Zhang Zhongmou supported the restriction of my country, Chinese companies fought back quickly, and foreign media TSMC unexpectedly reversed
As we all know, Lao Mei has a very high level in the field of chip design, such as Qualcomm, Apple, Intel and so on. But when it comes to the field of chip foundry, whether it is process or production capacity, TSMC is in the position of a big brother. Not involved in the design of chips, only responsible for transforming the design into chips, this is the unique foundry model created by Zhang Zhongmou, and it is this unique operation mode that has won the favor of many giants in the chip industry.
Benefiting from the globalization of the semiconductor industry chain and liberalization, TSMC has made a lot of money. However, the rapid development of TSMC has made the former United States unable to sit still, coupled with some things that happened some time ago, the current situation no longer allows TSMC to continue to develop like this.
Due to the vigorous development of the United States in the field of integrated circuit design, the wafer manufacturing industry has always been a pillar industry in the United States. With the continuous improvement of electronic consumption patterns in recent years, the wafer manufacturing industry has gradually become a sweet spot. Coupled with TSMC and Samsung, the attention of the United States is gradually increasing.
Because the chip production capacity of Laomei continues to decline, from the previous 30% to about 1% now, it cannot be completed independently in the field of high-end chip foundry of 7nm and below. TSMC should be handed over to TSMC and Samsung to complete, TSMC should occupy an absolute dominant position, and 9% of its chips are completed for TSMC foundry, which makes Lao Mei feel in danger.
From the initial wafer supply interruption to the later wafer invoicing, this series of operations is to allow TSMC, Samsung and other companies to build factories in the United States, so as to help American companies improve their wafer manufacturing capacity and then implement the technology.
Prior to this, TSMC's attitude had always been left and right. But now that Lao Mei's combination routine has been phased out, it is not so easy to maintain this attitude, but this has directly brought TSMC's good days to an end. At the beginning of Lao Mei's cut of Huawei, TSMC adjusted the technical ratio of Lao Mei in order to help Huawei OEM Kirin core.
So TSMC has been reducing American technology, from the initial 25% to 10%, this time TSMC is still complacent for the salvation of Huawei, a big customer, some time ago the United States directly made a more ruthless decision, so that TSMC was instantly confused, that is, American technology cannot be OEM for Huawei.
TSMC reluctantly ended its cooperation with Huawei, and then made a series of efforts, constantly sending representatives to the United States to negotiate and demand a more flexible system.
Seeing this, you will feel that TSMC has been trying to maneuver with the former United States at first, trying to maintain communication with the mainland. But then it took us by surprise with a series of moves. Since Huawei has always been TSMC's second largest customer, it can increase TSMC's revenue by more than 30 billion yuan per year, but Liu Deyin not only did not lament the loss of Huawei, an important customer, but also said that orders from the mainland are only 10%, which is a consumable for TSMC.
Subsequently, in order to obtain the old wafer subsidies from the United States, TSMC decided to build factories in the United States, and also built more advanced 5nm and 3nm factories. The amount of investment has reached more than 40 billion US dollars, and it is still moving talents, technology, and equipment to the United States, little by little.
TSMC founder Zhang Zhongmou was the first to publicly express his reluctance to build a factory in the United States, because the cost and industrial chain in the United States are not in line with TSMC's development, but Zhang Zhongmou said that even if the cost of building a factory in the United States is 50% higher, he will go.
In a dialogue with American scholars, Zhang Zhongmou directly said that his sanctions against the United States to restrict the development of chips in mainland China are industrial decision-making steps, and he has no objection to this!This is also enough to see that TSMC and Lao Mei are completely reversed, but they are also increasingly inseparable from Lao Mei.
Although he also claimed that globalization and freedom are almost dead, it is not difficult to see from Zhang Zhongmou's words some time ago that TSMC has obviously chosen to stand on the opposite side of the United States and basically concluded its own position!
Just after Zhang Zhongmou clearly supported the US restrictions, what he didn't expect was that our counterattack would follow!
The first is the mainland chip market. Everyone knows very well that the broken chain of Kirin core has brought a very big impact to Huawei. However, Huawei should not give up, but choose to accelerate the progress of semiconductors at the first time, and promote the domestic substitution of core components through self-development or investment.
Some time ago, it was to reduce the import of chips from Taiwan, and I learned through the "Lianhe Zaobao" that since some time ago, the mainland has been reducing the import of chips from Taiwan, and now it has been four months.
Although China's mainland is shrinking, the United States' imports of chips from Taiwan and Chinese mainland have continued to rise, reaching 223%, which shows that TSMC is now cooperating more and more with American companies, which means that TSMC has begun to bid farewell to Chinese companies!As a result, more and more Chinese companies are more willing to place orders with factories in mainland China such as SMIC.
Second, brain drain. Zhang Zhongmou may never have dreamed that TSMC would build a factory in the United States, but he said that China has begun to establish ties with Taiwan's semiconductor talents. He set his sights on TSMC and other fab engineers.
According to Taiwan Economy, these companies are likely to be SMIC, Huawei, etc., which are also looking for process and equipment integration engineers in Taiwan. Moreover, the treatment in all aspects is better than that of Taiwan, and there are a series of subsidies such as talent training.
In conclusion, TSMC has made its position clear, and as far as we are concerned, we can no longer have illusions about foreign foundries like TSMC. Independent R&D is the only way out for China's semiconductor industry. For a period of time, the SASAC has continuously increased its research and development efforts for integrated circuits and industrial machine tools, and then reorganized the Ministry of Science and Technology. Obviously, we are ready to break the ice and make every effort to promote the research and development of national chips. As for TSMC, it may really be gone forever!