The sentence "No longer rejects TSMC's construction of factories in the United States", obviously puts Zhang Zhongmou in the face of tide of doubt!
is roughly divided into two aspects:
First . Many starting points and arguments based on the feelings of family and country, do you think that Zhang Zhongmou is the so-called "eating inside and out"? And "turn the left turn signal, but turn right" , is it too obvious that it is a quarrel?
was born in Ningbo City, Zhejiang Province. Zhang Zhongmou basically spent his childhood in Hong Kong, China. After several twists and turns, I finished high school in Chongqing, China, and then went to the United States to study, starting a "strong" study and "highlight" career.
But in fact, Zhang Zhongmou is already the so-called "Chinese American" and cannot effectively balance it. Many people have high-standard indicators for their "basic requirements".
Previously stated that "It is unrealistic for TSMC to build a factory in the United States", but The result was "TSMC will start 5nm process chip manufacturing in the United States and will be upgraded to the 3nm process technology production line in the future."
As the founder of TSMC, Zhang Zhongmou "has changed his face" and said "not rejecting"...
is really, the reversal is too big. It is difficult to accept from any angle from emotion or reason.
2 . In 1949, he studied for undergraduate degree at Harvard 3. Among more than 100 freshmen, the only Chinese student . Later, he studied for a master's degree at MIT and a doctorate at Stanford University. In 1958, he entered Texas Instruments and became the first Chinese employee .
You should know that Zhang Zhongmou, who can be called the "beautiful" semiconductor industry, became the "number 3" of Texas Instruments in 1972.
Based on this, Zhang Zhongmou is absolutely qualified to "judgment" several times when talking about his understanding of the "American" semiconductor industry.
But in fact, Zhang Zhongmou, who had already achieved success and fame, was "invited" to return to Taiwan Province, China's mainland China, and led the wafer chip foundry manufacturer , which was essentially a "card" .
was the so-called "revitalizing economy" at the beginning, with the goal of creating an industry intervention point with higher output value.
is obvious, TSMC's "first brand" role is very successful.
Whether it is Philips, which initially holds 27.5% of the stake, "injected" the acquisition of the chip production line, cultivating TSMC's basic capabilities; or " Blue Giant " IBM authorized chip technology patents and Intel provides the "giant effect" chip foundry order.
Whether it is Philips, which initially holds 27.5% of the shares, "injected" the acquisition of chip production lines, cultivating TSMC's basic capabilities; or "Blue Giant" IBM authorized chip technology patents and Intel provided chip foundry orders with "giant effect".
On the premise that Zhang Zhongmou has indeed had great personal influence and high expectations from related parties, TSMC, which joined hands with Philips , the original sub-department ASML team, are all very successful in the "economic aspect".
and so on, later, Zhang Rujing , was also an important wafer chip manufacturer, but it was still strong mergers and acquisitions during the period when Zhang Zhongmou "led" TSMC.
As for the saying goes, Mr. Zhang Rujing later took his father's "long-cherished wish" to return to Shanghai, China to establish SMIC , which is all a story.
As of now, TSMC still has the "second card" , which is obviously the role of promoting to "maintain the status quo" .
A kind of "maintaining the status quo" based on the sense of cooperation. TSMC's "second brand" role far exceeds that of fruit specialties...
One of them, Hisi semiconductor, a subsidiary of Huawei Technologies, has developed and designed hundreds of advanced chips, including Kirin processor , which have been handed over to TSMC's production line on "Treasure Island" for OEM manufacturing. Not to mention
, there are more local companies and manufacturers that cooperate in semiconductor wafer chip foundry.
The "Huawei Incident" on May 16, 2019 was blocked by the "Little Beauty" of Pacific on the other side of Pacific ; and, in 2021, TSMC's chip production capacity of up to 64% was controlled by US companies such as Apple , ADM, and Nvidia.
, coupled with the original intention of "technology independence", has gradually promoted the "full" domesticization of "matured processes" and "advanced processes" chips, including semiconductor equipment, basic materials, manufacturing technology, etc., and has completed the "partially replaceable" advancement.
To a certain extent, TSMC's "second card" role has indeed become somewhat subtle.
However, TSMC may not want to completely "break" the cooperation link: before September 2019, TSMC reported that "coordinated orders for other customers, and more production capacity is used for Huawei chips to accelerate mass production" , which is a statement.
On the other hand, TSMC is also very clear about:
The enthusiastic invitation from "Xiaomei" across the Pacific Ocean is jealous of advanced chip production technology and advanced process mass production capabilities, rather than looking at several EUV lithography machines, relatively "bad iron" and other equipment.
In early November 2022, TSMC was disclosed by relevant news: "transfers" more than 300 chip engineers , and went to the so-called "sub-factory" of the US market , and is highly likely to become a long-term "in-factory" employee.
Going further, there will be at least 6 batches of "charting flights" to transport more than 1,000 engineers and their families of TSMC to the other side of the Pacific Ocean, but fill the "pit" of the local talent gap!
core data of advanced process chips and process technology. Talents who master and skillfully use these core data are undoubtedly "transferring" to US branches. TSMC. Does understand these?
Previously, the "Korean company" LG, after the so-called construction of a factory in the United States, it was asked by "Little Beauty" to hand over core technology to quell the so-called "safety hazards". Is TSMC not clear about this?
is very well understood and clear. However, they are all helpless, and under the so-called shackles: they need to retreat. No one knows which step
goes, but they don’t want to retreat to no way back, so they are all looking for a "new way"...
For TSMC:
, including EUV lithography machines, hundreds of semiconductor equipment and materials on the chip production line, rely heavily on Dutch ASML and other European enterprise , Panlin Semiconductor, etc. , American Enterprise , supply photoresist , etc. , daily enterprise ...
, and now, even the production capacity of advanced process technology chips depends on many orders provided by .
What else can TSMC do? If you don’t have equipment, materials, or orders, what’s the use of TSMC?
Advanced technology chip manufacturing. If in addition to TSMC, there are more China Enterprise can provide, will Huawei encounter the "enterprise black barrier zone" mentioned in the "return" of Meng Wanzhou ? Obviously, it will not be as "deeply trapped" passive as it is at this stage.The same should be true for
TSMC. If there is a semiconductor industrial chain that can be switched, outside the European and American systems, it will not be so contradictory. It also created a farce of "refusing to go to the United States and bowing your head to build a factory."
shows how important it is for our promotion of the cultivation of the semiconductor industry chain to be domestic and independent of .
Comment on the current situation: TSMC is not a human being.
Behind TSMC's "looking in the mirror" is obviously ignored. Many argumentative accents are a bit difficult?
does not believe here that Zhang Zhongmou has obtained "American citizenship", and he is not recognized as "Chinese"... he does not agree. TSMC must take the attitude of "rather than to break jade".
If TSMC really wants to "fall", it will be the US and Korean companies that benefit. The so-called "fullness" is not a consideration of "taking a step back"?
includes the argument that Global Times content, and it also pointed out very intuitively: should not point the "sharp" at TSMC, and should not blindly "accus" Zhang Zhongmou.
, which is currently in the "second brand", , which has been "allowed" to , can only be so-called "going to the United States" to build chip factories. Or, if you upgrade, the "old" wafer chip factory acquired 25 years ago, the production line only supports 180nm process~
After being questioned about the so-called "returning one's order", Zhang Zhongmou not only "changed his words" and said that he no longer rejected "going to the United States" to build a factory, but also further publicly confirmed that
Arizona 12-inch wafer factory will expand the 3nm process production line after starting construction based on the 5nm process!
This satisfies "Xiaomei" and desires the most advanced process chip technology. But it also tore opens the gap in the current "second card" role of TSMC:
's most advanced process technology, 's most advanced manufacturing process technology, staying in Taiwan Province, China's mainland, is the foundation of TSMC's "second card" role. Once
is shaken, TSMC's "second card" role will lose its meaning.
So, the outside world was soon told that the future 2nm process and 1.4nm process will be given priority to building supporting chip production lines in Taiwan Province, China.
, and even, it is probably not until 2030 that the 1nm process that is expected to be mass-produced was also brought to the table by TSMC ... Whether
is the so-called "slip" is not easy to argue.
But it is definitely not. Some people who are under the banner of "foreign media" and spread rumors and "verbal essays" are angrily criticized, such as "TSMC decided" , and "TSMC will not look back" , which is simply a fallacy.
is based on the more official Global Times and other related content. The argument points that the outside world can understand are:
Zhang Zhongmou's previous "passively expressing TSMC's factory in the United States" . The so-called at this stage "does not exclude TSMC's factory in the United States" , and also revealed that "3nm process technology will also be synchronized" , which is more like a kind of shouting reminder and public warning.
But judging from the current situation, TSMC has no way to "drag" it.
The first batch of 300 engineers were "transferred" and went to the "US branch"... Next, more than 1,000 engineers were waiting for "dispatch". This was simply a "forced marriage" and a large number of "dolls" were given?
Perhaps, those contents that blindly accuse, denounce, and criticize Zhang Zhongmou were wrongly blamed.
In addition, should not "force" TSMC. Putting aside the "being", proves that I have eaten a few bowls of noodles.
Author: Cai Fatao | Today's Toutiao account content
