In the global chip manufacturing field, TSMC is undoubtedly the boss and the target that the United States is trying hard to win over, hoping to use TSMC's hands to suppress Chinese chips. TSMC also chose to take the lead in the United States. On the eve of Pelosi's invasion, Liu Deyin and also made remarks that angered the Chinese people. However, the United States has long written the script for the finale of TSMC.
U.S. sanctions Huawei , and TSMC became an accomplice. Even though Huawei was TSMC's second largest customer at that time, TSMC stopped producing Kirin chip for Huawei in accordance with the requirements of the United States; in 2020, the United States invited TSMC to build factories in the United States to help the United States revive the local semiconductor chip industry chain. TSMC obediently invested US$12 billion to build a 5nm advanced process factory; in 2021, TSMC handed over very core commercial secrets such as chip process nodes, customers, and orders as required by the United States.
TSMC can clearly stand up and even call the United States, but choose to obey unconditionally. If TSMC can continue to produce 5nm chips for Huawei despite the opposition of the United States, what will happen? Will TSMC really stop production? If production is stopped, Huawei will not only be affected. Many American companies such as Apple , Qualcomm , AMD , Nvidia, etc. will be greatly affected. Who can bear this loss? Americans don't do it themselves.
Of course, the reality is that TSMC chose to obey the United States, but even if it obeys the United States, TSMC will not end up in the end. Because of this kind of thing, the United States has done it many times.
In the 1980s and 1990s, Japanese semiconductor chips emerged and affected the interests of US companies. The United States used the "US-Japan Semiconductor Agreement" to suppress Japanese semiconductors in a crazy manner. completely put the Japanese semiconductor industry, which once had more than 50% of the global market share, completely falling into the bottom, causing semiconductor giants such as Toshiba , Canon , Nikon to fall from the altar. Until today, they are getting further and further away from the high-end semiconductor industry. As long as it affects its own interests, the United States will not even let it go if it follows its younger brother.
Another example is French electrical giant Alstom. Back then, Alstom's business spread across more than 70 countries and regions around the world, with nearly 100,000 employees. The total order volume in 2011 alone reached 19.1 billion euros, grabbing the cake of US Enterprise General Motors. In 2013, the United States arrested Alstom executives on business trips to the United States for false charges and fined $772 million, a huge fine. z Finally, Alstom sold its electrical energy business to GM at a very low price. Since then, GM has obtained all of Alstom's core technologies.
In fact, we can easily foresee the final outcome of TSMC. The United States will never let itself be choked in the field of chip manufacturing. Therefore, the script written by should be like this: first win over TSMC, build factories in the United States, take all the equipment, talents, and technology, and then find ways to transfer high-end production capacity to the United States, harvest TSMC's shares through various means, and eventually turn TSMC into a US company, or let Intel and other US companies eat up TSMC. There are actually signs of this. In 2021, TSMC's board of directors has been re-elected, and 3 of the 10 directors have been included.
TSMC Chairman Liu Deyin once clamored that no one can control TSMC with force. The implication is that because TSMC is too important to global chips, it cannot be discontinued, so no one dares to use force. This uncle really treats himself as a dish. In the face of national and national justice, we can fight for our lives, let alone TSMC that keeps showing goodwill to the United States.
