As we all know, the main reason why Laos and the United States has been constantly revising chip rules in recent years is that the rise of Chinese companies such as Huawei has made Laos and the United States feel uneasy. In order to curb the rise of my country's high-tech and defend its status as a "tech hegemon," Laos and the United States have to break the free trade of global semiconductors, even if the result is to "shoot themselves in the foot."
Against this background, various countries have successively promulgated chip manufacturing reshoring and support plans. Among them, the United States signed a chip bill worth 280 billion US dollars, and joined forces with Japan, South Korea and Taiwan to form the so-called "Chip Quad Alliance" with the purpose of creating a complete semiconductor industry chain.
In addition, in order to reduce dependence on American chips, 27 countries including the European Union finalized a chip bill to increase the share of chip production and invested more than 43 billion euros in developing the European chip industry. What is surprising is that Japan's eight major technology giants also established their own "High-end Chip Alliance" and provided 70 billion yen as subsidies.
Despite this, it is difficult for one country and region alone to achieve independent control of all processes of high-end chip manufacturing. The reason is that chip manufacturing is a global industry. As far as the lithography machine , which is the most critical for manufacturing chips, is concerned, the production of an EUV lithography machine requires as many as 100,000 parts, and requires the cooperation of more than 5,000 suppliers around the world.
As the "big brother" in the global chip foundry industry, TSMC is considered by industry insiders to be able to solve the "chip shortage" problem in a short time. You know, TSMC holds more than 58% of the global semiconductor industry market share, and many US companies, including Apple, Qualcomm, Nvidia, etc., are TSMC's "guests." It can be seen that TSMC plays an important role in the global semiconductor industry.
However, in early December 2022, TSMC held a grand machine relocation ceremony in Arizona, USA, and announced an investment of US$40 billion to build two wafer foundries in the United States, with plans to mass-produce 4nm and 3nm chips in 2024 and 2026. It is precisely because TSMC announced such an important decision that American media have commented that there is no more "TSMC" in the world.
Although TSMC founder Zhang Zhongmou has repeatedly stated that the purpose of building a factory in the United States is to obtain more chip orders. But the United States does not think so. The reason why it invited TSMC to build a factory in the United States is to boost the level of local chip manufacturing industry. It can be said that once American companies such as , Intel, and master advanced chip manufacturing technology, TSMC will be completely "abandoned."
The most important thing is that SMIC and Samsung have recently announced important decisions. The former decided to increase annual capital expenditures from the original 32 billion yuan to 45.6 billion yuan, and this part of the expenditure is mainly used to purchase DUV lithography machines. Samsung plans to expand its foundry and DRAM production capacity in 2023, and plans to add at least 10 EUV lithography machines.
It is undeniable that in the field of chip foundry, TSMC’s strength is indeed unmatched. However, with Samsung and SMIC simultaneously making efforts to lay out the mid-to-high-end chip field, no matter how strong TSMC is, it has nothing to do and can only watch the mid-to-high-end market share being "carved up."
In addition, since the chip rules were revised, the global semiconductor industry has encountered a historic "cold winter". Many American core companies, including Nvidia, AMD, etc., have not been spared, and their market value has evaporated by more than 12 trillion. In other words, the US chip giant has no time to care about TSMC's "life and death."
It is precisely because of this that the US media said that there is no more "TSMC" in the world. In the author's opinion, the reason why the US media expressed such emotion is more of a mockery of TSMC. If TSMC had increased its investment in the Chinese market from the beginning and cooperated with Chinese companies, it might not have been "emptied out." What do you think about this? Everyone is welcome to leave a message, like and share.
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