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Liu Deyin"Resignation"Behind the accident.
After the news of Liu Deyin's retirement came out, people speculated about the reason for his departure. Some analysts believe that Liu may be trying to escape the problems faced by TSMC's chip factories in the United States. However, the facts are far more complicated than the guesswork. Recently, the CEO of a semiconductor consulting firm conducted a market analysis of Liu Deyin's retirement. He believes that Liu Deyin has worked at TSMC for more than 30 years, and retirement at this time is a normal choice, and the situation at TSMC's US factory is not bad. In the current situation, Liu Deyin's decision to retire is wise. Judging from the current market trend, although TSMC's plan to build a factory in the United States has been controversial, the development prospects of TSMC's U.S. business are still promising. U.S. chip giants such as Nvidia, Intel and Apple are all paying close attention to TSMC because it has the technical capabilities and scale that other foundries can't match. In addition, the United States also hopes that TSMC will set up factories in China to reduce its dependence on Taiwanese companies. Therefore, the most important thing for TSMC to do now is to wait for the approval of the wafer subsidy so as not to face more serious problems. Overall, the timing of Liu Deyin's retirement is appropriate, and the prospect of TSMC setting up a factory in the United States remains optimistic.
However, Liu Deyin"Exodus"TSMC still faces some unexpected difficulties, especially in terms of competition in the field of lithography. On the one hand, TSMC has benefited from ASML's priority and has had a lot of opportunities in the past. But now the situation has changed, and ASML has transferred its priority to Intel, which occupies 2 units in the production of 6nm lithography equipment next year, while TSMC has only 4 opportunities. In addition, ASML has also strengthened its cooperation with South Korean companies, which also means that even if TSMC still has opportunities, it is likely to face a shortage of **. As a result, TSMC is in danger of being squeezed out of the lithography field.
Raimondo said it was not easy for TSMC to build a factory in the United States.
Raimondo recently said that the process of building factories in the United States for TSMC and others may not be easy. One of the main problems is that the United States is not convinced by environmental requirements in the approval process. This means that TSMC's plans to build a factory in Arizona could be affected. However, this is only a matter of the future, and TSMC will not face this dilemma for the time being. Liu Deyin's decision to retire is still a wise choice in a state of positive development.
TSMC's internal challenge: balancing the 2nm process and building a factory in the U.S.
Internally, TSMC is facing controversy over investing in a 2nm process. At the same time, the United States hopes that TSMC will build more advanced chip factories in the United States as soon as possible. How to balance the relationship between the local 2nm process plan and the construction of factories in the United States has become an important issue. Although according to the current plan, TSMC seems to be able to meet this challenge as long as it stabilizes its customers in the United States. However, there are also people within the company who believe that TSMC has not been able to achieve the goals it has set for itself, and it is this controversy that has led to the change at the top. This controversy may be one of the reasons for Liu Deyin's retirement. Admittedly, this is also closely related to the challenges faced by TSMC in building a factory in the United States.
Comprehensive analysis that combines thinking and knowledge.
At present, Liu Deyin's retirement is not as simple as the outside world speculates. TSMC encountered some unexpected difficulties in building a factory in the United States, such as the shift of priority in the field of lithography machines from ASML to Intel, and environmental requirements in the U.S. approval process. These problems may have a certain impact on TSMC's future development. However, Liu Deyin's retirement decision is also reasonable, after all, he has worked at TSMC for more than 30 years, and it is normal to leave at this time. What's more, for now, TSMC's U.S. factories continue to make positive progress. As for the controversy within TSMC, I think it's a common phenomenon because big companies tend to have differences of opinion on major decisions. Regardless of personnel changes, the construction of chip factories in the United States is a task that must be completed, and we must look at this issue with an objective attitude. Only by maintaining a positive and optimistic attitude can we promote the development and innovation of the industry.