In the chip market, when production lines and lithography machines are very superior, TSMC is undoubtedly the most cost-effective among the same level of process processes.

chip market, when the production line and lithography machine are very superior, TSMC is undoubtedly the most cost-effective in the same level of process processes. Especially after winning Apple , Qualcomm , and defeating Samsung , TSMC's prospects in chip foundry are very clear.

But the good times did not last long. The United States has become even worse after cracking down on Huawei . In order to crack down on China's development in the field of science and technology, the United States once again reproduced its means of competing for hegemony with the Soviet Union, attracted a large number of overseas technology manufacturers to invest and build factories in the United States, and revised and issued a 1,000-page chip bill to expand its influence in the world.

What is unbelievable is that TSMC, which is developing well in China, did not help when the United States imposed sanctions on Huawei, but instead chose to support the United States and cut off the supply of Huawei. In fact, the difficulties behind it are self-evident, TSMC relies heavily on the United States.

not only because American chip companies have taken 70% of TSMC's orders, but more importantly, TSMC's technical problems, such as the manufacturing technology and management technology learned from Texas Instruments , and the technical authorization from IBM. It can be said that the United States has mastered multiple life gates of TSMC. Therefore, it is indeed understandable that TSMC chose to give up its supply of Huawei Kirin chip .

In the bill, the United States said it would invest $52.7 billion to support the development of the chip field, and would subsidize $39 billion to major manufacturing companies within 2 years, and there are tax reductions and benefits of . The additional condition is that it cannot go to China to build a factory within 10 years. Sima Zhao's heart is well known to everyone. Isn't this obvious restrictions on the development of China's chips?

The US sugar-coated shell made TSMC choose to compromise, and ultimately chose to set up a factory in the United States, promising not to go to China to build a factory, and plans to achieve mass production of 5nm chips in the second half of 2024.

TSMC will do its best, but the cunning United States only cares about its own interests in its eyes. The subsidies mentioned in the bill were not cashed out, and they also required them to submit chip data and put TSMC on the "unsafe list". This is a typical example of burning bridges across the river. Not only that, the United States has also reached cooperation with Japan to design and research at the semiconductor R&D center to achieve the goal of mass production of 2nm chips.

Thirty years from Hedong, Thirty years from Hexi. In the face of the global chip market recession, American companies are also under great pressure and are suffering, and TSMC is also feeling uncomfortable. In the current situation of oversupply in the global chip market, many chip manufacturers have significantly reduced chip prices to clear their positions.

American chip companies can only adjust and reduce TSMC's service fees. Faced with this situation, TSMC had no choice but to agree, otherwise the losses suffered may be even heavier. Both parties demolished the east wall and repaired the west wall, barely maintaining it. SMIC has made a wave of reverse operations, throwing its killer weapon to its opponents. It invested US$7.5 billion in Tianjin to build a factory to promote the process of expanding its production territory.

SMIC 's amazing operation this time is not a hot topic. Compared with the trend of world chip demand decline, the demand for China's chip market is gradually increasing, and the domestic chip self-sufficiency rate is also getting higher and higher. SMIC's expansion of its territory, its ambitions are obvious, further expanding the market and increasing its market share.

plus China The country has always advocated increasing the domestic rate of chips, and set a goal of achieving 70% domestic production by 2025, gradually reducing its dependence on foreign chips, and achieving self-sufficiency. Such a series of actions have greatly reduced the import of chips.

Looking back now, it is like a sudden enlightenment. At that time, the United States was clearly Weasel to greet the chickens with New Year's greetings, unhappy, and using subsidies and tax cuts to induce TSMC to build factories in the United States. TSMC was stunned by the sugar-coated shells of the United States. Now, the leaders of TSMC still have not seen the true intentions of the United States, and still fantasize about cooperating with the United States, and have repeatedly stated that the Chinese market is insignificant.Now it seems that win-win cooperation is a cover, and learning TSMC's technology is the real purpose, and it is really not worth the loss.

At that time, in order to curry favor with the United States, TSMC lost the Chinese market with considerable demand, thinking that this would have a brighter prospect. Unexpectedly, the United States has now destroyed bridges and cooperated with Japan, which has led to its current situation being very embarrassing, and it is typical to shoot itself in the foot. I wonder if TSMC, which is in a dilemma, has ever regretted it?

After the United States sanctions against Huawei, it not only did not usher in the spring of its own chip market, but instead lost Huawei as its customer, resulting in a decline in revenue. The entire US semiconductor industry suffered losses of US$150 billion. Foreign media even said bluntly: This is the end of Huawei's supply cut!

What makes it even worse is that the global high-end chip production capacity is overcapacity and oversupply, and various factors have made it difficult for US companies to make progress. Now it seems quite dramatic. Who is suffering more losses due to the US sanctions on Huawei? likes agreed!