In recent years, the United States has been clamoring for the return of manufacturing to encourage overseas companies to invest and build factories in the United States. Especially in the chip industry, the United States has spent a lot of effort. It was legislation again, and it was proposed to impose high subsidies, but when these companies went to the United States to build factories, they found that things were far more simple.
TSMC has been deploying globally for a long time. New plants were built in the U.S. and Japan. But TSMC is not going to rest on its laurels, and wants to invest 10 billion euros in Germany to build a factory focused on cutting-edge chips.
Originally, TSMC's development momentum was strong, but the sudden chip export control caused TSMC to lose a major customer in the mainland, Huawei. However, later American companies made up for this market gap for TSMC in time, but at the same time, it also meant that TSMC's dependence on the United States was also deeper.
In order to develop the semiconductor industry in the United States, Biden spent $52 billion as a subsidy incentive, wanting to attract foreign companies to build factories in the United States. Under the subsidy of such a large amount of money, there are naturally companies eager to try and want to build factories in the United States.
In addition to TSMC, there is also South Korea's Samsung. But it wasn't until these companies really started investing in the United States that they realized that the money in the United States was not so easy to make.
According to a report by Taiwan's "Business Times" on February 17, in July 2023, TSMC announced that the original plan to build the first wafer factory in the United States was forced to be postponed. At that time, Liu Deyin, chairman of TSMC, explained this, saying that the company's overseas decision-making needs to be adjusted according to local policies and subsidies.
The following 19th, the matter was reported again, and the manufacturer built by TSMC in Arizona will also be postponed for a year, because the subsidy promised by the United States has not yet arrived. It is understood that this subsidy was first obtained by Intel.
This has to make people wonder if it is because Intel is a domestic company in the United States, so it has certain privileges? So can foreign enterprises get the subsidy smoothly in the future? It became the focus of discussion for a while.
In this regard, Liu Peizhen, an economic expert from Taiwan, suggested that if, according to TSMC's previous statement, it will invest $40 billion to build a factory in the United States, then according to the commitments made by the United States, a subsidy of $8.01 trillion should be given. Judging from the current situation, TSMC should suspend the construction of the factory to increase more bargaining chips.
Not only TSMC, Samsung Electronics is expected to invest $17.3 billion to build a factory in the United States, but the subsidies promised by the United States have not been delivered. About 500 companies applied for the U.S. semiconductor subsidy, but only two actually got their hands on it.
The Global Times is also very concerned about this matter, and it is generally believed that if Intel has received a subsidy of $10 billion, then other companies can only get less money. This makes people wonder whether the sincerity of the subsidies offered by the United States is to the left hand to the right hand, or in the end, it is taken away by the American enterprises.
The subsidy has not yet arrived, and TSMC's progress in building factories in the United States is very slow. As a result, no one can guess how much confidence TSMC still has in building factories in the United States. Perhaps it was at this time that TSMC also came back to its senses and felt that it should not be so toyed with in applause.
As a result, TSMC's latest planned 1nm wafer fab site bypassed the United States and set the factory address in the Science Park in Chiayi County, Taiwan Province. So far, TSMC has applied for a 100-hectare land area from the local area, and is expected to invest trillions of Taiwan dollars.
In addition to planning to build manufacturers in China, TSMC also plans to expand production capacity in Nanjing. In addition, the construction of the first wafer fab in Japan has begun, and the reason for this is that Japan has a relatively large advantage in semiconductor materials and semiconductor equipment.
It seems that TSMC is not completely controlled by the United States, and the promised benefits cannot be obtained, so it will directly turn around. I don't know if TSMC's steering behavior has made the United States feel a hint of crisis, according to the news on February 20, Biden ** suddenly announced a $1.5 billion subsidy for semiconductor company Globalfoundries.
Perhaps the United States wants to use this subsidy to stabilize the morale of the military and prevent other semiconductor companies from changing their plans. But the previous capriciousness may make it difficult for others to believe in the promises made by the United States.
The United States keeps clamoring for the return of manufacturing, but it is really a bit out of shape to be so cautious when it comes to real implementation. If the other side can maintain this level all the time, then it seems that we don't have to worry too much.
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