The wind direction changes abruptly!TSMC officially announced its new plan, and the American media bamboo basket was empty
After the United States revised the chip rules many times, it directly broke the balance of the development of the global semiconductor chip market, and although TSMC is the hegemon in the field of chip production, it has to give up cooperation with Huawei's second largest customer under the continuous pressure of the United StatesAfter the loss of Huawei, TSMC's big customers have become all American companies, and under the continuous invitation of the United States, TSMC has also decided to invest $12 billion to build a factory in the United States, which is also a good idea. The United States decided to invest $12 billion to build a factory in the United States, which also made many people think that TSMC was on the way"**"The Way!
Some time ago, in order to suppress the development of Chinese companies such as Huawei, the United States not only changed the chip rules many times, but also issued more than $52 billion in chip subsidiesUnder the guns of real gold, chip giants such as TSMC and Samsung have invested in building factories in the United StatesIt is worth mentioning that at the groundbreaking ceremony of TSMC's 5nm factory in the United States, TSMC CEO Liu Deyin publicly stated that he would expand his investment in the United States to 40 billion and set up another factory in the United States. TSMC has invested 40 billion euros and will set up a 3nm factory in the United States. In this regard, many people think that TSMC has become"American semiconductor manufacturing company", but is that really the case?
Today's TSMC, the main customers are Qualcomm, Apple, Intel, etc., these are American companies, TSMC is heavily dependent on orders from American companies, so TSMC had to decide to build a factory in the United States to curry favor with the United States and get more orders;Isn't it great that TSMC can build factories in the United States on the one hand, and on the other hand, it can retain the United States and get more orders from the United States?Just when the United States was full of praise for TSMC's contribution to the development of the American manufacturing industry, TSMC's factory construction plan was a sudden change in the direction of the wind!Now, TSMC has also officially announced its new plan!
According to reports, TSMC has now begun mass production of 3nm chips, and the first orders have all been placed by Apple in the United States, in addition, TSMC will also build more 3nm chip factories in the local area in order to expand 3nm production capacity, and prepare for the development of more advanced 1nm chips;Although TSMC plans to build an advanced 3nm factory in the United States, mass production will not be until 2026, when 3nm will no longer be the 3nm of the year. When 3nm is no longer the most advanced capacity, it has to be said that TSMC is still relatively smart;In addition, TSMC also officially announced that it will build a chip factory in Japan to expand its own production capacityAnd what is the purpose behind this?
TSMC executive Wei Zhejia confirmed plans to invest $7 billion in Japan to expand production capacityNext, TSMC also plans to build chip factories in Europe and even the Indian marketIt can be said that the current TSMC has paved the way for global expansion, and building a factory in the United States is just a stepping stoneIn the past, the United States thought it had won TSMC, but it didn't expect to build a factory in the United States. But I didn't expect TSMC to build a factory in the United States, which is just the first step towards globalization;The United States ** also said: This will be a bamboo basket for nothing!
In recent years, the development of the world's semiconductor chip market has been very rapid, and TSMC has been in the semiconductor field for so many years, and naturally knows the importance of mastering basic technology, so it is almost impossible for the United States to realize TSMC's desire to assert itself, and now TSMC's ambition is also very large. After TSMC completes the configuration of the world market, it will also greatly diversify its own risks, and the United States will invite TSMC to build a factory in the United States, and eventually the bamboo basket will be empty, I don't know what they think?