TSMC decided to make a statement, and Liu Deyin confirmed the company's future plans!
TSMC issued an official announcement announcing that the U.S. factory has once again postponed production.
Liu Deyin announced that he would build a new factory in the United States, invest more than 40 billion yuan, and build 5 nm and 3 nm chip factories, once completed, it will be possible to produce 4 nm chips.
Liu Deyin also said that TSMC is not currently considering using non-American technology to build a chip production line, but chooses to set up a factory in the United States, which is beneficial to TSMC.
But three years later, with the gradual shutdown of the U.S. factory, Liu Deyin also announced last year that the production of 4-nanometer chips would be postponed to the United States.
TSMC has already announced that it has decided to postpone the production of 3 nm chips, which were scheduled to be mass-produced in the United States in 2026 until 2027 or 2028.
In fact, many people oppose TSMC's choice to set up a factory in the United States.
Zhang Zhongmou has publicly stated that TSMC has built a factory in the United States for more than 20 years, but it has not yet expanded its scale.
The chairman of TSMC said that due to the high cost of building a factory, water shortage, power shortage and other factors, if TSMC sets up a factory in the United States, it will lose Taiwan's mature industrial chain, which is low-cost, expensive, and profitable in the international market.
Of course, TSMC's reluctance to build a factory in the United States may also be due to the fact that the United States has put forward too high requirements or will not give subsidies at all. When TSMC invested in building a factory, the United States promised to give it a subsidy of 15 billion yuan, but in the end it was one step too late.
Liu Deyin said that therefore, the company's choice in overseas markets is mainly based on the needs of customers and the degree of subsidies and support given to it by local **.
TSMC's U.S. factory could be postponed indefinitely, according to people familiar with the matter.
In fact, it was Liu Deyin himself who announced his retirement and hoped to be replaced by the Wei Zhe family, thus delaying the plan to build a factory in the United States indefinitely.
Wei Zhejia is not focused on Taiwan Province like Liu Deyin, focusing on the domestic market.
Wei Zhejia has publicly stated that the advanced chip manufacturing process has brought huge business opportunities for new energy vehicles in China, the world's largest market for the production and sale of new energy vehicles.
Mr. Wei Zhe not only personally led a delegation to attend the Shanghai Forum, but also visited major domestic customers.
The United States hopes to get TSMC's advanced chip manufacturing technology, and Wei Zhejia pointed out that TSMC's foundation is in Taiwan, not only has a new global R&D center, but also plans to establish a number of 2nm chip factories.
Of course, TSMC suddenly turned over, not only because of the first subsidies and high costs, but also because of the rapid breakthrough of local manufacturers such as Huawei.
According to Bloomberg, the domestic chip Kirin 9000 is manufactured using a 7 nm process, but it is actually similar to the Qualcomm 5 nm Snapdragon 888 chip.
ASML said that self-developed semiconductor industry chains like Huawei are dismantling the global industrial chain; Nvidia CEO Jensen Huang said Huawei is a strong contender in the production of man-made chips.
At the same time, Huawei announced that the self-sufficiency rate of domestic chips has reached 70%, calling on domestic manufacturers to use more domestic chips, showing that China has the ability to produce more advanced chips.
SMIC, in particular, has expanded its production capacity to more than 100 million pieces per month, with 75% of its orders coming from China.
The domestic industrial chain can independently develop DUVI lithography technology to shorten the process to 7 nanometers.
Once again, ASML has delivered all prepaid lithography machine orders to Japan, including the 2000 I and other deep UV lithography machines that can ramp up the wafer process to 5nm.
SMIC has completed the development of the 7 nm process for a long time and has now entered the 5 nm process. With the help of a deep ultraviolet lithography machine like the 2000 i, the results are obvious. If it weren't for this, Zhang Zhongmou would not have suddenly given up in the chip war between China and the United States.