TSMC metamorphoses into "American Semiconductor Manufacturing Company"?If the truth is revealed, the United States may pay the price for its carelessness
TSMC's state-of-the-art fab remained in Taiwan for years, but soon after the wafer rules changed, the U.S. demanded that TSMC, Samsung and other companies build factories in the U.S., and also required them to hand over data on inventory, orders and sales, which are considered trade secrets.
At first, TSMC reacted coldly, and Zhang Zhongmou also made it clear that he was against it, saying many times that it was unprofitable to build a factory in the United States, and that the American continent lacked industrial chains and talents, but because of American technology, TSMC had to obey the orders of the United States.
Although TSMC did not hand over any confidential data, it has become inevitable to build a factory in the United States, because as early as 2020, TSMC announced that it would build and operate a 5nm factory in Arizona, USA.
At the beginning of December 2022, the first batch of machinery and equipment for the factory construction ceremony was also successfully realized, and a large number of American engineers trained in Taiwan have returned to China, and it is expected that mass production will be able in time in 2024, and Apple CEO Tim Cook is also very excited about this.
Cook has previously said that it will be a big moment for Apple chips to proudly bear the seal of "Made in the USA".
Biden is certainly happier, according to **, at the ceremony of TSMC machines entering the factory, Biden chanted"Made in the USA is back", the United States ** commented that Biden is like going on his trophy journey, very excited.
Coupled with TSMC's announcement to provide part of the 3nm technology production capacity for the United States, and mass production is planned for 2026, the two news are superimposed on each other, and the outside world believes that TSMC has become"U.S. semiconductor manufacturing", many netizens even said that Zhang Zhongmou's true face is not his own person at all.
However, in the face of the attack of the outside world, TSMC did not sit still, and directly clarified the relationship with the United States with facts, because the message that TSMC wants to express is that going to the United States to build a factory is just a global game of chess, and the dominance is completely in its own hands.
Just after the ceremony of building a factory in the United States, TSMC held a 3nm process mass production ceremony, TSMC rarely held such a ceremony before, this time with such a ** to announce 3nm mass production, the real purpose is very obvious.
TSMC did this to show that the technology has taken root in Taiwan Province, although the United States is also starting a plan to build a 3nm factory, but Taiwan Province will begin mass production in 2023, and the United States will actually wait for mass production for at least 3 years.
In addition, according to the data, the manufacturing capacity in the United States is also very low, TSMC plans to invest $40 billion to build a factory in the United States in two phases, with a total annual production capacity of more than 600,000 pieces after completion, but this only accounts for 3% of TSMC's total production capacity.
In addition to showing its determination to take root in the country, TSMC has also made another decision to invest in factories around the world, such as the 28nm wafer factory in Nanjing, which TSMC did not pay attention to in the past, and now TSMC has restarted its investment plan.
According to ** reports, TSMC will build a factory in Dresden, Germany, and has begun to evaluate the possibility of building a 12-inch factory, according to Wei Zhejia revealed at the results conference, is evaluating the possibility of building a second factory in Japan.
TSMC previously announced an investment of about 1 billion yen to build the first wafer factory in Kumamoto Prefecture, Japan, and the Japanese side also welcomed it and was willing to subsidize about half of TSMC's investment in the construction of the factory, which is considered an indispensable part of Japan's foundation and manufacturing of high-end semiconductors.
The first factory that TSMC invested in Japan has not yet been completed, and now it has announced the construction of a second one, which is obviously also a sign of attitude, proving to the outside world that TSMC is looking at the world and will not be"TSMC"Compromise.
Therefore, the real situation of TSMC is too obvious, the United States is too careless, they want to restrict TSMC by asking to build a factory in the United States, but this does not work at all, TSMC will be in Asia and Europe at the same time, waiting for the dispatch of various countries.
At the same time, TSMC will also take root in the development of advanced processes, so we are full of hope for the future of the chip industry, but I want to say that we still don't have too many illusions about the semiconductor industry in the mainland.
Although TSMC has made it clear that the attitude will not become"American semiconductor manufacturing company", but we also don't expect TSMC to become"Semiconductor manufacturing companies"What lies in front of us is only to insist on the road of self-developed technology, which is also the only way to overcome difficulties.
In the short term, the semiconductor industry chain in Chinese mainland is relatively backward, but we have a market, we have funds, as long as we cultivate talents, overcome technology, the future is still promising.