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TSMC has always played a pivotal role in the global semiconductor industry chain, and its advanced process technology has made it occupy a large share of the global chip foundry market. TSMC said it would no longer provide chip manufacturing services to the United States and would shift its investment focus to Chinese mainland, a move that has sparked widespread attention and discussion.
TSMC's move is mainly due to the introduction of the U.S. Chips Act and the impact of U.S. sanctions on China, which have caused TSMC's operating costs in the U.S. to rise significantly, and it is also facing**The chain is not perfect, and the range of customers is limitedand so on.
In addition, the $52 billion chip subsidy plan promised by the United States** has also been delayed, which makes TSMC feel very uneasy, and in order to cope with these challenges, TSMC has decided to adjust its investment capacity plan in the United States.
They plan to build a three-nanometer wafer fab in Arizona to start mass production in 2026, but TSMC has to import a lot of equipment and materials from Taiwan and elsewhere, which leads to high transportation and tariff costs.
In addition, TSMC is unable to provide services to customers in Chinese mainland due to U.S. export controls, which further narrows the market and competition.
So TSMC has refocused on the Asian market, and China is one of the markets with huge potential. According to statistics, TSMC's revenue in the Chinese mainland market in 2022 will be NT$2,4516.8 billion yuan, an annual increase of nearly 49%, accounting for about 1082%, second only to the United States.
TSMC's move is to ensure the stable operation of its semiconductor production line, so as to ensure the stability of the global semiconductor ** chain.
TSMC's decision has also been welcomed by China**, which has been committed to promoting the development of the local chip industry, and TSMC's investment will help improve Chinese mainland's chip manufacturing capacity, which is an important milestone for China**, which means that Chinese mainland is gradually becoming an important base for global chip manufacturing.
Regarding TSMC's decision, foreign media have said that TSMC should have woken up a long time ago. Today's global technology competition is intensifying, and TSMC is also facing unprecedented pressure. Although TSMC's decision will have a certain impact on its revenue, it will help ensure the stable operation of its semiconductor production line, thereby providing a strong guarantee for the development of the global semiconductor industry.
Conclusion
Overall, TSMC's decision is an important adjustment in the face of changes and challenges in the global chip market, which will help improve TSMC's competitiveness and efficiency, and also help promote the development of Chinese mainland's chip industry. Although this decision may cause some controversy, it is the best option at the moment.
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