TSMC's dilemma is a turning point under the restrictions of American chips, and fate is difficult to change
As early as when TSMC went to the United States to build a 5 nm process factory, the company's chairman Liu Deyin and co-founder Zhang Zhongmou had a lot of trouble over this matter, but now there is ** that TSMC intends to build a 3 nm process factory in the United States, and a TSMC executive did not refute, suggesting that it has made up its mind to further tighten the semiconductor industry in the United States.
TSMC was forced by the pressure of the United States, and finally chose to go to the United States to build a 5nm process, which is also TSMC's current highest level of technology, although TSMC chose to set up a factory in the United States, and received strong support from Chairman Liu Deyin, Zhang Zhongmou repeatedly emphasized that the production cost in the United States is 50% higher than that in the United States, and it is almost impossible to make a profit if you want to set up a factory in the United States.
The two sides have different opinions, and industry insiders believe that TSMC is not willing to set up a factory in the United States, but TSMC will go to the United States to build a 3 nm chip factory, which also shows that Liu Deyin and Zhang Zhongmou have always been one-sided, in fact, they have made up their minds to invest more money in the United States.
The reason why TSMC does this is also helpless, because almost seventy percent of TSMC's revenue is imported from the United States, and American chips account for nearly 50% of the world's chips.
Samsung's vigorous layout in the United States has also made TSMC feel great pressure, Samsung invested in 5 nm in the United States, and then took the lead in the 3 nm process, and then established the 3 nm process in the United States, and Samsung is TSMC's fierce rival, the gap between the two in technology is not large, and they both rely on American chips, so Samsung compromised, and TSMC also compromised.
In order to meet the needs of the United States, TSMC has to not only bear the pressure of consumers, but also rely on American technology. Until now, some of TSMC's advanced processes still need to be imported from the United States, and extreme ultraviolet lithography machines used in high-end manufacturing processes will be severely impacted by the United States.
Now only ASML can manufacture this kind of EUV lithography equipment, and although ASML has been assembled in the Netherlands, due to its own technological limitations, many parts still need to be imported from the United States, Germany and Japan, and the United States has a greater influence on this, and ASML is one of the American companies.
Now, TSMC, Samsung, and Intel are competing for ASML 2nm-level EUV lithography machines, and which one can get ASML 2-generation EUV lithography machines is expected to achieve large-scale production of 2 nm processes, so TSMC can only obediently follow the United States.
Because of this, TSMC's 5nm factory in the United States has not yet started production, and it announced that it will build a 3nm factory in the United States, which means that TSMC is eager to cater to the American chip market, because now there is money to buy 3nm process, and there are only a few people such as Apple, Intel, AMD, NVIDIA, Qualcomm, etc., and their customers happen to be semiconductor companies in the United States.
TSMC went to the United States to build a 3 nm chip factory, which must be inseparable from Zhang Zhongmou's previous statement, and it is no wonder that the industry believes that TSMC's attitude has changed greatly, and TSMC has also begun to compromise with American chips, Liu Deyin and Zhang Zhongmou's attitude is just to seek more benefits, because the United States' $50 billion subsidy has not yet arrived, and Intel has been trying its best to strive for it, only American chip companies can enjoy these subsidies, and TSMC's concerns also come from their remarks.