As we all know, in the field of chip foundry, TSMC has firmly taken the top spot. Samsung , Intel and other giants have worked hard for many years, but have not shaken TSMC's position as the "foundry overlord". Whether it is the chip foundry technology, chip yield rate, or chip production capacity, TSMC is sure to win. Relying on more than 80 EUV lithography machines in hand, it can "take all sizes and sizes" and win more than 50% of the chip foundry orders in the global chip market.
However, after entering 2022, TSMC's situation can be described as "a mess", and life will not be much better than Huawei . On the one hand, due to the "can't sell" situation in the consumer electronics markets such as smartphones and PCs, customers such as Apple and Samsung have cut orders, and TSMC has also fallen into a situation of overcapacity. On the other hand, the new US chip bill was implemented, and TSMC was also in a dilemma. There was no redundant choice and could not achieve both. It was either the US or the China. The pressure on these two aspects of
is enough to make TSMC breathless. However, the former is the operating pressure brought by the general environment, and the trouble to TSMC is not particularly great. On the contrary, the latter is the main reason for the sharp increase in TSMC's pressure. Regarding the construction of factories in the United States, Zhang Zhongmou’s attitude towards is clear. Before this, TSMC had accepted the invitation from the United States to establish an advanced process chip factory in the United States.
But the result is that the US asked TSMC to hand over "people", "data", "customer information", etc., and the subsidies promised in advance have not been fulfilled. TSMC has hit the "south wall" once, so this time, Zhang Zhongmou's attitude is opposed.
But unfortunately, Zhang Zhongmou, who has retired, has a weak voice, and TSMC CEO O Liu Deyin does not seem to agree with his views. Now, two news came from the chip market, and Zhang Zhongmou did not expect that things would develop so quickly. Even foreign media couldn't help but sigh that TSMC "returned" this move.
News, According to foreign media, TSMC has chartered the flight and "packed" and shipped 300 employees to the United States. It is expected that 6 chartered flights will fly to the United States in the future, and more than 1,000 TSMC employees are expected to go to the United States.
News 2, UnDelivery revealed that the semiconductor industry has accumulated severe inventory and market demand has declined significantly, and this situation is expected to continue until 2023.
Against the backdrop of the global semiconductor industry being "cold", TSMC has rushed to the United States. Isn't this "shooting itself in the foot"? According to relevant data, TSMC has the first time to establish an advanced process wafer factory in Phoenix City . The first phase of the project cost US$38.2 billion, and subsequent operations will also invest higher labor costs, transportation costs, procurement costs, etc.
This time, Liu Deyin plans to invest $12 billion to establish a 5nm advanced process wafer factory in Arizona . Obviously, the subsequent investment is far more than $12 billion. Coupled with the behavior of "bringing family to take care of your family", it is tantamount to giving up your core equipment, core talents and core technologies, which is indeed a bit too stupid.
It is worth mentioning that after TSMC lost Huawei, almost all its major customers were US companies, which also made TSMC lose its pricing power and initiative. In addition, the decision to build a factory in the United States is equivalent to "breaking your arms" and handing over important bargaining chips. What do you think about this? Welcome to comment and leave a message!
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