Recently, a major decision by TSMC has attracted widespread attention. TSMC, which originally planned to expand its factory in Arizona, suddenly changed its mind and chose Kyushu, JapanInvestments$40 billion to build the world's most advanced 3nmChipsFactory. This move has triggered people's deep thinking about TSMC: What happened to TSMC Chairman Liu Deyin?What kind of truth is hidden behind this strategic adjustment?This article will reveal this sudden turn of events from three different angles.
Currently, the United States and China are aroundChipsThe war has entered a white-hot stage. The United States constantly restricts exports to ChinaChipstechnology, and the Chinese mainland market is also an indispensable part of TSMC. The dispute between the two sides has put TSMC in a dilemma. Once US-China relations continue to deteriorate, it will undoubtedly be worse for TSMC. Therefore, the shift to Japan to build a factory can be understood as a hope to avoid the wind and waves of the US-China war and maintain independent technical strength. In the current tensionInternationalIn the environment, it is difficult for any company to be alone, and TSMC's choice to temporarily avoid the Sino-US game can be said to be a helpless move.
From another point of view, TSMC's move to Japan to build a factory is also a spirit of cooperation that supports each other. JapanChipsThe business is in crisis, and TSMC's strategic adjustment can also be seen as a return to the Japanese side. By building a factory in Japan this time, TSMC can drive industrial development, provide employment opportunities, and give Japan support and warmth in difficult times. It is rumored that Japan** is considering investing more than half of its capital to support TSMC's plan to build a factory in Japan, which can be said to be the best portrayal of mutual benefit and win-win results between the two sides.
On the other hand, one of the reasons why TSMC went north to Japan to build a factory is also because of Taiwan's current serious electricity shortage. ManufacturingChipsThe complex process will consume a lot of moneyElectricity, especially the more sophisticated the process, the more requiredElectricityThe more. Plus TSMC continues to expand its business, rightEnergydemand has increased further. However, Taiwan's hydropower ** is tight, and it is difficult to meet the highTechnologyThe electricity demand of the industry. Coupled with the ongoing drought caused by global warming, Taiwan's in the coming yearsElectricity**May make matters worse.
In this case, TSMC chose to build a factory in Japan in the north, which can be solvedElectricity** Problem. JapanElectricity**Sufficient and stable, TSMC does not need to worry about power and water cuts. This is also a reasonable choice for TSMC to turn to Japan to build factories.
Through the above analysis, we can see that TSMC's strategic adjustment is the result of a combination of many factors. It's not just the U.S.-ChinaChipsThe impact of the war was even more affected by Taiwan's electricity shortage and JapanChipsDriven by the dilemma of karma. TSMC's decision shows how complex the company isInternationalFlexibility in the environment, as well as support and rewards for partners.
However, there are also those who have a different view of this frequently changing decision. They believe that frequent changes to announced plans will go against market expectations and impactInvestmentsThe confidence of the people may be on TSMCInternationalimage and credibility have a negative impact. In addition, the impact of this strategic adjustment on the Chinese market is also unknown, and it is also worth paying attention to whether there is a private game between the two sides.
Whether it's a view that supports TSMC's flexibility or a view that concerns the negative impact of frequent changes, we should be open and inclusive and wait to see the outcome of this game. After all, only by observing the actual results can we see clearly the truth and calculation behind this strategic adjustment.
TSMC decided to go north to Japan to build 3nmChipsfactory, which has attracted widespread attention. From the United StatesChipswar, Taiwan's electricity shortage, and JapanChipsFrom the perspective of industry difficulties, TSMC's strategic adjustment is the result of a combination of factors. It demonstrates TSMC's flexibility and support for partners, but it may also lead to changes in market expectationsInvestmentsconfidence and the impact on the Chinese market. We should be open and inclusive, and wait and see the final outcome of this strategic adjustment.