Showing fangs! The U.S. asks TSMC to hand over its core secrets, otherwise the consequences will be at your own risk

TSMC As a world leader in the semiconductor industry, I am afraid that it will be difficult to escape the US's manipulation.

According to Taiwanese media, at the semiconductor summit held by the US Department of Commerce last week, the US required wafer foundries including Samsung and TSMC to hand over commercial secret inventory, orders, sales records, etc. Data, the reason is, "in order to improve the transparency of the supply chain, in order to determine the root cause of the global core shortage."

For Samsung and TSMC, the U.S. is taking away their technical underpants, and the so-called "technological leadership" will follow the industry advantage. The handover of key data has disappeared.

The United States pays "Jie" New Year greetings, not at ease

For Americans, the rise of TSMC makes their sleep and food difficult, and we must be aware of the impact of TSMC on Americans. , We must first understand why TSMC is so good?

It can be said that TSMC has changed the pattern of the entire world semiconductor industry by its own efforts. Before TSMC joined the semiconductor industry, companies in the semiconductor industry, such as , Texas Instruments and Intel_ Span4span, they all design their own chips, make their own, and go through the entire process one-stop.

will lead to a hugely high threshold for the semiconductor industry.Whether it is technology or capital, a large amount of investment is required. If you do not enter the semiconductor industry from the very beginning, it is almost impossible for the latecomers to make a short-term profit, and the first entrants can form a monopoly in the industry by virtue of their technological advantages.

However, TSMC did not choose Intel’s path. TSMC did a new business model, specialized chip foundry, and only did what it was good at. Responsible for the early design and later packaging, TSMC only does the chip foundry for the middle ring.

This allows new chip manufacturers to reduce the initial investment, both in technology and capital, compared with the one-stop industrial chain, have reduced the problem of early profitability.

Qualcomm and TSMC have relied on this kind of cooperation in the field of mobile phone chips. Many foundries have been established in the future to imitate TSMC’s model, but they basically cannot shake TSMC’s success. Dust’s dominant position, As of 2017, TSMC has accounted for more than 50% of the global chip processing market share.

But this is not good news for the United States. Due to the globalized supply chain, many high-tech companies in the United States have also chosen to cooperate with TSMC. After the epidemic, de-globalization Swept the world, if you lose TSMC, high-tech companies in the United States will also be hit hard. This is the fundamental reason why the United States has trouble sleeping and eating. Without TSMC, technology cannot be implemented. So since last year, the United States has been inviting TSMC to set up factories in the United States. Before that, TSMC's processing plants were mainly concentrated in Taiwan, China's coastal areas and Singapore.

People are not guilty and guilty

TSMC holds a large market share of global chip processing in the 1990s and the beginning of the new century when the environment was open. This is a company in the world. It is a manifestation of competitiveness in China, but the world has changed today. With the advent of de-globalization, TSMC has no choice but to stand on the sidelines of major power politics.

TSMC has always chosen to get the most orders in the political cracks, and it is not clear to stand aside, but the US government's technological war on Huawei forced TSMC to give up processing 5nm chips for Huawei Orders, which are huge losses in terms of technology and revenue, also reflect the helplessness of TSMC in the face of political pressure from the United States.

TSMC puts all the eggs made by chips into its own basket, but he does not know when the United States will come to snatch the eggs from the basket.

The action of the weasel is becoming more and more obvious. In 19 years, it was rumored that TSMC would build a 4 factory in Arizona in 20 years. At that time, TSMC confirmed the rumor that it would set up a factory in the United States and planned to invest 12 billion US dollars in mass production in 2024.

The political significance of TSMC’s establishment in the United States is greater than commercial considerations. As a part of the global chip industry chain, technology companies usually go to local factories to serve local companies. but only parts No, the next steps are not in the United States. A chip is now produced in the United States and then returned to Taiwan for packaging and testing, and then to the mainland for assembly. Whatever it looks like, it will be withdrawn from the south to the north, adding cost.

Although in order to attract TSMC, the U.S. government has issued a series of preferential policies, and when TSMC has established a firm foothold in the United States, if the United States requires TSMC technology to be transferred to Intel in the United States, how will TSMC say no? Woolen cloth?

For the United States, only its own company is a good company, and now the United States requires TSMC to hand over key sales and confidential data, which is more like a weasel who has been eager to show its fangs, United States It can change from the center of globalization to the vanguard of anti-globalization, but what the United States will never change is the notion of American supremacy.

The panic of the United States under de-globalization

Although the United States has been calling itself a "global beacon", the sudden outbreak of the epidemic quickly took off the mask of the United States that was plagued by the epidemic There has been a series of chain reactions in the United States. The United States has discovered that its industrial upgrading over the years has brought about the hollowing out of basic industries in the United States while harvesting the world.

When the global supply chain is unblocked,The United States relies on US dollars to obtain all kinds of materials from all over the world, and when the global supply chain is not smooth, the United States will be the first to fall into a supply chain crisis. The recent shortage of domestic meat supplies in the United States is also confirming this point.

After the country’s over-financialization, the United States’ efforts to improve the situation by releasing water also affected the United States first. In the predicament, the United States realized that under globalization, its prosperity was gone. Therefore, it has accelerated the pace of bringing important global industries back to their own influence.

is just an American food, it’s really not pretty.

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