Is it difficult for TSMC to become a big thing? U.S. politicians have spoken out openly to end the era of "alertness."
TSMC controls more than 90% of the world's high-end chip market, and American companies are increasingly dependent on TSMC, while American semiconductor manufacturers are also taking a tough stance on TSMC.
On the one hand, they need TSMC's help to help them return to chip manufacturing in the United States. On the other hand, they are"Be vigilant"TSMC, because TSMC itself is a Taiwanese company and is closely connected to the mainland market, is worried about whether TSMC's return to the mainland will lead to the semiconductor ** chain"Disconnection"！Scene.
Therefore, TSMC is both restrained and vigilant about this.
However, the public statements of American politicians show that"Restraint"TSMC's days are over.
According to ** reports, the attitude of the White House science and technology policy leaders towards TSMC is not worried that other countries will console TSMC, because TSMC is very dependent on the global ** chain, once TSMC changes its strategy, the US ** chain is interrupted, and TSMC's resources will not be able to play a role.
In short, if U.S. semiconductor manufacturers cut off TSMC's supply, even if TSMC controls this high-end chip market, it will be difficult to achieve great success.
There may be some of these words"Arrogance", but in reality it makes sense. In terms of market design alone, most of TSMC's customers are in the United States. With the over-reliance of American companies on TSMC, TSMC cannot get rid of its dependence on the income of American companies.
If there is a change in the orders of American companies, TSMC will directly affect the market. In the past, no matter how high the technology was, it could only swing like a pendulum.
In addition, TSMC's entire semiconductor chain and many technologies, such as the equipment needed to make chips, depend on it"American technology"。
As a very simple example, if ASML can't provide services to TSMC for free, and the so-called"Old iron"Lithography equipment provided to TSMC. Even so, for TSMC, it's nothing more than that"There is no rice cooking"Nothing more. So American politicians are right.
However, the author believes that this is an underestimation of the globalization trend of the ** chain. If they stop supplying TSMC, the global semiconductor industry, especially American companies, will"Paralysis", not an exaggeration at all.
Of course, they can also rely on Samsung and Intel to take TSMC's place. But the problem is that their production capacity and technology are far inferior to TSMC, otherwise there would not be so many companies that would have to rely on TSMC's foundry to make a living some time ago.
Because of this, Biden's team was able to talk about getting rid of dependence on TSMC while persuading TSMC to build a factory in the United States. To put it mildly, they are still struggling to get superior technology by not kicking TSMC out of the market.
However, even TSMC can't completely put their minds at ease, Samsung and Intel have maintained a wait-and-see attitude, coupled with the support of the American semiconductor giant Intel, TSMC not only has to consolidate its advantages, but also expand its customer base, it's time to change the way Americans live.
If it doesn't, how will TSMC get rid of its long-term dependence on TSMC chip foundry"Formalism"and will gradually become a reality?
In short, in the case that the chip landscape has changed, TSMC must make long-term planning. What do you think? Welcome to leave a message, like, share!