The ambiguous international situation put TSMC in dire straits. . The bad news came again not long ago, and the United States may have an attempt to evacuate all engineers from Taiwan.
This will mean that TSMC will be completely overturned, and the United States is trying to evacuate TSMC! Taiwan Guo Zhengliang is even more blunt, believing that the United States is turning TSMC into an American company. So can the American wishful thinking be launched successfully? Where will TSMC go in the future?
1. The United States withdrew from TSMC
TSMC and Samsung are two companies in the world that have mastered the most advanced technologies in the field of chip packaging . Among them, Samsung has basically achieved mass production of 3nm process chips, but the yield rate is relatively low, and there is still a long way to go before it is successfully put into production. However, TSMC's 3nm process is already very mature, and everyone even thought it would be released with Apple 14.
However, Apple 14 is equipped with a 4nm chip, and the 3mn chip that TSMC spent a lot of time and energy to make was like a heavy blow to cotton. So why doesn’t the United States buy TSMC’s 3nm chip? It is probably inseparable from the embarrassing chip situation in the United States today.
You should know that the United States imposed chip restrictions on mainland China after 2019, which led to the abrupt end of my country's booming chip industry, but my country has not given up on scientific research. has even achieved self-sufficiency in the mid- and low-end chips in the past three years, resulting in the United States having a serious backlog of mid- and low-end chips. The help behind this is TSMC's secret help. Although is restricted from trading with Huawei , the third largest customer in the past, TSMC still helped mainland China get ASML a large number of DUV mid- and low-end lithography machines , helping China achieve the rise of the chip industry.
In other words, TSMC is restricted from trading with China, and its turnover is damaged, which can only make extra money by helping the mainland import lithography machines. but it leads to self-sufficiency in mainland China and a large backlog of American chips, which in turn leads to the United States not having money to buy TSMC's 3nm chips, which ultimately leads to damage to TSMC's turnover.
. In order to restrict the development of chips in mainland China and improve the status quo of chip backlog in the United States, the United States has banned all contacts between TSMC and the mainland and , and even wants to reorganize TSMC into a US company.
2. The ambition of the United States
TSMC masters the most advanced chip packaging technology, which has made the United States very envious. You should know that although the United States is the most technologically advanced country, due to the relocation of factories in the last century, the local manufacturing industry in the United States is very backward. , the best technology, , Intel , can only achieve mass production of 10nm process chips or above.
Therefore, the United States is very coveted by TSMC's technology and has encouraged TSMC to build factories more than once, so it is legitimate to obtain TSMC's technology. However, chip packaging is an industry with huge energy consumption and has a huge demand for hydropower resources. The excessively high water and electricity prices in the United States have led to the fact that the United States is not a suitable factory location.
Therefore, the United States can only find another way. hopes to force TSMC to build a factory in the United States by moving engineers away from TSMC, and and convert TSMC into a US company. So in this situation of internal and external difficulties, how should TSMC achieve a breakthrough and avoid being eroded?
3. TSMC's future development path
In the past two years, due to the lack of chips, the chip market has ushered in unprecedented prosperity. TSMC is undoubtedly in its glory, but all of this is superficial. You should know that today's silicon-based chips have developed to the limit, and their performance improvement is not much. High-precision chips are only used by smartphones.
However, the demographic dividend of the mobile phone market is gradually disappearing, so the business of high-end chips is becoming increasingly difficult to do . It is also because of the relentless pursuit of Samsung, the competitor, has led to the failure of TSMC's price increase strategy.
. Since Taiwan suffered a drought not long ago, the prices of water resources rose, which further increased the difficulty of work. TSMC had the intention to build a factory in other places, but the United States was by no means within the scope of consideration. But what is embarrassing is that the United States is undoubtedly TSMC's largest customer. Whether it is Apple or Qualcomm , they are all those that TSMC cannot afford to offend.
Therefore, TSMC wants to not go to the United States to build factories, not become an American company by the United States, and not master its own technology by the United States. It can only carry out derivative business of its own company like Samsung, to improve the integrity of the company's industry, so that it can face any challenges and be calm and not be controlled by others.
Conclusion
TSMC's surface is beautiful, but in fact it is internal and external difficulties. The United States wants to threaten TSMC to build a factory in the United States by evacuating high-end technical talents, so as to obtain TSMC's technology, and turn TSMC into an American company. Only by improving the industrial system can TSMC avoid the fate of being assimilated by the United States.
What do you want to say about the United States want to turn TSMC into an American company? How do you think TSMC should develop in the future? Welcome to leave a message in the comment area for discussion.
