Hijacked by the union in the United States, TSMC paid 15 million yuan, ** business turn: move away.
TSMC's chip factory in the United States is in a difficult production phase. Due to the constant pressure from U.S. labor unions, TSMC has been unable to bring in skilled labor from its own country, so it has to keep postponing the schedule. But the upfront investment has been pressed down, and this factory will always be built.
After some thought, TSMC's Liu Deyin pledged to announce a $15 million investment to help expand the association's joint apprenticeship center to train the workforce needed to build a semiconductor factory. Many analysts have commented that this is entirely American unionized"Hijacking"。
Frankly, it is really admirable that the United States was able to put this calculation into practice.
At that time, TSMC's power plant was also built, the chip manufacturing capacity was also placed in the United States, and many labor and technical talents were trained in the continental United States. Anyway, I don't suffer any losses, the only thing that suffers is TSMC, helping others build the best chain, and even this most basic talent training has not escaped. Of course, the matter has come to this point, and TSMC has no way out, so it can only choose to compromise and not leave the early investment in the water.
However, soon after TSMC made its decision, its ** business began to change course.
As we all know, TSMC will not go to the United States alone to set up factories. Due to the high construction and operating costs in the United States, in order to reduce its own costs, it is convenient for the operation of the fab. TSMC invited some of its own businessmen to set up factories in the United States. Among them is Topco Technology.
However, the company is now planning to relocate its factory in Arizona, USA, to Mexico or Texas, USA. The reason is clear, and that is the lack of qualified engineers in the region. This reason should be the dilemma faced by many companies that have set up factories in the United States.
Some companies will choose to remain rooted here, such as TSMC, which prefers to fund it themselves. But there are also companies that will walk away, such as Topco Technology, which does not plan to follow its main customer TSMC for consumption. At the moment, the situation is quite unfavorable for American semiconductor companies.
First of all, TSMC actively introduced its own first-class companies to set up factories in the United States, just for its own convenience. Now that TSMC's factory has not been relocated, the first business has begun to relocate. This is tantamount to giving TSMC another reason to delay the progress of the factory. Perhaps when the chip subsidy is issued, the first phase of the chip factory will become an ornament, which has no practical significance to market demand. Even if that doesn't happen, TSMC's invisibly increased costs will eventually fall on the U.S. customers themselves.
At that time, the Biden team will face a new round of calls from the American business community. Once they face the American business giants again, maybe a lot of things will change.
Secondly, this action obviously exposes the shortcomings of the United States semiconductors very obviously, and the talent gap is so large that even if the United States has huge subsidies, it is difficult for companies to really settle down. And Somya, who is from a technical background, has the possibility of changing its announced plans. Once this triggers a chain reaction, then the US Semiconductor Chip Act will once again delay its ultimate desire to return to US chip manufacturing destinations.
In my opinion, the semiconductor law in the United States is just that, and there is not much to pay attention to. Maybe we didn't really pay attention to it, and they started turning their heads internally. What are your thoughts on this? Comments, likes, and shares are welcome!