The question about "will TSMC choose to build a factory in the United States" finally has an answer! But this result is surprising. Many netizens lamented that they were "scamd" by TSMC. What's going on?
In fact, it is not uncommon for TSMC to build a factory in the United States. Before, TSMC had gone to the United States to establish a brand new wafer factory, but this time, his trip to the United States gave TSMC a good "class". The tens of billions of dollars of subsidies promised by the United States in advance have not been fulfilled, and TSMC's operating cost is 50% higher.
Since then, Zhang Zhongmou has shown strong opposition to the matter of building a factory in the United States, and has publicly stated many times that the supply chain of semiconductor in the United States is not perfect enough, and the labor, materials and transportation costs are too high, so building a factory in the United States is doomed to fail. It is precisely because Zhang Zhongmou's attitude is very tough that many netizens firmly believe that TSMC will not go to the United States to build factories again. After all, wise companies will not fall twice in the same place.
Compared with Zhang Zhongmou's views, TSMC CEO Liu Deyin is exactly the opposite. He has also publicly called out to the mainland market many times that only by building factories in the United States can we pursue higher goals. The mainland market is not that important, accounting for only 10% of TSMC's revenue, and the loss has no effect. It is worth mentioning that Liu Deyin also said that the land acquired in Arizona is enough for TSMC to build 6 wafer factories. Obviously, Liu Deyin is determined to implement the plan to build a factory in the United States.
I thought that Zhang Zhongmou and Liu Deyin had disagreements and might have to be arguing for a while, but what was unexpected was that Zhang Zhongmou suddenly announced that he would go to Arizona to build a 5nm wafer factory, and a 3nm wafer factory would be built next to him.
At the same time, according to foreign media reports, TSMC has chartered flights to "pack" and sent 300 chip technical talents, their families, and even pets to Arizona. It will continue to charter flights in the future, transporting about 3,000 special talents to Arizona.
Now, I have indeed been "scamd" by TSMC. Zhang Zhongmou sang white-faced , and Liu Deyin sang blushed, making netizens mistakenly think that TSMC will not "run away" easily, and there is room for discussion and discussion with the United States. But in fact, TSMC has long determined its plan to build a factory in the United States, just to reduce the influence of negative public opinion, so it staged a "internal strife" drama and tried its best to hide its true purpose. Now that it can't hide it, it just shows off!
Let me say that, will it really be more beneficial to the development of TSMC in the United States? The author does not think so. It is undeniable that TSMC has advantages in advanced process technology, and has entered the 3nm era, but traditional silicon electronic chips have physical limits. The more advanced the technology, the higher the cost. According to foreign media, the foundry price of TSMC 3nm chip has reached US$20,000, which also leads to the demand for advanced chip not too high.
The US has put out an "olive branch" to TSMC, just to "steal" it. TSMC, which has gone to the United States to build factories, has to find a way out for advanced chips, and on the other hand, it has to find ways to control costs. At the same time, it has to prevent core technologies and data from being "robbed". Life is not so easy!
or the same thing, no matter when, don’t pin your hopes on others, it’s the kingly way to have oneself! What do you think about this? Welcome to comment and leave a message!
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-