They will always use sugar to confuse our eyes and make people unable to see the iron rod ...... their hands
I believe everyone will be familiar with TSMC, a semiconductor manufacturing giant, in this era of "chips are king" technology, TSMC's monopoly advantage in the field of chip manufacturing has made it the brightest star in the market!It once surpassed domestic Internet giants such as Alibaba and Tencent to become the company with the highest market value in Asia.
But it's a pity that TSMC, which is in full swing of development, has been "fooled" by the Americans in recent years, not only taking the initiative to give up its second largest customer Huawei, but even moving a large amount of the company's production capacity to the United States.
Just recently, there was a blockbuster news in the field of cutting-edge semiconductors, if we interpret this news in depth, it is not difficult to find that TSMC was slapped hard by the United States. I was also able to get a glimpse of the future bumpy fate of this giant, what is the news?
"Milestone" product launches.
ASML is a monopolist in the global lithography machine market and the most important upstream supplier of TSMC. According to the Global Times, on the 21st local time, Asmael officially shipped the world's first new high numerical aperture extreme ultraviolet lithography machine (High Na EV) to Intel of the United States.
It is reported that this machine was ordered by Intel last year, and the cost exceeded 300 million US dollars, and the volume is larger than a truck. This is also the first delivery of the High NA EV worldwide.
The impact of this incident on the entire semiconductor industry is too great. Previously, industry experts have said that the 2nm era will be the end of silicon-based chips, and if you want to make a breakthrough, you can only subvert traditional technology and turn to photonics or carbon-based.
And this advanced lithography machine supports the manufacture of 2nm and more advanced chips, making it a truly future-proof product. In other words, the life of traditional light source technology and silicon-based chips will be extended again, and the existing semiconductor industry pattern will be stabilized.
A few are happy and a few are sad, Intel is naturally happy, but its competitor TSMC may not be able to laugh. Because Asmail has already released the wind, it will build 10 High NA EVs next year, but 6 of them are Intel's, and the remaining 4 will be divided between TSMC and Samsung.
After Intel got the "big killer", it also began to publicize it, and advanced the mass production plan of 2nm chips originally scheduled for 2025 to 2024. If it really makes this time difference, TSMC will lag behind Intel by 1 year in the most advanced process, which can be said to be fatal for the chip industry, which needs to "keep running" to maintain its leading edge.
At the critical moment, it still makes people see who is the most painful "pro-son" in the United States.
TSMC's surname change crisis.
10 High NA EVs, Intel alone won 6 units, for this key product that can determine the future industrial competition pattern, how can TSMC watch it be snatched away by others?
You said that Intel is a shareholder of Asmail, isn't TSMC?They also have the right of first refusal. You said that Intel is a big customer of Asmail, and TSMC has the same identity. Don't forget, the first revolutionary immersion micro-camera produced by ASML was helped by TSMC, and it was precisely because of the birth of this product that ASMAL began to establish its leading position.
Reasonably, Asmail's favoritism is unreasonable. But if you analyze it from the perspective of the "surnames" of TSMC and Intel, it seems that everything has suddenly become clear.
Intel is a native of the United States, and TSMC, no matter how obedient it is, can only be regarded as an "adopted child" in the eyes of the White House. When faced with a choice of major interests, of course, we must pull all the benefits to our side.
Combined with Biden's chip manufacturing reshoring plan in recent years, the White House's purpose of reshaping the United States' global semiconductor manufacturing hegemony is very obvious, which is not difficult to understand why Intel can dominate this competition, after all, the father behind it still has a lot of right to speak, and one is not happy to give Asmael a technology or ** chain restriction, as strong as Asmael has to finish.
It's time for TSMC management to wake up, and it's time for this resounding slap to break illusions. TSMC's investment and construction plan in the United States has reached 40 billion US dollars, which is unprecedented in the history of the United States, and a large number of advanced production capacity will be gradually transferred to the United States in the future, which is the foundation of TSMC's survival.
At present, the U.S. market contributes as much as 70% of TSMC's revenue, and the holdings of U.S. institutions and individuals are also rising.
What's more dangerous is the White House's full support for the local semiconductor giants in the United States, and under the new pattern of participating in the semiconductor race, American companies with backgrounds will soon open up the gap with TSMC in technology and lose their first-mover advantage in technology, which will be the life and death crisis of TSMC.
In the face of such a predicament, how should TSMC break the situation?
It's not too late to get together.
First of all, TSMC must clearly realize its biggest bargaining chip: mastering more than half of the world's chip production capacity. This means that TSMC holds the lifeblood of the global economy, and with this card in hand, no matter how jealous the White House is, it has to be polite in face.
Recognizing this, TSMC must establish a principle, that is, production capacity must be in its own hands and cannot continue to be transferred to the United States. If the "boiled frog" goes on like this, TSMC will become more and more humble in front of the White House.
The second is to learn to walk on two feet, and while stabilizing the US market, we must actively establish ties with the mainland market, and follow the example of US companies such as Nvidia to develop specific products and services that can circumvent regulation. Japanese companies Tokyo Electron and Dutch Asmail are doing this, and if TSMC is doing this, it will undoubtedly be a major strategic mistake.
Maintaining close ties with the mainland market is also an option for the company to create an alternative in the future, so as not to go down the road under the coercion of the United States. Before it's too late, TSMC must get moving!
What do you think about this?Feel free to leave a message in the comment area to share your valuable views.
100 help plan