Everyone knows that TSMC is not voluntarily in establishing a 5nm chip factory in the United States.
So, when it was revealed that TSMC was likely to build a more advanced chip factory again, not so many people were willing to believe it. It was just an unexpected thing. Some time ago, Zhang Zhongmou, the next TSMC plan had been determined by . The construction of a new 3nm chip factory was determined as TSMC's second-phase plan.
If TSMC finally decides to produce 3nm chips in the United States to meet the requirements in the US market. Based on another premise, if Apple hopes that its future chips will come from the US local area, the production energy of TSMC's 3nm expansion in the US will not be low. The most important thing about is that TSMC does have more customers in the US market with advanced technology orders, and there are recent news that Tesla is also likely to become a major customer of TSMC.
If in this situation, TSMC's plan may change.
I don’t know if you still remember it. When it announced the establishment of the chip factory in the United States, TSMC then announced its local production expansion plan. In order to produce 3nm chips, TSMC expects to build four more chip factories in the local area, each with a cost of about US$10 billion. At the same time, TSMC has also made a bigger plan, which is to build at least 20 wafer factories in its local area in the future.
But now looking at TSMC's attitude, it seems that it is more inclined to place the production capacity of 3nm in the United States. Of course, there are many factors. On the one hand, the US semiconductor attaches great importance to TSMC. Although has not given any details of TSMC subsidies so far, judging from their willingness to provide TSMC with high supporting facilities and the special construction of "Taipei Village", TSMC has paid a lot of attention. On the other hand, TSMC's large customer Apple has clearly stated its needs, and at the same time, it also publicly stated that their supply chain is too reliant on supply from a certain region, which is a worrying situation.
Whether it is a coercion or inducement of TSMC to continue to go to the United States to establish advanced chip factories, for TSMC's original plans may change. At this time, I believe everyone feels that TSMC has entered the trap. But my personal views are exactly the opposite. In a sense, the US region may have become TSMC's "life-saving straw".
Everyone only sees that TSMC has technical advantages and production capacity advantages, and even in terms of market share, TSMC is incredible. But looking at things really can’t look at the surface. We can see how TSMC is in its own region. On the one hand, TSMC can basically have no say in the matter of building a factory in the local area. As an insider has stated before: If TSMC wants to determine which factory to build a factory, it should respect TSMC's own meaning. obviously, it is not TSMC itself that it has the final say in establishing a factory on its own.
On the other hand, some executives in related industries believe that TSMC's advantages do not lie in itself, but in its local advantages in the supply chain. What this means is that even if TSMC moves its production capacity to the United States, it will not be as glorious as it is today. Let’s join in with the public opinion information that has been frequently heard before: TSMC’s era may not last long, and the second one is not impossible for TSMC to appear.
can be seen that even if TSMC does not go to the United States to establish a factory, it has long been in a whirlpool. At this time, choosing to build a factory in the United States is just a good idea. Nowadays, because of the TSMC mobile phone migration ceremony, too many employees have been moved and the next factory may have caused public opinion turmoil, and even a situation that people in the society are worried. , then we cannot rule out that TSMC will use such a storm to reverse its whirlpool situation in the region.
So, whether it is simply for the sake of public opinion or for orders in the US market, whether it is necessary to maintain TSMC this advantage, at least TSMC will gain more benefits by choosing to build a factory in the US. Therefore, the editor has the above view. How do you view this? Welcome to leave comments, likes and share!
