Although chip rules are constantly being upgraded, the final results are not in line with the expectations of the United States and the United States. Instead, they are developing in the opposite direction. Various countries and regions have launched self-research and production

At present, the United States has announced "new regulations". The export ban on equipment of Chinese chip companies will be adjusted from the original 10nm process to 14nm. This regulation is directed at TSMC and has not been implemented for Korean companies. What exactly does the United States intend? Why? How should TSMC respond?

Have the restrictions on Korean companies been relaxed?

With the continuous adjustment of chip regulations, not only China's local semiconductor manufacturers are affected, but also the domestic factories of foreign companies. Previously, it was stipulated that EUV lithography machines should not be brought into Chinese branches, and in the chip bill Once implemented, restrictions will become even more stringent.

Korean company SK Hynix wanted to introduce EUV lithography machines to its Chinese branch a long time ago, but it has been delayed because ASML does not have enough production capacity. Now it is even more impossible to be controlled by the United States, and Korean companies in China With a large amount of production capacity, once the new "rules" are implemented, they will naturally suffer the most.

At present, South Korea is still struggling with whether to join the "Quadruple Alliance". After all, the Chinese market accounts for more than 50% of the market share. Once the United States requires it to cut off supply, such a loss will undoubtedly be "fatal". However, soon this incident Things took a turn.

After the announcement of the "new regulations" in the United States, added another key point: "The upgrade of export restrictions will not have an impact on Korean companies in the Chinese mainland market!" means that this rule upgrade is aimed at TSMC and ASML. Yes, does the United States no longer restrict Korean companies?

It is hard not to think of this as a "trap". Lao America is in urgent need of advanced technologies from Samsung, SK Hynix and other companies. At this stage, Lao America is wooing Korean companies to join the "Four Party Alliance", and this alliance is specifically designed to restrict The Chinese market has been established, and South Korea's attitude has relaxed somewhat. It is now at a critical stage, so it naturally wants to give it a taste of "sweetness."

Once Korean companies successfully join the "Four-Party Alliance", everything will be at the mercy of the United States. At that time, the restrictions on the Chinese market will be doubled. Therefore, it is the Korean companies that will suffer. The United States understands this very well. "Play the long game Big fish! ”

Apart from TSMC, the chip manufacturer that the United States is most afraid of is Samsung. It has always been unscrupulous, but it can keep up with TSMC’s pace. Now TSMC’s 3nm The N3 process has been abandoned, and Samsung will become the first manufacturer to mass-produce 3nm chips.

TSMC has come to an end.

adjusted the chip limit range to 14nm and stated that it will not be effective for Korean companies. It is obviously directed at TSMC. After the chip bill was officially announced, there was a clear statement about the US$52 billion in subsidies. To put it simply, the more you invest in the United States, the more subsidies you will receive.

Intel officially announced an investment plan of US$100 billion, Samsung reached US$200 billion, and Micron also announced US$160 billion in new production capacity... Only TSMC only announced that it would build new 3nm production capacity, and it did not Announce the investment amount.

has been deliberately delaying the start-up time of the 5nm factory, so the expansion of 3nm production has been regarded as cheating by the United States. This so-called "new regulation" is specially formulated for TSMC, although its share in mainland China is less than 10 %, but Huawei, a big customer, has been waiting, so naturally they dare not relax in any way.

's subsequent expansion of 28nm and 16nm production capacity in the mainland market will be affected by this regulation, but Korean companies can remain unscathed. This is indeed a heavy blow to TSMC, which can seize the advanced sources of American customers. Technology, but there are already variables.

TSMC’s first-generation 3nm process has been abandoned by Intel and Apple, and the second-generation N3E process will not be mass-produced until the second half of 2023. Samsung has not yet reported any news of delaying the release of the 3nm process. Once it is released as scheduled, , which is very detrimental to TSMC.

On the one hand, it has to be pursued by Samsung, and on the other hand, it has to compete with the United States. It can be said that it is too difficult now. From the moment it went to the United States to build a factory, TSMC has lost its right to operate independently. If it cannot follow up, Realizing the de-beautification of technology, this situation will intensify.

TSMC is also in a very embarrassing situation. Currently, all the high factory construction costs are borne by itself. But if you want to obtain this subsidy, it means giving up the entire Chinese market. What does it mean to be overly dependent on American customers? Zhang Zhong It is impossible for Mou and Liu Deyin to not understand.

The outcome of TSMC is also clear. If it cannot achieve complete autonomy of technology, it will never be able to get rid of the shadow of the United States. The Chinese market is its ultimate home. What do you think of this?