After investing 275.8 billion yuan to build a factory in the United States, TSMC encountered difficulties, and foreign media said that the situation expanded
It can be said that TSMC, as the world's top semiconductor chip foundry, has considerable strength in this field, and by 2022, it should occupy more than 60% of the semiconductor chip foundry market.
However, due to TSMC's strategic deployment mistakes, after spending 275.8 billion yuan to build a factory in the United States, TSMC was dismountedWhat happened?
As we all know, TSMC has long been one of the semiconductor giants supported by the United States, and its position in the industry must be considerable, but it is still constrained by the United States everywhere.
For example, some time ago, the United States asked TSMC to build a factory in the United States, the main purpose of which is actually to expand the production capacity of local semiconductor chips in the United States and promote the strategic deployment of self-sufficiency.
TSMC is a Taiwanese company, not a local American company, and based on TSMC's current dominance in the chip foundry field and 90% of the orders of American companies, the former is gradually feeling the United States"Stuck neck"risk.
However, TSMC, like the United States, has vigorously supported the company for many years, which contains a lot of old American technology and investment, so it is not prepared to simply let the company one day break away from the control of the United States.
Therefore, the company plans to invite TSMC to build a factory in the United States. At first, TSMC founder Zhang Zhongmou was reluctant and strongly opposed the request to build a factory in the United States.
Even TSMC employees recognize the pros and cons of this relationship. According to an interview with 11 TSMC workers from abroad, some of them said that choosing to build a factory in the United States will cause the company's talent to divert talent, reduce the company's emphasis on R&D, and lead to opportunities for competitors"Overtaking in corners"。
At the same time, the cost of building a factory in the United States will be about 4 times the cost of building a factory in Taiwan, and the cost of chip mass production will be 50% higher than that in Taiwan.
However, even if everyone is aware of the stakes, it is because of Lao Mei"Coercion and inducement", or have to choose to build a factory in the United States.
According to these two options to build factories in the United States, TSMC has built two wafer foundries of 3nm and 4nm in the United States, with a planned total investment of 40 billion US dollars, equivalent to 275.8 billion yuan in US dollars.
After the 3nm process, the factory began to be built, and another $3.5 billion was invested, plus the original investment of $4 million, for a total investment of $43.5 billion.
But after spending 275.8 billion yuan to build a factory in the United States, TSMC has been"Not so smooth", it can even be said that it was on the horse, during which three major events happened.
One is the initial chip subsidy policy, according to the published data, TSMC built 2 wafer processing plants, but only received about 3.9 billion US dollars in subsidies, compared with the original investment of 43.5 billion US dollars, it can almost be said"Hemp loss"！
In order to appease TSMC to build a factory in the United States, Warren Buffett, who was originally an American, invested $4.1 billion in the company through Buffett, and then there were American companies and American capital investments.
After the start of TSMC's 3nm processing plant, Buffett began to withdraw his investment, resulting in a loss of 180 billion yuan in TSMC's market value in a short period of time, equivalent to about 26.2 billion US dollars.
Third, U.S. companies have reduced their dependence on TSMC orders. According to reports, Intel has postponed its order for 3nm process chips from TSMC, while Apple has also reduced its order for advanced process chips from TSMC, including a total of 120,000 wafer production capacity for 3nm process chips.
It can be said that due to the above three factors, TSMC's global interests have been seriously affected, and it also shows that TSMC has finally succeeded in seeing the United States in the past"True face"In fact, TSMC just wants to continue to stay in the U.S. to do it"Cables"。
TSMC founder Zhang Zhongmou said:"If the United States wants a reliable semiconductor industry, it should continue to invest in Chinese mainland and Taiwan, after all, TSMC has long perfected the Americans, and they are now trying to design their own things.
To know TSMC International"OEM brother"How is the market, 90% of the orders in hand come from American companies, if TSMC is lost, then the strategic deployment of American companies in the field of advanced process chips will completely collapse, which can be described as a jade burner.
In particular, Samsung's strength in the field of advanced process chips is not strong, or Qualcomm did not choose to turn to TSMC foundry because of Samsung's low process yield.
The most important thing is that our country can still support TSMC, after all, TSMC if"Abandon the darkness and turn to the light", Back in the embrace of the motherland, we are still happy to accept it, so the foreign media said that things are getting bigger!