This time, TSMC will have a hard time. I believe everyone still remembers that just when the American woman entered Taiwan, TSMC also said in a plea to the point that US corporate customers account for 60% of TSMC's revenue, while mainland China only accounts for 10%. This was th

This time, TSMC will have a hard time. I believe everyone still remembers that just when the American woman entered Taiwan, TSMC also said in a plea to the point that US corporate customers account for 60% of TSMC's revenue, while mainland China only accounts for 10%. This was the one that TSMC took the initiative to speak out. No one asked about this issue, but what role can plea to please? The US did not regard TSMC as its own family.

Before, the US asked TSMC to hand over the chip data, and TSMC could only hand over it honestly, although it was reluctant, because if these data were obtained by its competitor Intel , then TSMC would undoubtedly be a transparent person in front of Intel. You can see clearly and be targeted in market competition. Now that new news is coming, TSMC may have to face an unacceptable reality.

According to media reports, the US USITCh, the US International Trade Committee, said that TSMC has launched an investigation into certain semiconductor devices, integrated circuits and mobile devices. The reason for the investigation is an unknown company called Daedalus Prime, which accused TSMC of infringement. Coincidentally, the patent pointed out by the company actually comes from Intel. Is this really a coincidence?

It is reported that if the US committee makes a decision that is unfavorable to TSMC, it will mean that the chips made by TSMC to its major American customers will not be imported. There is no doubt that this will be a bolt from the blue for TSMC. As TSMC itself said, US company orders account for 60% of TSMC's revenue. If TSMC loses these orders, it will directly give up the throne of the leading chip foundry market.

However, the disaster is not singular. Just when TSMC was in a state of confusion, Intel suddenly stood up and said it was willing to manufacture chips for all Mechi companies including AMD, Nvidia, Apple , and Intel also stated that it would put the corporate logos of these Mechi companies in Intel's wafer factory. Is this a coincidence? Interestingly, at the recent inauguration ceremony of Intel's new factory in Ohio, many CEOs of Mechi's companies appeared, and Intel's CEOs warmly received them.

What's more interesting is that the US chip giant Qualcomm has stated that it is willing to hand over the chip foundry to Intel. It is reported that Qualcomm has actually transferred some orders to Intel's factory. Of course, there is another important event that must be mentioned. The United States previously asked TSMC to build a factory in the United States, and TSMC did do it, but it was just a 5-nanometer factory, and it won’t be completed until 2024. The United States had previously promised to provide subsidies.

is right. The subsidies are indeed given, but the subsidies given are the least among all manufacturers that receive subsidies, while Intel is the most. The subsidies the two receive are huge. Simply put, Intel received US$12.5 billion, while TSMC only has US$3.9 billion. What does this mean? TSMC's total investment in the U.S. factory is US$12 billion, which means that Intel has received subsidies that can directly build a 5-nanometer factory and still have a surplus, while TSMC has to invest US$8.1 billion on its own.

Originally, the cost of building a factory in the United States was high, so how did TSMC compete with Intel? So we can also see from this that Intel is the real son of the United States. In fact, recently, TSMC founder , Zhang Zhongmou, has begun to worry about , saying that TSMC may be destroyed. Is it a coincidence that Zhang Zhongmou makes such a worry at this time?

If the above cannot explain the problem, then one thing the US had to do before can be said to be considered a clear idea. The US wants to reshape its chip manufacturing industry and become the leader in chip manufacturing, but lacks personnel in this regard. The key is the workers in the factory, especially senior workers. These talents cannot be trained in a short-term training class and need to have rich experience. Therefore, there are voices from the US that it can directly recruit TSMC employees.

Of course, some people say that Intel's manufacturing process is now behind TSMC. How can it replace TSMC? This is true, and it is also a fact, but another fact is that most of the people who use the most advanced processes are Meixin giants. They can adopt them, and of course they can not use them. For example, Apple should have used the 3nm process this year, and TSMC has long purchased EUV lithography machines, which are not enough to be fully prepared, but Apple is useless. It only uses the 5nm improved N4 process. In this way, it has not been used on all iPhone 14 series.

TSMC not only needs to downgrade the 3-nanometer production line to produce 5-nanometer chips, but also needs to shut down 4 EUV lithography machines one after another. There have been many bad news recently. Its 7-nanometer process has been cut by Meixin customers, and even the new 7-nanometer factory that was originally going to expand production in Kaohsiung was quickly abandoned. In another fact, Meixin companies are not only not interested in the most advanced processes, but also use other methods to update chips. For example, Apple adopts the form of advanced packaging, that is, using old processes to produce chips and puts the two chips together in the packaging process.

So although TSMC now has the production capacity of 3nm process, Meixin companies don’t need it. This is undoubtedly a time window for Intel to catch up. In fact, Intel is only one step away from TSMC in manufacturing process. In other words, it doesn’t need 3nm. If Intel only took away TSMC’s 5nm and 7nm orders, TSMC’s average revenue would be gone.

Therefore, it is not difficult to understand Zhang Zhongmou’s concerns now, but according to the current development situation, it is indeed not good for TSMC. If you think it is reasonable, thank you for giving me a thumbs up and reading it.