Starting to turn back?TSMC unexpectedly changed its face, and the American media ** is really not its own person.
Already called"10 trillion dollars for China will not make a chip"TSMC, will it be relieved this time?Since building a factory for the United States in December last year, TSMC has lost more than 150 billion in five months, with an average loss of 10 billion per day. In the face of such an unsatisfactory situation, as the only old United States looking at TSMC, it finally can't stand idly by.
Some time ago, under the leadership of Chairman Wei Zhejia, TSMC management flew to the mainland to visit customers for the first time in 3 years. The outside world believes that TSMC's move is to ask for help from the mainland, hoping to save the Chinese market. In this regard, some North American ** said: TSMC is actually not its own person!
As we all know, Zhang Zhongmou, with his wise vision and keen insight, subdivided the semiconductor industry into branding, design and manufacturing. On this basis, he founded TSMC after more than ten years of development, and now it has gained a firm foothold in the field of high-end chip foundry, and Zhang Zhongmou is also known as it"The Godfather of Semiconductors"。
However, as a pillar industry in Taiwan Province of China, TSMC's rise has not had much cooperation with mainland companies. On the contrary, it has become the United States to suppress China's semiconductor wafer field"Rush vanguard", especially after the United States announced the severance of Huawei's wafers**, TSMC took the lead in terminating Huawei's Kirin wafer foundry service.
In addition, in order to help the United States revitalize the local chip manufacturing industry, TSMC has also invested heavily in building 5nm and 3nm processing plants in Arizona, USA. For this reason, Liu Deyin also publicly stated that the mainland market is not important, accounting for less than 10% of TSMC's revenue, and his words reveal contempt for the mainland market. Even in order to obtain subsidies for wafer production in the United States, TSMC founder Zhang Zhongmou has publicly expressed support for the United States' policy of restricting China's semiconductor industry.
That's right"The sky is going crazy, the mother is going to get married, the people are going crazy, and the disaster is going to be broken", at TSMC completed the 5nm factory relocation ceremony, a large number of Taiwanese chip engineers were shipped to the past"Stuck neck"on the occasion of the United States. Not only have the previously promised preferential policies been greatly discounted, but the subsidies for chips are not as good as imagined. Even TSMC has to share trade secrets such as profits and customer information in order to receive subsidies.
What made TSMC even more angry was that after building a factory in the United States, Apple directly reversed itself and cut 120,000 wafers from large ordersWarren Buffett is also not optimistic about its development, and almost liquidated TSMC in his hands**. TSMC's revenue fell 187%, net profit **30%, and a loss of 150 billion in just 5 months in the United States. This time, not only did the construction of factories for the United States not only not receive subsidies, but some"Heavy bleeding", can be called"lost his wife and broke his soldiers"。
The United States, as the driving force behind it, directly attacked TSMC to allow American companies to do business in China. Not only has Qualcomm restored its chips to Huawei, but even it has just been replaced by our country"Obliteration"Micron also announced that it will invest in a factory in Xi'an. TSMC's behavior is short-sighted, and I can only say that the causes and consequences are all self-inflicted!
TSMC, which was raised by reality, chose to return to the mainland market and frequently made overtures to the mainland: a high-level collective led by CEO Wei Zhejia went to Shanghai to participate in the science and technology forum and expressed hope"Balance the market"。According to Taiwan**, TSMC also sent invitations to mainland companies such as Alibaba and Huaren Technology, hoping that they"Admire your face"Embrace your own advanced processing technology.
TSMC this time"Really fragrant slap in the face", while ridiculous, but also to be expected. As the world's second largest consumer market, China has never been short of external companies in the fields of integrated circuit research and development and high-end product manufacturing"Olive Branch"。For example, the Dutch company ASML, which is also active in the Chinese market, had to comply with the wishes of the United States and stop selling advanced DUV lithography machines to the Chinese market, although ASML uses a lot of American equipment in its production lines.
However, ASML has never given up its years of in-depth cultivation of the Chinese market, and the president of ASML has also flown to China to look for new cooperation opportunities. On the contrary, the former center of the enterprise"Yiba"TSMC even waited to hit the south wall before it knew how to wake up and turn back. What is the sincerity of this belated enthusiasm?
At present, TSMC's situation is becoming less and less optimistic, and it has gradually fallen into a trap, because of its ability to control and balance others, it can only be hollowed out by others. Due to the large investment in building a factory in the United States and the cost of the factory is far away, Zhang Zhongmou has decided to mainly pin his hopes on the mainland market. It seems to be a matter of fact"Wagging his tail and begging for mercy", but I don't know how many centimeters of blade and a few bits of honey are hidden.
It is better to believe in heaven and people, than to believe in yourself, which is a truth that all Chinese science and technology companies are well aware of. Under the encirclement and suppression of the United States in the past, in just a few years, Huawei has completed 1Independent research and development of 30,000 major components;Major storage companies such as Langcun and Xinlangcun have also broken through core technologies such as 128 layers, 196 layers and 3DNAND, getting rid of their dependence on foreign imports and becoming one of the world's cutting-edge manufacturing industries.
TSMC is stupid again. Whether it is a fraud or a return to the shore, my country has long been not afraid and does not care. After all, the rise of Chinese chips is unstoppable!Agreed, please like!