After Apple stated that it would place an order on TSMC's US 5nm factory, TSMC quickly stated that it would set up a 3nm factory in the United States. Recently, TSMC chartered 10 aircraft to transport equipment and technicians to the United States, showing that it was determined to invest in the United States. However, the result of TSMC's demonstration is likely to be abandoned by Apple like Foxconn .
TSMC completely turned to the United States, which was actually a helpless move, because the US chip contributed nearly 70% of its revenue to it. The United States also provided technology and equipment for TSMC. It can be said that without the US equipment and technology, TSMC would not be able to produce chips; without the rich revenue provided by US chips, TSMC would not be able to continue to develop advanced processes.
After TSMC decided to invest all its efforts in the United States, American chips did not fully support them as TSMC wished. Earlier, TSMC stated that the cost increased by 50% because of the production of chips in the United States, and hoped that US chips would increase the foundry price. Apple, AMD, and NVIDIA have all refused ruthlessly, which means TSMC will have to digest the increased costs themselves.
In addition, the global chip industry has fallen into recession, and TSMC is also worried about its capital chain problem, so it said it will reduce capital expenditure by US$8 billion next year, showing that after the US chips refuse to increase foundry prices, TSMC can only save investment to ensure the security of the capital chain.
However, the result of this will be TSMC's core competitiveness - the advanced technology leadership is gradually weakened worldwide. TSMC's success in the past 10 years is due to its advanced technology leadership. However, its 3nm process has suffered repeated setbacks, and the mass production time of 3nm process has been delayed. This year's trial production was confirmed by Apple and it was abandoned by Apple. Apple finally used the 4nm process to produce the A16 processor.
Under the temptation of American chips, TSMC has been determined to accelerate the mass production of the US 5nm factory and build a 3nm factory at the same time. However, American chip companies have shown signs of getting rid of their dependence on TSMC.
Qualcomm has handed some chip orders to Global , and Intel has also obtained some orders to Medium Tek . These orders were originally from TSMC; as Samsung 's 3nm process has gained a leading advantage, Apple, NVIDIA, AMD, etc. have all intentionally handed over some orders to Samsung, and Samsung has also released goodwill to US chips and is willing to actively reduce the foundry price, which has put pressure on TSMC.
In fact, American chips have long complained about TSMC's super high foundry prices. Now TSMC will build factories in the United States, and TSMC will further lose the initiative. Industry insiders even believe that the United States is hollowing out TSMC because TSMC has set up factories in the United States. American chip companies such as Intel will have more opportunities to poach TSMC's talents, accelerate Intel's advanced process research and development, and then catch up with TSMC.
Just as Apple is doing, Apple asked Foxconn to set up factories in Vietnam and India, but Foxconn obeyed, but Apple did not favor Foxconn for this. Apple also asked Pegatron and Wistron to set up factories in India, and handed over more orders from Foxconn to Pegatron and Wistron. The way of checks and balances can be said to be a waste of US companies, and TSMC may be the same.
It can be said that TSMC's glory will end because it fully invests in the arms of the United States. In the future, TSMC may not be able to dominate its own destiny and will be played by American chips. Even once American local chip companies such as Intel overtake in advanced technology, American chips will completely ruthlessly abandon TSMC.
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