Biden is anti-water, TSMC's plan to build a factory has come to naught, and SMIC will become the core of the industry
The United States is the country with the most advanced level of science and technology, whether it is aerospace technology, chips or computers, it has absolute advantages, and its strong technological strength has also promoted the development of the American economy, making it the country with the most wealth.
After World War II, in order to develop the rocket industry, the United States directly captured 1,600 German experts from Germany and forced them to conduct research, thus laying the foundation for the US rocket industry.
The United States also forcibly acquired the famous French company Alstom, and also forced Japan to require them to share semiconductor technology, and then carried out a series of suppressions on Japan, so that the United States semiconductor industry returned to its hegemonic position, and the United States committed heinous crimes in the history of modern human science and technology development, which is really unforgivable.
And now the United States will again"**"Reach out to China to limit the development of Chinese mainland's chip industry, and even transfer TSMC's technology and talent to the United States.
Under the intervention of the United States, TSMC lost Huawei's second largest customer, and without Huawei, a big customer, TSMC's orders would be completely dependent on American companies, so now TSMC has lost the initiative.
In this case, even if Zhang Zhongmou clarified TSMC's requirements for setting up a factory in the United States, the real purpose was to completely hollow out TSMC's core technology and talents, and he had to agree to build a factory in the United States.
At the end of last year, at a ceremony to move equipment into the factory, Biden and a group of American executives came to help. In front of the equipment and professionals sent by Taiwan Province, Biden even said enthusiastically:"Made in America is back completely"！
Regarding Biden's every move, some Americans** even commented that Biden is enjoying his spoils. Why not, after Biden's operation, TSMC's top equipment and professionals have been pocketed by Biden.
But just over three months later, the situation may reverse again, and TSMC's plan may fall through, as Biden backtracked after TSMC's U.S. factories began to be set up.
It has been reported that the industrial subsidies that Biden initially promised to TSMC have now been reduced to only 10%, which will increase the production cost of TSMC's factories in the United States by 50%.
In addition to the strong involvement of the American labor unions, the construction cost of TSMC's factory in the United States has skyrocketed, and the materials and labor required have all made the local American enterprises**, Su Yuhong, manager of Taiwan Evergreen Petrochemical Arizona, said that the cost of building a factory in the United States is 10 times higher than that in Taiwan.
In fact, TSMC went to the United States to build a factory, but public information shows that as early as 1995, TSMC built a factory at the junction of Washington State and Oregon in the United States.
At that time, Zhang Zhongmou had always wanted to build a factory in the United States, thinking that his dream would come true, but it didn't take long for them to encounter cost, culture and other problems, and the dream turned into a nightmare, and a few years later, he had to leave the factory in tears and recuperate.
Although TSMC's construction of a factory in the United States this time is different from the last time, the result may be similar, and in the end, TSMC may terminate its plan to build a factory in the United States and go bankrupt because it cannot solve the problems of cost, culture, politics and other aspects.
According to insiders quoted by **, due to a series of problems such as labor shortages and soaring costs faced by TSMC, the current equipment installation progress of the US factory is much lower than expected, and the production plan in 2024 may fail, or at least be postponed until 2025.
What's even more of a headache for TSMC is that this TSMC has promised that Apple's orders will be produced locally, and Cook also bluntly said that in the future, Apple will only use chips produced in American factories to help the U.S. semiconductor industry return.
If TSMC's U.S. factory fails to achieve mass production as planned, then Apple's orders will continue to be taken by the Taiwan factory, which will dampen the confidence of the U.S. semiconductor industry.
In short, for TSMC, whether Biden's subsidy promises have been significantly reduced, or cultural and cost differences have greatly affected the normal operation of TSMC's US factories, the situation is no longer optimistic.
As a result, not only TSMC's plans to build factories in the United States will not be realized, but also the investment in talent and huge funds - after all, it is not unusual for the United States to have people and property for a long time.
TSMC tells us with bloody facts that any company that trusts the United States will not end well, it can betray its allies, forcibly sanction and suppress other hegemonic countries, and it is not trustworthy.
Therefore, we must give up our illusions, speed up the research and development of our own technology, and establish a completely independent and controllable technological gap; only in this way will we not be subject to the United States and can we completely break the US blockade!If you think I'm right, I hope you can click support.