundry, TSMC is still very awesome, and has always hoped that it is neutral and does not take sides, so that it can make money around the world.

As we all know, as the world's most awesome wafer foundry, TSMC is still very awesome, and has always hoped that it is neutral and does not take sides, so that it can make money around the world.

So the United States invited TSMC to build a factory in the United States before, but TSMC refused. It was not until 2020 that there was a change and decided to go to TSMC to build a factory and produce 5nm chips.

But even so, TSMC has reserved some, that is, the advanced process will remain in Taiwan, and other non-advanced processes will not matter. TSMC has mature manufacturing factories in many countries and regions.

and last year also agreed to build wafer factories in Europe, Japan and other places, but they are all mature processes. It is obvious that TSMC has reservations and still hopes to remain neutral and put advanced processes in Taiwan. No one can offend and choose the side.

But now it seems that TSMC has finally made its own choice and is going to take the lead?

Recently, in an interview with the media, TSMC founder Zhang Zhongmou publicly stated that it would not be rejected to move some advanced production capacity to the United States for production. In fact, TSMC is also doing the same. In addition to the 5nm process, it is also rumored that it plans to transfer part of 3nm or more advanced processes to the United States.

and even Zhang Zhongmou said bluntly that he knew clearly that the cost of producing advanced chip in the United States is at least 50% higher than in Taiwan, China.

Knowing that the cost is high, and you still have to move to the United States. Why is TSMC for?

Industry insiders analyzed that it seems to be for the subsidies from the United States. After all, the US 520 subsidies are being sold, and chip companies around the world are rushing to the United States. It is reasonable for TSMC to give subsidies at all points.

But what is more important behind it is the statement. As the world's most powerful wafer company, TSMC is actually subject to the United States. After all, TSMC must import equipment, EDA, ASML, materials, etc., and the United States cuts off supply at any time, so TSMC must take action. This statement is very important.

So the question is, what impact will TSMC have on the global chip situation?

actually won’t have much impact on the entire pattern, but Qualcomm , Apple , AMD , and Nvidia are definitely very happy, because in this way, they have at least two advanced chip supply chains, one in the United States and the other in Taiwan, China.

can meet the requirements of the United States, and can also meet the needs of the Chinese market. What the United States needs is made in the United States, and what China needs is made in China, and both worlds are in the United States.