Your attention is my accelerant, pay attention to it, learn more about finance, learn about finance, and understand finance.
Since 2020, TSMC's global factory construction actions have been increasing. In addition to building large-scale chip factories in the United States and Japan, TSMC also plans to invest 10 billion euros in the construction of cutting-edge chip factories in Germany. These actions are aimed at shifting the ** chain and strengthening TSMC's global presence. According to reports, while building factories in the United States, 40 semiconductor companies have also decided to follow TSMC to the United States, a move that has been criticized by China's central media, who say it is an act of abandoning illusions.
TSMC has become the object of invitation from various countries and regions, not only because of the company's leading position in advanced process technology, which can produce advanced chips with higher performance, lower power consumption and tighter integration, but also because it plays a key role in the semiconductor industry chain. TSMC has established close cooperative relations with major chip design companies, equipment manufacturers, and packaging and testing manufacturers around the world, forming a complete industrial chain layout. However, Taiwan's frequent power failures and shortages of freshwater resources have created obstacles to TSMC's expansion in the region. Therefore, it has become TSMC's strategic choice to deploy factories around the world, use local rich resources to build chip production bases, and obtain local subsidy support.
When TSMC considers the potential of building factories in the United States, they must consider that they can receive large subsidies and have broad future prospects. However, this is not the case. TSMC's challenges to building a factory in the United States continue to emerge. First of all, the cost of labor and land in the United States is relatively high, and the cost of building and operating a plant will increase significantly. In addition, the U.S. tax and regulatory environment may also place a certain burden on TSMC's investment. Second, recruiting high-quality engineers and technical talent can be highly competitive. The semiconductor industry in the United States developed earlier and attracted a large number of technical talents, but the imbalance between supply and demand may lead to a shortage of talent, especially in advanced process technology.
Despite these difficulties and challenges, TSMC still insisted on its decision to build a factory in the United States, and only postponed the factory's commissioning time instead of canceling the plan. It seems that TSMC has made up its mind to stand in the US camp, and this choice is irreversible in the eyes of China's central media. It also shows the importance of TSMC to the U.S. market and the changing global competitive landscape.
For China's chip industry, in order to achieve the final breakthrough, it is necessary to increase self-sufficiency. At present, China already has a certain degree of self-sufficiency in the field of mature chips, and is no longer completely dependent on imports. And in the field of high-end chips, although it still faces some problems, China is also actively trying to find solutions.
The high dependence on imports has become a bottleneck for the development of China's chip industry. In the face of this problem, China has been increasing its efforts in independent innovation and strengthening investment in scientific and technological research and development and personnel training. If a major breakthrough can be made in the field of high-end chips, China will have stronger bargaining power and let the world understand the importance of openness and cooperation.
TSMC's global factory construction and the decision of 40 semiconductor companies to follow TSMC to the United States reflect the changes in the competitive landscape of the global chip industry. TSMC's global layout is not only to optimize the first chain and improve production efficiency, but also to obtain a broader market and resources. However, the decision to build a factory in the United States is not without risk, and the challenges and difficulties cannot be ignored.
For China's chip industry, the strengthening of self-sufficiency is a top priority. Although there is a certain degree of self-sufficiency at present, the field of high-end chips still needs further development. China needs more independent innovation, stronger R&D strength and better talents to be invincible in the global chip industry competition.
Under the wave of globalization, chip companies in various countries are seeking the best development path. In the face of fierce competition and complex political and economic environment, only by continuously strengthening our own strength, cooperation and exchanges, can we achieve greater achievements in the field of chips in the future.
If you like it, you can follow me, share financial advice regularly, and talk to you about financial topics.