We all know that the US$52 billion chip subsidy bill has not yet been officially passed. However, despite this, some companies still went to the United States to build factories when the chip bill was not passed.
For example, some time ago, Global Wafer, the world's third largest wafer and manufacturer, announced that it would build a 12-inch wafer factory in the United States. Of course, their focus is still on this chip subsidy. In addition to this company, just recently, another company announced that it would build a factory in the United States. It is MediaTek , the competitor of Qualcomm that we are all familiar with.
According to relevant news, MediaTek said it will cooperate with Purdue University to establish a new semiconductor design center in the United States. However, there is no clear explanation of how much MediaTek will invest. However, the other party still provided subsidies for establishing exclusive factories. It is reported that IEDC will provide MediaTek with US$1.4 million (approximately RMB 9.37 million) in funds to help MediaTek build a factory. Although the funds of
are not as large as the US$2 billion exclusive funds of and Intel , it is also good news for MediaTek. After all, this is not part of the $52 billion in subsidies for building the factory, which means that once the chip bill is officially passed, MediaTek can also receive additional chip subsidies. At the same time, judging from the current situation, only Intel that has established factories in the United States has similar subsidies, and other companies do not have it for the time being. So for MediaTek, it is indeed quite good.
However, under the background of MediaTek obtaining such funds, I personally feel that TSMC may not have expected this situation.
We all know that TSMC actually announced the establishment of a factory in the United States earlier than MediaTek. If TSMC had not announced a delay in the entry of equipment, perhaps TSMC would have started operating chips in the factory in the United States. And from the perspective of chip design and chip foundry, for the current situation in the United States, chip foundry is actually more important.
In terms of time and importance, TSMC should enjoy the same treatment as MediaTek. But TSMC did not enjoy such treatment. In Zhang Zhongmou has repeatedly emphasized that the cost of building a factory in the United States is very high. At the same time, TSMC has still not given up its plan to build a factory. It can't even compare with MediaTek, which entered the market later. This is really surprising.
More importantly, TSMC not only built factories first, but was also asked by the United States to share technology with Intel. In other words, the United States attaches great importance to TSMC’s technological advantages. Under such circumstances, they should be more willing to win over TSMC. But as the editor just mentioned, TSMC has not been so attracted to build a factory in the United States. Therefore, I personally feel that TSMC may not have expected such a situation.
But having said that, TSMC may not need the $1.4 million in funds. The high cost of establishing a company in the United States alone may not be able to meet TSMC’s needs. Perhaps, TSMC is more concerned about when the US$52 billion in financial subsidies will be passed. What do you think of this matter? Welcome to leave comments, like and share!
