Recently, everyone's attention has been focused on epidemic prevention and control policies, and has ignored an important thing that has happened recently. This incident will actually have a great impact on China.
On December 7, TSMC had already started to install in the Arizona branch of the United States, and the opening ceremony was very big. Zhang Zhongmou , Huang Renxun , Su Zifeng , Liu Deyin , and Wei Zhejia, the most influential Chinese in the global semiconductor industry, all attended the opening ceremony.
This step is actually the biggest achievement achieved by the Biden administration in the Cold War on China's technology so far. Biden regards this as an important achievement of his election campaign. Because for a long time, the most important thing about the so-called high-tech encirclement of China is chips, and TSMC is an absolute leader in the chip manufacturing industry and an absolute leader. Will TSMC handle more and more in the mainland in the future or more and more in the United States? In fact, it is directly related to the game between China and the United States.
But from the current point of view, TSMC will eventually flow to the United States, and it will come faster and more terrifying than expected. chip factories ranging from 5nm to 3nm or even future 1-2nm may be built in the United States in the future.
TSMC itself is very disgusted with the oppression of Americans and is very reluctant to go. In May 2020, even though TSMC had already said it was going to build a factory in the United States, was actually very sharp about whether TSMC should become US Securities.
Taiwan is also very unhappy with TSMC's core technology and production capacity to the United States.
But in the current situation, the first is the high pressure in the United States, and there is market pressure, because your TSMC market exceeds 60% in the United States. The second is that if you do not invest in the United States, the future US technology sanctions on China and trade sanctions on high-tech products will definitely affect TSMC, which will have a great impact on the life and death of this company. The Tsai Ing-wen authorities on the third island completely ignored Taiwan’s own interests and also put pressure on the United States. So in the end, he was the United States and Taiwan authorities forced TSMC to the United States.
So from the current point of view, it is a foregone conclusion that TSMC has transferred its advanced manufacturing capabilities to the United States, so at such a festive ceremony, many people from both the United States and Taiwan were happy.
TSMC godfather Zhang Zhongmou said a very disheartened thing, saying that globalization is almost dead. What does mean? This is his recent mental journey. If you do this in the United States, what kind of free trade looks like, right? You, the United States, is actually just a trick.
From this point of view, Zhang Zhongmou really wants to invest in the United States. Although he had always believed that building a factory in the United States is expensive and there are few talents, even in 2022, in August this year, at the lunch meeting with the US House Speaker Pelosi , he also said bluntly that the efforts of the United States to revive the manufacturing of chip are doomed to fail.
But when TSMC was regarded as the most important political achievement project by the Biden administration, when TSMC was regarded as the most important gift to flatter the United States and please the United States by the Tsai Ing-wen authorities, a businessman's resistance was very powerless.
Now Arizona600 engineers have been sent to Taiwan, China for training, and nearly 1,000 engineering and technical personnel, including their families, are also about to travel to the United States.
Of course, the United States also needs to give some comfort. Apple , Nvidia, Amd all announced that they will become the first customers of TSMC's new factory. Qualcomm also stated that chip orders should be handed over to a new factory for production. TSMC's largest customer, Apple, also gave a speech, thanking so many people for their hard work, these chips can be proudly printed on the United States.
This is not what made in the United States, this is a stolen factory.
Although in the short term, Taiwan, as the most important production base of TSMC, is still stable, and its main production capacity is not in the United States, and the technology in the United States is about one to one and a half generations behind the Taiwan factory. But this trend actually means that when the semiconductor industry becomes the center of the game between great powers, TSMC in the central field can no longer ensure the independence and strategic security of its enterprises. The so-called free trade has become increasingly empty talk, and it is difficult for enterprises to survive alone.
The next step is TSMC's third US branch in Virginia. And according to rumors, TSMC will build another branch in Kumamoto in Japan, and its technical level is also OK.
At this point, we can say that the United States has begun the process of leniating TSMC to the United States.
It makes people sigh that an economist in China spoke at a meeting some time ago. He said that we would grab an excellent company like TSMC. At that time, it caused an uproar because of the word "grab". Whether in Taiwan or in our country, we all felt that the word "grab" was ferocious. But the Americans have really begun to grab TSMC.
Actually, this is not a good thing for Taiwan, because TSMC may be a very important bargaining chip for Taiwan’s negotiations with the mainland. When TSMC became the US Securities and Exchange Commission, Taiwan lost the most important bargaining chip in the negotiation process with the mainland, and this bargaining chip was given to the United States by the Taiwan independence authorities.
Tsai Ing-wen's authorities are very shameful to sell Taiwan for independence in this matter. TSMC is very sad, and although the United States' free trade strategy is still verbal, it seems very hypocritical and ridiculous.
trade between China and the United States will not be decoupled in the future, but the semi-decoupling of finance and the technology cold war are basically a fact. China and the United States can never go back to the past, and and TSMC gradually becomes the US Securities, which is probably difficult to change.
The fierce game between China and the United States on semiconductor , especially the US encirclement of China. has become one of the most severe challenges facing China's national interests.
