Recently, the outside world has commented on the news of TSMC's decision to build a factory in the United States, which is seen as the United States controlling the worldChipsStrategies in the industrial chain. EspeciallyasmlAnnounced that it will be toIntelPriority is given to the provision of state-of-the-art EUVsLithography machinepost, globalChipsThe landscape of the field may once again undergo major changes. In this new situation, TSMC is facing huge challenges and crises, which must be dealt with cautiously.
TSMC's decision to build a factory in the United States has aroused widespread concern in the industry. It is widely believed that this is a move that the United States has planned for a long time. The United States intends to control the world by giving TSMC high-standard treatmentChipsindustrial chain, weakening TSMC in the worldChipsOEMLeading position in the market. Despite the TSMC founderZhang ZhongmouHe was well aware of the intentions of the United States, but he still made the decision to build a factory in the United States. On the one hand, TSMC can receive huge subsidies;On the other hand, building a factory in the United States is conducive to obtaining more orders from American companies, and can also obtain key equipment and technology in advance to maintain its competitive advantage. However, the United States has set a high threshold for TSMC to hand over classified information, and TSMC has received far less subsidies than expected. At the same time,asmlAnnounced that priority will be given toIntelDelivery of state-of-the-art EUVsLithography machine, which shows the real intentions of the United States even more.
asmlPriorityIntelOffering state-of-the-art EUVsLithography machine, which is a decisive decision. euvLithography machineYesChipsThe key equipment of manufacturing is determinedChipsThe ceiling and fate of the enterprise. By giving priority toIntelEUV equipment is provided, and the United States has made it clear that it supports itIntelbecomeChipsThe biggest winner in the industry. First of all,IntelIn terms of manufacturing process, it is currently lagging behind TSMC andSamsung, but it is the first in the industry in terms of transistor density. Obtain the right of first refusal to purchase EUV equipmentIntellaid the foundation for subsequent developments.
Secondly,IntelTransformation doesOEM, which will significantly increase the number of orders, which is conducive to the profitability of its manufacturing business. In addition, the United States actively promotes domesticChipsManufacturing, will never tolerate the concentration of core technologies in the hands of TSMC, and will fully support itIntelRegain dominance of manufacturing.
asmlThe decision sends a signal to the outside world:ChipsThe industry may usher in a new pattern of restructuringIntelIt is likely to be the biggest winner. At the same time, TSMC's position will gradually erode. The White House has made it clear that it wants to retake it on its home soilChipsThe leading power of the manufacturing industry is vigorously supportedIntelis its key initiative. IntelWith support from all sides, it is expected to achieve its goal of breaking through production capacity by 2025. At the same time, if TSMC sends more high-end production capacity to the United States, it will inevitably be further restricted by the White House, and may eventually become a voice without a voiceOEMFactory.
Faced with this situation, which could lead to change, TSMC must respond cautiously. First of all, it has to find ways to stabilize itself as the world's largestOEMfactory position, striving to control more production capacity. TSMC around the worldOEMPosition in the market is very important and it is essential to maintain a competitive edge. Second, TSMC should also strengthen cooperation with other large markets to reduce the risk of over-reliance on the U.S. market and avoid becoming a victim of the White House. Despite the grim situation, as long as it seizes its own advantages, TSMC still has a chance to reverse the passive situation. This requires TSMC's top management to show foresight and decisiveness, prudently respond to various forces, and effectively safeguard the company's long-term interests.
In summary,asmlAnnounce the priority directionIntelDelivery of state-of-the-art EUVsLithography machineThe decision bodes well for the worldChipsThe landscape may face a major restructuring, and TSMC's position is threatened. This is an industrial game led by the United States, and TSMC needs to assess the situation, seek progress while maintaining stability, and find the best way out. We'll seeChipsThe formation of a new industrial pattern.