It has to be said that foreign companies are still more discerning than domestic companies in observing market prospects. Apple and Samsung entered the Chinese market long before domestic mobile phone companies were born, and occupied most of the market share extremely quickly.

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With the birth of the Internet, smartphones have played an increasingly important role in human daily life. Since mobile payment has become the mainstream payment method in the country, except for students, almost everyone must have a mobile phone. It has to be said that foreign companies are still more discerning than domestic companies in observing market prospects. Apple and Samsung entered the Chinese market long before domestic mobile phone companies were born and occupied most of the market share in an extremely rapid manner. It is precisely because of this that Apple is now the company with the highest market value among listed companies in the world. However, the good times did not last long. Just some time ago, Apple's market value evaporated by US$63.5 billion overnight. This can't help but make people worry about TSMC's "going to the United States to build factories." It seems that TSMC may have really been "played" by the United States.

Since Apple entered the Chinese market, its market value has continued to soar. But this is naturally within our expectations. After all, as soon as Apple’s new machine was released, it quickly captured domestic headlines and was sold in a record-breaking manner, and even sold more every year. Some time ago, with the release of the new iPhone 14 series, Apple became the world's first listed company with a market value exceeding US$3 trillion. Just when we all thought Apple was going to make great progress, we didn't expect that Apple's market value continued to plummet. It is understood that Apple's market value has evaporated by US$63.5 billion overnight, and in less than a year, Apple's market value has evaporated by 7 trillion yuan.

Let’s put aside the reasons for Apple’s decline in market value. As a Chinese company, TSMC’s decision to build a factory in the United States seems a bit funny now. We all know that some time ago, the news of TSMC going to build a factory in the United States spread all over the world. Anyone with a discerning eye can see that the reason why the United States invited TSMC to build a factory in the United States is because it covets TSMC’s chip manufacturing technology, and TSMC wants to continue to gain access to it. In order to obtain orders from the United States, TSMC went to the United States to build a factory. In order to show its sincerity, TSMC gave its latest manufacturing chip technology - 3nm chip production capacity to the United States. It can be said that it has done its best. But what I didn't expect was that the decline in Apple's market value indicated that U.S. companies no longer seemed important to TSMC.

First of all, we all know that TSMC’s production capacity is concentrated in the field of high-end chips and . Although it looks prosperous, in fact TSMC is constrained by its own advanced technology. Because globally, only U.S. companies have demand for high-end chips, which means the U.S. controls TSMC's economic lifeline. Only when U.S. companies issue high-end chip orders to TSMC can TSMC make money. Apple company As TSMC's largest customer, more than 50% of the reasons why TSMC went to the United States to build a factory were for Apple. However, the decline in Apple's market value has caught TSMC off guard.

Simply put, the reason for the decline in Apple's market value is that consumer demand for Apple mobile phones has dropped significantly, which means that the number of Apple orders may plummet in the future. Once Apple orders plummet, the demand for TSMC's chips will not be that big. Based on this analysis, the cost for TSMC to build a factory in the United States is a bit too high. After all, all the capital has been sacrificed. If the benefits obtained are not as great as before, then TSMC has really been cheated. Once the United States intervenes in the management of TSMC's chip factories, there is a high probability that TSMC's advanced technology will be leaked, and the road ahead will be really confusing.