What should I do?
On October 10, 2022, TSMC founder Zhang Zhongmou said in an interview with US media recently that TSMC supplies a lot of chips to the world, and may avoid using force because of this.
At the same time, he also pointed out:
"If a war occurs, TSMC will be destroyed, and everything will not escape being destroyed"!
Who wants to destroy TSMC?
US think tank said US military wants to destroy TSMC. Is this true or false?
As early as January 2022, the US military magazine "Standard" published a paper, suggested adopting a "scorched earth strategy", took the destruction of TSMC as a bargaining chip, and put pressure on mainland China to dispel the idea of attacking Taiwan.
On May 19, 2022, the US once again threatened to blow up TSMC.
This time it's still the same.
What does this mean?
is going to declare war?
TSMC;
is the "overlord" in the global chip production field.
not only masters advanced chip production technology;
also has the largest number of EUV lithography machines produced by ASML companies in the world.
Even the United States' Qualcomm , Intel , etc. rely on TSMC, so they are particularly "preferred" to the United States in this regard.
and even the United States has launched a new crystal method in order to allow TSMC to set up a factory locally.
Recently, there have been rumors that
TSMC will raise its chip price in 2023. Due to the increase in labor costs and raw materials, the cost of chip will also rise to 10%~20%.
However, after repeated consideration, they decided to increase the cost by 4%, but were rejected by some American manufacturers.
This also calmed down the United States. He thought that he was really too dependent on TSMC, so they came with the idea of "If you can't get it, you will destroy it."
The sudden change in the United States has caused TSMC to not react yet.
The only thing they have to do now is how to control this situation, and must speed up before this and be prepared.
Now as our country becomes stronger and stronger, the United States has been trying every means to suppress it. just a while ago they also launched the so-called "chip bill".
The United States introduced the "Chip Act"
40 years ago, the United States also had this trick similar to in order to destroy Japanese semiconductors.
and now it has even launched a 280 billion chip bill to target China.
1972, US used the excuse of Japanese Casio company to violate the anti-dumping bill and refused to continue to provide core ICs to Japan.
This directly caused a major blow to Japanese companies, and Casio 's share in the US market directly fell to 27%.
Do you think this is over?
did not, and the subsequent suppression became even more serious.
In September 1986, the US-Japan semiconductor agreement was signed, and Japan was required to open the semiconductor market to ensure that foreign companies gain 20% of the market share in Japan within five years. Shortly after the signing of the
agreement, the United States imposed a 100% punitive tariff on the $300 million chip exported by Japan.
After this, he once again forced Japan to sign the square agreement . caused the yen to appreciate significantly, and the domestic bubble in Japan expanded rapidly. The combination of
directly made Japanese semiconductor companies unable to take care of themselves, while the United States took the opportunity to copy Japan's R&D model.
Soon in 1992, the United States replaced Japan and became the world's largest chip exporter.
Nowadays, the United States wants to deal with us in this way, can it succeed?
In fact, the development of chips is mutually helpful.
Because no country in the world can produce high-end chips by its own strength, the United States cannot do it.
In fact, as early as last year, was launched in the United States. The "Four Square Chip Alliance" was said to jointly maintain the stability of Asia's supply chain in the semiconductor field.
says so many excuses, 's purpose is not to curb China's chip technology. takes the opportunity to emptie TSMC, and its ultimate goal is to restrain the global supply chain.
Nowadays, the United States only cares whether its own interests will be damaged, and whether it can curb the development of mainland China. It does not care about the safety of Taiwan in our country.
In fact, TSMC's strength is obvious to all.
We can see from the third quarter financial report data released by TSMC:
TSMC's third quarter revenue reached 613.14 billion NT$ (approximately 138.57 billion yuan), a year-on-year increase of 47.9%. Among them, the net profit performed well, reaching NT$280.87 billion (about NT$63.477 billion), a year-on-year increase of 79.7%.
And the reason why TSMC makes so much money is that
is on the one hand because of "supply in short supply";
on the other hand because:
Currently, wafer foundry companies that can achieve large-scale mass production of 7nm, 5nm and other advanced processes, except for Samsung , there is only TSMC left.
And according to the current report of Taiwan media,
The United States still wants to help, of course there is no need to guess, this is not the other one.
The so-called "help" transfer of TSMC's high-skilled chip engineers, actually wants to transfer technology, not people.
Will this time really be what the United States wants?
