Biden didn't expect it!TSMC announced that the US media revealed that Zhang Zhongmou was really not his own person
With a unique understanding of the semiconductor industry, Zhang Zhongmou divided the semiconductor industry into design, brand and manufacturing, and then founded TSMC with a wise vision"The Godfather of SemiconductorsThe Godfather of Semiconductors"。
As a pillar industry in Taiwan Province of China, TSMC was once called"Protected mountains within the island", however, after the rise of TSMC, it has been with"Ancestors"In the opposite direction, the United States launched sanctions against Huawei, taking the lead in putting an end to Huawei's Kirin foundry service. And, in order to the United States"Master"Invest $40 billion to build 5nm and 3nm fabs in Arizona to help U.S. manufacturing grow.
In order to obtain wafer subsidies from the United States, Liu Deyin, the current president of TSMC, publicly belittled the mainland market, saying that the mainland market accounts for less than 10% of TSMC's revenue and is not important;Zhang Zhongmou, on the other hand, publicly expressed his support for the United States in the field of semiconductors and restricted China's policies. Obviously, in the competition between China and the United States in the wafer field, TSMC chose to stand on the side of the United States.
However, what TSMC never expected was that after chartering thousands of integrated circuit engineers and TSMC employees to the United States to complete the handover ceremony and put into production, the United States"Prey"But it was completely exposed. TSMC was forced to share profits, hand over key trade secrets such as customer information, and even added a safeguard clause to the wafer law: in the next ten years, TSMC must apply for wafer subsidies in the Chinese mainland market, and the expansion of mature processes must not exceed 10%, and advanced processes must not exceed 5%.
In the face of such a sudden request, although Liu Deyin said that he could not accept it, he even issued that if the United States does not make any changes, TSMC will be formed with Samsung and other integrated circuit companies"De-Americanization"Alliance, but only in exchange for a year of immunity. It can be seen that TSMC wants to cooperate with the United States' restrictions on China in the wafer field, but the United States does not accept TSMC as its own person.
In order to oppose the unreasonable demands of the United States, TSMC founder Zhang Zhongmou did not show weakness, and some time ago accepted the invitation to speak at a forum, saying that in the process of globalization of the semiconductor industry chain, the American manufacturing industry has already moved abroad to reduce manufacturing costs, and now it has lost its manufacturing capacity"Moon in the water"。And in December last year, at the TSMC relocation ceremony, Biden shouted"U.S. manufacturing is back"slogan, said thoroughly.
Zhang Zhongmou had already sighed"Globalization, freedom** is dead", and now publicly expressed dissatisfaction with TSMC's construction of a factory in the United States. In this regard, some Taiwan** said that TSMC has no choice, and it is not voluntary to build a factory in the United States, but people have to bow their heads under the roof.
In fact, TSMC went to the United States to build a factory, which not only increased production costs, but also exacerbated the talent shortage, so TSMC had to transfer thousands of workers to American factories, but in exchange for Intel's"Dig the foot of the wall"。
In the face of the ill-intentioned move of the United States, the promised subsidies have not been obtained, and Intel and other American chip companies are eyeing each other, Zhang Zhongmou no longer chooses to stick to it, and TSMC suddenly announced some time ago that the American chip factory will be postponed to 2025 due to labor shortages and high costs. More critically, TSMC said some time ago that its Nanjing plant in the mainland market will expand production as originally planned to meet the needs of local customers as much as possible.
TSMC's sudden change of face, it is estimated that even Biden did not expect, TSMC's postponement of the production of the US factory has attracted widespread attention in the American industry, and even many American ** wrote that Zhang Zhongmou's old scheming has finally started, and it is really not his own person. Absolutely"Where there is a cause, there must be an effect", the United States does not treat TSMC as its own people, and TSMC will not act as a base technology.
It is worth mentioning that TSMC has begun to accept a large number of orders for 7nm chips from Chinese companies, and the current development trend is very strong AI chips. It can be seen that TSMC built a factory in the United States"Foodie plan", began to intend to move closer to the mainland market, industry insiders believe that TSMC began to stand for its own back road!
If TSMC is really willing to back down, we can have illusions about it, after all, when the United States sanctioned Huawei, TSMC was painted as unreliable"tags", What's more, when Zhang Zhongmou and Liu Deyin blatantly belittled the mainland market in order to obtain U.S. chip subsidies, that sentence"If you have milk, you are a mother"It's even more exposed!"If you have milk, you are a mother"This sentence is written in a big book.
In other words, there is no shortcut to the rise of domestic chips, only independent research and development, and unremitting efforts to firmly grasp the basic technology and basic technology in their own hands, can truly realize the rise of domestic chips!