As we all know, in order to curb the development of SMIC, the United States has dispatched all over the country and even continuously put pressure on major European manufacturers in order to make everyone stand on the side of the United States. However, after three years of lockdown, the US's blockade not only did not work, but instead watched Chinese manufacturers continue to break through technology.
In desperation, the United States planned to use its "trump card" because it knew that the shortcomings of China's chip semiconductor are in chip manufacturing. As long as TSMC is controlled well, it can achieve its own blockade.
This is why TSMC has been constantly "retracing" in the past two years, and even keeps pace with the United States. Recently, in order to respond to the request of the United States, we have also started to spend a lot of money to invest in and build factories in the United States, and even chartered flights to bring some core talents and equipment to the United States.
It is understood that TSMC has brought more than 300 core backbone talents to the United States today, and there will be more in the future. Because TSMC will not only build a chip factory with 5nm process processes in the United States, it will also build a production line for 3nm process processes. Although Taiwanese media lamented that they cannot move away the "protecting the Taiwan Deep Mountains", it seems that it is not surprising that TSMC will become "MCC" in the future.
In fact, many people don’t understand why TSMC is willing to follow the United States? This is also because TSMC can only do this after losing the big customer of , Huawei .
On the one hand, because the United States holds "technology hegemony", in some aspects, it can curb TSMC's free shipment.
On the other hand, the " chip bill " released by the United States has put out tens of billions of dollars to support the development of local chip manufacturers in the United States. TSMC also understands that if it has a breakup with the United States, it is very likely that it will not be able to afford it. Instead of doing this, it is better to hold the United States tightly and be able to have food and clothing without worries.
But what TSMC unexpected is that the United States is not willing to support TSMC, and even tens of billions of subsidies are just for TSMC to see. Because the intention of the United States today is very obvious, it will accelerate the rise of local American chip manufacturers, and at the same time it can also bring TSMC to the team to try to put pressure on SMIC.
This is also why TSMC was "emptied" by the United States today, and even modified chip rules many times, making TSMC unable to ship freely.
But the problem also arises. In this way, the US shrinks the chip market, and who will the excess American chips be sold to? In other words, who will pay for the misery of the American chip giant?
In fact, regarding this issue, Zhang Zhaozhong had already revealed the truth: the United States is constantly suppressing and blocking China, just deceiving itself. Because today's China is no longer the China a hundred years ago, excessive blockade will only make us more motivated. Then no one will want American chips, so cover it yourself!
Even foreign media began to sigh: According to the current development momentum of SMIC, it may become the world's largest chip supplier in the near future!
is not groundless because my country's chip semiconductor development has indeed been very vigorous in the past two years.
Since 2019, tens of thousands of manufacturers have joined the chip semiconductor field, in order to accelerate my country's chip self-sufficiency rate and achieve a self-sufficiency rate of 70% by 2025.
After three years, the United States' blockade and suppression has accelerated the development of my country's chip semiconductor field. It can be seen in three quarters this year that the cumulative reduction of chip imports has exceeded 60 billion. also achieved independent and controllable in the 28nm process process, and successfully broke through mass production technology in the 14nm process process.
Perhaps this technology is far inferior to TSMC or Western manufacturers, but you should know that the mid-to-low-end technologies such as 14nm and 28nm are enough to meet 90% of the market demand. Because in addition to high-end mobile phones, chips with 14nm and 28nm process processes can be met in the fields of automobiles, manufacturing, aerospace, etc.
So at present, we only need to devote more energy to the low-end ranks and improve our technology.At the same time, it also began to bypass EUV lithography machines for research and development, after all, silicone chips began to approach the ceiling.
Some time ago, the official media also released news that my country's first photonic chip production line will be put into production in 2023, which means we are beginning to embark on the road of "overtaking on the curve". is because photonic chips have higher advantages over silicone chips. Not only does it consume low power and can be mass-produced without the need for EUV lithography machines.
So from today's situation, it is not wise for TSMC to embrace the United States, and even put on a look of "changing surname" and thinking that we cannot create high-end chips. As the saying goes, thirty years from Hedong to Hexi, it is not certain who can laugh to the end.
What's more, today China has the world's largest consumer market, and capital is always profit-seeking. As long as we insist on investing in independent research and development and innovation, I believe that in the near future, we will be able to break the technical difficulties and hold high the banner of SMIC on the stage of globalization!