TSMC is backwater, the technology industry is changing, and the market pattern is ushering in adjustments
As we all know, TSMC is the hegemon in the field of global integrated circuit production, and also has a pivotal position in the entire semiconductor marketOver the years, TSMC has relied on its leading process level, excellent performance and high yield, which has also won the favor of many large customers such as Apple, Qualcomm, Intel, etc., and has made a lot of money in the field of integrated circuit production
It is worth mentioning that after the United States issued a chip ban, TSMC's development path changed;Under the restrictions of the United States, TSMC soon stopped its cooperation with China's Huawei;In addition, under the continuous invitation of the United States, TSMC also chose to build a factory in the United States, investing $40 billion in the United States to build a 5nm factory and a 3nm factoryBut with the continuous development of TSMC in the United States, the United States wants to go back, and the Biden team has also chosen to change face!
In order to win over TSMC, the United States also passed a $52 billion chip subsidy law, and promised to give TSMC a huge subsidy as long as TSMC builds a factory in the United StatesIn order to build a factory in the United States, TSMC's CEO Liu Deyin also chartered a plane to transport a large number of equipment and talents from Taiwan Province of Chinese mainland to the United StatesBut what people didn't expect was that these companies all contributed to TSMC's construction of factories in the United States, and Intel also built a biscuit factory, which not only poached TSMC's talents, but also robbed TSMC's customers;In addition, subsidies in the United States are mainly given to local companies such as Intel, making it difficult for TSMC to get subsidies!
In order to build a factory in the United States, TSMC is entering the United States that it has designed in advance"Traps"。Now, the former United States has changed the rules on wafer subsidies, and if TSMC wants to receive subsidies, in addition to sharing excess profits with the United States and handing over important data such as process and production capacity, it must also participate in the research and development of advanced semiconductors in mainland China within 10 yearsRegarding the restrictive terms of the United States, TSMC CEO Liu Deyin also made it clear that it was difficult to accept, and TSMC would not apply for subsidies from the United StatesRecently, the news from TSMC has been reported by foreign media: TSMC is completely self-sufficient!What the hell is going on here?
After TSMC went to the United States to build a factory, it began to wake up and began to pay attention to the development of the Chinese mainland marketRecently, TSMC not only held a semiconductor technology analysis meeting in the mainland, but TSMC President Wei Zhejia also visited Alibaba, Renqiang Technology and other important customers in the Chinese mainland market, it is clear that TSMC has recognized the importance of the mainland market and wants to actively strive for more mainland markets. In addition, after suspending the construction of factories in the United States, TSMC announced that it will build factories in Germany and Japan, which will also allow TSMC to start a new pace of global expansion!
The most commendable thing is that TSMC's Zhang Zhongmou also said again: Everyone has their own home and motherland, and entrepreneurs from other countries cannot be expected to develop in their own motherland and also in their own motherland. This not only shows that Zhang Zhongmou has returned to his original heart, but also shows that Zhang Zhongmou has begun to pay attention to the development of the motherlandTo put it bluntly, the Chinese market is the world's largest chip consumer market, and TSMC, as the largest chip manufacturing company in Taiwan Province of China, is inseparable from the Chinese market