After entering 2022, the global chip market is shrouded in "haze" sentiment. Global chip giants who are firmly in the "first echelon" are also living a tight life, such as TSMC. In fact, in addition to having to withstand the pressure of being cut, whether to go to the United States to build a factory is the most troublesome thing.
As we all know, one of the important contents of the US chip bill is targeting TSMC, and it has issued an "olive branch" to TSMC, hoping that TSMC can go to the United States to build a new advanced process wafer factory. I thought TSMC would hesitate for a while, but two news came from the market that may accelerate the promotion of TSMC to "run away".
message one, Thakur, head of Intel foundry service, resigned.
knows that the main reason for inviting TSMC to build a factory in the United States is to help Intel's chip manufacturing business return to its peak. TSMC knows it well. But the resignation of Intel's chip foundry service also shows that Intel's progress in the field of chip foundry is not going well, and the gap with TSMC is still quite large. To a certain extent, it can also reduce the risk of TSMC building factories in the United States.
News 2, Morgan Stanley revealed that automotive semiconductors are sufficient, and chip orders in the fourth quarter may usher in a wave of order cutting.
is "cannot sell" in the electronic consumption field, and semiconductor companies such as TSMC have also suffered order cuts. The new energy vehicle market is developing rapidly and has become the main market for chip shipment. However, affected by the overall environment, the new energy vehicle market also seems to have shown signs of "softness", and there is an oversupply of automotive chips. According to Morgan Stanley's forecast, TSMC's automotive semiconductor shipments in the third quarter increased by 582% year-on-year. The chips are enough, and a wave of "order cuts" will usher in a wave of "order cuts" in the future.
may be due to the decline in demand for Soc chips. In the third quarter of 2022, the number of automotive chips produced by TSMC accounted for nearly 60% of the global electric vehicle , so the current volume of automotive chips in the entire market has been sufficient.
Connect these two pieces of information, which seems to have created appropriate conditions for TSMC to build a factory in the United States. On the one hand, Intel's threat to TSMC has decreased. On the other hand, the demand for chips in the Chinese electric vehicle market has declined. Building factories in the United States may create more cooperation opportunities for advanced process technology chips, such as Tesla , etc.
Recently, TSMC founder Zhang Zhongmou also publicly admitted that TSMC is indeed going to build a factory in the United States. In addition to building a 5nm wafer factory, it will continue to increase investment and expand 3nm wafer factory in the future, which seems to have a meaning of "no more". In fact, TSMC has already booked multiple aircraft and is expected to transport 3,000 top chip talents to the United States to build factories. The attitude is quite clear, and TSMC is about to "run away"!
Faced with TSMC's behavior, many netizens on the island expressed dissatisfaction. Chinese academicians also said that TSMC's behavior is equivalent to raising a white flag, which is to take the initiative to admit defeat, and in the end it is likely to lose both people and money. According to the data, the cost of building a factory in the United States is 50% higher than that in China, and core technologies and core talents are transported to the United States. The risk of being "snatched" is also very high. Once sanctions are imposed, TSMC has no way out. In my opinion, TSMC's move is a bit too stupid. Other domestic technology companies should remember that core technologies must be in their own hands! What do you think about this? Welcome to comment and leave a message!
