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Introduction: 3nm, 23 billion US dollars! Zhang Zhongmou suddenly "changed his face", central media: Abandon fantasy!
After the United States has repeatedly modified chip rules, it directly disrupted the development of the entire chip field and stirred the global semiconductor market into a "muddy water"; under the restrictions of the United States, TSMC also directly gave up its cooperation with Huawei , the second largest customer, and began to invest more than US$12 billion to build factories in the United States. However, with the continuous changes and development of the entire market, TSMC has now begun to be placed at the forefront.
As the world's largest semiconductor chip manufacturer, TSMC's strength is unquestionable; TSMC not only has the world's most advanced chip production process technology, but also TSMC also has more than 80 advanced EUV lithography machines produced by ASML companies; even chip giants such as Qualcomm , Apple, and Intel cannot do without TSMC; In order to revitalize the development of the local chip manufacturing industry, the United States has invited TSMC to build factories in the United States many times. Regarding the matter of building factories in the United States, Zhang Zhongmou, the founder of TSMC, also publicly stated that he is not optimistic about TSMC's construction factories in the United States, because the cost of labor in the United States is high, and the cost of building factories in the United States will be more than three times that of local!
Although Zhang Zhongmou is not optimistic about TSMC's construction factory in the United States, its CEO Liu Deyin insists on going to the United States to build factories; and the United States has also introduced a chip subsidy bill of over $52 billion. With the subsidies of real money from the United States, TSMC also decided to invest $12 billion to build a 5nm factory in the United States; now in order to quickly operate the American factory, TSMC CEO Liu Deyin also chartered a flight to transport equipment and core technical personnel from the local area to the United States; not only that, even Zhang Zhongmou, who has always been opposed, suddenly "changed his face". What's going on?
It is reported that TSMC Chang said: After TSMC established a 5nm factory in the United States, it will also plan to invest 23 billion US dollars (about 165 billion yuan) to build another 3nm wafer factory in the United States; 3nm and 23 billion US dollars, This will also make TSMC's local area empty; 3nm is TSMC's current top chip production technology. If TSMC establishes a 3nm factory in the United States, it means TSMC has completely "showed down" and handed over its last trump card to the United States; and why did TSMC do this?
In fact, TSMC does not have many choices now. After losing Huawei , the second largest customer, TSMC's customers all became US companies; this also greatly increased the dependence on TSMC's US chips; and in order to revitalize the development of local manufacturing, the United States invited TSMC to build factories in the United States, and on the other hand, it was constantly supporting the development of local chip manufacturing giants such as Intel. After Intel's rise, US companies such as Apple, Qualcomm, AMD will also transfer orders to Intel, which will have a fatal impact on TSMC at that time; so now TSMC has to continue to invest in and build factories in the United States to please the United States and get more orders!
Overall, although TSMC is a Chinese company, under the continuous operation of the United States, TSMC has now openly chosen to take the lead, which also allows us to see the true face of TSMC; and my country's central media also said early on: we must abandon all fantasies and insist on taking the path of independent research and development. Only in this way can domestic technology companies go longer; now, the facts are indeed the case. If we want to not be stuck in the development, then there is only one path of independent innovation. I wonder what you think about this?
