However, there is no subsequent progress in this matter. It is very likely that TSMC chose to refuse. After all, no matter what, Intel is a competitor of TSMC in the chip foundry market. If TSMC has some thoughts, it is impossible to give up its technology.

Earlier, the US asked TSMC to share technology to Intel to help Intel improve chip foundry capabilities and solve the chip shortage environment at that stage as soon as possible. However, there is no subsequent progress in this matter. It is very likely that TSMC chose to refuse. After all, Intel is TSMC's competitor in the chip foundry market. If TSMC has some thoughts, it is impossible to give up its technology.

. After failing to ask for the technology, American companies began to openly grab orders.

Some time ago, Intel publicly stated that they also had an open attitude towards competitors such as Nvidia and AMD and were willing to produce foundries for these two chip companies. Not only that, Intel also stated that it has entered the communication stage with other American customers who need chip foundry, including Apple , Qualcomm and other companies. is worth noting. At the ceremony of the new chip factory established by Intel Ohio , its CEO bluntly stated that other chip manufacturers all agreed with Intel's chip foundry capacity.

It can be seen that many American companies that Intel is close to and show good news are TSMC customers, and even includes , Apple , which contributes the most obvious revenue to TSMC. It is not difficult to see that Intel is openly snatching orders for TSMC in the market for advanced chip technology. Indeed, Intel's move is a normal operation. After all, a large part of the global chip foundry market share is in the hands of TSMC. If you want to further increase the chip foundry share, you can only start from TSMC's original customers.

But in order to obtain more orders from US companies, TSMC has chosen to go to the United States to build factories, and under this background there are high factory construction costs, labor costs, and subsidies that I don’t know how much you can get, etc. Intel’s open order grabbing is quite a bit "bullying with power." If Intel really snatched away so many TSMC customers, what if TSMC has so much production capacity is idle? It can be said that Intel's move has sent a signal that it will "force" TSMC to give up the US market.

At this stage, I personally think it is time for TSMC to start "counterattack".

In my personal opinion, this signal of "counterattack" has been released long ago. One is that when Apple refused to raise prices, TSMC did not compromise. The second is that it has recently denied that it will go to Japan to establish an advanced chip technology factory. Although TSMC did not evaluate this matter, , the Japanese region is very much looking forward to TSMC going to Japan to establish a new chip factory. Once it wins over TSMC, it will actually be a "counterattack" for Intel.

The reason why Japanese semiconductors have the advantages of raw materials. Once TSMC chooses to go to Japan to establish an advanced process chip factory, the cost control range will increase. At this time, TSMC, which has mastered its technological advantages and production capacity advantages, will implement a dimensionality reduction attack on Intel in terms of price, then Intel may not be able to steal US corporate customers from TSMC. You should know that the cost of establishing a chip factory in the United States is very high. The most important thing is that its supply chain is not that perfect. If you really fight with TSMC head-on, it may not necessarily suppress TSMC's market under the background of "power".

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