After Zhang Zhongmou compromised, TSMC basically gave up the recovery license!
Recently, something big happened to TSMC! After a long period of inner conflict, Zhang Zhongmou still couldn't escape reality. He officially announced his plan to build a 3nm factory in the United States in public. The pattern of the global chip industry has changed in this way, and this fulfilled the wish of Liu Deyin .
learned through relevant channels that TSMC has expanded the production capacity of at the 5nm factory in Arizona, and its monthly output will increase from the original 20,000 to 22,000. After determining the construction of the 3nm capacity, it has begun to plan to transfer 50% of the production capacity to the United States.
. This plan has been launched. For the purpose of the aircraft transfer ceremony in December, several flights were transferred to core technical personnel. Currently, 1,000 people have been in place. Obviously, this is aiming to "empty" local production capacity. After Zhang Zhongmou compromises, will TSMC still have a chance?
TSMC has given up its recovery license?
In order to concentrate resources, TSMC's factories are all located in the local area and have never had plans to build factories overseas. Zhang Zhongmou's business core is also placed in the mainland market. Huawei has also become the second largest customer, but after Liu Deyin took over, TSMC's business direction has gradually changed.
During his tenure as TSMC, Zhang Zhongmou refused many invitations to build factories in the United States. He spent most of his life with American companies and knew the market in the United States well. Compared with the high costs in all aspects of the Asian market, it was difficult to achieve corresponding profits.
After the chip restrictions were implemented, the cooperation with Huawei was interrupted. TSMC could only rely on US corporate customers and gradually fell into the "trap" carefully planned by the old Americans. During the whole process, Zhang Zhongmou kept pointing fingers at him, trying to hinder the plan to build a factory in the United States, but why did Liu Deyin be determined to do so, and Liu Deyin had no choice but to warn him. : "Taipei Electric will fail when building a factory in the United States!"
Because it cannot get rid of the technology that contains the American technology and urgently needs the support of orders from American companies, Liu Deyin accelerated the pace of building a factory in the United States despite dissuasion. More than 72% of the orders came from American companies, and thus lost the ability to deploy the international market. The mainland market share of is less than 8%, which is destined to be difficult to change the overall trend, and the retreat has been cut off.
and Apple's Cook stated: "In the future, we will give priority to getting goods from Arizona!" directly revealed the plan of the United States, openly and secretly requiring TSMC to transfer production capacity as soon as possible and at least 50% of the production capacity to the United States. It was at this moment that Zhang Zhongmou compromised and officially announced the plan to build a 3nm in the United States.
Obviously, the big reversal of attitude was definitely caused by the US's intervention. It was restricted in free shipment. As long as the chip limit is not lifted for one day, it is impossible to restore the shipment license. It is impossible to restore Huawei orders, and a large amount of production capacity has been transferred. Obviously, TSMC has given up obtaining the license.
builds more factories in the United States, and they are mainly 5nm and 3nm. If the subsequent production capacity really reaches 50%, then this part of the production capacity can only serve American companies. This has been verified in ASML. DUV lithography machines produced in the United States have been restricted from shipment, and only those produced in the Netherlands can be shipped freely.
TSMC's future
will transfer a large amount of production capacity to the US region. TSMC is equivalent to spending all its wealth and life. However, such sincerity still does not impress the United States, and has never regarded it as a "person". It is only thinking about using advanced technology to support the growth of local companies Intel .
Intel has now achieved a 7nm mass production process and has begun to seize customers of Samsung and TSMC. Under the pressure from the United States, US companies can only compromise and give certain orders. With the accumulation of a large number of resources, it is only a matter of time before Intel can achieve a process below 5nm.
But this is not a good thing for TSMC. From the moment of giving up the mainland market, it has completely cut off its retreat. Although news has been heard from the local 1nm and 2nm factories, the current market is not highly accepting of 3nm chips. It is unknown whether these so-called cutting-edge chips can be popularized.
Although TSMC's revenue in October was hit by orders from US companies, it is still difficult to conceal the fact that the capacity utilization rate of 7nm is less than 50%. At present, the 7nm factory has been connected to 28nm chip production.
Faced with the rise of new energy vehicle and the Internet of Things layout, the utilization of mature processes continues to rise, and SMIC with a large number of 28nm production capacity has made a lot of money. The decline in advanced process chips has become a general trend. The core of the next five years is at the mature process.
Therefore, if TSMC does not make a quick arrangement, it is likely to fall under the torrent of history. It is important to lead the technology, but if sufficient revenue cannot be guaranteed, how can the company survive? What do you think about this?
