Zhang Zhongmou expressed a showdown, and foreign media TSMC suddenly changed its strategy
As we all know, China's semiconductor industry chain has developed rapidly in recent years, because the United States has the absolute right to speak in the field of science and technology, so it continues to modify the chip method, cut off the lithography machine, etc., to prevent the development of China's semiconductors, so that China can not obtain the advanced technology of wafer foundry.
As we all know, Moore's Law is the law of semiconductor development, which guides R&D and chip design, enabling enterprises to achieve rapid development. While processes are infinitely close to their physical limits, major chipmakers are now looking for new technologies and materials to extend this law. And, for some time, there have been reports that Gordon Moore, the co-founder of Intel Corporation, proposed this Moore's Law on the 24th of this month, at the age of 94, at his home.
However, TSMC's founder, Zhang Zhongmou, is in his nineties, and there are few people left who worked hard in the first generation of the semiconductor industry. Although Zhang Zhongmou is now 92 years old, his remarks some time ago made us feel the change in his attitude, and at the same time, it once again made him fall behind on the field.
We are no strangers to Zhang Zhongmou. In 1985, Zhang Zhongmou returned to Taiwan and started a business in a Taiwanese semiconductor company and founded TSMC. Under his leadership, TSMC has become one of the world's largest foundry companies, and this business model of only foundry chips and no chip design has provided high-quality foundry services for many well-known semiconductor companies around the world, such as Intel, AMD, NVIDIA, and Apple.
Subsequently, under the leadership of Zhang Zhongmou, TSMC continued to grow and develop, and because TSMC has no off-season in a year, it basically conquered most of the market, and also made TSMC's reputation a household name.
Within five years, Zhang Zhongmou began to step down as CEO of TSMC, and from time to time he would appear to speak out or attend an international semiconductor conference. But during the global financial turmoil in 2009, TSMC also faced losses. At this time, 78-year-old Zhang Zhongmou re-provoked the beam, spent a huge amount of money to continue to strengthen technical research, and became a leader, and the quality of TSMC's foundry products has gradually improved qualitatively. Therefore, Zhang Zhongmou is not only one of the important figures in Taiwan's semiconductor industry, but also one of the leaders in the global semiconductor industry. Not only TSMC has come back to life, but Samsung, which ranks second, is also far behind, and TSMC is also playing a role in stabilizing the military industry.
But Zhang Zhongmou is old after all, so in 18 years, Zhang Zhongmou was 78 years old and chose to retire again, and then TSMC's market value is also increasing, with a large number of orders from Intel, AMD, NVIDIA, Apple and other companies. Although Zhang Zhongmou has retired, his influence in the semiconductor industry is not small, so he will also express his views on different occasions, but every time he speaks, it will cause extraordinary **.
Especially recently, TSMC has been invited by the United States to build factories in its own territory, and it has also asked TSMC to increase local wafer manufacturing capacity, but Zhang Zhongmou is not optimistic about this market, because the cost of building a factory in the United States is very high. And when he was managing TSMC, he never had this plan to build a factory in the United States, and Zhang Zhongmou himself knew very well that if he went to the United States to build a factory, he didn't say whether the profits could be stable, after all, in other people's territory, the right to speak was not in his own hands.
But now, due to the pressure exerted by the former United States, it is also constantly transferring talents and technology to the United States, but when the reporter asked again, and when Zhang Zhongmou did not hold the position of CEO, he still firmly answered that TSMC went to the United States It was a wrong choice. And when he went to the United States to participate in the forum, he also firmly expressed his views in this way. At the same time, at the ceremony of building a factory in the United States, Zhang Zhongmou also said in a firm tone that globalization and freedom are dead!
Zhang Zhongmou's view that the U.S. intervention in the chip industry is the wrong choice is not consistent, because the behavior of the former U.S. has caused the global semiconductor industry chain to be unbalanced. However, is it really what we think?
Obviously, we all thought wrong!Zhang Zhongmou said that although we are going to the United States to build a factory, the cost will be higher, but it is also necessary to move some things from the past to the United States. At the same time, the state-of-the-art 3nm process will also be established in the United States, and the investment has risen to $40 billion. And although the cost of TSMC to build a factory in the United States will increase by one to two times, it will still be mass-produced as scheduled in 24 years.
For another example, in an interview with Zhang Zhongmou, our compatriot said that he supported the previous United States in opposing China's constant sanctions. From this sentence, it is not difficult for us to see that the current Zhang Zhongmou has rebelled!From the rebellion against the former United States to the support of complete confrontation in many foreign media, Zhang Zhongmou's position is also clear, completely reversed!
But on the other hand, will the United States really treat TSMC as its own?In fact, the author believes that there are no people of their own, not to mention the high cost of TSMC to build a factory in the United States, TSMC is likely to be used as a chess piece, and its high-end manufacturing technology can lead the development of chip manufacturing in American enterprises. Some time ago, Sino-US relations continued to be tense, but the former US security adviser also said that if the mainland dares to reunify Taiwan by force, we will blow up TSMC. This also proves from the side that TSMC is just a pawn of the former United States. And Zhang Zhongmou's statement this time is likely to make the world not know about the existence of TSMC.
I hope TSMC will realize as soon as possible that judging from the current situation, the United States will not help TSMC, TSMC is its own company, and judging from the United States' subsidies to TSMC, it is not difficult to see that TSMC wants its own subsidies and its own roots. TSMC's current status quo is its own current situation. For TSMC, we Chinese companies must strengthen self-examination to avoid such situations from happening again.