TSMC's market capitalization**, turning off the lithography machine, foreign media speculated the reason.
Since Chang Zhongmou left the United States for Taiwan and single-handedly founded a new semiconductor manufacturing field, TSMC has been a leader in the world's semiconductor manufacturing industry. SMIC is currently China's top semiconductor manufacturing company, and its founder is TSMC's predecessor Zhang Rujing, and under TSMC's leadership, it has been the staunchest competitor. Professor Liang Mengsong, who graduated from TSMC, joined SMIC in 2017, and SMIC's development in the semiconductor field can be described as rapid progress, in just a few months, it has made great progress from the 14nm process and the world's leading results in the 28nm process.
So far, SMIC has caught up with TSMC's 7nm and 5nm. However, due to the "special care" of the United States and other European and American allies, China has nothing to do with EUV lithography machines. What's more, Zhang Zhongmou, the founder of TSMC, is not very friendly to SMIC on the surface, but in fact, he is still very worried about SMIC. Just when the United States and other European and American countries joined forces to suppress China's semiconductor industry, TSMC also chose to form an alliance with SMIC to try to suppress other domestic chip manufacturers.
Earlier, TSMC had already said that Chinese mainland should focus on the design of chips, and the production of chips could be entrusted to the more experienced TSMC. But before Zhang Zhongmou's words were finished, TSMC stopped supplying Huawei. Moreover, TSMC has been suing SMIC since 2000, trying to take it to court and trying to strangle it in its cradle.
Although the efforts of domestic semiconductor companies such as Huawei and SMIC have allowed TSMC to make great progress in the localization of chips, it is precisely because of this that they can build factories in the United States and gain a firm foothold in the market. At present, TSMC's market value has plummeted, and the lithography machine equipment has been suspended, and the gap is obvious. No wonder people say that Zhang Zhongmou is probably heartbroken.
In order to revive the United States, TSMC went to the United States to "dedicate".
Under the lure of the United States, TSMC took the lead in participating in the blockade of China's semiconductor industry, and TSMC also established a new production base in Arizona at the request of the United States and received a large amount of money. The United States has long prepared the bait, and the investment of $52 billion is enough to turn TSMC from the United States into "American Semiconductor Manufacturing Company".
TSMC immediately ordered dozens of planes, took its own technicians and machinery, and went to the United States, and the United States ** was also very happy to issue a green card to people in Taiwan in the United States. The United States reached an agreement with TSMC, which put an end to TSMC's investment in China.
However, Zhang Zhongmou did not realize that the reason why the United States sent TSMC to the United States was not out of trust in TSMC technicians, but to seize this huge profit margin.
First of all, the United States has not provided them with subsidies for factories, and even the United States is still urging TSMC to submit some key information, such as the yield and profit of chips. Even the technicians brought by TSMC from Taiwan have been poached by domestic companies such as Intel. Just when TSMC had just built a factory and was about to recruit troops, the labor unions in the United States began to target TSMC and put forward ** to Taiwanese employees, resulting in their inability to start work normally and the factory was in a mess.
The same is true for TSMC's stock price and financial report, the stock price and revenue in the United States have been affected, and TSMC's market value has shrunk to $320 billion, a loss of nearly 2$8 trillion. TSMC has been making money for so many years, but now it has become like this, which is really regrettable.
TSMC collapsed, market capitalization**, lithography machine collapsed.
The reason why TSMC ended up so miserably is entirely because the Americans are obstructing it. TSMC has been continuously investing in advanced technology in the past two years, and in the past two years, TSMC has spent almost all its resources on advanced technologies of 3nm and 2nm.
Although TSMC has high requirements for the 7nm process, due to pressure from the United States, TSMC did not choose to continue production, but chose to stop production to save operating expenses.
To make matters worse, in the case of "lack of cores", TSMC took the opportunity to raise prices and increased foundry costs by 6%, but both Apple and Nvidia expressed strong dissatisfaction with this and proposed repricing. Other companies that compete with TSMC have also seized the opportunity and began to play the idea of "catching up with TSMC in five years", vowing to drag TSMC off the throne.
And Biden's exploitation of TSMC is also continuing, and it is clear that without domestic support, TSMC will become a part of the United States. Perhaps, Zhang Zhongmou's heart has not been completely broken.