TSMC's talent equipment was delivered, the United States changed its tune, and the industrial chain game was worrying
The trend shows not only the true colors of the hero, but also the same"Outlaws"The true colors!
After the end of World War II, a large number of leading scientists in Germany and Britain"Please"Participate in scientific research in the United States. This has also been the case in recent years, with slogans such as huge subsidies, freedom, equality, borders, etc., attracting highly qualified people from all over the world under certain positions;And people's scientific research results want to make the United States more difficult and dangerous, which has always been the core of the United States' national policy, and has always been the most important factor for the development of the United States, which has almost become the most important national policy of the United States, and has been regarded as a guideline by many people.
China and the United States"Chip Wars"After the start, the United States also targeted the world's largest and most technologically advanced chip factory in Taiwan Province of China - TSMC.
In order for the United States to be"The world's only high-end chip and cutting-edge technology supplier", the United States changed the rules and provided tens of billions of dollars in subsidies to TSMC to attract it to build factories in the United States. The U.S. chip industry chain has been in decline for many years, so if you want to stimulate the local chip industry, you need to increase costs.
However, in addition to coercion, TSMC had to transfer some of its personnel, technology and equipment to the United States due to its heavy reliance on American companies. And in November 2022"Relocation ceremony"TSMC must stand with chip giants such as Apple, NVIDIA, and AMD, and Biden happily said: American manufacturing is coming back!
This situation can be described as a bit sad, TSMC has developed into history after experiencing the most glorious moment in the United States!For example, Warren Buffett, BlackRock, JPMorgan Chase and other old shareholders of TSMC sold TSMC**, and the United States changed the subsidy rules to set up obstacles for TSMC to apply for subsidies;By handing over core business data, factories and production cannot be established.
And now, according to the "Science and Technology **" report, there is news: considering the current low chip packaging difference in the United States, the first R&D investment project in the United States"CHIPS and Science Act"Funding the U.S. chip packaging industry decided to invest $3 billion.
The United States invited TSMC to build a factory in the United States, thinking that the United States was committed to boosting the local chip industry in the United States, but now it suddenly changed its tune and became"For the first time"Specializing in the packaging industry, why is that?
The chip industry chain is very long, in the production link, most of the production capacity comes from Taiwan Province, South Korea, the United States took away the main equipment and technology before, and has enough right to speak, but in the packaging link, China's packaging capacity accounts for about 38% of the production capacity, especially the long electric technology, leading the world to achieve 4 nanometers and other advanced processes, such as mobile phone SOC packaging, not only to achieve the integrated packaging of CPU, GPU, RF chips on the package;The integrated packaging of CPU, GPU, and RF chips should also have higher economic benefits and cost performance.
As a result, Zhuodeng Technology has received many orders for system integration packaging products from international customers. In this case, Lao Mei began to generalize: due to the risk of the chain,"The U.S. doesn't want chips to be packaged and shipped abroad"。The U.S. side said that this move has two purposes, one is not to hope that Chinese companies will gain more advantages in the chip industry chain, and the other is to worry that one day Chinese companies will be stuck in the throat.
U.S. Deputy Secretary of Commerce Laurie Locaciou said in announcing the investment plan that by 2030, the United States will have many advanced packaging capabilities and enterprises, and will become the world's leader in advanced chip packaging. This phrase was interpreted by the Americans as:"Love the new and hate the old"The most suitable is that TSMC has got the talents and equipment of the United States, but it has not yet been loved by the United States.
In fact, many people first guessed this ending, American"CHIPS and Science Act"It was meant to be a play"Tricky"The big drama, the United States has carefully designed tens of billions, plus the Hongmen banquet, even if they can't get subsidies, they will think so:"Let's take it as protection money!"!In this regard, many foreign media said: This is Zhang Zhongsi's plan!
As for whether the new U.S. regulations will promote the development of the U.S. domestic packaging and testing industry, this is not optimistic, because the packaging and testing industry is at the end of the integrated circuit manufacturing industry chain, which is a labor-intensive industry, and the United States has high labor costs, so it is difficult to gain an advantage in this link. In other words, Chinese companies can't be hard-hitting, they have to work with us. Because our country has technology, cheap labor and the world's largest chip market. What do you think about this?