In the short term, the United States has insufficient chip manufacturing capabilities, so chip companies are allowed to move chip manufacturers to the United States, so that the number of chips produced in the United States can increase the global share.

Recently I saw a research report by American think tank talking about the US chip strategy. The report said that the US chip strategy is divided into short-term and long-term. In the short term, the manufacturing capacity of chip in the United States is insufficient, so chip companies are allowed to move chip manufacturers to the United States, increasing the proportion of chips produced in the United States globally. Therefore, the United States will force TSMC to go to the United States to continuously set up factories and expand production. But this is not the ultimate goal of the United States. The ultimate goal of the United States is to continuously increase the proportion of American companies in the global high-end process chips.

summarizes in one sentence. The abacus in the United States is the short-term high-end chips produced in the United States, and the long-term high-end chips are produced by American companies.

Let me think about the recent TSMC, which just held a relocation ceremony in the United States. Why is the location of this factory located in Arizona ?

This is the "Arizona Daily Star" on December 1. The headlines are that as the water level of Lake Mead continues to drop, this will have two effects. First, Arizona will face a water shortage crisis in the future, and second, the generator of Hoover Dam may also be unable to operate due to water shortage. In other words, TSMC's Arizona plant has not yet been put into production, but the dark clouds of water and electricity are already shrouded above TSMC.

Do you think TSMC doesn’t know about these? Of course I know. Then why do you need to set up your factory in Arizona? We know that TSMC is not willing to set up a factory in the United States this time, but is forced to go by the United States. So why did the United States force TSMC to put the factory in Arizona, which is short of water and electricity?

combined with the report I just checked in the US think tank, and finally realized it. TSMC's factory is located north of Phoenix, Arizona.

What do you guess it is in the south of the city? It is the second largest base of Intel .

So, the United States forces TSMC to set up a factory in Phoenix, Arizona. Is the purpose of making TSMC engineers more convenient to switch to Intel in the future? After all, they are all in the same city, but the place where you go to work is from the north to the south?

We know that the electronics industry is a technology-intensive industry, and talent is the core competitiveness of this industry. If the United States wants to catch up in chip manufacturing, it will definitely poach a large number of outstanding engineers from TSMC. In the past, they were poached from Taiwan to the United States and may face various difficulties. Now these engineers have brought their families to the United States, and they are in the same city as Intel.

In the future, will the United States dig out TSMC's chip talents not just one by one, but one by one? This may be another nightmare for TSMC. The word

Nightmare was recently mentioned by TSMC founder Zhang Zhongmou . At this TSMC relocation ceremony, Zhang Zhongmou called the experience of the first chip factory established in Washington, USA 27 years ago a nightmare.

In November 1995, TSMC decided to set up a chip factory in Cameras, Washington, USA. Later, after the factory was put into production, it was found that the local supply chain in the United States was very poor, and the chips produced in this factory were 50% higher.

The problem is that the cost is 50%, and who will digest and absorb this part? Chips are not wine, and the prices produced in different places can be different. For customers, they are exactly the same chips. No matter where they are produced, the things are the same, and the prices are naturally the same. As for the high cost of American factories, that is your own business. To put it bluntly, what I mean is to sacrifice TSMC's own profits.

At this TSMC relocation ceremony, Apple CEO Cook also arrived. He said that Apple will use chips produced in the Arizona factory. But, he didn't say the key to everyone's desire to know.The production cost of Arizona plants is higher than that of Taiwan. Can the chips Apple bought from Arizona plants be more expensive than the chips purchased from Taiwan? In other words, due to the increased cost of TSMC setting up factories in the United States, is Apple, as the largest customer, willing to help TSMC share a part? I think Apple avoids talking about this issue that everyone is most concerned about, which has already shown his attitude.

set up a factory in the United States, with increasing costs and decreasing profits, and facing various threats of lack of water and electricity and talent being poached. This time, TSMC set up a factory in the United States is probably the beginning of another nightmare.