TSMC finally sided with the United States, and the choice of one of the two attracted the attention of the industry
As the largest in the world"sticks"The United States is using its hegemonic position to do bad things all over the world every day, because countries other than the United States will definitely be ruthlessly suppressed in the field of science and technology, especially China's technology industry, which has been staring at China's technology industry, for fear that China will be completely overtaken by the United States.
In the field of 5G communication technology, Huawei is more at the forefront of the world than Qualcomm, and the jealous heart of the United States can't stand it, since the Trump era launched sanctions on Huawei, and now in the Biden era, the scope of sanctions is getting bigger and bigger, more and more ruthless, while preventing TSMC from manufacturing Huawei's high-end chips, while also inviting TSMC to build an advanced chip factory in the United States.
The purpose of the United States is also twofold: on the one hand, it aims to sanction and suppress Huawei, and at the same time restrict the development of China's chip industry; On the other hand, preventing the development of chip foundries such as TSMC in China and strengthening the domestic chip manufacturing capacity in the United States can be described as a perfect plan to kill two birds with one stone.
Some people may not understand that the United States asked TSMC to go to the United States to build an advanced chip factory, and TSMC obediently went to the United States to build a factory? At first, TSMC's Zhang Zhongmou was also very resistant, because the United States has no semiconductor industry chain and related technical talents, and the cost of building a core in the United States is at least 50% more expensive, and going to the United States to build a factory will make TSMC lose its market competitiveness.
But the key is that the United States has both soft and hard, first get a piece of sugar to attract it, and promise to build a chip factory, since it can get more than 53 billion US dollars in subsidies from the United States to build factories, but TSMC built an advanced chip factory in the United States, and began to make things difficult for various reasons, such as financial data, chip production capacity, and trade secrets must be handed over, if you don't agree, it's easy to do, Apple, Qualcomm aren't all big customers of TSMC, as long as they don't give TSMC orders.
Since TSMC lost Huawei, a major customer, basically all American companies have taken over all of TSMC's advanced chip production capacity, such as Apple, Qualcomm, NVIDIA, etc., once it loses the call and support of these American companies, TSMC will completely lose the hegemony of chip foundry, on the contrary, Intel from the United States"Pro-son"will take its place.
It's a difficult option to choose, but the United States has completely added fuel to the fire, and on the balance of American victory, TSMC finally chose to align itself with the United States. TSMC could have built an advanced chip factory in the United States to obtain subsidies while putting its main business scope in China, and the restart of the Nanjing 28nm factory is the best proof of this, but there is a point in the US chip bill that in order to obtain US subsidies, you must not build factories in China and expand production within ten years, otherwise you will not get a penny of subsidies.
At the same time, the United States also requires TSMC and other companies that have built factories in the United States to explain in detail the operation of the factories after they are built, including trade secrets such as production capacity, capacity utilization, chip yield and the selling price in the first year of production.
TSMC has invested tens of billions of dollars, and it is expected that the United States 5 nanometer wafer factory will be mass-produced next year"Unacceptable", but in the way of American pirate ships! TSMC can't turn back.
In fact, at the beginning of the construction of the factory, TSMC went to the United States to constantly point out that the United States tried to turn TSMC into"U.S. semiconductor factory"Come on"Hollowing out Taiwan", luring TSMC to build a factory in the United States. Uncover the true face of the flip"Sharpen your knives"As soon as the time comes, they will start unloading and killing donkeys.
Coincidentally, Warren Buffett, the former American stock god, suddenly ** 90% of TSMC's shares, resulting in a number of investments in the United States also had to **, causing TSMC's market value to fall by nearly 200 billion overnight, Zhang Zhongmou decided to build a factory in the United States to obtain American investment, TSMC to build a factory in the United States is a foregone conclusion, and all these investments in the United States have fled, which is what foreign media said about destroying TSMC in the United States. As foreign media said, on the American thief ship, TSMC can't go back, Zhang Zhongmou has been"Kill it"Finish.
History and facts have proved that there is no good end to negotiations with the United States, and the end is even worse from China to the arms of the United States, after all, even their own allies can be casual **, what credibility is there, TSMC's best way out is to return to the arms of its own people.