TSMC revealed the truth of the data and dismantled the "cover-up" of the United States, and the foreign media exposed that there was another side behind it
In recent years, in order to hold on to the thick legs of the United States, Zhang Zhongmou has not only implemented American laws in China, closed chip foundry cooperation with Huawei and other Chinese companies, and continued to increase investment in the United States"Support the United States for anti-China", supporting US chip sanctions against China. Sanctions against China.
Although mainland revenue accounts for about 10% of TSMC's total global revenue, China is the world's largest semiconductor market, and TSMC's main customers Qualcomm, NVIDIA and other major strategic markets are in ChinaIs it because of the $52 billion subsidy from the United States?The answer is no!
The chairman of TSMC has made it clear that he refuses to accept it"CHIPS Act"Some of the harsh conditions;If the United States does not make changes, TSMC will voluntarily withdraw the subsidy application.
It is reported that the United States"CHIPS Act"A series of developed ones"Indemnification"Clauses, such as restricting enterprises in the mainland market from developing cutting-edge technologies in the next 10 years, sharing key trade secrets such as technology, production capacity, and inventory with the United States, and exceeding expected revenues, and contributing 75% to the United States free of charge, can enjoy subsidies.
CHIPS ACT"Indemnification", exposing the ugly face of the United States to the world without omission, and subsidizing TSMC with high amounts"set"and eventually turn them all into"The United States and the Soviet Union"。Give TSMC a high subsidy"Trapped"and finally all become"Meisu Semiconductor"。
TSMC has the world's most advanced wafer manufacturing process and the world's largest wafer production capacity, and there is an endless stream of customers who come to seek cooperation. Why is Zhang Zhongmou still so afraid of the United States, and why is he willing to agree to some unlimited demands of the United States?Mainly because TSMC uses a lot of American semiconductor technology.
In order to limit the growth of China's science and technology, the United States has consolidated its own"Technological supremacy", constantly changing methods to suppress China's high-tech companies, and through coercion and inducement, Japan, the Netherlands and other countries to form with them"Anti-Chinese"The Semiconductor Alliance has tightened its control over China's semiconductor technology exports. Control of the export of semiconductor technology in an attempt to obstruct it"China Chip"to achieve the goal of preventing the rise of China's science and technology.
For American"**"China did not choose to tolerate it, but launched a strong counterattack, restricting the export of nearly 100 cutting-edge technologies such as rare earths and photovoltaic technology, and sanctioning American giants such as Micron and Raytheon. The Sino-US technology war is intensifying, and TSMC is suppressing Chinese technology companies in the United States"Majesty", had to choose to give in to the United States and become the United States to suppress Chinese technology companies"tools"。
However, the United States does not have the strength to control the global semiconductor industry, and TSMC, a chip giant headquartered in Taiwan Province of China, will not really hand over the fate of the company's future development to the United States. Some time ago, a set of data released internally by TSMC pulled down the fig leaf of the United States, which made the United States extremely angry: Zhang Zhongmou is really not his own person!
According to this set of data from TSMC, the cost of TSMC to build a factory in the United States is much higher than that of Taiwan Province of China. If the gross profit margin of TSMC's U.S. factory remains at 53%, then the **30% of the castings** will be at least**. Since TSMC has raised prices to pass on the cost of building factories in the United States to customers, and American chip manufacturers such as Intel do not raise prices, TSMC will inevitably be abandoned by important customers such as Apple and Qualcomm.
You must know that in recent years, under the collusion of the United States, American technology companies such as Qualcomm and Apple have continued to place chip orders to American chip foundries such as Intel.
In the case of high OEM costs and high risks in the United States, they also have to use subsidies"**"TSMC, Samsung and other semiconductor companies perfectly interpret what it means to be a real bully. TSMC has now released this set of data, which is unfair to the outside world: TSMC may fall into the plan to build a factory in the United States at any time!
Seeking skin with the tiger, how to make profits?TSMC has only one result of putting pressure on U.S. finances, and that is to become"TSMC in the United States", and finally squeezed dry by the United States and thrown into a small ravine. TSMC's best choice is to embrace the motherland, believe in the motherland, and base itself on the mainland, only in this way can it get out of the carefully prepared by the US imperialists"Traps"。What do you think?