TSMC suddenly "turned back", Biden did not expect it, and foreign media said that the United States was not kind
It is well known that in the 20th century, once the United States relied on"Science knows no borders"The slogan has created a supremacy in the frontier of science, recruited with a generous salary package, and obtained many top scientific research talents.
Through the efforts of a large number of talents, the achievements of the United States in the field of semiconductors and the support for TSMC have grown to the current level, and now TSMC is suddenly"Hold back", Biden was unexpected, foreign media said: The United States is not kind!What happened?
Because American companies have an absolute advantage in the field of semiconductor manufacturing, occupying more than 40% of the global market share, and even higher than TSMC's supply ratio at one time.
However, due to the advanced chip manufacturing process, Lao Mei began to worry about chip investment funds, after all, for advanced chip mass production technology, the research and development of technical processes, the construction of facilities and the purchase of equipment require large sums of money.
As a result, U.S. companies began to focus on cooperating with foreign companies in wafer production, especially to support TSMC as a foundry giant in today's international market.
Thanks to the advantages of the support of the United States in the past, TSMC has a large number of EUV lithography machines and has invested a lot of money in the research and development of advanced technology processes, which has the current market share of advanced process wafers in the world market.
Even the entire chip foundry market, including mature process chips, still accounts for more than 60% of the market share in 2022, and its market importance is not as important as Samsung.
But at the same time, this also made the former United States begin to despise, because due to the backwardness of American companies' chip manufacturing capabilities, resulting in an increasingly strong dependence on TSMC, they chose to prepare to start developing chip manufacturing capabilities.
TSMC then wanted to be able to share technology and data, which aroused the vigilance of TSMC, which was afraid of being taken seriously"Chess pieces"And the rejection of its demands made the former United States very angry.
Subsequently, some"Coercion and inducement"Behaviors began to appear, such as the introduction of a wafer production subsidy law, so that Taiwan"Old woman""Fall for granted"The purpose is to allow U.S. companies to accelerate the development of wafer manufacturing capabilities through TSMC's shortcuts.
However, not through technology and data sharing, but by asking TSMC to submit data and go to the United States to build a factory, although TSMC chose to make a small fuss, it had to obey the pressure of the former United States.
For the United States, there are no more than two reasons for building a factory: one is to keep part of TSMC's production capacity in the United States to maintain a controllable result;The second is to consider ways to recruit employees in the United States"Stealing"TSMC's core process technology.
In addition to requiring the construction of factories in the United States to improve the development speed of American companies in self-produced wafers, the United States even carried out TSMC workers through high wages in the past"Stealing", which can be seen from TSMC's situation.
Not only that, but before the final implementation of the old US semiconductor subsidy bill, the data provided to TSMC finally determined its worrying situation.
According to the released data on factory subsidies for semiconductor companies, the data shows that of the total $52 billion in chip subsidies, $11 billion and $2 billion will be used for research and development of advanced processes and defense programs, respectively, and the remaining $39 billion will be used for semiconductor companies.
According to the subsidy ratio, of the $39 billion in subsidies, Intel accounts for 32%, Micron accounts for 31%, Texas Instruments accounts for 14%, Samsung accounts for 13%, TSMC accounts for only 10% at best, and the actual subsidy is only $3.9 billion.
Obviously, it accounts for a high proportion of all American companies, especially the only company whose large-scale chip manufacturing process is retained by Intel, and the subsidy ratio is 32 times, it can be seen that the United States itself does not want TSMC to become"own people"。
In order to understand TSMC, the United States reduced a total of $40 billion in production input, and as a result, TSMC received an additional $3.5 billion again, and now the subsidy is even lower than that of Samsung, which also allows TSMC to finally see who is"Pro-son"。
For this reason, TSMC is not willing to start"Go back", founder Zhang Zhongmou said:"If the U.S. wants a reliable semiconductor industry, it should continue to invest in Chinese mainland and Taiwan. "
The subtext is also obvious, if you want to strengthen cooperation, then treat it fairly, in your own eyes, get rid of the dependency relationship, isn't it a bit too much?
In the face of TSMC's statement, the United States is still temporary"Indifferent"But according to the current situation in the United States, it either needs to rely on TSMC to a certain extent, if it is a complete turnaround, for Qualcomm, Apple and other manufacturers, the loss of supply channels resulting in shortages will naturally affect revenue.
On the other hand, TSMC is unlikely to turn its face away from people because it has a large amount of revenue from American companies.