More than $50 billion was wasted, and news came from TSMC's Wei Zhejia that Biden completely miscalculated
TSMC is a world leader in chip manufacturing technology, not only with large production capacity, but also with high yield rate.
Data shows that more than half of ASML's EUV lithography machines are sent to TSMC, and TSMC has also mass-produced more than 63% of the world's EUV wafers, and the yield rate of 5nm and 4nm chips far exceeds that of Samsung.
This is also why the United States has always wanted TSMC's advanced wafer manufacturing technology, not only took the initiative to invite TSMC to build a factory in the United States, but also withdrew more than $50 billion in subsidies, requiring TSMC to carry out more core manufacturing locally, with the purpose of building a local wafer industry chain.
Unexpectedly, TSMC announced a $40 billion factory in the United States, and originally planned to mass-produce 4-nanometer chips in the United States in 2024.
The U.S. side asked TSMC and other companies to hand over wafers, chips, ** and other data, claiming that there were subsidies, but Liu Deyin rejected the U.S. basic subsidy plan and suspended the authorization request, saying that the U.S. side asked for too much data and could not do anything that would have a negative impact on the industry in Taiwan Province.
Now, TSMC Wei Zhejia officially announced the new news, he said that TSMC's roots are still in Taiwan, and the opening of the global R&D center is to show TSMC with the people of Taiwan"The roots are still in Taiwan"determination.
The new global R&D center will be dedicated to the development of cutting-edge 2nm 1The 4nm wafer technology is also to ensure Taiwan's continued leading position in the wafer process field.
Prior to this, Liu Deyin also publicly stated that he would invest $60 billion to build a factory in Taiwan Province, mainly to build 2nm 18nm wafer fab, and TSMC's 18 factories as an important manufacturing base for 3nm and other wafers.
As soon as Wei Zhejia announced this new news, some foreign media said that Biden had miscalculated and more than $50 billion was lost.
It is precisely because the United States has always hoped to revive the integrated circuit manufacturing industry and master advanced integrated circuit manufacturing technology that it has given subsidies of more than $50 billion to attract TSMC to build more integrated circuit factories in the United States and introduce the most advanced technology.
As a result, TSMC not only rejected the U.S. wafer subsidy plan and postponed the mass production of the U.S. factory, but Wei Zhejia also announced that TSMC's roots are still in Taiwan, that is, the most advanced technology and the largest production capacity are placed in Taiwan.
It is impossible for the United States to want TSMC's most advanced technology and more production capacity, and $50 billion is naturally more than enough to succeed, after all, subsidies to other manufacturers cannot bring the most advanced chip manufacturing technology that the United States wants.
In addition, due to the continuous decline in the number of core orders from the United States, TSMC's revenue has experienced an annual decline for four consecutive months, with revenue of less than $5 billion in June, and revenue in the first half of this year decreased by 3 percent year-on-year5%。
This further changed TSMC's attitude.
First of all, TSMC insisted on expanding the scale of the Nanjing plant, and Liu Deyin even publicly expressed a firm attitude towards expanding the Nanjing factory, and sent Wei Zhejia and another Big Three to visit Shanghai to participate in technical forums and visit important customers.
In addition, TSMC has also received a large number of 7nm wafer orders from domestic manufacturers, and Ali Pingtou and ZTE Microelectronics have become important 7nm customers of TSMC.
Secondly, Zhang Zhongmou has repeatedly spoken out to the United States, saying that wafer globalization is dead, which also shows that other manufacturers should speed up the localization of wafers, and TSMC has begun to build factories around the world.
In addition, Zhang Zhongmou also said that it is impossible for the United States to build a complete chip industry chain, and if it is impossible to invest more than 50 billion US dollars in a row, TSMC's factory in the United States will undoubtedly fail.
As a result, TSMC rejected the wafer subsidy method in the United States and postponed the mass production of 4nm wafers in the United States by one year, causing the United States to restart the wafer manufacturing industry and suffer a major blow.
In particular, TSMC decided to take root in Taiwan, so it was said that more than $50 billion was lost, and TSMC's newly announced Wei Zhejia and Biden completely miscalculated