Introduction: In today's chip industry, TSMC is like a towering monument, with excellent technical strength and high market share, it has become a leader in the global chip manufacturing industry. However, the United States is increasingly worried about TSMC's fall to Chinese mainland, and the game and wrestling between the two sides are also quietly unfolding. So, will TSMC fall to Chinese mainland?And how does the United States view this issue?Let's dive in. 1. TSMC's uniqueness: a leader in the global chip manufacturing industry. TSMC not only ranks in the leading position in terms of technical strength, but also has become the leader in the industry with a global market share of up to 55%. It not only manufactures products from top chip design companies including Apple, Qualcomm, AMD, NVIDIA, etc., but also maintains a leading edge in the 3nm process. This unique position has made TSMC a lot of attention, and it has also made it the focus of attention of many competitors and partners.
In the arena of sharp edges, TSMC is like a bright moon, shining on the entire chip industry alone. Its grand figure obscures the brilliance of other manufacturers, and it towers into the sky like a pyramid, and no one can shake its position. In the complex market, TSMC relies on its own technical strength and market share to sit firmly on the "throne" of chip foundry enterprises. Apple, Qualcomm, AMD, NVIDIA and other bigwigs have TSMC TV as a competent partner in manufacturing chips, which makes TSMC have unparalleled prestige in the industry. At the same time, its leading position in the 3nm process is beyond the reach of other competitors. It can be said that TSMC's unique charm and irreplaceability make it unique in global chip manufacturing.
2. U.S. Concerns and Actions: Threats and Opportunities. For the United States, TSMC is both an opportunity and a threat. The United States needs to rely on TSMC and other advanced foundries to promote the development of its own chip industry, but TSMC's dominant position in the global market also worries the United States. Once TSMC falls to Chinese mainland, it may bring a shortage of chip supply and deal a blow to the US chip industry. To this end, the United States adopts a strategy of "softness" and "restraint", on the one hand, through various means to attract TSMC and other foundry companies to invest and build factories in the United States, on the other hand, by restricting cooperation with Chinese mainland to curb its excessive approach. Despite these initiatives by the United States, the root cause of the problem has not been fundamentally addressed.
In the complex web of international relations, the United States' attitude towards TSMC has always been in a dilemma. On the one hand, the United States is eager for TSMC and other companies to invest in factories on its territory to promote the vigorous development of the local chip industry; On the other hand, the United States is worried about TSMC's turnaround. As a Chinese company, if TSMC is on the same front as Chinese mainland, it may bring unexpected consequences to the United States. The "Huairou" and "restraint" strategies of the United States accurately grasped this contradiction, trying to contain the pace of TSMC's development through various means to maintain its position in the chip industry. However, this kind of superficial article cannot hide the essential contradiction in the relationship between the two sides, and the game between TSMC and the United States is still quietly going on.
3. The statement of the United States: If it does not exist, we can scrap TSMC. Kevin Durant, director of the White House Science and Technology Policy Office, made it clear that the possibility of TSMC falling to Chinese mainland is slim. The reason why TSMC is so constrained by the global ** chain is that once it loses the support of the United States, it will face the risk of collapse. The data shows that the United States, Japan, Europe and other countries occupy a dominant position in the field of semiconductor equipment and materials, and TSMC relies on the advanced equipment and materials of these countries to gain a firm foothold. Based on this, the United States is not worried that TSMC will completely turn to Chinese mainland, because it will have a serious impact on its business and may trigger further retaliatory measures.
Expand) The statement of the United States ** is like a hammer, directly poking at the key point of TSMC. They solemnly pointed out that it is no accident that TSMC is firmly in the leading position in the global ** chain, and it is highly dependent on the absolute superiority of the United States and other countries in the field of semiconductor equipment and materials. This interdependence puts TSMC in a passive position, and once it violates the expectations of the United States, the consequences are unimaginable. The statement of the United States ** highlights its concern about TSMC moving between the two countries, and also reveals its intention to "gain an inch" and try to trap TSMC in prison.
Fourth, China's way out: independent and controllable industrial chain. At present, if China wants to realize the independence and controllability of the chip industry, it must fundamentally solve the problem of dependence on equipment and materials. This means accelerating the layout of the upstream and downstream of the industrial chain and realizing technological independence. China needs to break through the technical bottlenecks of lithography machines, testing equipment, EDA software, wafer manufacturing, packaging and testing, etc., and realize the independence of the industrial chain. Only in this way can China's chip industry prosper and achieve true independent development.
In the global chip battlefield, China must find a way to an independent and controllable industrial chain. In order to achieve this goal, China can no longer be constrained by its dependence on external equipment and materials, and must accelerate the layout of the upstream and downstream of the industrial chain and break through technical barriers. China's development must be pioneered by the Chinese themselves, conform to the general trend of industry development, and move towards the independent development path of the industrial chain. At the same time, TSMC and other international wafer foundries will also emerge as the times require, bringing new possibilities for the future cooperation and development of the global chip industry. It is worth expecting that the chip industry will move towards a more open and collaborative direction in the future, and the global industrial chain cooperation will usher in a new era of prosperity.
Conclusion: To sum up, although the possibility of TSMC falling to Chinese mainland is very small, the development of China's chip industry still has a long way to go. Only by realizing the independence and controllability of the industrial chain can China occupy a more important position in the global chip industry. It is believed that with the breakthrough of technology and the support of national strategy, China's chip industry will usher in a more brilliant tomorrow.