Biden was caught off guard, TSMC sang the opposite, and foreign media jumped over the wall in a hurry
We know that the chip industry started in the United States, but with the development of the chip industry, in the chip manufacturing area, heavy assets, building factories, buying equipment and other investments are huge, and the risk is too high, so American companies gradually give up and cooperate with TSMC to complete, TSMC has become a leader in the chip manufacturing industry, occupying most of the market share.
But the United States integrated circuit companies do not take it lightly, improving the performance of integrated circuits is increasingly dependent on the manufacture of integrated circuits, especially advanced process manufacturing, in this regard, American companies have lagged behind, not only behind TSMC, and even behind Samsung, and continue to join the company's research and development, only Intel has left.
The United States used to have 40% of the world's wafer manufacturing capacity, and now there is less than half left, so the United States began to vigorously develop its own wafer manufacturing industry, one of the important measures is to win over TSMC, not so much to co-opt, but to force, it can be said that TSMC has been bullied enough by the United States in recent years.
However, TSMC has been cooperating with the technological hegemony of the United States and does not dare to disobey, especially during the previous visit to Taiwan by the son of the American lady, TSMC founder Zhang Zhongmou also attended the reception, which shows that TSMC is respectful, but some time ago, TSMC suddenly openly contradicted the former United States.
Biden has been pushing for chip manufacturing to return to the United States, and he has been shouting for some time"Make sure the chip ** chain starts in the United States", and at the expense of tens of billions of dollars in chip subsidies, but Zhang Zhongmou gave this evaluation some time ago: It is very naïve for the United States to quickly enter the semiconductor market by throwing money. Obviously, Zhang Zhongmou is openly contradicting Biden.
I have to say that TSMC is also scared a lot, foreign media said that the dog will jump off the wall if it is in a hurry, calculate the past few years, the United States has shown that it is mandatory for TSMC, and it can no longer be OEM for Huawei, you must know that Huawei brings TSMC revenue of up to 25%, and it is impossible for Huawei to lose TSMC without pain.
Huawei just lost, and then the United States used two axes, handing over the data and going to the United States to build a factory, although TSMC has been twisting and pinching seems to be a little resistant, but the data must be handed over, and the United States must go to the United States to build a factory, but do you think this is the end of the matter?
At first, it agreed to go to the United States to build a factory to give subsidies, but the subsidy was postponed, and finally the subsidy was finally solved, but the subsidy amount was the lowest among all manufacturers, only about 30% of Intel, but the subsidy has not been hot, and the capital expenditure of 3.5 billion US dollars is now more, no way, the cost is too high.
And the fact that a 5-nanometer factory was going to be built before, and now a 3-nanometer factory is going to be built, which can really scare people to death. But TSMC is not a professional child after all, Intel is the child of the United States, the United States develops chip manufacturing, of course, it prefers Intel, it can be seen from the amount of subsidies obtained, Intel gets the most, but chip manufacturing needs to use a large number of engineers, and this happens to be the backbone of the United States' shortcomings.
What TSMC didn't expect was that the United States was planning to hire TSMC employees to supplement the lack of engineers in wafer manufacturing in the United States. As a result, TSMC, despite being the most powerful manufacturer of integrated circuits in the world, suffers greatly from the United States.
Although the dog jumped over the wall in a hurry, Zhang Zhongmou indirectly satirized Biden, and he did not dare to question the possibility of venting his internal dissatisfaction, but the ultimate goal must be to maintain TSMC's bottom line, that is, interests.
I think some friends still remember that American investment tycoon Warren Buffett had a large number of **TSMC** some time ago, almost becoming the fifth largest shareholder of the company, and Buffett is a well-known long-term shareholder. For example, Warren Buffett sold BYD's in 2008 and only started selling last year and has been holding it for 14 years.
After this ** TSMC, almost all of them were sold off, resulting in a loss of 100 billion yuan in TSMC's market value in less than a year. This unconventional attitude, coupled with the fact that Warren Buffett is the godfather of investment, is bound to make investors and even shareholders doubt TSMC's future.
So, Zhang Zhongmou quickly turned the situation around, he said:"If the United States wants a reliable semiconductor industry, it must continue to invest in Chinese mainland and Taiwan.
The subtext seems to be: don't fix me, it's not good for everyone. However, will the United States help Intel become bigger and stronger than TSMC, or will it help TSMC maintain its position as the leader?The answer is already obvious, the United States is squeezing TSMC's oil and water little by little.
Didn't TSMC say before that most of its revenue comes from American companies?Now, American companies such as Qualcomm and Broadcom have said that they will use Intel to manufacture their own chips, and even Apple may transfer chips to Intel.
Previously, Apple CEO Cook said that in the future, he would also consider purchasing chips in Europe and Arizona, and Intel's factory is in Arizona, where they can make chips for Apple, but Intel is almost the only one.
On the one hand, customers are dependent on American companies, and they are starting to change their orders;On the other hand, R&D and building factories require a lot of money, but American factories are constantly spending money, as Zhang Zhongmou said, American factories are difficult to monetize, and now their own ** has also been hit by American capital.
Therefore, TSMC is difficult at both ends, the difficulty is on the right, TSMC will not fall, how will Intel ascend the throne?So it is not surprising that Zhang Zhongmou shouted against the sky, but this also reflects that TSMC's value utilization rate has become lower and lower, and it is a matter of time before it is abandoned, which is really self-inflicted.