Recently, the United States announced the relevantChipsHowever, it is surprising that the target of the subsidy is not TSMC and so onSemiconductorsgiants, but a defense contractor. This news has raised many questions about the prospect of TSMC building a factory in the United States. TSMC previously launched a factory construction plan to increase production capacity and meet the needs of the global market, but now it is facing the risk of being rejected for subsidies and delaying the construction process. This will not only affect TSMC's economic interests, but more seriously, disrupt TSMC's layout and development rhythm.
But for TSMC, the issue of subsidies in the United States may be just the tip of the iceberg. After all, historically the United States was inInternationalThere are often changes in affairs, and promises of financial gain are often not kept. TSMC's visit to the United States to build a factory this time was originally based on commercial considerations, but it may suffer losses due to delays and policy changes in the United States. This uncertainty has undoubtedly increased TSMC's operating costs to other countriesChipsBusinesses bring opportunities.
The United States used to be globalChipsThe center of the industry, however, in recent years, the United StatesChipsThe status of the industry has declined significantly. According to the data, in the 90s, AmericanChipsThe share of the industry is about 40% of the world's total, and it has now fallen to about 12%. And the United States is the only thing leftChipsThe production capacity is also mainly used in the domestic market, and the share of the global market has been significantly reduced.
As a result, TSMC is overly reliant on the U.S. market, effectively abandoning the global market and concentrating risks on the U.S. And globallyChipsThe center of industry has shifted to Asia, especially China. In recent years, China'sSemiconductorsThe industry is developing rapidly and many have been builtChipsManufacturing plants, which account for about half of the global market. Moreover, China has also made major breakthroughs in the fields of materials and manufacturing, and has gradually embarked on the road of independent innovation.
Therefore, whether TSMC's business decisions are wise still needs to be observed. However, it is foreseeable that the futureChipsThe market competition will be more fierce in the domestic marketChipsThe pace of enterprise catch-up will also not be underestimated. For TSMC, to maintain its competitive advantage, it must accelerate the pace of innovation and development and reduce its dependence on a single market such as the United States.
In recent years, domesticSemiconductorsThe company has achieved rapid development and made important breakthroughs in mature manufacturing processes. HuaweiThe success of the Mate60 mobile phone came out exactly for the domesticChipsThe strong affirmation of the strength of the enterprise shows that the domestic enterprises are inSemiconductorsThe ability of independent innovation in the field has been greatly improved. At the same time, domesticSemiconductorsThe company is also making continuous breakthroughs in materials and manufacturing, and has even made important progress in the 28nm process.
These achievements are not just rightHuaweiBehind the Mate60 phoneChipsThe recognition of the enterprise is also for the whole countrySemiconductorsAffirmation of the development of the industrial chain. DomesticSemiconductorsThe improvement of the company's strength will continue to challenge TSMC's market position, so that more customers are willing to leave orders to domestic enterprises.
TSMC is unique in the worldChipsfoundry, but with the rapid development of domestic enterprises, this unique position may be gradually weakened. At the same time, TSMC is also facing the risk of reduced orders and declining profits, especially in the mature process field, which may usher in fierce competition in the domestic market.
To sum up, TSMC is facing various challenges and uncertainties in building a factory in the United States, and its future development is not optimistic. However, as the world's largestSemiconductorsOne of the foundries, TSMC still has huge strength and technological advantages. While facing competition, TSMC still has the opportunity to meet challenges and maintain its competitive advantage by strengthening independent innovation and improving technical capabilities. At the same time, domesticSemiconductorsEnterprises also need to continue to increase investment, accelerate the pace of technological innovation and development, and strive to achieve the goal of successChipsManufacturing powerhouse toChipsThe gorgeous turn of a strong country.