As the number one in the chip foundry field, TSMC's every move has attracted much attention. Previously, TSMC built a factory in Arizona, USA. The factory is scheduled to be put into production in 2024. It is mainly used to produce chips for 5nm process processes. Recently, the f

As the number one in the chip foundry field, TSMC's every move has attracted much attention. Previously, TSMC built a factory in Arizona, USA. The factory is scheduled to be put into production in 2024. It is mainly used to produce chips for 5nm process processes. Recently, TSMC founder confirmed that TSMC will expand its investment in the United States and set up a 3nm process wafer factory.

In addition to hardware facilities, people are more important links, and the United States lacks relevant talents, so TSMC will also provide relevant personnel. Some media reported that 300 TSMC employees have already gone to the United States, and more than 1,000 engineers and their families will go to the United States in the future, and TSMC's supply chain manufacturers in Taiwan will also go to the United States.

Regarding these measures of TSMC, some netizens bluntly said that TSMC is planning to move to the United States? Not only building factories, but also sending engineers to the United States, this will undoubtedly be of great help to the development of the U.S. semiconductor manufacturing industry. If this continues, the United States will not emptiate TSMC, and TSMC will eventually become "American CSMC".

Netizens’ worries are not without reason, so why did TSMC do this? In fact, TSMC does not have much room for choice based on the current situation. Although TSMC is the number one in chip manufacturing, the right to speak in the semiconductor industry is still in the hands of the United States. The United States can not only hinder the neck of Huawei , but also hinder the neck of TSMC.

First of all, in terms of various technical patents and materials, TSMC has to rely on the United States and its allies. Secondly, among TSMC's customers, American companies account for a large proportion. Finally, factors outside the market also leave TSMC with little room for maneuver. Therefore, even if the production costs in the United States are higher, TSMC will respond to the requirements of the United States and go to the United States to build factories.

For the United States, requiring TSMC to build a factory in the United States is an important means to ensure the security of its chip supply chain. Although there are companies such as Intel in the United States that make chips, they still have a certain gap with TSMC. It is normal for TSMC to be targeted by the United States in order to control the security of the most advanced process supply chain.

In addition to ensuring the security of the chip supply chain, the United States naturally has other purposes. According to the chip bill , companies that build factories in the United States can receive subsidies, but after receiving this subsidy, they will not be allowed to invest in the construction of advanced semiconductor process factories in China in the next 10 years. Isn’t this to force everyone to take sides? Judging from the current situation, TSMC chose the United States.

In fact, in addition to having a strong voice in semiconductor technology, the United States has also penetrated deeply into the East Asian semiconductor industry. Many East Asian semiconductor companies have American capital behind them. Therefore, it is not difficult for the United States to meet their requirements. Therefore, some netizens believe that TSMC is originally "MIC". Don't deceive yourself. Instead of paying attention to TSMC's trends, it is better to pay more attention to the development of domestic semiconductor supply chains.