After the new chip bill in the United States was implemented, many netizens speculated whether TSMC will go to the United States to build a factory.
Some people believe that Zhang Zhongmou has suffered the loss of building a factory in the United States and will no longer believe in the "empty check" issued by the United States. In addition, Zhang Zhongmou once publicly stated that building a factory in the United States will lead to a 50% increase in TSMC's operating cost , and there is no profit that can be seen. So these people believe that TSMC will not fall twice in the same place and will not go to the United States to build a factory.
But another part of people believe that Zhang Zhongmou has retired, and TSMC CEO 4 Liu Deyin is very interested in building factories in the United States. In addition, after TSMC lost Huawei , its main major customers were concentrated in the United States, so building factories in the United States may be a better choice.
To be honest, the author was deceived by Zhang Zhongmou's attitude before, but now looking back, it is all "a family". Zhang Zhongmou and Liu Deyin will not have "internal strife". All decisions will only be implemented after discussion by TSMC executives, so this may be the drama of "one is a sing-law and the other is a red face". TSMC's construction of a factory in the United States has been for sure!
Recently, Zhang Zhongmou officially stated that he would not pretend at all! According to him, TSMC is going to build a factory in the United States, and not only build a wafer factory. In addition to expanding the 5nm advanced process wafer factory in , it will also increase investment in the future and build another 3nm advanced process wafer factory.
In fact, before Zhang Zhongmou made his statement, TSMC had already started to take action. According to Taiwanese media reports, TSMC has used chartered flights to send about 300 TSMC chip talents to Arizona, and will also book 6 aircraft in the future. It is expected to "package" more than 1,000 top chip talents to the United States.
What is even more surprising is that many of these chip talents who went to the United States have brought their families with their families, and even brought their pets at home. This obviously has the attitude of "never return after all". TSMC's move is equivalent to revealing its "family assets" and handing over all talents, top equipment and core technologies. This move is tantamount to "sending sheep into the tiger's mouth."
From the perspective of TSMC, perhaps Zhang Zhongmou and Liu Deyin's move is just to "show loyalty" and hope to get support from the United States. But in fact, the United States has repeatedly invited TSMC to build factories in the United States. The purpose behind it is obvious. The local chip manufacturing company Intel is the key support object of the United States. TSMC at most plays the role of a "teacher". When it teaches its "apprentice", it will only end up starving to death.
has also used Foxconn , but the final result is clear at a glance. The People's Daily once advised domestic technology companies not to have any illusions about foreign companies. It is better to rely on themselves than rely on others. Only when you become stronger can you have the right to speak. Obviously, TSMC has lost its direction now and has relied on "pleasing" the United States astray to gain support. I believe that it won’t be long before TSMC will pay for its ignorance and suffer the consequences.
Of course, while regretting, domestic technology companies should also take it as a warning and never learn from TSMC. It is better to have oneself than to have one's father or mother, not to mention that the other party is not a "personal father or mother". The core technology must be developed by oneself and must be in your own hands, so that you will not be afraid of being "bottled". What do you think about this? Welcome to comment and leave a message!
