In the Sino-US science and technology war, the discourse power of chips is the core, and TSMC has undoubtedly become a sweetheart. TSMC's chip manufacturing technology is far ahead in the world, and mastering TSMC means mastering the extreme technology of chip manufacturing.
So over the years, China and the United States have been struggling to compete for TSMC, but the United States has the means to make people scoff, the resignation of TSMC Chairman Liu Deyin is actually quite telling, so can China win this chip war?
The TSMC dispute between China and the United States
Let's talk about Chinese mainland first.
The degree of care that the mainland has for TSMC can even be described as cautious!
In the past, many people said that Taiwan should be reunified by military force, but as far as the mainland is concerned, if it wants to truly carry out military reunification, military strength is naturally not a problem.
But for us, the most precious thing is the Taiwanese people and some of Taiwan's industries.
Once the military is unified, it is likely that there will be huge losses to these things.
Therefore, in the battle for TSMC, what the mainland has adopted has always been a capital acquisition strategy. What can be solved with money, it is better not to use force.
The first to shoot was Zhao Weiguo.
In the field of chips, Zhao Weiguo can definitely be said to have done it with his hands. When Zhao Weiguo first took office, he wanted to lead his own Unigroup and use capital operation to make chip manufacturing bigger and stronger.
Over the years, he made crazy acquisitions, wanting to use capital to build a huge chip empire, but as we all saw in the results, he ended up in debt.
Of course, there are many chip manufacturing companies he acquired, and TSMC is one of them. Zhao Weiguo really regards TSMC as the best springboard, mainly because TSMC also has this strength, but it failed in the end.
Zhao Weiguo is interested in TSMC's cutting-edge technology.
But from the very beginning, his strategy was wrong, he wanted to use capital to buy core technology, which was simply impossible to achieve, and the real core technology could only be obtained through his own research and development.
In fact, if you really look at these carefully, the Chinese government actually didn't take action at all. Because in the eyes of the Chinese government, the enterprises in Taiwan, China, are essentially owned by China, and there is no need for official action at all.
As a result, China failed in the acquisition of TSMC.
The "trap" of the United States
The high subsidies in the United States** appear to be very high-end.
The operation of the United States has been the same all these years. Very often, the United States speaks with its fists. This fist may be hit in the financial field, and it may be hit in the technology field.
The U.S. operation against TSMC started with a threat.
In fact, from a general point of view, the anti-mainland sentiment on the island of Taiwan is quite serious at present. Mainly because of the problem of being in power, the people's attitude towards the mainland is still a little tangled.
And the United States is precisely taking advantage of TSMC's psychology.
For TSMC, it is an enterprise, and the most important thing for an enterprise is to develop safely.
Since there are such concerns, the United States will of course make a big deal about it.
Tell TSMC that your current situation is very dangerous, only in the United States can you be saved, and only in the United States can you be safe. As long as you stay in Taiwan, there will be countless capitals staring at you, and even if you don't move, your safe and stable production is also a problem.
TSMC has been bewitched by the United States for a long time, so he naturally hugged the thigh of the United States and got on the American boat.
To put it bluntly, after the coercion and temptation of the United States, TSMC began to waver.
Immediately afterwards, Biden promised that the United States would give some development subsidies to technology-based companies like TSMC in order to make it better develop in the United States.
With subsidies and safety guarantees, TSMC is naturally tempted.
For enterprises, the best thing is not to produce safely and reduce costs.
But TSMC still has its own worries, TSMC is a technology-based enterprise after all. His core competitiveness is his core technology, and once this core technology is lost, TSMC will also lose its value.
The United States understands this better than anyone else!
So the United States promised that if TSMC agreed to set up a factory in the United States, it would give subsidies.
First, it can ensure safety; Second, there are development subsidies; Third, there is no need to touch the core products, for TSMC, this is simply a great thing!
As a result, TSMC entered the pit.
What is the current state of TSMC?
So what's going on now?
At that time, it was Liu Deyin, the former chairman of TSMC, who cooperated with the United States to operate like this, and now Liu Deyin is **. From this situation, we can actually see the current situation of TSMC in the United States.
At that time, when TSMC was attracted to enter, the United States promised a lot, but in the end the situation changed.
TSMC entering the United States must provide its trade secrets to the U.S. Department of Commerce, which is required by U.S. law. For a technology-based enterprise with a key technology of confidentiality, it is a very dangerous thing to leak its own business secrets.
But this is not an imminent risk, the biggest risk is that after TSMC continues to invest, the time for the United States is up, and it is still unknown whether the United States will change next.
Once Biden *** maybe Trump is going to come up. Once the United States is re-elected, how will TSMC get this subsidy?
Until now, TSMC has not received this subsidy, and there is a high probability that it will not be able to get it in the future.
Coupled with the promise that the United States previously said that it would only do 7nm and 14nm, it has now begun to change, and the United States continues to ask TSMC to increase advanced production capacity of 5nm and 3nm, while asking TSMC to increase investment.
And that's not all.
The domestic politics in the United States are inherently unstable, and after TSMC entered, the local ** has been asking TSMC to share a certain amount of profits in order to strive for profits.
It's hard for TSMC, it didn't get subsidies, it didn't make money, and it had to share the profits, and no one would do it!
So Liu Deyin resigned later, and TSMC has been dragging it out, and it hasn't really released its production capacity.
In the end, the deal fell through.
It's just that the money that TSMC invested before was blind.
In general, the panic purchase war between China and the United States for TSMC ended in failure, and it is basically impossible to achieve it by relying on capital acquisition.
If you want to really get the core technology, you have to rely on your own down-to-earth research and development, and the core technology cannot be bought by buying, and I hope that China's chip research and development will be on the right track as soon as possible.